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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
36New |
$17K - $19.6K
|
36
$10.9K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
36+ 2.48% |
$17K - $19.6K
|
1.49K
$451K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
36+ 4.11% |
$17K - $19.6K
|
912
$276K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
34+ 14.29% |
$16.1K - $18.5K
|
272
$82.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
34+ 2.55% |
$16.1K - $18.5K
|
1.37K
$414K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
34+ 0.35% |
$16.1K - $18.5K
|
9.77K
$2.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
33+ 0.82% |
$15.6K - $18K
|
4.04K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
33+ 5.85% |
$15.6K - $18K
|
597
$181K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33+ 1.28% |
$15.6K - $18K
|
2.61K
$790K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
32+ 4.04% |
$15.1K - $17.5K
|
825
$250K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
32+ 0.64% |
$15.1K - $17.5K
|
5.06K
$1.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
32+ 1.91% |
$15.1K - $17.5K
|
1.71K
$517K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
32+ 3.58% |
$15.1K - $17.5K
|
926
$280K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
32+ 1.14% |
$15.1K - $17.5K
|
2.83K
$857K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
32New |
$15.1K - $17.5K
|
32
$9.68K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
31+ 2.85% |
$14.7K - $16.9K
|
1.12K
$339K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
30+ 1.18% |
$14.2K - $16.4K
|
2.58K
$780K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
30+ 0.14% |
$14.2K - $16.4K
|
21.6K
$6.53M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
30+ 4.6% |
$14.2K - $16.4K
|
682
$206K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
30+ 1.82% |
$14.2K - $16.4K
|
1.68K
$509K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
29+ 21.64% |
$13.7K - $15.8K
|
163
$49.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
29+ 4.35% |
$13.7K - $15.8K
|
695
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
29+ 1.76% |
$13.7K - $15.8K
|
1.68K
$508K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
29+ 0.74% |
$13.7K - $15.8K
|
3.94K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
29+ 3.8% |
$13.7K - $15.8K
|
792
$240K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
28+ 3.83% |
$13.2K - $15.3K
|
760
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
28+ 3.17% |
$13.2K - $15.3K
|
911
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
28+ 16.87% |
$13.2K - $15.3K
|
194
$58.7K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
28+ 58.33% |
$13.2K - $15.3K
|
76
$23K
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
27+ 4.33% |
$12.8K - $14.7K
|
650
$197K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
27+ 6.92% |
$12.8K - $14.7K
|
417
$126K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
BUY
|
- |
27+ 2.17% |
$12.8K - $14.7K
|
1.27K
$384K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
26+ 4.59% |
$12.3K - $14.2K
|
593
$179K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
26+ 1.6% |
$12.3K - $14.2K
|
1.65K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
26+ 0.13% |
$12.3K - $14.2K
|
20.3K
$6.13M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.23% |
$12.3K - $14.2K
|
2.13K
$645K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
25+ 0.91% |
$11.8K - $13.6K
|
2.78K
$842K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25+ 4.12% |
$11.8K - $13.6K
|
632
$191K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
25+ 14.29% |
$11.8K - $13.6K
|
200
$60.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
25+ 3.89% |
$11.8K - $13.6K
|
667
$202K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
25+ 0.33% |
$11.8K - $13.6K
|
7.65K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 0.83% |
$11.8K - $13.6K
|
3.04K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
25+ 833.33% |
$11.8K - $13.6K
|
28
$8.47K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
24+ 0.26% |
$11.3K - $13.1K
|
9.1K
$2.75M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
24+ 1.45% |
$11.3K - $13.1K
|
1.68K
$509K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.17% |
$11.3K - $13.1K
|
13.9K
$4.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 45.1% |
$10.9K - $12.5K
|
74
$22.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
23+ 0.56% |
$10.9K - $12.5K
|
4.14K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
23+ 1.43% |
$10.9K - $12.5K
|
1.63K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
23+ 7.3% |
$10.9K - $12.5K
|
338
$102K
|