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 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.79K- 2.49% |
$1.25M - $1.43M
|
109K
$33.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.79K- 6.17% |
$1.25M - $1.43M
|
42.4K
$13M
|
|
|
Mar 13, 2025
Q3 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-2.8K- 18.43% |
$1.25M - $1.43M
|
12.4K
$3.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.81K- 2.66% |
$1.26M - $1.44M
|
103K
$31.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-2.84K- 12.61% |
$1.27M - $1.45M
|
19.7K
$6.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.85K- 8.28% |
$1.28M - $1.46M
|
31.6K
$9.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-2.88K- 6.03% |
$1.29M - $1.47M
|
44.8K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.98K- 13.08% |
$1.33M - $1.52M
|
19.8K
$6.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-3K- 1.75% |
$1.34M - $1.53M
|
168K
$51.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.02K- 64.68% |
$1.35M - $1.54M
|
1.65K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.03K- 15.94% |
$1.36M - $1.55M
|
16K
$4.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-3.04K- 24.7% |
$1.36M - $1.55M
|
9.27K
$2.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.04K- 65.79% |
$1.36M - $1.55M
|
1.58K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-3.06K- 2.34% |
$1.37M - $1.56M
|
128K
$39.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.08K- 3.92% |
$1.38M - $1.58M
|
75.5K
$23.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-3.12K- 1.17% |
$1.4M - $1.59M
|
264K
$80.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-3.15K- 2.56% |
$1.41M - $1.61M
|
120K
$36.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.19K- 24.03% |
$1.43M - $1.63M
|
10.1K
$3.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-3.19K- 27.34% |
$1.43M - $1.63M
|
8.48K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-3.33K- 49.91% |
$1.49M - $1.7M
|
3.34K
$1.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-3.36K- 25.79% |
$1.5M - $1.72M
|
9.67K
$2.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.36K- 60.53% |
$1.5M - $1.72M
|
2.19K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-3.37K- 18.52% |
$1.51M - $1.72M
|
14.8K
$4.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.4K- 1.18% |
$1.52M - $1.74M
|
285K
$87.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.48K- 5.58% |
$1.56M - $1.78M
|
58.9K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3.52K- 6.7% |
$1.57M - $1.8M
|
49K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.53K- 1.03% |
$1.58M - $1.81M
|
340K
$104M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.57K- 1.58% |
$1.6M - $1.83M
|
223K
$68M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.63K- 0.39% |
$1.63M - $1.86M
|
919K
$281M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.67K- 19.7% |
$1.64M - $1.88M
|
15K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.78K- 23.78% |
$1.69M - $1.93M
|
12.1K
$3.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.83K- 1.96% |
$1.72M - $1.96M
|
191K
$58.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.84K- 3.08% |
$1.72M - $1.96M
|
121K
$36.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-3.88K- 32.25% |
$1.74M - $1.98M
|
8.16K
$2.49M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-4K- 1.18% |
$1.79M - $2.04M
|
336K
$103M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-4.06K- 44.76% |
$1.82M - $2.07M
|
5.01K
$1.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-4.06K- 38.47% |
$1.82M - $2.08M
|
6.5K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-4.27K- 11.96% |
$1.91M - $2.18M
|
31.4K
$9.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-4.28K- 2.79% |
$1.92M - $2.19M
|
149K
$45.6M
|
|
|
Nov 13, 2023
Q3 2023
|
11 Capital Partners LP
New York, NY |
SELL
|
- |
-4.34K- 12.02% |
$1.94M - $2.22M
|
31.7K
$9.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.39K- 53.25% |
$1.96M - $2.24M
|
3.85K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-4.41K- 7.26% |
$1.97M - $2.25M
|
56.3K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.48K- 0.32% |
$2.01M - $2.29M
|
1.39M
$426M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-4.49K- 32.63% |
$2.01M - $2.3M
|
9.27K
$2.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.51K- 2.28% |
$2.02M - $2.31M
|
194K
$59.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.54K- 3.23% |
$2.03M - $2.32M
|
136K
$41.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.56K- 47.33% |
$2.04M - $2.33M
|
5.07K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Focused Investors LLC
|
SELL
|
- |
-4.6K- 1.13% |
$2.06M - $2.35M
|
403K
$123M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.66K- 6.12% |
$2.09M - $2.38M
|
71.5K
$21.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-4.74K- 10.04% |
$2.12M - $2.42M
|
42.5K
$13M
|