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 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.19K- 2.18% |
$3.4M - $3.92M
|
323K
$195M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-7.27K- 6.76% |
$3.43M - $3.96M
|
100K
$60.7M
|
|
|
May 10, 2024
Q1 2024
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-7.29K- 55.19% |
$3.44M - $3.98M
|
5.92K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.34K- 5.19% |
$3.47M - $4M
|
134K
$81.2M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.46K- 47.32% |
$3.52M - $4.07M
|
8.3K
$5.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-7.49K- 9.8% |
$3.54M - $4.09M
|
69K
$41.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.8K- 10.52% |
$3.69M - $4.25M
|
66.4K
$40.2M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.99K- 2.6% |
$3.78M - $4.36M
|
299K
$181M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.02K- 74.34% |
$3.79M - $4.37M
|
2.77K
$1.67M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-8.1K- 14.8% |
$3.83M - $4.42M
|
46.6K
$28.2M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.12K- 4.1% |
$3.84M - $4.43M
|
190K
$115M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.17K- 19.13% |
$3.86M - $4.46M
|
34.5K
$20.9M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-8.31K- 86.12% |
$3.93M - $4.53M
|
1.34K
$811K
|
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-8.44K- 1.94% |
$3.99M - $4.6M
|
427K
$258M
|
|
|
May 07, 2024
Q1 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-8.68K- 0.63% |
$4.1M - $4.73M
|
1.36M
$823M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-8.72K- 12.17% |
$4.12M - $4.75M
|
62.9K
$38.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-8.8K- 75.99% |
$4.16M - $4.8M
|
2.78K
$1.68M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8.9K- 9.74% |
$4.21M - $4.85M
|
82.5K
$49.9M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.13K- 3.91% |
$4.31M - $4.98M
|
225K
$136M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.17K- 12.47% |
$4.33M - $5M
|
64.4K
$39M
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-9.37K- 27.23% |
$4.43M - $5.11M
|
25K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.54K- 99.88% |
$4.51M - $5.2M
|
11
$6.66K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-9.98K- 69.86% |
$4.72M - $5.44M
|
4.31K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-10K- 3.83% |
$4.74M - $5.47M
|
252K
$152M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-10.1K- 1.42% |
$4.77M - $5.51M
|
699K
$423M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 29.18% |
$4.79M - $5.53M
|
24.6K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.2K- 15.69% |
$4.82M - $5.56M
|
54.8K
$33.1M
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-10.3K- 28.28% |
$4.87M - $5.62M
|
26.1K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 11.35% |
$4.91M - $5.67M
|
81.2K
$49.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.4K- 33.66% |
$4.92M - $5.67M
|
20.5K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-10.4K- 69.48% |
$4.92M - $5.68M
|
4.57K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.5K- 1.31% |
$4.96M - $5.72M
|
793K
$480M
|
|
|
May 13, 2024
Q1 2024
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-10.6K- 6.69% |
$5M - $5.77M
|
148K
$89.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10.7K- 21.57% |
$5.04M - $5.82M
|
38.8K
$23.5M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-11.1K- 35.0% |
$5.23M - $6.04M
|
20.6K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-11.4K- 8.87% |
$5.37M - $6.2M
|
117K
$70.7M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-11.5K- 27.14% |
$5.41M - $6.25M
|
30.7K
$18.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-11.7K- 5.9% |
$5.51M - $6.36M
|
186K
$113M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-11.8K- 14.68% |
$5.56M - $6.42M
|
68.4K
$41.4M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12.5K- 93.73% |
$5.9M - $6.81M
|
835
$505K
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-12.5K- 6.43% |
$5.91M - $6.82M
|
182K
$110M
|
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
SELL
|
- |
-12.7K- 34.11% |
$6M - $6.93M
|
24.5K
$14.8M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-12.9K- 85.66% |
$6.1M - $7.05M
|
2.16K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-13K- 12.26% |
$6.16M - $7.11M
|
93.3K
$56.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-13.2K- 29.19% |
$6.26M - $7.22M
|
32.1K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-13.3K- 99.56% |
$6.28M - $7.24M
|
59
$35.7K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-13.3K- 1.61% |
$6.3M - $7.27M
|
812K
$491M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.4K- 2.81% |
$6.34M - $7.31M
|
463K
$280M
|
|
|
May 14, 2024
Q1 2024
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-13.5K- 25.0% |
$6.38M - $7.36M
|
40.5K
$24.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.5K- 18.25% |
$6.38M - $7.36M
|
60.5K
$36.6M
|