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 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.43K+ 15.06% |
$1.62M - $1.87M
|
26.2K
$14.8M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.42K+ 8.55% |
$1.62M - $1.87M
|
43.4K
$24.5M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.41K+ 4.04% |
$1.61M - $1.86M
|
87.8K
$49.6M
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.4K+ 83.12% |
$1.61M - $1.85M
|
7.49K
$4.23M
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
BUY
|
- |
3.37K+ 30.58% |
$1.59M - $1.84M
|
14.4K
$8.14M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.36KNew |
$1.59M - $1.83M
|
3.36K
$1.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.32K+ 562.71% |
$1.57M - $1.81M
|
3.91K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.3K+ 14.98% |
$1.56M - $1.8M
|
25.3K
$14.3M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.3K+ 11.9% |
$1.56M - $1.8M
|
31K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Altra Vue Capital, LLC
Bellevue, WA |
BUY
|
- |
3.24K+ 5.32% |
$1.53M - $1.77M
|
64.1K
$36.2M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.24K+ 27.57% |
$1.53M - $1.77M
|
15K
$8.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
BUY
|
- |
3.21K+ 3.5% |
$1.52M - $1.75M
|
94.9K
$53.6M
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
3.2K+ 117.51% |
$1.51M - $1.74M
|
5.91K
$3.34M
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3.19KNew |
$1.51M - $1.74M
|
3.19K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
3.19K+ 8.0% |
$1.51M - $1.74M
|
43K
$24.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.17K+ 34.92% |
$1.5M - $1.73M
|
12.2K
$6.92M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.16K+ 922.51% |
$1.49M - $1.72M
|
3.5K
$1.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
3.13K+ 88.99% |
$1.48M - $1.71M
|
6.64K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
3.1K+ 23.44% |
$1.47M - $1.69M
|
16.3K
$9.24M
|
|
|
May 06, 2024
Q1 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
3.09K+ 3.1% |
$1.46M - $1.68M
|
103K
$58M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.05K+ 13.82% |
$1.44M - $1.66M
|
25.1K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.04K+ 46.79% |
$1.44M - $1.66M
|
9.55K
$5.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.04K+ 111.47% |
$1.44M - $1.66M
|
5.77K
$3.26M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
3.03K+ 42.56% |
$1.43M - $1.65M
|
10.2K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.02K+ 11.01% |
$1.43M - $1.65M
|
30.4K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Fosun International LTD
|
BUY
|
- |
3.01K+ 61.8% |
$1.42M - $1.64M
|
7.88K
$4.45M
|
|
|
May 14, 2024
Q1 2024
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
3K+ 1.95% |
$1.42M - $1.64M
|
157K
$88.7M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3K+ 13.64% |
$1.42M - $1.63M
|
25K
$14.1M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3K+ 13.64% |
$1.42M - $1.63M
|
25K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.99K+ 14.59% |
$1.41M - $1.63M
|
23.5K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.98K+ 39.91% |
$1.41M - $1.63M
|
10.5K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.95K+ 15.5% |
$1.4M - $1.61M
|
22K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.94K+ 37.31% |
$1.39M - $1.6M
|
10.8K
$6.12M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.93K+ 4.96% |
$1.39M - $1.6M
|
62K
$35.1M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.92K+ 6.81% |
$1.38M - $1.59M
|
45.9K
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.91K+ 24.8% |
$1.37M - $1.59M
|
14.6K
$8.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
2.9K+ 95.84% |
$1.37M - $1.58M
|
5.93K
$3.35M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.9KNew |
$1.37M - $1.58M
|
2.9K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.89K+ 33.17% |
$1.36M - $1.58M
|
11.6K
$6.55M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.88K+ 49.49% |
$1.36M - $1.57M
|
8.71K
$4.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.88K+ 34.77% |
$1.36M - $1.57M
|
11.2K
$6.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.88K+ 44.62% |
$1.36M - $1.57M
|
9.33K
$5.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.87K+ 318.53% |
$1.36M - $1.57M
|
3.77K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.86K+ 59.95% |
$1.35M - $1.56M
|
7.64K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.86K+ 11.75% |
$1.35M - $1.56M
|
27.2K
$15.4M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.85KNew |
$1.35M - $1.55M
|
2.85K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.83K+ 564.67% |
$1.34M - $1.54M
|
3.33K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.8K+ 18.7% |
$1.32M - $1.53M
|
17.8K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.8KNew |
$1.32M - $1.53M
|
2.8K
$1.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.8K+ 7.79% |
$1.32M - $1.52M
|
38.7K
$21.9M
|