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 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.58K- 0.83% |
$1.22M - $1.41M
|
309K
$189M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.6K- 51.0% |
$1.23M - $1.42M
|
2.5K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.61K- 4.61% |
$1.23M - $1.42M
|
53.9K
$32.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.65K- 13.03% |
$1.25M - $1.45M
|
17.7K
$10.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.66K- 18.04% |
$1.26M - $1.45M
|
12.1K
$7.38M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-2.68K- 66.58% |
$1.27M - $1.46M
|
1.34K
$821K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.75K- 63.0% |
$1.3M - $1.5M
|
1.62K
$986K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-2.79K- 4.45% |
$1.32M - $1.52M
|
59.9K
$36.6M
|
|
|
Apr 26, 2024
Q1 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-2.8K- 3.85% |
$1.32M - $1.53M
|
69.9K
$42.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.88K- 6.78% |
$1.36M - $1.57M
|
39.7K
$24.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.89K- 0.11% |
$1.37M - $1.58M
|
2.72M
$1.66B
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.94K- 9.03% |
$1.39M - $1.61M
|
29.7K
$18.1M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.95K- 26.22% |
$1.39M - $1.61M
|
8.29K
$5.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-2.95K- 77.31% |
$1.39M - $1.61M
|
866
$529K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.96K- 87.8% |
$1.4M - $1.61M
|
411
$251K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-2.98K- 65.26% |
$1.41M - $1.62M
|
1.58K
$967K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-2.98K- 45.01% |
$1.41M - $1.63M
|
3.64K
$2.22M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3K- 3.58% |
$1.42M - $1.64M
|
81K
$49.5M
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-3.01K- 38.33% |
$1.42M - $1.64M
|
4.85K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.02K- 81.53% |
$1.43M - $1.65M
|
684
$418K
|
|
|
May 13, 2024
Q1 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-3.02K- 36.36% |
$1.43M - $1.65M
|
5.29K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-3.02K- 36.36% |
$1.43M - $1.65M
|
5.29K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.11K- 28.8% |
$1.47M - $1.69M
|
7.68K
$4.69M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-3.15K- 26.48% |
$1.49M - $1.72M
|
8.74K
$5.34M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-3.21K- 28.35% |
$1.52M - $1.75M
|
8.12K
$4.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.25K- 58.85% |
$1.54M - $1.77M
|
2.27K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.25K- 2.17% |
$1.54M - $1.77M
|
146K
$89.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-3.29K- 23.85% |
$1.56M - $1.8M
|
10.5K
$6.42M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.33K- 1.29% |
$1.57M - $1.82M
|
255K
$156M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-3.33K- 16.67% |
$1.57M - $1.82M
|
16.7K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.34K- 10.65% |
$1.58M - $1.82M
|
28K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-3.37K- 2.23% |
$1.59M - $1.84M
|
148K
$90.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.38K- 13.99% |
$1.6M - $1.84M
|
20.8K
$12.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-3.4K- 10.48% |
$1.61M - $1.85M
|
29K
$17.7M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-3.49K- 7.49% |
$1.65M - $1.9M
|
43.1K
$26.4M
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3.5K- 68.63% |
$1.65M - $1.91M
|
1.6K
$977K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.54K- 16.51% |
$1.67M - $1.93M
|
17.9K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.58K- 80.17% |
$1.69M - $1.95M
|
886
$541K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.59K- 83.47% |
$1.69M - $1.96M
|
710
$434K
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-3.68K- 15.3% |
$1.74M - $2.01M
|
20.4K
$12.4M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.74K- 2.88% |
$1.77M - $2.04M
|
126K
$77M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.75K- 20.33% |
$1.77M - $2.05M
|
14.7K
$8.98M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.76K- 5.08% |
$1.78M - $2.05M
|
70.2K
$42.9M
|
|
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-3.8K- 4.95% |
$1.8M - $2.07M
|
73K
$44.6M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-3.81K- 14.67% |
$1.8M - $2.08M
|
22.2K
$13.5M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-3.9K- 4.55% |
$1.84M - $2.13M
|
81.7K
$49.9M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-3.98K- 12.04% |
$1.88M - $2.17M
|
29.1K
$17.8M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4K- 11.19% |
$1.89M - $2.18M
|
31.7K
$19.4M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-4.06K- 63.69% |
$1.92M - $2.21M
|
2.31K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.09K- 6.98% |
$1.93M - $2.23M
|
54.5K
$33.3M
|