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 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59+ 5.87% |
$27.9K - $32.2K
|
1.06K
$568K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
58+ 6.59% |
$27.4K - $31.6K
|
938
$500K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
58+ 9.54% |
$27.4K - $31.6K
|
666
$355K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
58+ 1.1% |
$27.4K - $31.6K
|
5.31K
$2.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
57+ 4.71% |
$26.9K - $31.1K
|
1.27K
$676K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
57+ 2.14% |
$26.9K - $31.1K
|
2.72K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
57+ 1.61% |
$26.9K - $31.1K
|
3.61K
$1.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
56+ 4.56% |
$26.5K - $30.5K
|
1.28K
$685K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
56+ 9.27% |
$26.5K - $30.5K
|
660
$352K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
56+ 7.07% |
$26.5K - $30.5K
|
848
$452K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
55+ 9.86% |
$26K - $30K
|
613
$327K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55+ 7.33% |
$26K - $30K
|
805
$429K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
55+ 1.42% |
$26K - $30K
|
3.93K
$2.09M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
54+ 10.19% |
$25.5K - $29.5K
|
584
$312K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
54+ 8.05% |
$25.5K - $29.5K
|
725
$387K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
54+ 0.39% |
$25.5K - $29.5K
|
13.8K
$7.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
54+ 6.04% |
$25.5K - $29.5K
|
948
$506K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
54+ 3.73% |
$25.5K - $29.5K
|
1.5K
$801K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
53+ 1.58% |
$25K - $28.9K
|
3.41K
$1.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
53+ 1.06% |
$25K - $28.9K
|
5.04K
$2.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
53+ 0.43% |
$25K - $28.9K
|
12.3K
$6.55M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
53+ 0.27% |
$25K - $28.9K
|
19.8K
$10.5M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53+ 757.14% |
$25K - $28.9K
|
60
$32K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
53+ 1.43% |
$25K - $28.9K
|
3.76K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
53+ 0.55% |
$25K - $28.9K
|
9.72K
$5.19M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
53+ 2.28% |
$25K - $28.9K
|
2.38K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
52+ 5.38% |
$24.6K - $28.4K
|
1.02K
$543K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
52+ 2.1% |
$24.6K - $28.4K
|
2.53K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
51+ 17.11% |
$24.1K - $27.8K
|
349
$186K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
51+ 4.53% |
$24.1K - $27.8K
|
1.18K
$628K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
51+ 3.74% |
$24.1K - $27.8K
|
1.42K
$755K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
51+ 242.86% |
$24.1K - $27.8K
|
72
$38.4K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
51+ 3.06% |
$24.1K - $27.8K
|
1.72K
$918K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 4.72% |
$23.6K - $27.3K
|
1.11K
$592K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
50+ 4.65% |
$23.6K - $27.3K
|
1.13K
$600K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
50+ 1.15% |
$23.6K - $27.3K
|
4.39K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
50+ 0.3% |
$23.6K - $27.3K
|
16.6K
$8.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
49+ 8.05% |
$23.2K - $26.7K
|
658
$351K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
49+ 1.59% |
$23.2K - $26.7K
|
3.12K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
49+ 7.26% |
$23.2K - $26.7K
|
724
$386K
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
BUY
|
- |
49+ 0.58% |
$23.2K - $26.7K
|
8.5K
$4.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
48New |
$22.7K - $26.2K
|
48
$25.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
48+ 2.31% |
$22.7K - $26.2K
|
2.13K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
48+ 0.72% |
$22.7K - $26.2K
|
6.71K
$3.58M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
47+ 1.62% |
$22.2K - $25.6K
|
2.95K
$1.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
47+ 12.02% |
$22.2K - $25.6K
|
438
$234K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
47+ 4.42% |
$22.2K - $25.6K
|
1.11K
$592K
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
47+ 11.08% |
$22.2K - $25.6K
|
471
$251K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
46+ 1.43% |
$21.7K - $25.1K
|
3.27K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
46+ 1.37% |
$21.7K - $25.1K
|
3.4K
$1.81M
|