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 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
100+ 25.19% |
$47.3K - $54.5K
|
497
$265K
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
100+ 7.32% |
$47.3K - $54.5K
|
1.47K
$783K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 3.01% |
$47.3K - $54.5K
|
3.43K
$1.83M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$47.3K - $54.5K
|
100
$53.4K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
99+ 2.04% |
$46.8K - $54K
|
4.96K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
99+ 8.64% |
$46.8K - $54K
|
1.25K
$664K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
96+ 4.67% |
$45.4K - $52.4K
|
2.15K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
96+ 21.29% |
$45.4K - $52.4K
|
547
$292K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
96+ 22.54% |
$45.4K - $52.4K
|
522
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
96+ 9.75% |
$45.4K - $52.4K
|
1.08K
$577K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
95+ 2.69% |
$44.9K - $51.8K
|
3.62K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
93+ 1.41% |
$44K - $50.7K
|
6.68K
$3.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
92+ 17.13% |
$43.5K - $50.2K
|
629
$336K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
92+ 3.39% |
$43.5K - $50.2K
|
2.81K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
92+ 8.7% |
$43.5K - $50.2K
|
1.15K
$613K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
91+ 0.76% |
$43K - $49.6K
|
12.1K
$6.47M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
91+ 8.86% |
$43K - $49.6K
|
1.12K
$596K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
90+ 3.48% |
$42.5K - $49.1K
|
2.68K
$1.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
89+ 1.82% |
$42.1K - $48.5K
|
4.98K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
89+ 1.8% |
$42.1K - $48.5K
|
5.02K
$2.68M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
88+ 0.03% |
$41.6K - $48K
|
258K
$138M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
88+ 8.16% |
$41.6K - $48K
|
1.17K
$623K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
88+ 2.41% |
$41.6K - $48K
|
3.73K
$1.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
87+ 0.43% |
$41.1K - $47.5K
|
20.5K
$10.9M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
87+ 2.79% |
$41.1K - $47.5K
|
3.2K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
87+ 1.04% |
$41.1K - $47.5K
|
8.49K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
87+ 0.1% |
$41.1K - $47.5K
|
88K
$47M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
87+ 3.24% |
$41.1K - $47.5K
|
2.77K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
86+ 7.69% |
$40.6K - $46.9K
|
1.21K
$643K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
85+ 3.23% |
$40.2K - $46.4K
|
2.71K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
85+ 7.11% |
$40.2K - $46.4K
|
1.28K
$683K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
84+ 1.67% |
$39.7K - $45.8K
|
5.12K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
83+ 94.32% |
$39.2K - $45.3K
|
171
$91.2K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
83New |
$39.2K - $45.3K
|
83
$44.3K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
83+ 5.4% |
$39.2K - $45.3K
|
1.62K
$865K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
82+ 1.76% |
$38.8K - $44.7K
|
4.73K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
82+ 4.73% |
$38.8K - $44.7K
|
1.81K
$968K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
81+ 44.02% |
$38.3K - $44.2K
|
265
$141K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
81+ 2.84% |
$38.3K - $44.2K
|
2.93K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
81+ 4.15% |
$38.3K - $44.2K
|
2.03K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
80+ 2.49% |
$37.8K - $43.6K
|
3.29K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
80+ 11.51% |
$37.8K - $43.6K
|
775
$413K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
79+ 1.77% |
$37.3K - $43.1K
|
4.54K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
79+ 3.47% |
$37.3K - $43.1K
|
2.35K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
79+ 17.36% |
$37.3K - $43.1K
|
534
$285K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
78+ 20.42% |
$36.9K - $42.5K
|
460
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
77+ 3.72% |
$36.4K - $42K
|
2.15K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
76+ 13.94% |
$35.9K - $41.5K
|
621
$331K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
75+ 7.69% |
$35.4K - $40.9K
|
1.05K
$560K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
75+ 3.71% |
$35.4K - $40.9K
|
2.1K
$1.12M
|