Purchases and Sales Made in Q1 2024 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q1 2024. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
110+ 4.31% |
$52K - $60K
|
2.66K
$814K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
110+ 18.24% |
$52K - $60K
|
713
$218K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
109+ 1.8% |
$51.5K - $59.5K
|
6.17K
$1.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
109+ 0.93% |
$51.5K - $59.5K
|
11.8K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
109+ 1.84% |
$51.5K - $59.5K
|
6.03K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
108+ 6.5% |
$51K - $58.9K
|
1.77K
$541K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
107+ 8.04% |
$50.6K - $58.4K
|
1.44K
$439K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
107+ 7.31% |
$50.6K - $58.4K
|
1.57K
$480K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
107+ 20.5% |
$50.6K - $58.4K
|
629
$192K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
106+ 1.71% |
$50.1K - $57.8K
|
6.29K
$1.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
105+ 1.13% |
$49.6K - $57.3K
|
9.41K
$2.88M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
105+ 1.95% |
$49.6K - $57.3K
|
5.5K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
105+ 23.76% |
$49.6K - $57.3K
|
547
$167K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
104+ 15.03% |
$49.2K - $56.7K
|
796
$243K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
104+ 6.05% |
$49.2K - $56.7K
|
1.82K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
103+ 5.01% |
$48.7K - $56.2K
|
2.16K
$660K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
102+ 8.78% |
$48.2K - $55.6K
|
1.26K
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
102+ 5.73% |
$48.2K - $55.6K
|
1.88K
$575K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
102+ 2.87% |
$48.2K - $55.6K
|
3.66K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
102+ 10.1% |
$48.2K - $55.6K
|
1.11K
$340K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
101+ 19.09% |
$47.7K - $55.1K
|
630
$193K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
100+ 25.19% |
$47.3K - $54.5K
|
497
$152K
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
100+ 7.32% |
$47.3K - $54.5K
|
1.47K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 3.01% |
$47.3K - $54.5K
|
3.43K
$1.05M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$47.3K - $54.5K
|
100
$30.6K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
99+ 2.04% |
$46.8K - $54K
|
4.96K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
99+ 8.64% |
$46.8K - $54K
|
1.25K
$380K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
96+ 4.67% |
$45.4K - $52.4K
|
2.15K
$657K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
96+ 21.29% |
$45.4K - $52.4K
|
547
$167K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
96+ 22.54% |
$45.4K - $52.4K
|
522
$160K
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
96+ 9.75% |
$45.4K - $52.4K
|
1.08K
$330K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
95+ 2.69% |
$44.9K - $51.8K
|
3.62K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
93+ 1.41% |
$44K - $50.7K
|
6.68K
$2.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
92+ 17.13% |
$43.5K - $50.2K
|
629
$192K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
92+ 3.39% |
$43.5K - $50.2K
|
2.81K
$858K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
92+ 8.7% |
$43.5K - $50.2K
|
1.15K
$351K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
91+ 0.76% |
$43K - $49.6K
|
12.1K
$3.71M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
91+ 8.86% |
$43K - $49.6K
|
1.12K
$342K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
90+ 3.48% |
$42.5K - $49.1K
|
2.68K
$819K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
89+ 1.82% |
$42.1K - $48.5K
|
4.98K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
89+ 1.8% |
$42.1K - $48.5K
|
5.02K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
88+ 0.03% |
$41.6K - $48K
|
258K
$79M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
88+ 8.16% |
$41.6K - $48K
|
1.17K
$357K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
88+ 2.41% |
$41.6K - $48K
|
3.73K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
87+ 0.43% |
$41.1K - $47.5K
|
20.5K
$6.27M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
87+ 2.79% |
$41.1K - $47.5K
|
3.2K
$979K
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
87+ 1.04% |
$41.1K - $47.5K
|
8.49K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
87+ 0.1% |
$41.1K - $47.5K
|
88K
$26.9M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
87+ 3.24% |
$41.1K - $47.5K
|
2.77K
$846K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
86+ 7.69% |
$40.6K - $46.9K
|
1.21K
$368K
|