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 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.11K+ 8.82% |
$998K - $1.15M
|
26.1K
$15.8M
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.11KNew |
$996K - $1.15M
|
2.11K
$1.28M
|
|
May 01, 2024
Q1 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
2.1KNew |
$992K - $1.15M
|
2.1K
$1.27M
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
2.1KNew |
$992K - $1.15M
|
2.1K
$1.27M
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
2.08K+ 12.48% |
$985K - $1.14M
|
18.8K
$11.4M
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
2.06KNew |
$975K - $1.13M
|
2.06K
$1.25M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.06K+ 0.92% |
$974K - $1.12M
|
226K
$136M
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
2.06K+ 11.72% |
$974K - $1.12M
|
19.6K
$11.9M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.05KNew |
$970K - $1.12M
|
2.05K
$1.24M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.04K+ 103.72% |
$963K - $1.11M
|
4K
$2.42M
|
|
May 07, 2024
Q1 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
2.03K+ 49.75% |
$957K - $1.11M
|
6.1K
$3.69M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.02K+ 8.1% |
$954K - $1.1M
|
26.9K
$16.3M
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.01KNew |
$949K - $1.09M
|
2.01K
$1.21M
|
|
May 14, 2024
Q1 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
2KNew |
$945K - $1.09M
|
2K
$1.21M
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
2K+ 13.48% |
$944K - $1.09M
|
16.8K
$10.2M
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.99K+ 5.88% |
$940K - $1.09M
|
35.8K
$21.7M
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.98K+ 24.86% |
$935K - $1.08M
|
9.94K
$6.01M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.94KNew |
$915K - $1.06M
|
1.94K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.93K+ 67.47% |
$912K - $1.05M
|
4.79K
$2.9M
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.91K+ 7.6% |
$903K - $1.04M
|
27K
$16.4M
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.9K+ 158.33% |
$898K - $1.04M
|
3.1K
$1.88M
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.89K+ 0.29% |
$894K - $1.03M
|
655K
$396M
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.89K+ 0.29% |
$894K - $1.03M
|
655K
$396M
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.88K+ 63.48% |
$888K - $1.02M
|
4.84K
$2.93M
|
|
May 02, 2024
Q1 2024
|
Suncoast Equity Management
|
BUY
|
- |
1.87K+ 2.99% |
$885K - $1.02M
|
64.4K
$39M
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.87K+ 230.83% |
$885K - $1.02M
|
2.68K
$1.62M
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.86KNew |
$881K - $1.02M
|
1.86K
$1.13M
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.86K+ 30.38% |
$879K - $1.01M
|
7.98K
$4.83M
|
|
Aug 01, 2024
Q1 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
1.86K+ 3.33% |
$878K - $1.01M
|
57.6K
$34.9M
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.86K+ 20.61% |
$878K - $1.01M
|
10.9K
$6.58M
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.86K+ 12.62% |
$877K - $1.01M
|
16.6K
$10M
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
1.85K+ 0.41% |
$874K - $1.01M
|
456K
$276M
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.84K+ 47.41% |
$871K - $1.01M
|
5.73K
$3.47M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.83K+ 14.33% |
$867K - $1M
|
14.6K
$8.85M
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.83K+ 1.87% |
$865K - $998K
|
99.5K
$60.2M
|
|
May 10, 2024
Q1 2024
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
1.82K+ 0.69% |
$860K - $992K
|
264K
$160M
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.81K+ 8.64% |
$857K - $989K
|
22.8K
$13.8M
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.8K+ 8.59% |
$853K - $984K
|
22.8K
$13.8M
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.79K+ 10.71% |
$844K - $974K
|
18.5K
$11.2M
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
1.77K+ 16.13% |
$837K - $966K
|
12.8K
$7.72M
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.77K+ 89.11% |
$835K - $964K
|
3.75K
$2.27M
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
BUY
|
- |
1.76K+ 12.72% |
$829K - $957K
|
15.6K
$9.42M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.75K+ 5.26% |
$827K - $954K
|
35K
$21.2M
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.75K+ 188.66% |
$826K - $953K
|
2.67K
$1.62M
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
BUY
|
- |
1.73K+ 7.97% |
$819K - $945K
|
23.5K
$14.2M
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.73K+ 91.0% |
$817K - $943K
|
3.63K
$2.2M
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.73KNew |
$816K - $941K
|
1.73K
$1.04M
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.71K+ 18.5% |
$809K - $934K
|
11K
$6.64M
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.7KNew |
$805K - $929K
|
1.7K
$1.03M
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.7K+ 35.63% |
$805K - $929K
|
6.48K
$3.92M
|