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 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
4.61K+ 9.04% |
$2.18M - $2.52M
|
55.7K
$33.7M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.61K+ 314.26% |
$2.18M - $2.51M
|
6.07K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.59K+ 420.6% |
$2.17M - $2.51M
|
5.69K
$3.44M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.54K+ 12.2% |
$2.14M - $2.48M
|
41.7K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.54KNew |
$2.14M - $2.47M
|
4.54K
$2.75M
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
4.51K+ 7.94% |
$2.13M - $2.46M
|
61.3K
$37.1M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.5K+ 79.79% |
$2.13M - $2.45M
|
10.1K
$6.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.44K+ 44.21% |
$2.1M - $2.42M
|
14.5K
$8.76M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
4.42K+ 20.01% |
$2.09M - $2.41M
|
26.5K
$16M
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.4KNew |
$2.08M - $2.4M
|
4.4K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.36KNew |
$2.06M - $2.38M
|
4.36K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.33K+ 19.28% |
$2.04M - $2.36M
|
26.8K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.28K+ 4.93% |
$2.02M - $2.34M
|
91.1K
$55.1M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
4.28K+ 2.12% |
$2.02M - $2.33M
|
206K
$125M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.25K+ 20.46% |
$2.01M - $2.32M
|
25K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
4.25K+ 22.46% |
$2.01M - $2.32M
|
23.2K
$14M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
4.25K+ 73.13% |
$2.01M - $2.32M
|
10.1K
$6.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.22K+ 67.25% |
$1.99M - $2.3M
|
10.5K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.21K+ 18.3% |
$1.99M - $2.3M
|
27.2K
$16.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.2K+ 7.17% |
$1.99M - $2.29M
|
62.8K
$38M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
4.18KNew |
$1.97M - $2.28M
|
4.18K
$2.53M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
4.13K+ 19.95% |
$1.95M - $2.25M
|
24.8K
$15M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.11K+ 296.83% |
$1.94M - $2.24M
|
5.5K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
4.11K+ 11.57% |
$1.94M - $2.24M
|
39.6K
$24M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.09K+ 40.74% |
$1.93M - $2.23M
|
14.1K
$8.54M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.05KNew |
$1.91M - $2.21M
|
4.05K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.04K+ 1.8% |
$1.91M - $2.21M
|
229K
$138M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4K+ 800.0% |
$1.89M - $2.18M
|
4.5K
$2.72M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.98K+ 2.3% |
$1.88M - $2.17M
|
177K
$107M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.93K+ 0.89% |
$1.86M - $2.14M
|
444K
$269M
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.9K+ 11.41% |
$1.84M - $2.13M
|
38.1K
$23M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.88K+ 10.98% |
$1.83M - $2.12M
|
39.2K
$23.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.88K+ 43.49% |
$1.83M - $2.11M
|
12.8K
$7.74M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.87K+ 11.03% |
$1.83M - $2.11M
|
38.9K
$23.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.86KNew |
$1.82M - $2.1M
|
3.86K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.84K+ 17.21% |
$1.81M - $2.09M
|
26.1K
$15.8M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.8K+ 134.6% |
$1.8M - $2.07M
|
6.63K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.79K+ 275.07% |
$1.79M - $2.06M
|
5.16K
$3.12M
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
3.74K+ 12.45% |
$1.77M - $2.04M
|
33.7K
$20.4M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.71K+ 4.39% |
$1.75M - $2.02M
|
88.2K
$53.4M
|
|
|
May 15, 2024
Q1 2024
|
Black Barn Capital Partners LP
New York, NY |
BUY
|
- |
3.7K+ 14.07% |
$1.75M - $2.02M
|
30K
$18.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.64K+ 10.72% |
$1.72M - $1.99M
|
37.6K
$22.8M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.64K+ 4.5% |
$1.72M - $1.99M
|
84.5K
$51.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
3.62K+ 109.58% |
$1.71M - $1.97M
|
6.92K
$4.19M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.59K+ 15.58% |
$1.7M - $1.96M
|
26.6K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.56K+ 264.71% |
$1.68M - $1.94M
|
4.9K
$2.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.54K+ 7.98% |
$1.67M - $1.93M
|
47.9K
$29M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.53K+ 0.93% |
$1.67M - $1.92M
|
383K
$232M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
3.47K+ 21.22% |
$1.64M - $1.89M
|
19.8K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.45KNew |
$1.63M - $1.88M
|
3.45K
$2.09M
|