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
|
Penobscot Wealth Management
|
BUY
|
- |
14+ 1.17% |
$6.62K - $7.64K
|
1.21K
$371K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
14+ 1.51% |
$6.62K - $7.64K
|
941
$288K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
14+ 1.95% |
$6.62K - $7.64K
|
733
$224K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 1.02% |
$6.62K - $7.64K
|
1.39K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
14+ 9.09% |
$6.62K - $7.64K
|
168
$51.3K
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
14+ 1.64% |
$6.62K - $7.64K
|
869
$266K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
14+ 1.15% |
$6.62K - $7.64K
|
1.23K
$376K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
13+ 1.83% |
$6.14K - $7.09K
|
722
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
13+ 0.49% |
$6.14K - $7.09K
|
2.68K
$820K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
13+ 2.95% |
$6.14K - $7.09K
|
454
$139K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
13+ 0.18% |
$6.14K - $7.09K
|
7.13K
$2.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13+ 0.75% |
$6.14K - $7.09K
|
1.75K
$534K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
13+ 0.16% |
$6.14K - $7.09K
|
8.2K
$2.51M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
13+ 6.44% |
$6.14K - $7.09K
|
215
$65.7K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
13+ 0.09% |
$6.14K - $7.09K
|
15.2K
$4.64M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13+ 0.82% |
$6.14K - $7.09K
|
1.6K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 4.48% |
$6.14K - $7.09K
|
303
$92.6K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13+ 0.17% |
$6.14K - $7.09K
|
7.55K
$2.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12+ 1.45% |
$5.67K - $6.55K
|
841
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 3.75% |
$5.67K - $6.55K
|
332
$101K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 2.33% |
$5.67K - $6.55K
|
527
$161K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 2.21% |
$5.67K - $6.55K
|
554
$169K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12+ 1.29% |
$5.67K - $6.55K
|
940
$287K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.18% |
$5.67K - $6.55K
|
6.71K
$2.05M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
11+ 0.38% |
$5.2K - $6K
|
2.93K
$894K
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.26% |
$5.2K - $6K
|
4.27K
$1.3M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 2.26% |
$5.2K - $6K
|
498
$152K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
11New |
$5.2K - $6K
|
11
$3.36K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
11+ 0.52% |
$5.2K - $6K
|
2.12K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.6% |
$5.2K - $6K
|
1.84K
$562K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
11+ 1.15% |
$5.2K - $6K
|
971
$297K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
11+ 0.42% |
$5.2K - $6K
|
2.62K
$799K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10+ 1.46% |
$4.73K - $5.45K
|
693
$212K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.64% |
$4.73K - $5.45K
|
1.58K
$483K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
10+ 1.24% |
$4.73K - $5.45K
|
814
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
10+ 0.61% |
$4.73K - $5.45K
|
1.66K
$506K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.54% |
$4.73K - $5.45K
|
1.87K
$570K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
10+ 55.56% |
$4.73K - $5.45K
|
28
$8.56K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
10+ 1.97% |
$4.73K - $5.45K
|
518
$158K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
10+ 1.14% |
$4.73K - $5.45K
|
888
$271K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.42% |
$4.73K - $5.45K
|
2.38K
$728K
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
10+ 1.93% |
$4.73K - $5.45K
|
528
$161K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 26.32% |
$4.73K - $5.45K
|
48
$14.7K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.91% |
$4.73K - $5.45K
|
1.11K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
10+ 0.43% |
$4.73K - $5.45K
|
2.34K
$714K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 0.39% |
$4.73K - $5.45K
|
2.55K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
9+ 2.08% |
$4.25K - $4.91K
|
441
$135K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
9New |
$4.25K - $4.91K
|
9
$2.75K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
9New |
$4.25K - $4.91K
|
9
$2.75K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
9+ 18.0% |
$4.25K - $4.91K
|
59
$18K
|