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 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.18% |
$5.67K - $6.55K
|
6.71K
$3.58M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
11+ 0.38% |
$5.2K - $6K
|
2.93K
$1.56M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.26% |
$5.2K - $6K
|
4.27K
$2.28M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 2.26% |
$5.2K - $6K
|
498
$266K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
11New |
$5.2K - $6K
|
11
$5.87K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
11+ 0.52% |
$5.2K - $6K
|
2.12K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.6% |
$5.2K - $6K
|
1.84K
$981K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
11+ 1.15% |
$5.2K - $6K
|
971
$518K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
11+ 0.42% |
$5.2K - $6K
|
2.62K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10+ 1.46% |
$4.73K - $5.45K
|
693
$370K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.64% |
$4.73K - $5.45K
|
1.58K
$843K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
10+ 1.24% |
$4.73K - $5.45K
|
814
$434K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
10+ 0.61% |
$4.73K - $5.45K
|
1.66K
$884K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.54% |
$4.73K - $5.45K
|
1.87K
$996K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
10+ 55.56% |
$4.73K - $5.45K
|
28
$14.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
10+ 1.97% |
$4.73K - $5.45K
|
518
$276K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
10+ 1.14% |
$4.73K - $5.45K
|
888
$474K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.42% |
$4.73K - $5.45K
|
2.38K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
10+ 1.93% |
$4.73K - $5.45K
|
528
$282K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 26.32% |
$4.73K - $5.45K
|
48
$25.6K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
10+ 0.91% |
$4.73K - $5.45K
|
1.11K
$592K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
10+ 0.43% |
$4.73K - $5.45K
|
2.34K
$1.25M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 0.39% |
$4.73K - $5.45K
|
2.55K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
9+ 2.08% |
$4.25K - $4.91K
|
441
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
9New |
$4.25K - $4.91K
|
9
$4.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
9New |
$4.25K - $4.91K
|
9
$4.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8+ 1.9% |
$3.78K - $4.36K
|
428
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.28% |
$3.78K - $4.36K
|
2.86K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.09% |
$3.78K - $4.36K
|
8.51K
$4.54M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
8+ 1.37% |
$3.78K - $4.36K
|
592
$316K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
8+ 0.6% |
$3.78K - $4.36K
|
1.35K
$721K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
8+ 0.28% |
$3.78K - $4.36K
|
2.85K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
8+ 0.19% |
$3.78K - $4.36K
|
4.17K
$2.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
7+ 0.07% |
$3.31K - $3.82K
|
10.4K
$5.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
7+ 0.47% |
$3.31K - $3.82K
|
1.49K
$792K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7+ 1.55% |
$3.31K - $3.82K
|
460
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.27% |
$3.31K - $3.82K
|
2.63K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.83% |
$3.31K - $3.82K
|
849
$453K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.14% |
$3.31K - $3.82K
|
4.92K
$2.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.53% |
$3.31K - $3.82K
|
1.34K
$715K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
7+ 0.25% |
$3.31K - $3.82K
|
2.83K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
7+ 0.38% |
$3.31K - $3.82K
|
1.87K
$996K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6+ 0.85% |
$2.84K - $3.27K
|
714
$381K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6+ 0.3% |
$2.84K - $3.27K
|
2.01K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6+ 0.36% |
$2.84K - $3.27K
|
1.69K
$903K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6+ 1.24% |
$2.84K - $3.27K
|
489
$261K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
6+ 0.08% |
$2.84K - $3.27K
|
7.14K
$3.81M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
6+ 0.93% |
$2.84K - $3.27K
|
650
$347K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 2.84% |
$2.84K - $3.27K
|
217
$116K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
6+ 1.12% |
$2.84K - $3.27K
|
543
$290K
|