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 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
19+ 1.8% |
$8.98K - $10.4K
|
1.07K
$573K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
19+ 3.62% |
$8.98K - $10.4K
|
544
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 2.83% |
$8.51K - $9.82K
|
655
$349K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
18+ 1.27% |
$8.51K - $9.82K
|
1.43K
$764K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 1.34% |
$8.51K - $9.82K
|
1.37K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18+ 0.27% |
$8.51K - $9.82K
|
6.57K
$3.51M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
17+ 3.91% |
$8.03K - $9.27K
|
452
$241K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
17+ 0.82% |
$8.03K - $9.27K
|
2.09K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
17New |
$8.03K - $9.27K
|
17
$9.07K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
17+ 1.37% |
$8.03K - $9.27K
|
1.26K
$671K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
16+ 3.6% |
$7.56K - $8.73K
|
461
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
16+ 1.0% |
$7.56K - $8.73K
|
1.61K
$860K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16+ 2.58% |
$7.56K - $8.73K
|
637
$340K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
16+ 2.47% |
$7.56K - $8.73K
|
665
$355K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
16+ 2.87% |
$7.56K - $8.73K
|
574
$306K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
16+ 2.54% |
$7.56K - $8.73K
|
646
$345K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
16+ 0.16% |
$7.56K - $8.73K
|
9.82K
$5.24M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
15+ 0.66% |
$7.09K - $8.18K
|
2.28K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
15+ 0.17% |
$7.09K - $8.18K
|
8.68K
$4.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
15+ 0.97% |
$7.09K - $8.18K
|
1.56K
$833K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15+ 1.87% |
$7.09K - $8.18K
|
816
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
15+ 1.86% |
$7.09K - $8.18K
|
822
$439K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
15+ 0.69% |
$7.09K - $8.18K
|
2.18K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
15+ 0.24% |
$7.09K - $8.18K
|
6.24K
$3.33M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
15+ 0.25% |
$7.09K - $8.18K
|
5.9K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15+ 6.05% |
$7.09K - $8.18K
|
263
$140K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
14+ 3.29% |
$6.62K - $7.64K
|
440
$235K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
14+ 1.17% |
$6.62K - $7.64K
|
1.21K
$647K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
14+ 1.51% |
$6.62K - $7.64K
|
941
$502K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
14+ 1.95% |
$6.62K - $7.64K
|
733
$391K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 1.02% |
$6.62K - $7.64K
|
1.39K
$739K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
14+ 9.09% |
$6.62K - $7.64K
|
168
$89.6K
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
14+ 1.64% |
$6.62K - $7.64K
|
869
$464K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
14+ 1.15% |
$6.62K - $7.64K
|
1.23K
$656K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
13+ 1.83% |
$6.14K - $7.09K
|
722
$385K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
13+ 0.49% |
$6.14K - $7.09K
|
2.68K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
13+ 2.95% |
$6.14K - $7.09K
|
454
$242K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
13+ 0.18% |
$6.14K - $7.09K
|
7.13K
$3.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13+ 0.75% |
$6.14K - $7.09K
|
1.75K
$933K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
13+ 0.16% |
$6.14K - $7.09K
|
8.2K
$4.37M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
13+ 6.44% |
$6.14K - $7.09K
|
215
$115K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
13+ 0.09% |
$6.14K - $7.09K
|
15.2K
$8.11M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13+ 0.82% |
$6.14K - $7.09K
|
1.6K
$854K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 4.48% |
$6.14K - $7.09K
|
303
$162K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13+ 0.17% |
$6.14K - $7.09K
|
7.55K
$4.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12+ 1.45% |
$5.67K - $6.55K
|
841
$449K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 3.75% |
$5.67K - $6.55K
|
332
$177K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 2.33% |
$5.67K - $6.55K
|
527
$281K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 2.21% |
$5.67K - $6.55K
|
554
$296K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12+ 1.29% |
$5.67K - $6.55K
|
940
$502K
|