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
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
231+ 7.98% |
$109K - $126K
|
3.13K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
231+ 41.62% |
$109K - $126K
|
786
$419K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
230+ 7.97% |
$109K - $125K
|
3.12K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
228+ 2.07% |
$108K - $124K
|
11.2K
$5.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
227+ 12.88% |
$107K - $124K
|
1.99K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
226+ 4.87% |
$107K - $123K
|
4.87K
$2.6M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
225+ 29.3% |
$106K - $123K
|
993
$530K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
225+ 51.49% |
$106K - $123K
|
662
$353K
|
|
|
Apr 15, 2024
Q1 2024
|
Scharf Investments, LLC
|
BUY
|
- |
224+ 6.39% |
$106K - $122K
|
3.73K
$1.99M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
224+ 50.79% |
$106K - $122K
|
665
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
223+ 7.73% |
$105K - $122K
|
3.11K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
223+ 2.64% |
$105K - $122K
|
8.66K
$4.62M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
222+ 0.12% |
$105K - $121K
|
191K
$102M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
221+ 12.64% |
$104K - $121K
|
1.97K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
220+ 5.65% |
$104K - $120K
|
4.12K
$2.2M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
220+ 6.63% |
$104K - $120K
|
3.54K
$1.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
219+ 3.84% |
$103K - $119K
|
5.92K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
219+ 4.41% |
$103K - $119K
|
5.18K
$2.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
217+ 2.32% |
$103K - $118K
|
9.58K
$5.11M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
217+ 5.45% |
$103K - $118K
|
4.2K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
217+ 9.85% |
$103K - $118K
|
2.42K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
216+ 7.98% |
$102K - $118K
|
2.92K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
212+ 7.46% |
$100K - $116K
|
3.05K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
212+ 2.36% |
$100K - $116K
|
9.19K
$4.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
211+ 47.85% |
$99.7K - $115K
|
652
$348K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
211+ 8.87% |
$99.7K - $115K
|
2.59K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
209+ 39.66% |
$98.8K - $114K
|
736
$393K
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
208+ 12.02% |
$98.3K - $113K
|
1.94K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
208+ 9.99% |
$98.3K - $113K
|
2.29K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
208+ 4.15% |
$98.3K - $113K
|
5.22K
$2.79M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
208+ 9.02% |
$98.3K - $113K
|
2.51K
$1.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
206+ 23.76% |
$97.4K - $112K
|
1.07K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
206+ 4.05% |
$97.4K - $112K
|
5.29K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
206+ 15.19% |
$97.4K - $112K
|
1.56K
$833K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
203+ 24.85% |
$95.9K - $111K
|
1.02K
$544K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
202+ 18.43% |
$95.5K - $110K
|
1.3K
$693K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
201+ 1.46% |
$95K - $110K
|
13.9K
$7.43M
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
201+ 0.4% |
$95K - $110K
|
50.1K
$26.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
200+ 17.2% |
$94.5K - $109K
|
1.36K
$727K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
199+ 1.37% |
$94K - $109K
|
14.7K
$7.85M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
199+ 30.2% |
$94K - $109K
|
858
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
198+ 4.92% |
$93.6K - $108K
|
4.22K
$2.25M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
198+ 28.82% |
$93.6K - $108K
|
885
$472K
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
197+ 3.92% |
$93.1K - $107K
|
5.22K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
197+ 21.02% |
$93.1K - $107K
|
1.13K
$605K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
196+ 1.77% |
$92.6K - $107K
|
11.3K
$6.02M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
195+ 0.31% |
$92.2K - $106K
|
62.6K
$33.4M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
193+ 10.16% |
$91.2K - $105K
|
2.09K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
192+ 1.12% |
$90.7K - $105K
|
17.4K
$9.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
191+ 1.32% |
$90.3K - $104K
|
14.7K
$7.83M
|