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 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
22+ 4.92% |
$10.4K - $12K
|
469
$143K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
22+ 1.93% |
$10.4K - $12K
|
1.16K
$355K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.5% |
$10.4K - $12K
|
4.46K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
22+ 3.14% |
$10.4K - $12K
|
723
$221K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
22+ 0.82% |
$10.4K - $12K
|
2.71K
$829K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
22+ 2.03% |
$10.4K - $12K
|
1.11K
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21+ 2.93% |
$9.92K - $11.5K
|
738
$226K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
21+ 0.42% |
$9.92K - $11.5K
|
5.06K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
21+ 0.27% |
$9.92K - $11.5K
|
7.68K
$2.35M
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
21+ 5.25% |
$9.92K - $11.5K
|
421
$129K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
20+ 1.86% |
$9.45K - $10.9K
|
1.09K
$334K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
20+ 1.52% |
$9.45K - $10.9K
|
1.34K
$408K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
20+ 0.27% |
$9.45K - $10.9K
|
7.55K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
20+ 0.56% |
$9.45K - $10.9K
|
3.61K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20+ 4.14% |
$9.45K - $10.9K
|
503
$154K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
20+ 2.67% |
$9.45K - $10.9K
|
768
$235K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
20+ 2.51% |
$9.45K - $10.9K
|
816
$249K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
20+ 2.43% |
$9.45K - $10.9K
|
842
$257K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
19+ 0.41% |
$8.98K - $10.4K
|
4.61K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 1.69% |
$8.98K - $10.4K
|
1.14K
$350K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
19+ 0.39% |
$8.98K - $10.4K
|
4.84K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
19+ 0.14% |
$8.98K - $10.4K
|
13.3K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
19+ 1.8% |
$8.98K - $10.4K
|
1.07K
$328K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
19+ 3.62% |
$8.98K - $10.4K
|
544
$166K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
19+ 1.49% |
$8.98K - $10.4K
|
1.3K
$397K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 2.83% |
$8.51K - $9.82K
|
655
$200K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
18+ 1.27% |
$8.51K - $9.82K
|
1.43K
$438K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 1.34% |
$8.51K - $9.82K
|
1.37K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18+ 0.27% |
$8.51K - $9.82K
|
6.57K
$2.01M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
17+ 3.91% |
$8.03K - $9.27K
|
452
$138K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
17+ 0.82% |
$8.03K - $9.27K
|
2.09K
$638K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
17New |
$8.03K - $9.27K
|
17
$5.2K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
17+ 1.37% |
$8.03K - $9.27K
|
1.26K
$384K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
16+ 3.6% |
$7.56K - $8.73K
|
461
$141K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
16+ 1.0% |
$7.56K - $8.73K
|
1.61K
$493K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16+ 2.58% |
$7.56K - $8.73K
|
637
$195K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
16+ 2.47% |
$7.56K - $8.73K
|
665
$203K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
16+ 2.87% |
$7.56K - $8.73K
|
574
$175K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
16+ 2.54% |
$7.56K - $8.73K
|
646
$197K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
16+ 0.16% |
$7.56K - $8.73K
|
9.82K
$3M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
15+ 0.66% |
$7.09K - $8.18K
|
2.28K
$697K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
15+ 0.17% |
$7.09K - $8.18K
|
8.68K
$2.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
15+ 0.97% |
$7.09K - $8.18K
|
1.56K
$477K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15+ 1.87% |
$7.09K - $8.18K
|
816
$249K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
15+ 1.86% |
$7.09K - $8.18K
|
822
$251K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
15+ 0.69% |
$7.09K - $8.18K
|
2.18K
$665K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
15+ 0.24% |
$7.09K - $8.18K
|
6.24K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
15+ 0.25% |
$7.09K - $8.18K
|
5.9K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15+ 6.05% |
$7.09K - $8.18K
|
263
$80.4K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
14+ 3.29% |
$6.62K - $7.64K
|
440
$134K
|