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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.14K+ 1.93% |
$2.9M - $3.35M
|
325K
$184M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.14K+ 32.55% |
$2.9M - $3.35M
|
25K
$14.1M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.09KNew |
$2.88M - $3.32M
|
6.09K
$3.44M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
6.07K+ 11.61% |
$2.87M - $3.31M
|
58.4K
$33M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
6.07K+ 4.01% |
$2.87M - $3.31M
|
157K
$89M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.03K+ 6.33% |
$2.85M - $3.29M
|
101K
$57.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
6K+ 8.62% |
$2.84M - $3.27M
|
75.6K
$42.8M
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
6K+ 10.56% |
$2.83M - $3.27M
|
62.8K
$35.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
5.89K+ 13.69% |
$2.78M - $3.21M
|
48.9K
$27.6M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.89K+ 34.03% |
$2.78M - $3.21M
|
23.2K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.78K+ 8.99% |
$2.73M - $3.15M
|
70.1K
$39.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.76KNew |
$2.72M - $3.14M
|
5.76K
$3.26M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.74K+ 2.2% |
$2.71M - $3.13M
|
267K
$151M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.7K+ 37.81% |
$2.69M - $3.11M
|
20.8K
$11.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.6K+ 0.71% |
$2.65M - $3.05M
|
795K
$449M
|
|
|
May 13, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
5.6K+ 22.6% |
$2.65M - $3.05M
|
30.4K
$17.2M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
5.6K+ 22.6% |
$2.65M - $3.05M
|
30.4K
$17.2M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.57K+ 92.33% |
$2.63M - $3.04M
|
11.6K
$6.56M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
5.47K+ 0.67% |
$2.59M - $2.98M
|
817K
$461M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.45K+ 20.48% |
$2.58M - $2.97M
|
32.1K
$18.1M
|
|
|
May 08, 2024
Q1 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
5.44K+ 4.34% |
$2.57M - $2.97M
|
131K
$73.9M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.43K+ 1350.25% |
$2.57M - $2.96M
|
5.83K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
5.41K+ 128.76% |
$2.56M - $2.95M
|
9.61K
$5.43M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.39K+ 40.22% |
$2.55M - $2.94M
|
18.8K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
5.35K+ 19.05% |
$2.53M - $2.92M
|
33.4K
$18.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
5.29K+ 36.51% |
$2.5M - $2.89M
|
19.8K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
5.23KNew |
$2.47M - $2.85M
|
5.23K
$2.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
5.2K+ 26.97% |
$2.46M - $2.84M
|
24.5K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.14K+ 73.44% |
$2.43M - $2.8M
|
12.1K
$6.86M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.13K+ 144.29% |
$2.42M - $2.8M
|
8.68K
$4.91M
|
|
|
May 03, 2024
Q1 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
5.1K+ 46.36% |
$2.41M - $2.78M
|
16.1K
$9.1M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.09K+ 43.25% |
$2.4M - $2.78M
|
16.9K
$9.52M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.07K+ 15.59% |
$2.4M - $2.77M
|
37.6K
$21.3M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5K+ 3.9% |
$2.36M - $2.73M
|
133K
$75.3M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4.99K+ 28.49% |
$2.36M - $2.72M
|
22.5K
$12.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
4.98K+ 2.51% |
$2.35M - $2.71M
|
203K
$115M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.92K+ 16.32% |
$2.33M - $2.68M
|
35.1K
$19.8M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.88KNew |
$2.31M - $2.66M
|
4.88K
$2.76M
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
4.88K+ 464.76% |
$2.31M - $2.66M
|
5.93K
$3.35M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.87K+ 5.9% |
$2.3M - $2.65M
|
87.3K
$49.3M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
4.86K+ 17.82% |
$2.3M - $2.65M
|
32.1K
$18.2M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.81K+ 1.85% |
$2.27M - $2.63M
|
265K
$150M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
4.79K+ 1.04% |
$2.26M - $2.61M
|
467K
$264M
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.78KNew |
$2.26M - $2.61M
|
4.78K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.77K+ 496.56% |
$2.25M - $2.6M
|
5.73K
$3.24M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.65K+ 6.15% |
$2.2M - $2.54M
|
80.3K
$45.4M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.64K+ 21.48% |
$2.19M - $2.53M
|
26.3K
$14.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Health Invest Partners Ab
|
BUY
|
- |
4.63K+ 25.17% |
$2.19M - $2.53M
|
23K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.63K+ 6.39% |
$2.19M - $2.52M
|
77K
$43.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.62K+ 11.44% |
$2.18M - $2.52M
|
45K
$25.4M
|