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 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-5.15K- 7.29% |
$2.43M - $2.81M
|
65.5K
$38.6M
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-5.26K- 76.74% |
$2.48M - $2.87M
|
1.59K
$939K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.32K- 67.91% |
$2.51M - $2.9M
|
2.51K
$1.48M
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.32K- 36.02% |
$2.51M - $2.9M
|
9.45K
$5.57M
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.48K- 72.78% |
$2.59M - $2.99M
|
2.05K
$1.21M
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-5.54K- 29.12% |
$2.62M - $3.02M
|
13.5K
$7.95M
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-5.55K- 1.52% |
$2.62M - $3.03M
|
359K
$212M
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.6K- 26.2% |
$2.65M - $3.05M
|
15.8K
$9.3M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.62K- 32.41% |
$2.66M - $3.07M
|
11.7K
$6.91M
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.74K- 8.34% |
$2.71M - $3.13M
|
63K
$37.1M
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-5.74K- 27.62% |
$2.71M - $3.13M
|
15K
$8.86M
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5.81K- 30.87% |
$2.74M - $3.17M
|
13K
$7.66M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.93K- 54.59% |
$2.8M - $3.23M
|
4.93K
$2.91M
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6K- 7.96% |
$2.83M - $3.27M
|
69.3K
$40.8M
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
SELL
|
- |
-6.02K- 30.27% |
$2.84M - $3.28M
|
13.9K
$8.17M
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-6.03K- 43.32% |
$2.85M - $3.29M
|
7.89K
$4.65M
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-6.08K- 13.38% |
$2.87M - $3.31M
|
39.3K
$23.2M
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-6.11K- 3.73% |
$2.89M - $3.33M
|
158K
$92.9M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.26K- 1.29% |
$2.96M - $3.41M
|
478K
$281M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.37K- 5.42% |
$3.01M - $3.47M
|
111K
$65.5M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.41K- 58.58% |
$3.03M - $3.5M
|
4.53K
$2.67M
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-6.42K- 74.74% |
$3.03M - $3.5M
|
2.17K
$1.28M
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.69K- 56.69% |
$3.16M - $3.65M
|
5.11K
$3.01M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-6.76K- 2.27% |
$3.19M - $3.68M
|
290K
$171M
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-6.86K- 83.37% |
$3.24M - $3.74M
|
1.37K
$805K
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-6.88K- 5.16% |
$3.25M - $3.75M
|
126K
$74.5M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.01K- 0.64% |
$3.31M - $3.82M
|
1.09M
$640M
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-7.14K- 67.83% |
$3.37M - $3.89M
|
3.39K
$2M
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-7.17K- 81.25% |
$3.39M - $3.91M
|
1.66K
$975K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.19K- 2.18% |
$3.4M - $3.92M
|
323K
$190M
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-7.27K- 6.76% |
$3.43M - $3.96M
|
100K
$59M
|
|
May 10, 2024
Q1 2024
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-7.29K- 55.19% |
$3.44M - $3.98M
|
5.92K
$3.49M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.34K- 5.19% |
$3.47M - $4M
|
134K
$79.1M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.46K- 47.32% |
$3.52M - $4.07M
|
8.3K
$4.89M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-7.49K- 9.8% |
$3.54M - $4.09M
|
69K
$40.6M
|
|
Apr 24, 2024
Q1 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.8K- 10.52% |
$3.69M - $4.25M
|
66.4K
$39.1M
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.99K- 2.6% |
$3.78M - $4.36M
|
299K
$176M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.02K- 74.34% |
$3.79M - $4.37M
|
2.77K
$1.63M
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-8.1K- 14.8% |
$3.83M - $4.42M
|
46.6K
$27.5M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.12K- 4.1% |
$3.84M - $4.43M
|
190K
$112M
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.17K- 19.13% |
$3.86M - $4.46M
|
34.5K
$20.4M
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-8.31K- 86.12% |
$3.93M - $4.53M
|
1.34K
$789K
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-8.44K- 1.94% |
$3.99M - $4.6M
|
427K
$251M
|
|
May 07, 2024
Q1 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-8.68K- 0.63% |
$4.1M - $4.73M
|
1.36M
$802M
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-8.72K- 12.17% |
$4.12M - $4.75M
|
62.9K
$37.1M
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-8.8K- 75.99% |
$4.16M - $4.8M
|
2.78K
$1.64M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8.9K- 9.74% |
$4.21M - $4.85M
|
82.5K
$48.6M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.13K- 3.91% |
$4.31M - $4.98M
|
225K
$132M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.17K- 12.47% |
$4.33M - $5M
|
64.4K
$37.9M
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-9.37K- 27.23% |
$4.43M - $5.11M
|
25K
$14.8M
|