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 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.9K- 23.32% |
$897K - $1.03M
|
6.24K
$3.67M
|
|
Apr 18, 2024
Q1 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-1.93K- 18.13% |
$913K - $1.05M
|
8.72K
$5.14M
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-1.95K- 50.39% |
$923K - $1.06M
|
1.92K
$1.13M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.97K- 6.31% |
$932K - $1.08M
|
29.3K
$17.3M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.98K- 5.41% |
$936K - $1.08M
|
34.6K
$20.4M
|
|
May 08, 2024
Q1 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-2K- 50.0% |
$945K - $1.09M
|
2K
$1.18M
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.02K- 37.26% |
$953K - $1.1M
|
3.4K
$2M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.06K- 0.87% |
$975K - $1.12M
|
234K
$138M
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.07K- 28.83% |
$979K - $1.13M
|
5.12K
$3.01M
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.08K- 2.69% |
$982K - $1.13M
|
75.3K
$44.3M
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 3.76% |
$992K - $1.15M
|
53.8K
$31.7M
|
|
May 06, 2024
Q1 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.16K- 5.31% |
$1.02M - $1.18M
|
38.5K
$22.7M
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-2.17K- 29.16% |
$1.03M - $1.18M
|
5.27K
$3.11M
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.2K- 7.84% |
$1.04M - $1.2M
|
25.8K
$15.2M
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-2.25K- 20.69% |
$1.06M - $1.23M
|
8.61K
$5.07M
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-2.26K- 24.83% |
$1.07M - $1.23M
|
6.83K
$4.02M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.29K- 4.96% |
$1.08M - $1.25M
|
43.9K
$25.8M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.3K- 11.36% |
$1.09M - $1.26M
|
17.9K
$10.6M
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-2.31K- 6.6% |
$1.09M - $1.26M
|
32.7K
$19.3M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.32K- 9.09% |
$1.1M - $1.26M
|
23.2K
$13.7M
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.33K- 33.38% |
$1.1M - $1.27M
|
4.65K
$2.74M
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-2.37K- 3.42% |
$1.12M - $1.29M
|
67K
$39.5M
|
|
Apr 15, 2024
Q1 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 38.48% |
$1.14M - $1.31M
|
3.85K
$2.27M
|
|
May 15, 2024
Q1 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-2.43K- 38.49% |
$1.15M - $1.32M
|
3.88K
$2.28M
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.43K- 7.37% |
$1.15M - $1.32M
|
30.5K
$18M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.45K- 4.82% |
$1.16M - $1.33M
|
48.2K
$28.4M
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.48K- 13.25% |
$1.17M - $1.35M
|
16.2K
$9.57M
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.51K- 4.04% |
$1.19M - $1.37M
|
59.8K
$35.2M
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.54K- 2.24% |
$1.2M - $1.39M
|
111K
$65.4M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.58K- 0.83% |
$1.22M - $1.41M
|
309K
$182M
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.6K- 51.0% |
$1.23M - $1.42M
|
2.5K
$1.47M
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.61K- 4.61% |
$1.23M - $1.42M
|
53.9K
$31.7M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.65K- 13.03% |
$1.25M - $1.45M
|
17.7K
$10.4M
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.66K- 18.04% |
$1.26M - $1.45M
|
12.1K
$7.12M
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-2.68K- 66.58% |
$1.27M - $1.46M
|
1.34K
$792K
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.75K- 63.0% |
$1.3M - $1.5M
|
1.62K
$951K
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-2.79K- 4.45% |
$1.32M - $1.52M
|
59.9K
$35.3M
|
|
Apr 26, 2024
Q1 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-2.8K- 3.85% |
$1.32M - $1.53M
|
69.9K
$41.2M
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.88K- 6.78% |
$1.36M - $1.57M
|
39.7K
$23.4M
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.89K- 0.11% |
$1.37M - $1.58M
|
2.72M
$1.6B
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.94K- 9.03% |
$1.39M - $1.61M
|
29.7K
$17.5M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.95K- 26.22% |
$1.39M - $1.61M
|
8.29K
$4.88M
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-2.95K- 77.31% |
$1.39M - $1.61M
|
866
$510K
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.96K- 87.8% |
$1.4M - $1.61M
|
411
$242K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-2.98K- 65.26% |
$1.41M - $1.62M
|
1.58K
$933K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-2.98K- 45.01% |
$1.41M - $1.63M
|
3.64K
$2.15M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3K- 3.58% |
$1.42M - $1.64M
|
81K
$47.7M
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-3.01K- 38.33% |
$1.42M - $1.64M
|
4.85K
$2.85M
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.02K- 81.53% |
$1.43M - $1.65M
|
684
$403K
|
|
May 13, 2024
Q1 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-3.02K- 36.36% |
$1.43M - $1.65M
|
5.29K
$3.12M
|