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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
528New |
$250K - $288K
|
528
$305K
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
527New |
$249K - $287K
|
527
$304K
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
526+ 120.37% |
$249K - $287K
|
963
$556K
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
524New |
$248K - $286K
|
524
$302K
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
522+ 7.49% |
$247K - $285K
|
7.49K
$4.32M
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
520+ 23.43% |
$246K - $284K
|
2.74K
$1.58M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
519+ 2.45% |
$245K - $283K
|
21.7K
$12.5M
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
518+ 1.6% |
$245K - $283K
|
33K
$19M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
515+ 17.16% |
$243K - $281K
|
3.52K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
515New |
$243K - $281K
|
515
$297K
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
511New |
$241K - $279K
|
511
$295K
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
504+ 0.6% |
$238K - $275K
|
84.6K
$48.8M
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
504+ 2.31% |
$238K - $275K
|
22.3K
$12.9M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
503New |
$238K - $274K
|
503
$290K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
502+ 1.97% |
$237K - $274K
|
25.9K
$15M
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
501+ 3.7% |
$237K - $273K
|
14K
$8.1M
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
501+ 0.25% |
$237K - $273K
|
203K
$117M
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
500+ 107.3% |
$236K - $273K
|
966
$557K
|
|
May 13, 2024
Q1 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
500New |
$236K - $273K
|
500
$289K
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
500New |
$236K - $273K
|
500
$289K
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
499+ 1.61% |
$236K - $272K
|
31.5K
$18.2M
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
497+ 1.27% |
$235K - $271K
|
39.8K
$22.9M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
497+ 1.56% |
$235K - $271K
|
32.3K
$18.6M
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
495+ 27.14% |
$234K - $270K
|
2.32K
$1.34M
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
491New |
$232K - $268K
|
491
$283K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
490+ 0.7% |
$232K - $267K
|
70.4K
$40.6M
|
|
May 15, 2024
Q1 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
490New |
$232K - $267K
|
490
$283K
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
487+ 2.1% |
$230K - $266K
|
23.7K
$13.7M
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
487+ 167.93% |
$230K - $266K
|
777
$448K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
483+ 2.24% |
$228K - $263K
|
22K
$12.7M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
481+ 225.82% |
$227K - $262K
|
694
$400K
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
480+ 0.43% |
$227K - $262K
|
111K
$64M
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
478+ 11.29% |
$226K - $261K
|
4.71K
$2.72M
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
477+ 105.07% |
$225K - $260K
|
931
$537K
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
477New |
$225K - $260K
|
477
$275K
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
477+ 0.86% |
$225K - $260K
|
56K
$32.3M
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
476+ 3.07% |
$225K - $260K
|
16K
$9.23M
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
475New |
$224K - $259K
|
475
$274K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
471New |
$223K - $257K
|
471
$272K
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
471New |
$223K - $257K
|
471
$272K
|
|
May 07, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
471New |
$223K - $257K
|
471
$272K
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
469+ 23.52% |
$222K - $256K
|
2.46K
$1.42M
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
469+ 0.65% |
$222K - $256K
|
72.7K
$41.9M
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
466New |
$220K - $254K
|
466
$269K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
465New |
$220K - $254K
|
465
$268K
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
463+ 6.57% |
$219K - $253K
|
7.51K
$4.33M
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
460+ 100.0% |
$217K - $251K
|
920
$531K
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
460+ 26.23% |
$217K - $251K
|
2.21K
$1.28M
|
|
Apr 30, 2024
Q1 2024
|
Jlb & Associates Inc
|
BUY
|
- |
459+ 1.23% |
$217K - $250K
|
37.8K
$21.8M
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
454+ 13.65% |
$215K - $248K
|
3.78K
$2.18M
|