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 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.69K+ 2.24% |
$800K - $923K
|
77.2K
$46.8M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.69K+ 72.62% |
$797K - $920K
|
4.01K
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.69K+ 63.06% |
$796K - $919K
|
4.36K
$2.64M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.68K+ 2.76% |
$792K - $914K
|
62.3K
$37.7M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.66K+ 9.96% |
$785K - $906K
|
18.3K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.66KNew |
$785K - $906K
|
1.66K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.66K+ 62.63% |
$783K - $903K
|
4.3K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.65K+ 30.98% |
$778K - $898K
|
6.96K
$4.21M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.64K+ 4.58% |
$774K - $893K
|
37.4K
$22.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.64K+ 11.83% |
$773K - $892K
|
15.5K
$9.35M
|
|
|
May 14, 2024
Q1 2024
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
1.62K+ 3.14% |
$764K - $881K
|
53K
$32.1M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.59K+ 351.21% |
$752K - $868K
|
2.04K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.59K+ 18.89% |
$750K - $866K
|
9.99K
$6.05M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.57KNew |
$741K - $855K
|
1.57K
$949K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.56K+ 8.11% |
$739K - $853K
|
20.8K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.56K+ 0.44% |
$738K - $851K
|
358K
$217M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 91.09% |
$729K - $842K
|
3.24K
$1.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.54K+ 39.61% |
$728K - $840K
|
5.43K
$3.29M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.54K+ 0.49% |
$727K - $839K
|
315K
$191M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.51K+ 6.52% |
$713K - $822K
|
24.6K
$14.9M
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.51K+ 12.27% |
$711K - $821K
|
13.8K
$8.33M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.5K+ 1.64% |
$711K - $820K
|
93.2K
$56.4M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.5K+ 6.13% |
$707K - $815K
|
25.9K
$15.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.49K+ 7.47% |
$703K - $811K
|
21.4K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.48K+ 15.27% |
$701K - $809K
|
11.2K
$6.77M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
1.48K+ 0.6% |
$699K - $807K
|
249K
$151M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.47K+ 17.48% |
$694K - $801K
|
9.87K
$5.97M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.46KNew |
$689K - $795K
|
1.46K
$882K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.46K+ 27.84% |
$688K - $794K
|
6.68K
$4.04M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.45K+ 92.43% |
$687K - $793K
|
3.03K
$1.83M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.45K+ 4.28% |
$686K - $792K
|
35.3K
$21.4M
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.45K+ 4.27% |
$685K - $791K
|
35.4K
$21.4M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.45K+ 20.07% |
$684K - $790K
|
8.66K
$5.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.44KNew |
$680K - $784K
|
1.44K
$870K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.43K+ 55.76% |
$677K - $781K
|
4K
$2.42M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.43K+ 9.82% |
$676K - $780K
|
16K
$9.68M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.43K+ 8.44% |
$673K - $777K
|
18.3K
$11.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.42K+ 2.25% |
$670K - $773K
|
64.4K
$39M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.42K+ 6.18% |
$670K - $773K
|
24.4K
$14.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.42K+ 11.45% |
$669K - $772K
|
13.8K
$8.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.41K+ 2.21% |
$667K - $770K
|
65.4K
$39.6M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.41K+ 21.0% |
$665K - $768K
|
8.11K
$4.91M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.41K+ 45.08% |
$665K - $768K
|
4.53K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.41K+ 90.19% |
$665K - $767K
|
2.97K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.4K+ 7.19% |
$664K - $766K
|
20.9K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.38K+ 8.16% |
$654K - $754K
|
18.3K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 5.63% |
$654K - $754K
|
26K
$15.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.37KNew |
$648K - $748K
|
1.37K
$830K
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.36K+ 1.08% |
$643K - $742K
|
127K
$77M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.35K+ 21.16% |
$639K - $738K
|
7.75K
$4.69M
|