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 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
29+ 4.35% |
$13.7K - $15.8K
|
695
$371K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
29+ 1.76% |
$13.7K - $15.8K
|
1.68K
$895K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
29+ 0.74% |
$13.7K - $15.8K
|
3.94K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
29+ 3.8% |
$13.7K - $15.8K
|
792
$423K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
28+ 3.83% |
$13.2K - $15.3K
|
760
$405K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
28+ 3.17% |
$13.2K - $15.3K
|
911
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
28+ 16.87% |
$13.2K - $15.3K
|
194
$104K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
28+ 58.33% |
$13.2K - $15.3K
|
76
$40.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
27+ 4.33% |
$12.8K - $14.7K
|
650
$347K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
27+ 6.92% |
$12.8K - $14.7K
|
417
$222K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
BUY
|
- |
27+ 2.17% |
$12.8K - $14.7K
|
1.27K
$677K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
26+ 4.59% |
$12.3K - $14.2K
|
593
$316K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
26+ 1.6% |
$12.3K - $14.2K
|
1.65K
$878K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
26+ 0.13% |
$12.3K - $14.2K
|
20.3K
$10.8M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.23% |
$12.3K - $14.2K
|
2.13K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
25+ 0.91% |
$11.8K - $13.6K
|
2.78K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25+ 4.12% |
$11.8K - $13.6K
|
632
$337K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
25+ 14.29% |
$11.8K - $13.6K
|
200
$107K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
25+ 3.89% |
$11.8K - $13.6K
|
667
$356K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
25+ 0.33% |
$11.8K - $13.6K
|
7.65K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 0.83% |
$11.8K - $13.6K
|
3.04K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
25+ 833.33% |
$11.8K - $13.6K
|
28
$14.9K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
24+ 0.26% |
$11.3K - $13.1K
|
9.1K
$4.85M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
24+ 1.45% |
$11.3K - $13.1K
|
1.68K
$897K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.17% |
$11.3K - $13.1K
|
13.9K
$7.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 45.1% |
$10.9K - $12.5K
|
74
$39.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
23+ 0.56% |
$10.9K - $12.5K
|
4.14K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
23+ 1.43% |
$10.9K - $12.5K
|
1.63K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
23+ 7.3% |
$10.9K - $12.5K
|
338
$180K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
22+ 4.92% |
$10.4K - $12K
|
469
$250K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
22+ 1.93% |
$10.4K - $12K
|
1.16K
$619K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.5% |
$10.4K - $12K
|
4.46K
$2.38M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
22+ 3.14% |
$10.4K - $12K
|
723
$386K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
22+ 0.82% |
$10.4K - $12K
|
2.71K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
22+ 2.03% |
$10.4K - $12K
|
1.11K
$590K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21+ 2.93% |
$9.92K - $11.5K
|
738
$394K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
21+ 0.42% |
$9.92K - $11.5K
|
5.06K
$2.7M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
21+ 0.27% |
$9.92K - $11.5K
|
7.68K
$4.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
20+ 1.86% |
$9.45K - $10.9K
|
1.09K
$584K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
20+ 1.52% |
$9.45K - $10.9K
|
1.34K
$712K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
20+ 0.27% |
$9.45K - $10.9K
|
7.55K
$4.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
20+ 0.56% |
$9.45K - $10.9K
|
3.61K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20+ 4.14% |
$9.45K - $10.9K
|
503
$268K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
20+ 2.67% |
$9.45K - $10.9K
|
768
$410K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
20+ 2.51% |
$9.45K - $10.9K
|
816
$435K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
20+ 2.43% |
$9.45K - $10.9K
|
842
$449K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
19+ 0.41% |
$8.98K - $10.4K
|
4.61K
$2.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 1.69% |
$8.98K - $10.4K
|
1.14K
$610K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
19+ 0.39% |
$8.98K - $10.4K
|
4.84K
$2.58M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
19+ 0.14% |
$8.98K - $10.4K
|
13.3K
$7.11M
|