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 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
85+ 3.23% |
$40.2K - $46.4K
|
2.71K
$821K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
85+ 7.11% |
$40.2K - $46.4K
|
1.28K
$388K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
84+ 1.67% |
$39.7K - $45.8K
|
5.12K
$1.55M
|
|
|
May 08, 2024
Q1 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
83+ 94.32% |
$39.2K - $45.3K
|
171
$51.7K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
83New |
$39.2K - $45.3K
|
83
$25.1K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
83+ 5.4% |
$39.2K - $45.3K
|
1.62K
$491K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
82+ 1.76% |
$38.8K - $44.7K
|
4.73K
$1.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
82+ 4.73% |
$38.8K - $44.7K
|
1.81K
$549K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
81+ 44.02% |
$38.3K - $44.2K
|
265
$80.2K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
81+ 2.84% |
$38.3K - $44.2K
|
2.93K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
81+ 4.15% |
$38.3K - $44.2K
|
2.03K
$615K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
80+ 2.49% |
$37.8K - $43.6K
|
3.29K
$995K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
80+ 11.51% |
$37.8K - $43.6K
|
775
$235K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
79+ 1.77% |
$37.3K - $43.1K
|
4.54K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
79+ 3.47% |
$37.3K - $43.1K
|
2.35K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
79+ 17.36% |
$37.3K - $43.1K
|
534
$162K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
78+ 20.42% |
$36.9K - $42.5K
|
460
$139K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
77+ 3.72% |
$36.4K - $42K
|
2.15K
$650K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
76+ 13.94% |
$35.9K - $41.5K
|
621
$188K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
75+ 7.69% |
$35.4K - $40.9K
|
1.05K
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
75+ 3.71% |
$35.4K - $40.9K
|
2.1K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
75+ 2.02% |
$35.4K - $40.9K
|
3.78K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
75+ 11.89% |
$35.4K - $40.9K
|
706
$214K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
74+ 2.1% |
$35K - $40.4K
|
3.6K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
73+ 6.5% |
$34.5K - $39.8K
|
1.2K
$362K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
73+ 1.82% |
$34.5K - $39.8K
|
4.08K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
73+ 4.65% |
$34.5K - $39.8K
|
1.64K
$497K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
73+ 1.35% |
$34.5K - $39.8K
|
5.48K
$1.66M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
73+ 2.97% |
$34.5K - $39.8K
|
2.53K
$767K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
72+ 0.53% |
$34K - $39.3K
|
13.6K
$4.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
72+ 9.06% |
$34K - $39.3K
|
867
$262K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
72+ 17.48% |
$34K - $39.3K
|
484
$146K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
72+ 3.62% |
$34K - $39.3K
|
2.06K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
72+ 0.25% |
$34K - $39.3K
|
29.3K
$8.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
71+ 4.86% |
$33.6K - $38.7K
|
1.53K
$464K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
70+ 1.7% |
$33.1K - $38.2K
|
4.18K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
70+ 1.51% |
$33.1K - $38.2K
|
4.7K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
70+ 2.13% |
$33.1K - $38.2K
|
3.36K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
70+ 6.13% |
$33.1K - $38.2K
|
1.21K
$366K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
69+ 0.22% |
$32.6K - $37.6K
|
31.9K
$9.65M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
69+ 2.42% |
$32.6K - $37.6K
|
2.93K
$885K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
68+ 6.13% |
$32.1K - $37.1K
|
1.18K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
68+ 1.63% |
$32.1K - $37.1K
|
4.23K
$1.28M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
67+ 0.68% |
$31.7K - $36.5K
|
9.89K
$2.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
67+ 4.49% |
$31.7K - $36.5K
|
1.56K
$472K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
67+ 14.73% |
$31.7K - $36.5K
|
522
$158K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
66+ 3.0% |
$31.2K - $36K
|
2.27K
$685K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
66+ 0.74% |
$31.2K - $36K
|
9.03K
$2.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
66+ 0.57% |
$31.2K - $36K
|
11.7K
$3.55M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
66+ 12.07% |
$31.2K - $36K
|
613
$186K
|