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 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
65+ 4.3% |
$30.7K - $35.5K
|
1.58K
$477K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
65+ 2.06% |
$30.7K - $35.5K
|
3.21K
$972K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
65+ 0.67% |
$30.7K - $35.5K
|
9.78K
$2.96M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
65+ 8.87% |
$30.7K - $35.5K
|
798
$241K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
65+ 8.72% |
$30.7K - $35.5K
|
810
$245K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
65+ 67.71% |
$30.7K - $35.5K
|
161
$48.7K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
65+ 30.95% |
$30.7K - $35.5K
|
275
$83.2K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
64+ 3.89% |
$30.2K - $34.9K
|
1.71K
$517K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
64+ 1.35% |
$30.2K - $34.9K
|
4.79K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
64+ 1.95% |
$30.2K - $34.9K
|
3.35K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
64+ 0.48% |
$30.2K - $34.9K
|
13.3K
$4.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
63+ 1.63% |
$29.8K - $34.4K
|
3.93K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
63+ 2.62% |
$29.8K - $34.4K
|
2.46K
$746K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
63+ 2.36% |
$29.8K - $34.4K
|
2.74K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
63+ 0.04% |
$29.8K - $34.4K
|
161K
$48.8M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
62+ 1.98% |
$29.3K - $33.8K
|
3.19K
$964K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
61+ 244.0% |
$28.8K - $33.3K
|
86
$26K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60+ 8.53% |
$28.4K - $32.7K
|
763
$231K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
59+ 10.57% |
$27.9K - $32.2K
|
617
$187K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
59+ 1.27% |
$27.9K - $32.2K
|
4.72K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
59+ 0.43% |
$27.9K - $32.2K
|
13.8K
$4.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59+ 5.87% |
$27.9K - $32.2K
|
1.06K
$322K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
58+ 6.59% |
$27.4K - $31.6K
|
938
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
58+ 9.54% |
$27.4K - $31.6K
|
666
$202K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
58+ 1.1% |
$27.4K - $31.6K
|
5.31K
$1.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
57+ 4.71% |
$26.9K - $31.1K
|
1.27K
$383K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
57+ 2.14% |
$26.9K - $31.1K
|
2.72K
$823K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
57+ 1.61% |
$26.9K - $31.1K
|
3.61K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
56+ 4.56% |
$26.5K - $30.5K
|
1.28K
$388K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
56+ 9.27% |
$26.5K - $30.5K
|
660
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
56+ 7.07% |
$26.5K - $30.5K
|
848
$257K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
55+ 9.86% |
$26K - $30K
|
613
$186K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55+ 7.33% |
$26K - $30K
|
805
$244K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
55+ 1.42% |
$26K - $30K
|
3.93K
$1.19M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
54+ 10.19% |
$25.5K - $29.5K
|
584
$177K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
54+ 8.05% |
$25.5K - $29.5K
|
725
$219K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
54+ 0.39% |
$25.5K - $29.5K
|
13.8K
$4.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
54+ 6.04% |
$25.5K - $29.5K
|
948
$287K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
54+ 3.73% |
$25.5K - $29.5K
|
1.5K
$455K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
53+ 1.58% |
$25K - $28.9K
|
3.41K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
53+ 1.06% |
$25K - $28.9K
|
5.04K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
53+ 0.43% |
$25K - $28.9K
|
12.3K
$3.71M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
53+ 0.27% |
$25K - $28.9K
|
19.8K
$5.98M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53+ 757.14% |
$25K - $28.9K
|
60
$18.2K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
53+ 1.43% |
$25K - $28.9K
|
3.76K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
53+ 0.55% |
$25K - $28.9K
|
9.72K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
53+ 2.28% |
$25K - $28.9K
|
2.38K
$720K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
52+ 5.38% |
$24.6K - $28.4K
|
1.02K
$308K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
52+ 2.1% |
$24.6K - $28.4K
|
2.53K
$767K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
51+ 17.11% |
$24.1K - $27.8K
|
349
$106K
|