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
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$7.63M - $8.8M
|
16.1K
$9.77M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
16.1K+ 200.2% |
$7.62M - $8.8M
|
24.2K
$14.6M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
15.7K+ 64.89% |
$7.43M - $8.58M
|
40K
$24.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
14.8KNew |
$7M - $8.08M
|
14.8K
$8.96M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
14.8KNew |
$6.99M - $8.06M
|
14.8K
$8.95M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
14.8K+ 17.39% |
$6.98M - $8.06M
|
99.7K
$60.4M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
14.5K+ 9.51% |
$6.87M - $7.93M
|
167K
$101M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
14.5K+ 13.78% |
$6.85M - $7.9M
|
120K
$72.4M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
BUY
|
- |
14K+ 7.27% |
$6.63M - $7.65M
|
207K
$125M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.4K+ 1.95% |
$6.33M - $7.31M
|
700K
$424M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
13K+ 809.12% |
$6.12M - $7.07M
|
14.6K
$8.81M
|
|
|
May 15, 2024
Q1 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
12.9K+ 22.17% |
$6.11M - $7.06M
|
71.3K
$43.1M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.9K+ 15.54% |
$6.09M - $7.03M
|
95.8K
$58M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12.4K+ 1732.87% |
$5.88M - $6.79M
|
13.2K
$7.96M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
12.4K+ 9.77% |
$5.85M - $6.75M
|
139K
$84.2M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
12.3K+ 33.74% |
$5.84M - $6.74M
|
48.9K
$29.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.3K+ 12.5% |
$5.79M - $6.69M
|
110K
$66.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.1KNew |
$5.74M - $6.62M
|
12.1K
$7.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
12K+ 289.61% |
$5.67M - $6.54M
|
16.1K
$9.76M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
12K+ 11.74% |
$5.66M - $6.53M
|
114K
$68.9M
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
BUY
|
- |
11.8K+ 14.87% |
$5.57M - $6.42M
|
91K
$55M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.6K+ 321.09% |
$5.47M - $6.31M
|
15.2K
$9.18M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
11.5K+ 5.68% |
$5.44M - $6.27M
|
214K
$129M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
11.5KNew |
$5.43M - $6.26M
|
11.5K
$6.95M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
11.4K+ 47.52% |
$5.41M - $6.24M
|
35.5K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.3K+ 1309.6% |
$5.35M - $6.18M
|
12.2K
$7.38M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
11.3K+ 21.47% |
$5.32M - $6.14M
|
63.7K
$38.5M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.2K+ 18.64% |
$5.3M - $6.11M
|
71.3K
$43.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
11.2K+ 7.82% |
$5.29M - $6.11M
|
154K
$93.5M
|
|
|
May 14, 2024
Q1 2024
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
BUY
|
- |
11.2K+ 42.55% |
$5.28M - $6.09M
|
37.4K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
11.1K+ 53.26% |
$5.26M - $6.08M
|
32.1K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
11.1K+ 228.39% |
$5.26M - $6.07M
|
16K
$9.68M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 18.22% |
$5.24M - $6.05M
|
72K
$43.6M
|
|
|
May 15, 2024
Q1 2024
|
Ctc LLC
|
BUY
|
- |
11KNew |
$5.19M - $5.99M
|
11K
$6.64M
|
|
|
May 16, 2024
Q1 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
11K+ 22.28% |
$5.18M - $5.98M
|
60.2K
$36.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.7KNew |
$5.07M - $5.85M
|
10.7K
$6.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.6K+ 16.62% |
$5M - $5.77M
|
74.2K
$44.9M
|
|
|
May 15, 2024
Q1 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
10.6K+ 7.65% |
$4.99M - $5.76M
|
149K
$90M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.5K+ 6.36% |
$4.96M - $5.73M
|
176K
$106M
|
|
|
May 06, 2024
Q1 2024
|
Davis Rea Ltd.
|
BUY
|
- |
10.3K+ 103.17% |
$4.87M - $5.62M
|
20.3K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.3K+ 0.6% |
$4.86M - $5.61M
|
1.72M
$1.04B
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
10.1K+ 1.4% |
$4.79M - $5.53M
|
734K
$444M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.1K+ 6.23% |
$4.76M - $5.49M
|
172K
$104M
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
9.6K+ 4.27% |
$4.54M - $5.24M
|
235K
$142M
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
9.55KNew |
$4.51M - $5.21M
|
9.55K
$5.78M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
9.47KNew |
$4.48M - $5.16M
|
9.47K
$5.73M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
9.3KNew |
$4.4M - $5.07M
|
9.3K
$5.63M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9.25KNew |
$4.37M - $5.05M
|
9.25K
$5.6M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.21K+ 11.85% |
$4.35M - $5.02M
|
86.9K
$52.6M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
9.14K+ 2.53% |
$4.32M - $4.99M
|
370K
$224M
|