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 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
650+ 76.2% |
$307K - $355K
|
1.5K
$849K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
642+ 2.2% |
$303K - $350K
|
29.8K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
639+ 4.18% |
$302K - $349K
|
15.9K
$9.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
638+ 9.84% |
$302K - $348K
|
7.13K
$4.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
632+ 8.71% |
$299K - $345K
|
7.89K
$4.46M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
631+ 10.02% |
$298K - $344K
|
6.93K
$3.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
629+ 3.68% |
$297K - $343K
|
17.7K
$10M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
628New |
$297K - $343K
|
628
$355K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
627+ 3.19% |
$296K - $342K
|
20.3K
$11.5M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
626+ 24.8% |
$296K - $341K
|
3.15K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
626New |
$296K - $341K
|
626
$354K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
621+ 10.49% |
$293K - $339K
|
6.54K
$3.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
620+ 8.23% |
$293K - $338K
|
8.15K
$4.61M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
619+ 15.54% |
$293K - $338K
|
4.6K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
616New |
$291K - $336K
|
616
$348K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
613+ 14.09% |
$290K - $334K
|
4.97K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
613+ 1.18% |
$290K - $334K
|
52.8K
$29.8M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
609New |
$288K - $332K
|
609
$344K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
605+ 10.51% |
$286K - $330K
|
6.36K
$3.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
604+ 6.31% |
$285K - $329K
|
10.2K
$5.75M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
604+ 7.2% |
$285K - $329K
|
8.99K
$5.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
600+ 7.48% |
$284K - $327K
|
8.62K
$4.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
595+ 14.05% |
$281K - $325K
|
4.83K
$2.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
594+ 1.59% |
$281K - $324K
|
38.1K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
593+ 4.66% |
$280K - $323K
|
13.3K
$7.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
591New |
$279K - $322K
|
591
$334K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
590+ 0.71% |
$279K - $322K
|
83.6K
$47.2M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
587New |
$277K - $320K
|
587
$332K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
585+ 59.33% |
$276K - $319K
|
1.57K
$888K
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
578+ 128.44% |
$273K - $315K
|
1.03K
$581K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
577+ 10.19% |
$273K - $315K
|
6.24K
$3.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
576+ 4.01% |
$272K - $314K
|
14.9K
$8.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
575+ 6.33% |
$272K - $314K
|
9.65K
$5.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
572+ 0.26% |
$270K - $312K
|
222K
$126M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
571+ 31.32% |
$270K - $311K
|
2.39K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
571New |
$270K - $311K
|
571
$323K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
571+ 25.38% |
$270K - $311K
|
2.82K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
569New |
$269K - $310K
|
569
$322K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
568+ 18.75% |
$268K - $310K
|
3.6K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
567New |
$268K - $309K
|
567
$320K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
563+ 40.92% |
$266K - $307K
|
1.94K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
560+ 15.49% |
$265K - $305K
|
4.18K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
560+ 4.86% |
$265K - $305K
|
12.1K
$6.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
559New |
$264K - $305K
|
559
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
558+ 6.94% |
$264K - $304K
|
8.6K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
558+ 3.47% |
$264K - $304K
|
16.6K
$9.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
555+ 18.68% |
$262K - $303K
|
3.53K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
550+ 100.0% |
$260K - $300K
|
1.1K
$622K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
549New |
$259K - $299K
|
549
$310K
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
540+ 8.37% |
$255K - $295K
|
6.99K
$3.95M
|