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 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
487+ 167.93% |
$230K - $266K
|
777
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
483+ 2.24% |
$228K - $263K
|
22K
$6.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
481+ 225.82% |
$227K - $262K
|
694
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
480+ 0.43% |
$227K - $262K
|
111K
$33.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
478+ 11.29% |
$226K - $261K
|
4.71K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
477+ 105.07% |
$225K - $260K
|
931
$285K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
477New |
$225K - $260K
|
477
$146K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
477+ 0.86% |
$225K - $260K
|
56K
$17.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
476+ 3.07% |
$225K - $260K
|
16K
$4.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
475New |
$224K - $259K
|
475
$145K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
471New |
$223K - $257K
|
471
$144K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
471New |
$223K - $257K
|
471
$144K
|
|
|
May 07, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
471New |
$223K - $257K
|
471
$144K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
471New |
$223K - $257K
|
471
$144K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
469+ 23.52% |
$222K - $256K
|
2.46K
$753K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
469+ 0.65% |
$222K - $256K
|
72.7K
$22.2M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
466New |
$220K - $254K
|
466
$142K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
465New |
$220K - $254K
|
465
$142K
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
463+ 6.57% |
$219K - $253K
|
7.51K
$2.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
460+ 100.0% |
$217K - $251K
|
920
$281K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
460+ 26.23% |
$217K - $251K
|
2.21K
$677K
|
|
|
Apr 30, 2024
Q1 2024
|
Jlb & Associates Inc
|
BUY
|
- |
459+ 1.23% |
$217K - $250K
|
37.8K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
454+ 13.65% |
$215K - $248K
|
3.78K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
453+ 1.31% |
$214K - $247K
|
35K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
453+ 2.51% |
$214K - $247K
|
18.5K
$5.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
452New |
$214K - $247K
|
452
$138K
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
449New |
$212K - $245K
|
449
$137K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
448+ 31.05% |
$212K - $244K
|
1.89K
$578K
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
444New |
$210K - $242K
|
444
$136K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
444+ 7.65% |
$210K - $242K
|
6.25K
$1.91M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
443+ 8.98% |
$209K - $242K
|
5.38K
$1.64M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
442+ 4.31% |
$209K - $241K
|
10.7K
$3.27M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
BUY
|
- |
442+ 6.61% |
$209K - $241K
|
7.13K
$2.18M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
439+ 43.81% |
$207K - $239K
|
1.44K
$440K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
439New |
$207K - $239K
|
439
$134K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
438+ 11.41% |
$207K - $239K
|
4.28K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
436+ 11.66% |
$206K - $238K
|
4.18K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
436+ 3.11% |
$206K - $238K
|
14.4K
$4.41M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
434New |
$205K - $237K
|
434
$133K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
432+ 6.56% |
$204K - $236K
|
7.02K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
432+ 2.15% |
$204K - $236K
|
20.5K
$6.26M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
432New |
$204K - $236K
|
432
$132K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
431+ 15.52% |
$204K - $235K
|
3.21K
$980K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
430+ 0.55% |
$203K - $235K
|
78K
$23.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
430+ 7.71% |
$203K - $235K
|
6.01K
$1.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
429New |
$203K - $234K
|
429
$131K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
428New |
$202K - $233K
|
428
$131K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
428+ 4.51% |
$202K - $233K
|
9.91K
$3.03M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
427+ 2.57% |
$202K - $233K
|
17K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
427+ 0.21% |
$202K - $233K
|
203K
$62.2M
|