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 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
930+ 24.07% |
$440K - $507K
|
4.79K
$2.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
916+ 15.08% |
$433K - $500K
|
6.99K
$3.95M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
913+ 10.93% |
$431K - $498K
|
9.26K
$5.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
901+ 11.11% |
$426K - $491K
|
9.01K
$5.09M
|
|
|
May 15, 2024
Q1 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
900+ 191.49% |
$425K - $491K
|
1.37K
$774K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
897+ 6.01% |
$424K - $489K
|
15.8K
$8.94M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
896+ 13.17% |
$423K - $489K
|
7.7K
$4.35M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
894+ 28.39% |
$423K - $488K
|
4.04K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
889New |
$420K - $485K
|
889
$502K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
888+ 6.5% |
$420K - $484K
|
14.5K
$8.22M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
887New |
$419K - $484K
|
887
$501K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
885+ 12.78% |
$418K - $483K
|
7.81K
$4.41M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
880+ 1.0% |
$416K - $480K
|
88.8K
$50.2M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
880+ 24.44% |
$416K - $480K
|
4.48K
$2.53M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
873+ 7.3% |
$413K - $476K
|
12.8K
$7.25M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
868+ 4.41% |
$410K - $473K
|
20.6K
$11.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
865+ 21.04% |
$409K - $472K
|
4.98K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
864+ 11.08% |
$408K - $471K
|
8.66K
$4.89M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
860+ 20.13% |
$406K - $469K
|
5.13K
$2.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
857+ 4.67% |
$405K - $467K
|
19.2K
$10.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
850+ 22.59% |
$402K - $464K
|
4.61K
$2.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
848+ 7.23% |
$401K - $463K
|
12.6K
$7.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
845+ 3.39% |
$399K - $461K
|
25.8K
$14.6M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
844+ 28.81% |
$399K - $460K
|
3.77K
$2.13M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
840+ 6.27% |
$397K - $458K
|
14.2K
$8.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
839+ 41.62% |
$397K - $458K
|
2.86K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
839+ 29.49% |
$397K - $458K
|
3.68K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
837+ 20.32% |
$396K - $457K
|
4.96K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
835New |
$395K - $455K
|
835
$472K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
833+ 33.27% |
$394K - $454K
|
3.34K
$1.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
830+ 27.24% |
$392K - $453K
|
3.88K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
826+ 4.59% |
$390K - $451K
|
18.8K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
823+ 2.68% |
$389K - $449K
|
31.5K
$17.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
820+ 20.58% |
$388K - $447K
|
4.8K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
818+ 20.97% |
$387K - $446K
|
4.72K
$2.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
812+ 30.28% |
$384K - $443K
|
3.49K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
810+ 13.77% |
$383K - $442K
|
6.69K
$3.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
806+ 25.41% |
$381K - $440K
|
3.98K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
806New |
$381K - $440K
|
806
$456K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
801+ 2.1% |
$379K - $437K
|
38.9K
$22M
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
794+ 7.99% |
$375K - $433K
|
10.7K
$6.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
789+ 0.64% |
$373K - $430K
|
123K
$69.8M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
784+ 61.78% |
$371K - $428K
|
2.05K
$1.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
778+ 10.07% |
$368K - $424K
|
8.5K
$4.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
777+ 24.44% |
$367K - $424K
|
3.96K
$2.24M
|
|
|
May 10, 2024
Q1 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
775New |
$366K - $423K
|
775
$438K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
768+ 4.21% |
$363K - $419K
|
19K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
765+ 254.15% |
$362K - $417K
|
1.07K
$602K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
763+ 5.76% |
$361K - $416K
|
14K
$7.92M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
760New |
$359K - $415K
|
760
$430K
|