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
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.94K+ 128.97% |
$4.22M - $4.87M
|
15.9K
$9.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
8.73K+ 1646.6% |
$4.12M - $4.76M
|
9.26K
$5.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
8.68K+ 359.15% |
$4.1M - $4.73M
|
11.1K
$6.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
8.61K+ 13.61% |
$4.07M - $4.7M
|
71.9K
$43.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
8.42K+ 9.99% |
$3.98M - $4.59M
|
92.7K
$56.1M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.29KNew |
$3.92M - $4.52M
|
8.29K
$5.02M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.27K+ 3.89% |
$3.91M - $4.51M
|
220K
$133M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8.22K+ 2.56% |
$3.89M - $4.48M
|
330K
$200M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
8.17K+ 27.34% |
$3.86M - $4.46M
|
38.1K
$23M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
8.11KNew |
$3.83M - $4.42M
|
8.11K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.84K+ 975.72% |
$3.7M - $4.27M
|
8.64K
$5.23M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.7K+ 23.1% |
$3.64M - $4.2M
|
41K
$24.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
7.63K+ 3.95% |
$3.6M - $4.16M
|
201K
$121M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.51K+ 295.44% |
$3.55M - $4.1M
|
10.1K
$6.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
7.5K+ 19.43% |
$3.55M - $4.09M
|
46.1K
$27.9M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.38K+ 58.36% |
$3.49M - $4.02M
|
20K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.36K+ 6.8% |
$3.48M - $4.01M
|
116K
$70M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7.36K+ 9.14% |
$3.48M - $4.01M
|
87.8K
$53.2M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.35K+ 84.29% |
$3.47M - $4.01M
|
16.1K
$9.73M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
7.31K+ 835.54% |
$3.46M - $3.99M
|
8.19K
$4.95M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.31K+ 40.91% |
$3.45M - $3.99M
|
25.2K
$15.2M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.3KNew |
$3.45M - $3.98M
|
7.3K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
7.28K+ 0.49% |
$3.44M - $3.97M
|
1.5M
$907M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
7.27K+ 26.27% |
$3.43M - $3.96M
|
34.9K
$21.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.24K+ 93.28% |
$3.42M - $3.95M
|
15K
$9.08M
|
|
|
May 15, 2024
Q1 2024
|
11 Capital Partners LP
New York, NY |
BUY
|
- |
7.24K+ 23.3% |
$3.42M - $3.95M
|
38.3K
$23.2M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.2K+ 14.84% |
$3.4M - $3.93M
|
55.7K
$33.7M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.16K+ 1.34% |
$3.38M - $3.91M
|
543K
$329M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
7.16K+ 194.88% |
$3.38M - $3.9M
|
10.8K
$6.55M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.14KNew |
$3.38M - $3.9M
|
7.14K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
7.13KNew |
$3.37M - $3.89M
|
7.13K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
7.08K+ 14.1% |
$3.35M - $3.86M
|
57.3K
$34.7M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
7.05K+ 210.38% |
$3.33M - $3.85M
|
10.4K
$6.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
7K+ 93.33% |
$3.31M - $3.82M
|
14.5K
$8.78M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
6.92K+ 8.33% |
$3.27M - $3.78M
|
90.1K
$54.5M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
6.91K+ 66.78% |
$3.27M - $3.77M
|
17.3K
$10.4M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
6.85K+ 20.98% |
$3.24M - $3.74M
|
39.5K
$23.9M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.84K+ 366.92% |
$3.23M - $3.73M
|
8.71K
$5.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.83K+ 113.04% |
$3.23M - $3.73M
|
12.9K
$7.79M
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
6.79K+ 7.27% |
$3.21M - $3.7M
|
100K
$60.6M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.77K+ 16.02% |
$3.2M - $3.69M
|
49K
$29.7M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6.49KNew |
$3.07M - $3.54M
|
6.49K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6.49K+ 3.1% |
$3.07M - $3.54M
|
215K
$130M
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
6.38K+ 0.53% |
$3.02M - $3.48M
|
1.21M
$733M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
6.31KNew |
$2.98M - $3.44M
|
6.31K
$3.82M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
6.3K+ 13.01% |
$2.98M - $3.44M
|
54.7K
$33.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
6.22K+ 27.54% |
$2.94M - $3.39M
|
28.8K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
6.2K+ 12.31% |
$2.93M - $3.38M
|
56.6K
$34.3M
|
|
|
May 15, 2024
Q1 2024
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
6.19K+ 29.65% |
$2.93M - $3.38M
|
27.1K
$16.4M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.15K+ 1.98% |
$2.91M - $3.36M
|
318K
$192M
|