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
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 100.0% |
$2.84K - $3.27K
|
12
$6.4K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
6+ 0.45% |
$2.84K - $3.27K
|
1.33K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
6New |
$2.84K - $3.27K
|
6
$3.2K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 7.41% |
$2.84K - $3.27K
|
87
$46.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5+ 1.1% |
$2.36K - $2.73K
|
460
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 0.57% |
$2.36K - $2.73K
|
880
$470K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
5+ 166.67% |
$2.36K - $2.73K
|
8
$4.27K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
5+ 0.4% |
$2.36K - $2.73K
|
1.25K
$669K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.43% |
$1.89K - $2.18K
|
928
$495K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.76% |
$1.89K - $2.18K
|
532
$284K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
4+ 0.46% |
$1.89K - $2.18K
|
882
$471K
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
4+ 0.33% |
$1.89K - $2.18K
|
1.21K
$643K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
4+ 0.13% |
$1.89K - $2.18K
|
3.17K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4+ 0.39% |
$1.89K - $2.18K
|
1.03K
$550K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4+ 0.14% |
$1.89K - $2.18K
|
2.81K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4+ 0.35% |
$1.89K - $2.18K
|
1.15K
$614K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
4+ 0.06% |
$1.89K - $2.18K
|
6.42K
$3.43M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
4+ 0.53% |
$1.89K - $2.18K
|
761
$406K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4+ 0.31% |
$1.89K - $2.18K
|
1.3K
$693K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4+ 4.0% |
$1.89K - $2.18K
|
104
$55.5K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.11% |
$1.89K - $2.18K
|
3.75K
$2M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.05% |
$1.89K - $2.18K
|
8.63K
$4.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.38% |
$1.42K - $1.64K
|
797
$425K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3+ 0.31% |
$1.42K - $1.64K
|
974
$520K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.42K - $1.64K
|
1.5K
$801K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.29% |
$1.42K - $1.64K
|
1.05K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3+ 0.08% |
$1.42K - $1.64K
|
3.68K
$1.96M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$1.42K - $1.64K
|
3
$1.6K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2+ 0.25% |
$945 - $1.09K
|
806
$430K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.28% |
$945 - $1.09K
|
709
$378K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2+ 0.19% |
$945 - $1.09K
|
1.05K
$561K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 9.09% |
$945 - $1.09K
|
24
$12.8K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.29% |
$945 - $1.09K
|
693
$370K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.43% |
$945 - $1.09K
|
462
$246K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2+ 0.08% |
$945 - $1.09K
|
2.39K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2+ 0.18% |
$945 - $1.09K
|
1.11K
$594K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$945 - $1.09K
|
3.62K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
2+ 0.25% |
$945 - $1.09K
|
814
$434K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2+ 0.3% |
$945 - $1.09K
|
671
$358K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2+ 0.36% |
$945 - $1.09K
|
551
$294K
|
|
|
May 10, 2024
Q1 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2+ 0.43% |
$945 - $1.09K
|
471
$251K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
2+ 0.11% |
$945 - $1.09K
|
1.87K
$997K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.16% |
$945 - $1.09K
|
1.28K
$685K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.2% |
$945 - $1.09K
|
1.02K
$546K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.64% |
$473 - $545
|
158
$84.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$473 - $545
|
773
$412K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1+ 0.11% |
$473 - $545
|
926
$494K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1+ 0.07% |
$473 - $545
|
1.4K
$747K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$473 - $545
|
883
$471K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$473 - $545
|
552
$295K
|