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 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3.52K- 6.7% |
$1.57M - $1.8M
|
49K
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.53K- 1.03% |
$1.58M - $1.81M
|
340K
$190M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.57K- 1.58% |
$1.6M - $1.83M
|
223K
$124M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.63K- 0.39% |
$1.63M - $1.86M
|
919K
$512M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.67K- 19.7% |
$1.64M - $1.88M
|
15K
$8.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.78K- 23.78% |
$1.69M - $1.93M
|
12.1K
$6.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.83K- 1.96% |
$1.72M - $1.96M
|
191K
$107M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.84K- 3.08% |
$1.72M - $1.96M
|
121K
$67.3M
|
|
|
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
$4.55M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-4K- 1.18% |
$1.79M - $2.04M
|
336K
$188M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-4.06K- 44.76% |
$1.82M - $2.07M
|
5.01K
$2.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-4.06K- 38.47% |
$1.82M - $2.08M
|
6.5K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-4.27K- 11.96% |
$1.91M - $2.18M
|
31.4K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-4.28K- 2.79% |
$1.92M - $2.19M
|
149K
$83.3M
|
|
|
Nov 13, 2023
Q3 2023
|
11 Capital Partners LP
New York, NY |
SELL
|
- |
-4.34K- 12.02% |
$1.94M - $2.22M
|
31.7K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.39K- 53.25% |
$1.96M - $2.24M
|
3.85K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-4.41K- 7.26% |
$1.97M - $2.25M
|
56.3K
$31.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.48K- 0.32% |
$2.01M - $2.29M
|
1.39M
$778M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-4.49K- 32.63% |
$2.01M - $2.3M
|
9.27K
$5.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.51K- 2.28% |
$2.02M - $2.31M
|
194K
$108M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.54K- 3.23% |
$2.03M - $2.32M
|
136K
$75.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.56K- 47.33% |
$2.04M - $2.33M
|
5.07K
$2.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Focused Investors LLC
|
SELL
|
- |
-4.6K- 1.13% |
$2.06M - $2.35M
|
403K
$225M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.66K- 6.12% |
$2.09M - $2.38M
|
71.5K
$39.9M
|
|
|
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
$23.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-4.8K- 2.24% |
$2.15M - $2.45M
|
210K
$117M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-4.81K- 11.55% |
$2.15M - $2.46M
|
36.9K
$20.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.83K- 3.02% |
$2.16M - $2.47M
|
155K
$86.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.95K- 3.98% |
$2.21M - $2.53M
|
119K
$66.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-4.95K- 13.1% |
$2.22M - $2.53M
|
32.8K
$18.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.06K- 7.14% |
$2.26M - $2.58M
|
65.8K
$36.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-5.08K- 42.3% |
$2.27M - $2.6M
|
6.93K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.2K- 30.33% |
$2.33M - $2.65M
|
11.9K
$6.66M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-5.31K- 4.21% |
$2.38M - $2.71M
|
121K
$67.3M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.33K- 2.14% |
$2.39M - $2.72M
|
244K
$136M
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-5.38K- 91.96% |
$2.41M - $2.75M
|
470
$262K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.61K- 29.68% |
$2.51M - $2.86M
|
13.3K
$7.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-5.64K- 4.23% |
$2.53M - $2.88M
|
128K
$71.3M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-5.86K- 7.61% |
$2.62M - $3M
|
71.2K
$39.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.96K- 48.48% |
$2.67M - $3.04M
|
6.33K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-6K- 26.17% |
$2.69M - $3.07M
|
16.9K
$9.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
SELL
|
- |
-6.1K- 72.13% |
$2.73M - $3.11M
|
2.36K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-6.27K- 3.43% |
$2.81M - $3.21M
|
176K
$98.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Provident Trust CO
|
SELL
|
- |
-6.41K- 1.07% |
$2.87M - $3.28M
|
592K
$330M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6.43K- 22.08% |
$2.88M - $3.28M
|
22.7K
$12.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.47K- 2.67% |
$2.9M - $3.31M
|
236K
$132M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-6.49K- 35.48% |
$2.91M - $3.32M
|
11.8K
$6.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-6.55K- 0.76% |
$2.93M - $3.35M
|
858K
$479M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-6.6K- 47.11% |
$2.95M - $3.37M
|
7.41K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.75K- 3.13% |
$3.02M - $3.45M
|
209K
$116M
|