Purchases and Sales Made in Q4 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-299- 17.31% |
$152K - $165K
|
1.43K
$436K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-300- 11.43% |
$153K - $166K
|
2.33K
$711K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-303- 5.82% |
$154K - $168K
|
4.91K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-306- 35.01% |
$156K - $169K
|
568
$174K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-306- 0.69% |
$156K - $169K
|
44K
$13.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-307- 51.08% |
$156K - $170K
|
294
$89.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-312- 1.48% |
$159K - $173K
|
20.8K
$6.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-315- 3.01% |
$160K - $174K
|
10.1K
$3.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-316- 3.45% |
$161K - $175K
|
8.84K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-320- 51.53% |
$163K - $177K
|
301
$92K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-323- 4.81% |
$165K - $179K
|
6.4K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-323- 13.01% |
$165K - $179K
|
2.16K
$660K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-330- 30.81% |
$168K - $182K
|
741
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-331- 1.31% |
$169K - $183K
|
24.9K
$7.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-333- 15.18% |
$170K - $184K
|
1.86K
$568K
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-333- 34.54% |
$170K - $184K
|
631
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-337- 1.27% |
$172K - $186K
|
26.3K
$8.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-342- 44.53% |
$174K - $189K
|
426
$130K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-352- 3.97% |
$179K - $195K
|
8.52K
$2.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-356- 5.65% |
$181K - $197K
|
5.95K
$1.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-360- 3.99% |
$183K - $199K
|
8.66K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-360- 4.91% |
$183K - $199K
|
6.97K
$2.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-362- 1.51% |
$184K - $200K
|
23.5K
$7.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-362- 13.91% |
$184K - $200K
|
2.24K
$685K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-363- 1.01% |
$185K - $201K
|
35.7K
$10.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-365- 12.8% |
$186K - $202K
|
2.49K
$760K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-365- 17.13% |
$186K - $202K
|
1.77K
$540K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-372- 24.6% |
$190K - $206K
|
1.14K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-372- 7.8% |
$190K - $206K
|
4.4K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-373- 8.03% |
$190K - $206K
|
4.27K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-378- 2.26% |
$193K - $209K
|
16.3K
$4.99M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-383- 4.84% |
$195K - $212K
|
7.54K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-395- 3.28% |
$201K - $218K
|
11.6K
$3.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-396- 3.62% |
$202K - $219K
|
10.5K
$3.22M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-398- 13.65% |
$203K - $220K
|
2.52K
$769K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-400- 94.12% |
$204K - $221K
|
25
$7.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-401- 5.39% |
$204K - $222K
|
7.05K
$2.15M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-405- 3.72% |
$206K - $224K
|
10.5K
$3.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-407- 2.39% |
$207K - $225K
|
16.6K
$5.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-408- 2.88% |
$208K - $226K
|
13.8K
$4.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-409- 2.64% |
$208K - $226K
|
15.1K
$4.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-416- 0.03% |
$212K - $230K
|
1.24M
$380M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-418- 48.66% |
$213K - $231K
|
441
$135K
|
|
|
Jan 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-419- 3.25% |
$213K - $232K
|
12.5K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-419- 31.96% |
$213K - $232K
|
892
$273K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-422- 2.14% |
$215K - $233K
|
19.3K
$5.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-429- 0.22% |
$219K - $237K
|
191K
$58.4M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-430- 1.17% |
$219K - $238K
|
36.4K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-432- 36.61% |
$220K - $239K
|
748
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-445- 22.96% |
$227K - $246K
|
1.49K
$456K
|