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 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
760New |
$359K - $415K
|
760
$392K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
760New |
$359K - $415K
|
760
$392K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
758+ 6.3% |
$358K - $413K
|
12.8K
$6.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
756+ 13.94% |
$357K - $412K
|
6.18K
$3.19M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
755+ 5.08% |
$357K - $412K
|
15.6K
$8.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
751+ 9.48% |
$355K - $410K
|
8.68K
$4.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
750+ 3.61% |
$354K - $409K
|
21.5K
$11.1M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
749+ 4.79% |
$354K - $409K
|
16.4K
$8.46M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
749+ 4.48% |
$354K - $409K
|
17.5K
$9.01M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
745New |
$352K - $406K
|
745
$384K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
743+ 22.17% |
$351K - $405K
|
4.1K
$2.11M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
737+ 81.26% |
$348K - $402K
|
1.64K
$848K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
737New |
$348K - $402K
|
737
$380K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
735+ 1.25% |
$347K - $401K
|
59.5K
$30.7M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
734+ 2.39% |
$347K - $400K
|
31.5K
$16.2M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
733+ 34.24% |
$346K - $400K
|
2.87K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
731+ 27.17% |
$345K - $399K
|
3.42K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
731+ 92.77% |
$345K - $399K
|
1.52K
$783K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
730+ 8.6% |
$345K - $398K
|
9.22K
$4.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
728+ 4.57% |
$344K - $397K
|
16.7K
$8.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
728+ 16.56% |
$344K - $397K
|
5.12K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
723+ 132.66% |
$342K - $394K
|
1.27K
$654K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
719+ 0.44% |
$340K - $392K
|
163K
$83.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
719+ 7.05% |
$340K - $392K
|
10.9K
$5.63M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
717+ 16.89% |
$339K - $391K
|
4.96K
$2.56M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
714+ 4.73% |
$337K - $389K
|
15.8K
$8.16M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
711New |
$336K - $388K
|
711
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
BUY
|
- |
710+ 1.45% |
$336K - $387K
|
49.7K
$25.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
708+ 2.7% |
$335K - $386K
|
26.9K
$13.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
704+ 8.41% |
$333K - $384K
|
9.08K
$4.68M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
704+ 42.41% |
$333K - $384K
|
2.36K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
702New |
$332K - $383K
|
702
$362K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
700New |
$331K - $382K
|
700
$361K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
698New |
$330K - $381K
|
698
$360K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
695+ 2.27% |
$328K - $379K
|
31.3K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
695New |
$328K - $379K
|
695
$358K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
692+ 5.81% |
$327K - $377K
|
12.6K
$6.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
679+ 6.65% |
$321K - $370K
|
10.9K
$5.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
676+ 30.83% |
$319K - $369K
|
2.87K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Cayman LP
|
BUY
|
- |
675New |
$319K - $368K
|
675
$348K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
673+ 12.91% |
$318K - $367K
|
5.89K
$3.04M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
671+ 2.41% |
$317K - $366K
|
28.6K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
671+ 148.12% |
$317K - $366K
|
1.12K
$580K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
670+ 3.49% |
$317K - $365K
|
19.9K
$10.3M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
670+ 85.9% |
$317K - $365K
|
1.45K
$748K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
669+ 22.2% |
$316K - $365K
|
3.68K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
667New |
$315K - $364K
|
667
$344K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
663+ 4.23% |
$313K - $362K
|
16.3K
$8.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
662New |
$313K - $361K
|
662
$341K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
657+ 2.18% |
$310K - $358K
|
30.7K
$15.8M
|