Purchases and Sales Made in Q3 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
16.2K+ 1.37% |
$7.25M - $8.27M
|
1.2M
$706M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.1K+ 9.45% |
$7.22M - $8.24M
|
187K
$110M
|
|
Nov 06, 2023
Q3 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
16K+ 26.02% |
$7.16M - $8.17M
|
77.5K
$45.7M
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
BUY
|
- |
15.7K+ 20.25% |
$7.01M - $8M
|
93K
$54.8M
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.3KNew |
$6.85M - $7.82M
|
15.3K
$9.02M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
14.8K+ 101.46% |
$6.64M - $7.58M
|
29.5K
$17.4M
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
14.5KNew |
$6.48M - $7.39M
|
14.5K
$8.52M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
14.4K+ 1.31% |
$6.45M - $7.36M
|
1.11M
$656M
|
|
Nov 14, 2023
Q3 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
14.4K+ 112.3% |
$6.45M - $7.36M
|
27.2K
$16M
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
14.4K+ 50.22% |
$6.43M - $7.33M
|
42.9K
$25.3M
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
13.9K+ 189.74% |
$6.23M - $7.11M
|
21.2K
$12.5M
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
13.7KNew |
$6.15M - $7.01M
|
13.7K
$8.09M
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.6K+ 5.43% |
$6.08M - $6.94M
|
264K
$156M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5K+ 10.13% |
$6.05M - $6.9M
|
147K
$86.5M
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
13.1K+ 149.42% |
$5.85M - $6.68M
|
21.8K
$12.9M
|
|
Nov 14, 2023
Q3 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
13K+ 27.29% |
$5.82M - $6.64M
|
60.7K
$35.7M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7K+ 1.7% |
$5.7M - $6.51M
|
760K
$448M
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
12.1K+ 53.43% |
$5.42M - $6.18M
|
34.8K
$20.5M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.1KNew |
$5.4M - $6.17M
|
12.1K
$7.11M
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
11.9K+ 168.82% |
$5.33M - $6.09M
|
19K
$11.2M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 2.59% |
$5.29M - $6.03M
|
468K
$276M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.8K+ 16.82% |
$5.26M - $6.01M
|
81.6K
$48.1M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
11.7K+ 7.69% |
$5.23M - $5.97M
|
164K
$96.3M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 3.88% |
$5.16M - $5.89M
|
309K
$182M
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
11.5K+ 578.57% |
$5.14M - $5.86M
|
13.5K
$7.93M
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
11.4K+ 35.49% |
$5.1M - $5.83M
|
43.5K
$25.6M
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
11.2K+ 17.5% |
$5.03M - $5.74M
|
75.4K
$44.4M
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
11.2KNew |
$5M - $5.7M
|
11.2K
$6.58M
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
11K+ 127.91% |
$4.94M - $5.64M
|
19.7K
$11.6M
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.8K+ 1.85% |
$4.83M - $5.51M
|
593K
$350M
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
10.5KNew |
$4.68M - $5.34M
|
10.5K
$6.16M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
10.4K+ 15.74% |
$4.68M - $5.34M
|
76.8K
$45.2M
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
10.3K+ 1.27% |
$4.62M - $5.27M
|
822K
$484M
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
10.3K+ 4.48% |
$4.61M - $5.26M
|
240K
$142M
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
10.2K+ 95.54% |
$4.57M - $5.22M
|
20.9K
$12.3M
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
9.98K+ 13.42% |
$4.47M - $5.1M
|
84.3K
$49.7M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
9.95K+ 59.71% |
$4.46M - $5.09M
|
26.6K
$15.7M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.91K+ 14.27% |
$4.44M - $5.06M
|
79.4K
$46.8M
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
9.88KNew |
$4.42M - $5.05M
|
9.88K
$5.82M
|
|
Nov 13, 2023
Q3 2023
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
9.85K+ 24.31% |
$4.41M - $5.03M
|
50.4K
$29.7M
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
9.67K+ 156.19% |
$4.33M - $4.94M
|
15.9K
$9.35M
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
9.52K+ 22.19% |
$4.26M - $4.86M
|
52.4K
$30.9M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.18K+ 128.82% |
$4.11M - $4.69M
|
16.3K
$9.6M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.07K+ 2.85% |
$4.06M - $4.63M
|
328K
$193M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
8.98K+ 28.82% |
$4.02M - $4.59M
|
40.1K
$23.7M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
8.88K+ 1.67% |
$3.98M - $4.54M
|
542K
$319M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.87K+ 5.71% |
$3.97M - $4.53M
|
164K
$96.8M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.87K+ 5.71% |
$3.97M - $4.53M
|
164K
$96.8M
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
8.71KNew |
$3.9M - $4.45M
|
8.71K
$5.13M
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
8.5K+ 13.15% |
$3.8M - $4.34M
|
73.1K
$43.1M
|