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 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.73K+ 30.04% |
$1.29M - $1.49M
|
11.8K
$6.58M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.73K+ 0.8% |
$1.29M - $1.49M
|
342K
$191M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.69K+ 7.97% |
$1.27M - $1.47M
|
36.5K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.61KNew |
$1.23M - $1.42M
|
2.61K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.6K+ 6.08% |
$1.23M - $1.42M
|
45.4K
$25.3M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.59K+ 58.06% |
$1.23M - $1.41M
|
7.06K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.59K+ 3.52% |
$1.22M - $1.41M
|
76.2K
$42.5M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.58K+ 9.33% |
$1.22M - $1.41M
|
30.3K
$16.9M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.58K+ 535.06% |
$1.22M - $1.41M
|
3.06K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.57K+ 15.72% |
$1.21M - $1.4M
|
18.9K
$10.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
2.56K+ 18.81% |
$1.21M - $1.39M
|
16.1K
$9M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.56K+ 10.64% |
$1.21M - $1.39M
|
26.6K
$14.8M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.55K+ 3.25% |
$1.21M - $1.39M
|
81K
$45.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.54KNew |
$1.2M - $1.39M
|
2.54K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.54K+ 104.44% |
$1.2M - $1.38M
|
4.97K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.52K+ 41.92% |
$1.19M - $1.38M
|
8.54K
$4.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.5K+ 64.58% |
$1.18M - $1.37M
|
6.38K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2.5KNew |
$1.18M - $1.36M
|
2.5K
$1.39M
|
|
|
Jun 07, 2024
Q1 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
2.5K+ 0.95% |
$1.18M - $1.36M
|
266K
$148M
|
|
|
May 14, 2024
Q1 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
2.43K+ 18.19% |
$1.15M - $1.33M
|
15.8K
$8.82M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.43K+ 35.95% |
$1.15M - $1.33M
|
9.19K
$5.13M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
2.42KNew |
$1.14M - $1.32M
|
2.42K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
2.42K+ 6.44% |
$1.14M - $1.32M
|
40K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.38K+ 2.36% |
$1.12M - $1.3M
|
103K
$57.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.36K+ 116.28% |
$1.11M - $1.29M
|
4.38K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Governors Lane LP
New York, NY |
BUY
|
- |
2.35K+ 13.31% |
$1.11M - $1.28M
|
20K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.34K+ 8.75% |
$1.1M - $1.28M
|
29.1K
$16.2M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.33K+ 127.91% |
$1.1M - $1.27M
|
4.16K
$2.32M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.32K+ 651.97% |
$1.1M - $1.27M
|
2.68K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.32K+ 234.55% |
$1.09M - $1.26M
|
3.3K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
2.3K+ 17.94% |
$1.09M - $1.25M
|
15.1K
$8.44M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.24K+ 6.22% |
$1.06M - $1.22M
|
38.3K
$21.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.23K+ 54.49% |
$1.06M - $1.22M
|
6.33K
$3.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.23K+ 30.19% |
$1.05M - $1.22M
|
9.62K
$5.36M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.22K+ 40.29% |
$1.05M - $1.21M
|
7.73K
$4.31M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.22K+ 5.67% |
$1.05M - $1.21M
|
41.4K
$23.1M
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
2.2K+ 1.86% |
$1.04M - $1.2M
|
120K
$67.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.18K+ 6.06% |
$1.03M - $1.19M
|
38.1K
$21.3M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.17K+ 20.81% |
$1.03M - $1.18M
|
12.6K
$7.03M
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
2.17K+ 11.65% |
$1.02M - $1.18M
|
20.8K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Vista Finance, LLC
|
BUY
|
- |
2.17K+ 112.12% |
$1.02M - $1.18M
|
4.1K
$2.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.15KNew |
$1.02M - $1.17M
|
2.15K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
2.15K+ 17.02% |
$1.01M - $1.17M
|
14.8K
$8.23M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.14K+ 4.48% |
$1.01M - $1.17M
|
49.9K
$27.8M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.13KNew |
$1.01M - $1.16M
|
2.13K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.13K+ 12.6% |
$1.01M - $1.16M
|
19K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
2.13K+ 27.89% |
$1M - $1.16M
|
9.74K
$5.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.11KNew |
$999K - $1.15M
|
2.11K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.11K+ 8.82% |
$998K - $1.15M
|
26.1K
$14.5M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.11KNew |
$996K - $1.15M
|
2.11K
$1.18M
|