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 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
126+ 9.68% |
$59.5K - $68.7K
|
1.43K
$762K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
126+ 32.31% |
$59.5K - $68.7K
|
516
$275K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
123+ 0.08% |
$58.1K - $67.1K
|
145K
$77.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
122+ 4.13% |
$57.7K - $66.5K
|
3.08K
$1.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
122+ 1.5% |
$57.7K - $66.5K
|
8.28K
$4.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
121+ 4.22% |
$57.2K - $66K
|
2.99K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
121+ 3.46% |
$57.2K - $66K
|
3.62K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
121+ 6.47% |
$57.2K - $66K
|
1.99K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
120+ 5.25% |
$56.7K - $65.5K
|
2.41K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
120+ 1.59% |
$56.7K - $65.5K
|
7.68K
$4.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
118+ 1.76% |
$55.8K - $64.4K
|
6.82K
$3.64M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
118+ 40.27% |
$55.8K - $64.4K
|
411
$219K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
117+ 4.06% |
$55.3K - $63.8K
|
3K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
116+ 1.48% |
$54.8K - $63.3K
|
7.96K
$4.25M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
116+ 7.55% |
$54.8K - $63.3K
|
1.65K
$882K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
115+ 4.9% |
$54.3K - $62.7K
|
2.46K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
115New |
$54.3K - $62.7K
|
115
$61.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
114+ 1.99% |
$53.9K - $62.2K
|
5.85K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
114+ 2.66% |
$53.9K - $62.2K
|
4.4K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
114+ 14.02% |
$53.9K - $62.2K
|
927
$495K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
114+ 1.14% |
$53.9K - $62.2K
|
10.1K
$5.4M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
113+ 6.16% |
$53.4K - $61.6K
|
1.95K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
112+ 8.38% |
$52.9K - $61.1K
|
1.45K
$773K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
112+ 0.68% |
$52.9K - $61.1K
|
16.5K
$8.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
112+ 5.09% |
$52.9K - $61.1K
|
2.31K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
112+ 1.83% |
$52.9K - $61.1K
|
6.24K
$3.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
111+ 9.78% |
$52.5K - $60.5K
|
1.25K
$665K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
111+ 27.41% |
$52.5K - $60.5K
|
516
$275K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
111+ 1.11% |
$52.5K - $60.5K
|
10.1K
$5.39M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
111+ 16.74% |
$52.5K - $60.5K
|
774
$413K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
110+ 4.31% |
$52K - $60K
|
2.66K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
110+ 18.24% |
$52K - $60K
|
713
$380K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
109+ 1.8% |
$51.5K - $59.5K
|
6.17K
$3.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
109+ 0.93% |
$51.5K - $59.5K
|
11.8K
$6.29M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
109+ 1.84% |
$51.5K - $59.5K
|
6.03K
$3.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
108+ 6.5% |
$51K - $58.9K
|
1.77K
$944K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
107+ 8.04% |
$50.6K - $58.4K
|
1.44K
$767K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
107+ 7.31% |
$50.6K - $58.4K
|
1.57K
$838K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
106+ 1.71% |
$50.1K - $57.8K
|
6.29K
$3.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
105+ 1.13% |
$49.6K - $57.3K
|
9.41K
$5.02M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
105+ 1.95% |
$49.6K - $57.3K
|
5.5K
$2.93M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
105+ 23.76% |
$49.6K - $57.3K
|
547
$292K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
104+ 15.03% |
$49.2K - $56.7K
|
796
$425K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
104+ 6.05% |
$49.2K - $56.7K
|
1.82K
$973K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
103+ 5.01% |
$48.7K - $56.2K
|
2.16K
$1.15M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
102+ 8.78% |
$48.2K - $55.6K
|
1.26K
$674K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
102+ 5.73% |
$48.2K - $55.6K
|
1.88K
$1M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
102+ 2.87% |
$48.2K - $55.6K
|
3.66K
$1.95M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
102+ 10.1% |
$48.2K - $55.6K
|
1.11K
$593K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
101+ 19.09% |
$47.7K - $55.1K
|
630
$336K
|