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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.27K- 3.28% |
$1.02M - $1.16M
|
66.9K
$40.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.28K- 66.6% |
$1.02M - $1.16M
|
1.14K
$697K
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-2.28K- 3.79% |
$1.02M - $1.16M
|
57.9K
$35.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.29K- 51.33% |
$1.02M - $1.17M
|
2.17K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.36K- 72.29% |
$1.06M - $1.21M
|
906
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.38K- 3.26% |
$1.06M - $1.21M
|
70.4K
$43M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.38K- 12.59% |
$1.06M - $1.21M
|
16.5K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.39K- 11.99% |
$1.07M - $1.22M
|
17.5K
$10.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.39K- 26.35% |
$1.07M - $1.22M
|
6.67K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.4K- 2.02% |
$1.08M - $1.23M
|
117K
$71.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-2.41K- 1.15% |
$1.08M - $1.23M
|
208K
$127M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.43K- 25.09% |
$1.09M - $1.24M
|
7.27K
$4.44M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.46K- 3.81% |
$1.1M - $1.26M
|
62K
$37.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-2.46K- 3.08% |
$1.1M - $1.26M
|
77.4K
$47.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.46K- 21.73% |
$1.1M - $1.26M
|
8.87K
$5.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.48K- 15.3% |
$1.11M - $1.26M
|
13.7K
$8.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.48K- 0.14% |
$1.11M - $1.27M
|
1.72M
$1.05B
|
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-2.5K- 13.37% |
$1.12M - $1.28M
|
16.2K
$9.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-2.5K- 31.42% |
$1.12M - $1.28M
|
5.46K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-2.5K- 8.22% |
$1.12M - $1.28M
|
27.9K
$17M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.59K- 38.47% |
$1.16M - $1.32M
|
4.14K
$2.53M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-2.6K- 1.77% |
$1.16M - $1.33M
|
145K
$88.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.61K- 17.5% |
$1.17M - $1.33M
|
12.3K
$7.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.64K- 6.09% |
$1.18M - $1.35M
|
40.7K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.67K- 5.5% |
$1.2M - $1.36M
|
45.9K
$28M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.68K- 3.12% |
$1.2M - $1.37M
|
83K
$50.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.68K- 23.87% |
$1.2M - $1.37M
|
8.54K
$5.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.7K- 9.22% |
$1.21M - $1.38M
|
26.6K
$16.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.77K- 31.86% |
$1.24M - $1.41M
|
5.92K
$3.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-2.78K- 0.31% |
$1.24M - $1.42M
|
900K
$550M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.79K- 2.22% |
$1.25M - $1.42M
|
122K
$74.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.79K- 2.49% |
$1.25M - $1.43M
|
109K
$66.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.79K- 6.17% |
$1.25M - $1.43M
|
42.4K
$25.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.81K- 2.66% |
$1.26M - $1.44M
|
103K
$62.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-2.84K- 12.61% |
$1.27M - $1.45M
|
19.7K
$12M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.85K- 8.28% |
$1.28M - $1.46M
|
31.6K
$19.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-2.88K- 6.03% |
$1.29M - $1.47M
|
44.8K
$27.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.98K- 13.08% |
$1.33M - $1.52M
|
19.8K
$12.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-3K- 1.75% |
$1.34M - $1.53M
|
168K
$103M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.02K- 64.68% |
$1.35M - $1.54M
|
1.65K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.03K- 15.94% |
$1.36M - $1.55M
|
16K
$9.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-3.04K- 24.7% |
$1.36M - $1.55M
|
9.27K
$5.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.04K- 65.79% |
$1.36M - $1.55M
|
1.58K
$966K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-3.06K- 2.34% |
$1.37M - $1.56M
|
128K
$78.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.08K- 3.92% |
$1.38M - $1.58M
|
75.5K
$46.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-3.12K- 1.17% |
$1.4M - $1.59M
|
264K
$161M
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-3.15K- 2.56% |
$1.41M - $1.61M
|
120K
$73.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.19K- 24.03% |
$1.43M - $1.63M
|
10.1K
$6.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-3.19K- 27.34% |
$1.43M - $1.63M
|
8.48K
$5.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-3.33K- 49.91% |
$1.49M - $1.7M
|
3.34K
$2.04M
|