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 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
158+ 2.39% |
$74.7K - $86.2K
|
6.78K
$3.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
156+ 0.87% |
$73.7K - $85.1K
|
18.1K
$9.63M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
156+ 2.04% |
$73.7K - $85.1K
|
7.8K
$4.16M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
155+ 6.05% |
$73.3K - $84.5K
|
2.72K
$1.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
154+ 14.19% |
$72.8K - $84K
|
1.24K
$661K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
BUY
|
- |
154+ 2.28% |
$72.8K - $84K
|
6.9K
$3.68M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
154+ 0.28% |
$72.8K - $84K
|
54.8K
$29.2M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
153+ 7.08% |
$72.3K - $83.4K
|
2.31K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
153+ 12.45% |
$72.3K - $83.4K
|
1.38K
$737K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
152+ 8.83% |
$71.8K - $82.9K
|
1.87K
$999K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
152+ 16.29% |
$71.8K - $82.9K
|
1.09K
$579K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
152+ 4.69% |
$71.8K - $82.9K
|
3.4K
$1.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
151+ 0.69% |
$71.4K - $82.4K
|
22K
$11.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
151+ 0.34% |
$71.4K - $82.4K
|
44.2K
$23.6M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
151+ 29.9% |
$71.4K - $82.4K
|
656
$350K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
151New |
$71.4K - $82.4K
|
151
$80.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
150+ 3.23% |
$70.9K - $81.8K
|
4.8K
$2.56M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
150+ 11.09% |
$70.9K - $81.8K
|
1.5K
$801K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
149+ 5.5% |
$70.4K - $81.3K
|
2.86K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
149+ 10.93% |
$70.4K - $81.3K
|
1.51K
$807K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
149+ 0.18% |
$70.4K - $81.3K
|
84.3K
$45M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
149+ 11.58% |
$70.4K - $81.3K
|
1.44K
$766K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
145+ 1.23% |
$68.5K - $79.1K
|
11.9K
$6.37M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
145+ 0.74% |
$68.5K - $79.1K
|
19.8K
$10.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
144+ 31.03% |
$68.1K - $78.5K
|
608
$324K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
144+ 1.32% |
$68.1K - $78.5K
|
11.1K
$5.9M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
143+ 18.94% |
$67.6K - $78K
|
898
$479K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
142+ 0.34% |
$67.1K - $77.4K
|
42K
$22.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
140+ 5.78% |
$66.2K - $76.4K
|
2.56K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
140+ 28.0% |
$66.2K - $76.4K
|
640
$341K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
139+ 15.76% |
$65.7K - $75.8K
|
1.02K
$545K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
137+ 18.46% |
$64.7K - $74.7K
|
879
$469K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
137+ 6.12% |
$64.7K - $74.7K
|
2.38K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
137+ 29.65% |
$64.7K - $74.7K
|
599
$320K
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
136+ 14.09% |
$64.3K - $74.2K
|
1.1K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
135+ 4.33% |
$63.8K - $73.6K
|
3.25K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
134+ 12.17% |
$63.3K - $73.1K
|
1.24K
$659K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
133+ 6.36% |
$62.9K - $72.5K
|
2.22K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
133+ 0.26% |
$62.9K - $72.5K
|
51.1K
$27.3M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
133+ 4.31% |
$62.9K - $72.5K
|
3.22K
$1.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
132+ 20.5% |
$62.4K - $72K
|
776
$414K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
131+ 2.55% |
$61.9K - $71.5K
|
5.28K
$2.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
130+ 20.44% |
$61.4K - $70.9K
|
766
$409K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
130+ 22.57% |
$61.4K - $70.9K
|
706
$377K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
130+ 2.95% |
$61.4K - $70.9K
|
4.54K
$2.42M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
129+ 4.49% |
$61K - $70.4K
|
3K
$1.6M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
128+ 11.85% |
$60.5K - $69.8K
|
1.21K
$645K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
128+ 8.03% |
$60.5K - $69.8K
|
1.72K
$919K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
127+ 27.43% |
$60K - $69.3K
|
590
$315K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
127+ 0.83% |
$60K - $69.3K
|
15.4K
$8.19M
|