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 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
411+ 14.63% |
$194K - $224K
|
3.22K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
410New |
$194K - $224K
|
410
$211K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
410+ 1.17% |
$194K - $224K
|
35.5K
$18.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
409New |
$193K - $223K
|
409
$211K
|
|
|
May 13, 2024
Q1 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
408+ 2.82% |
$193K - $223K
|
14.9K
$7.68M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
408New |
$193K - $223K
|
408
$210K
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
407New |
$192K - $222K
|
407
$210K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
406+ 3.62% |
$192K - $221K
|
11.6K
$5.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
405New |
$191K - $221K
|
405
$209K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
405+ 11.12% |
$191K - $221K
|
4.05K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
403+ 63.87% |
$190K - $220K
|
1.03K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
403+ 0.29% |
$190K - $220K
|
140K
$72.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
402+ 7.37% |
$190K - $219K
|
5.86K
$3.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
402+ 6.35% |
$190K - $219K
|
6.73K
$3.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
400+ 3.64% |
$189K - $218K
|
11.4K
$5.88M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
400+ 28.57% |
$189K - $218K
|
1.8K
$928K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
400+ 22.59% |
$189K - $218K
|
2.17K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
399+ 2.34% |
$189K - $218K
|
17.4K
$9M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
395+ 9.58% |
$187K - $215K
|
4.52K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
394+ 17.13% |
$186K - $215K
|
2.69K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
389+ 12.95% |
$184K - $212K
|
3.39K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
389+ 7.53% |
$184K - $212K
|
5.55K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
388+ 3.25% |
$183K - $212K
|
12.3K
$6.35M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
387+ 3.11% |
$183K - $211K
|
12.8K
$6.62M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
387+ 11.46% |
$183K - $211K
|
3.77K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
387+ 11.21% |
$183K - $211K
|
3.84K
$1.98M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
386+ 10.29% |
$182K - $211K
|
4.14K
$2.13M
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
384+ 17.7% |
$181K - $209K
|
2.55K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
384+ 1.32% |
$181K - $209K
|
29.4K
$15.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
380+ 7.92% |
$180K - $207K
|
5.18K
$2.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
378New |
$179K - $206K
|
378
$195K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
373+ 9.27% |
$176K - $203K
|
4.4K
$2.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
372+ 2.49% |
$176K - $203K
|
15.3K
$7.91M
|
|
|
May 14, 2024
Q1 2024
|
Srb Corp
Boston, MA |
BUY
|
- |
372+ 39.32% |
$176K - $203K
|
1.32K
$680K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
371+ 44.75% |
$175K - $202K
|
1.2K
$619K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
369+ 2.91% |
$174K - $201K
|
13.1K
$6.73M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
367+ 13.77% |
$173K - $200K
|
3.03K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
365+ 59.16% |
$172K - $199K
|
982
$506K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
365+ 3.37% |
$172K - $199K
|
11.2K
$5.78M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
363+ 0.75% |
$172K - $198K
|
48.6K
$25.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
360+ 86.33% |
$170K - $196K
|
777
$401K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
359+ 47.87% |
$170K - $196K
|
1.11K
$572K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
358+ 30.76% |
$169K - $195K
|
1.52K
$785K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
355+ 17.9% |
$168K - $194K
|
2.34K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
355+ 6.26% |
$168K - $194K
|
6.02K
$3.11M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
353+ 5.96% |
$167K - $193K
|
6.28K
$3.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
350+ 39.55% |
$165K - $191K
|
1.24K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
350+ 3.39% |
$165K - $191K
|
10.7K
$5.5M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
349+ 11.12% |
$165K - $190K
|
3.49K
$1.8M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
348+ 20.51% |
$164K - $190K
|
2.05K
$1.05M
|