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 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
75+ 2.02% |
$35.4K - $40.9K
|
3.78K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
75+ 11.89% |
$35.4K - $40.9K
|
706
$377K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
74+ 2.1% |
$35K - $40.4K
|
3.6K
$1.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
73+ 6.5% |
$34.5K - $39.8K
|
1.2K
$638K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
73+ 1.82% |
$34.5K - $39.8K
|
4.08K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
73+ 4.65% |
$34.5K - $39.8K
|
1.64K
$877K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
73+ 1.35% |
$34.5K - $39.8K
|
5.48K
$2.93M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
73+ 2.97% |
$34.5K - $39.8K
|
2.53K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
72+ 0.53% |
$34K - $39.3K
|
13.6K
$7.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
72+ 9.06% |
$34K - $39.3K
|
867
$463K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
72+ 17.48% |
$34K - $39.3K
|
484
$258K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
72+ 3.62% |
$34K - $39.3K
|
2.06K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
72+ 0.25% |
$34K - $39.3K
|
29.3K
$15.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
71+ 4.86% |
$33.6K - $38.7K
|
1.53K
$817K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
70+ 1.7% |
$33.1K - $38.2K
|
4.18K
$2.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
70+ 1.51% |
$33.1K - $38.2K
|
4.7K
$2.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
70+ 2.13% |
$33.1K - $38.2K
|
3.36K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
70+ 6.13% |
$33.1K - $38.2K
|
1.21K
$646K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
69+ 0.22% |
$32.6K - $37.6K
|
31.9K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
69+ 2.42% |
$32.6K - $37.6K
|
2.93K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
68+ 6.13% |
$32.1K - $37.1K
|
1.18K
$628K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
68+ 1.63% |
$32.1K - $37.1K
|
4.23K
$2.26M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
67+ 0.68% |
$31.7K - $36.5K
|
9.89K
$5.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
67+ 4.49% |
$31.7K - $36.5K
|
1.56K
$832K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
67+ 14.73% |
$31.7K - $36.5K
|
522
$279K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
66+ 3.0% |
$31.2K - $36K
|
2.27K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
66+ 0.74% |
$31.2K - $36K
|
9.03K
$4.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
66+ 0.57% |
$31.2K - $36K
|
11.7K
$6.25M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
66+ 12.07% |
$31.2K - $36K
|
613
$327K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
65+ 4.3% |
$30.7K - $35.5K
|
1.58K
$841K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
65+ 2.06% |
$30.7K - $35.5K
|
3.21K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
65+ 0.67% |
$30.7K - $35.5K
|
9.78K
$5.22M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
65+ 8.87% |
$30.7K - $35.5K
|
798
$426K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
65+ 8.72% |
$30.7K - $35.5K
|
810
$432K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
65+ 67.71% |
$30.7K - $35.5K
|
161
$85.9K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
65+ 30.95% |
$30.7K - $35.5K
|
275
$147K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
64+ 3.89% |
$30.2K - $34.9K
|
1.71K
$912K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
64+ 1.35% |
$30.2K - $34.9K
|
4.79K
$2.56M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
64+ 1.95% |
$30.2K - $34.9K
|
3.35K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
64+ 0.48% |
$30.2K - $34.9K
|
13.3K
$7.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
63+ 1.63% |
$29.8K - $34.4K
|
3.93K
$2.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
63+ 2.62% |
$29.8K - $34.4K
|
2.46K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
63+ 2.36% |
$29.8K - $34.4K
|
2.74K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
63+ 0.04% |
$29.8K - $34.4K
|
161K
$86.1M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
62+ 1.98% |
$29.3K - $33.8K
|
3.19K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
61+ 244.0% |
$28.8K - $33.3K
|
86
$45.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60+ 8.53% |
$28.4K - $32.7K
|
763
$407K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
59+ 10.57% |
$27.9K - $32.2K
|
617
$329K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
59+ 1.27% |
$27.9K - $32.2K
|
4.72K
$2.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
59+ 0.43% |
$27.9K - $32.2K
|
13.8K
$7.37M
|