Purchases and Sales Made in Q1 2024 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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
Quotient Wealth Partners, LLC

Houston, TX
BUY
 -
571
+ 25.38%
$270K - $311K
2.82K $848K
May 08, 2024 Q1 2024
Qcm Cayman, Ltd.

BUY
 -
569
New
$269K - $310K
569 $171K
May 07, 2024 Q1 2024
Delta Financial Advisors LLC

BUY
 -
568
+ 18.75%
$268K - $310K
3.6K $1.08M
May 14, 2024 Q1 2024
Standard Family Office LLC

Sioux Falls, SD
BUY
 -
567
New
$268K - $309K
567 $170K
Apr 15, 2024 Q1 2024
180 Wealth Advisors, LLC

BUY
 -
563
+ 40.92%
$266K - $307K
1.94K $583K
May 07, 2024 Q1 2024
Fiduciary Family Office, LLC

Boca Raton, FL
BUY
 -
560
+ 15.49%
$265K - $305K
4.18K $1.25M
May 15, 2024 Q1 2024
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
560
+ 4.86%
$265K - $305K
12.1K $3.63M
Apr 10, 2024 Q1 2024
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
559
New
$264K - $305K
559 $168K
Apr 25, 2024 Q1 2024
Equitable Trust CO

BUY
 -
558
+ 6.94%
$264K - $304K
8.6K $2.58M
May 13, 2024 Q1 2024
Tradition Wealth Management, LLC

BUY
 -
558
+ 3.47%
$264K - $304K
16.6K $5M
May 10, 2024 Q1 2024
Magnolia Wealth Management, LLC

BUY
 -
550
+ 100.0%
$260K - $300K
1.1K $331K
May 30, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
549
New
$259K - $299K
549 $165K
Apr 11, 2024 Q1 2024
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
540
+ 8.37%
$255K - $295K
6.99K $2.1M
May 03, 2024 Q1 2024
Valmark Advisers, Inc.

BUY
 -
540
+ 8.74%
$255K - $295K
6.72K $2.02M
Apr 05, 2024 Q1 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
538
+ 11.28%
$254K - $293K
5.31K $1.6M
May 08, 2024 Q1 2024
Angeles Wealth Management, LLC

BUY
 -
537
+ 32.68%
$254K - $293K
2.18K $655K
May 13, 2024 Q1 2024
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
537
+ 2.02%
$254K - $293K
27.1K $8.15M
Apr 11, 2024 Q1 2024
Mjp Associates Inc

BUY
 -
536
+ 27.42%
$253K - $292K
2.49K $749K
Apr 23, 2024 Q1 2024
Sweet Financial Partners, LLC

BUY
 -
536
+ 8.06%
$253K - $292K
7.19K $2.16M
Apr 05, 2024 Q1 2024
Somerset Trust CO

BUY
 -
532
+ 9.36%
$251K - $290K
6.21K $1.87M
May 03, 2024 Q1 2024
Bellecapital International Ltd.

BUY
 -
532
+ 3.85%
$251K - $290K
14.4K $4.31M
Apr 29, 2024 Q1 2024
Crew Capital Management, Ltd.

BUY
 -
531
New
$251K - $290K
531 $160K
Apr 22, 2024 Q1 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
528
New
$250K - $288K
528 $159K
May 14, 2024 Q1 2024
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
527
New
$249K - $287K
527 $158K
May 01, 2024 Q1 2024
Integral Investment Advisors, Inc.

BUY
 -
526
+ 120.37%
$249K - $287K
963 $289K
May 06, 2024 Q1 2024
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
524
New
$248K - $286K
524 $158K
May 01, 2024 Q1 2024
Centric Wealth Management

BUY
 -
522
+ 7.49%
$247K - $285K
7.49K $2.25M
Apr 29, 2024 Q1 2024
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
520
+ 23.43%
$246K - $284K
2.74K $823K
Apr 16, 2024 Q1 2024
Stratos Wealth Partners, Ltd.

BUY
 -
519
+ 2.45%
$245K - $283K
21.7K $6.52M
May 14, 2024 Q1 2024
Washington Trust Bank

BUY
 -
518
+ 1.6%
$245K - $283K
33K $9.91M
May 13, 2024 Q1 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
515
+ 17.16%
$243K - $281K
3.52K $1.06M
May 15, 2024 Q1 2024
Rw Investment Management LLC

Eagle, ID
BUY
 -
515
New
$243K - $281K
515 $155K
May 02, 2024 Q1 2024
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
511
New
$241K - $279K
511 $154K
Apr 30, 2024 Q1 2024
Silvant Capital Management LLC

BUY
 -
504
+ 0.6%
$238K - $275K
84.6K $25.4M
May 14, 2024 Q1 2024
Advisory Research Inc

Chicago, IL
BUY
 -
504
+ 2.31%
$238K - $275K
22.3K $6.71M
Apr 23, 2024 Q1 2024
Mc Adam, LLC

BUY
 -
503
New
$238K - $274K
503 $151K
May 10, 2024 Q1 2024
Heritage Trust CO

Oklahoma City, OK
BUY
 -
502
+ 1.97%
$237K - $274K
25.9K $7.79M
Apr 23, 2024 Q1 2024
Duncker Streett & CO Inc

BUY
 -
501
+ 3.7%
$237K - $273K
14K $4.22M
May 08, 2024 Q1 2024
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
501
+ 0.25%
$237K - $273K
203K $61M
May 08, 2024 Q1 2024
Private Wealth Partners, LLC

BUY
 -
500
+ 107.3%
$236K - $273K
966 $290K
May 13, 2024 Q1 2024
Credit Capital Investments LLC

Short Hills, NJ
BUY
 -
500
New
$236K - $273K
500 $150K
May 15, 2024 Q1 2024
Ehp Funds Inc.

Toronto, Z4
BUY
 -
500
New
$236K - $273K
500 $150K
Apr 25, 2024 Q1 2024
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
499
+ 1.61%
$236K - $272K
31.5K $9.46M
May 10, 2024 Q1 2024
Patten & Patten Inc

BUY
 -
497
+ 1.27%
$235K - $271K
39.8K $11.9M
May 17, 2024 Q1 2024
Citizens Financial Group Inc

BUY
 -
497
+ 1.56%
$235K - $271K
32.3K $9.71M
Apr 15, 2024 Q1 2024
Franklin Street Advisors Inc

BUY
 -
495
+ 27.14%
$234K - $270K
2.32K $697K
Apr 22, 2024 Q1 2024
Financial Management Network Inc

BUY
 -
491
New
$232K - $268K
491 $148K
May 13, 2024 Q1 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
490
+ 0.7%
$232K - $267K
70.4K $21.1M
May 15, 2024 Q1 2024
Deerfield Management Company, L.P. (Series C)

New York, NY
BUY
 -
490
New
$232K - $267K
490 $147K

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