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 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-782- 49.43% |
$398K - $432K
|
800
$471K
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-783- 1.39% |
$399K - $433K
|
55.5K
$32.7M
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-788- 94.15% |
$401K - $436K
|
49
$28.9K
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-791- 20.7% |
$403K - $437K
|
3.03K
$1.79M
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-794- 2.79% |
$405K - $439K
|
27.7K
$16.3M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-800- 1.92% |
$408K - $442K
|
41K
$24.1M
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-823- 9.45% |
$419K - $455K
|
7.89K
$4.65M
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-826- 7.51% |
$421K - $457K
|
10.2K
$5.99M
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-849- 0.99% |
$433K - $469K
|
85K
$50.1M
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-856- 2.97% |
$436K - $473K
|
28K
$16.5M
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-862- 2.79% |
$439K - $477K
|
30K
$17.7M
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-864- 17.75% |
$440K - $478K
|
4K
$2.36M
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-868- 7.4% |
$442K - $480K
|
10.9K
$6.4M
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-873- 1.94% |
$445K - $483K
|
44K
$25.9M
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-875- 12.2% |
$446K - $484K
|
6.3K
$3.71M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-875- 0.59% |
$446K - $484K
|
147K
$86.8M
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-893- 18.61% |
$455K - $494K
|
3.91K
$2.3M
|
|
Jan 31, 2024
Q4 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-900- 31.03% |
$459K - $498K
|
2K
$1.18M
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-901- 26.18% |
$459K - $498K
|
2.54K
$1.5M
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-922- 0.27% |
$470K - $510K
|
334K
$197M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-922- 4.13% |
$470K - $510K
|
21.4K
$12.6M
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-923- 47.48% |
$470K - $510K
|
1.02K
$602K
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-925- 5.9% |
$471K - $511K
|
14.7K
$8.69M
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-928- 5.88% |
$473K - $513K
|
14.9K
$8.76M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-937- 0.03% |
$477K - $518K
|
2.87M
$1.69B
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-944- 2.98% |
$481K - $522K
|
30.7K
$18.1M
|
|
Feb 14, 2024
Q4 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-947- 1.89% |
$482K - $524K
|
49.2K
$29M
|
|
Jan 25, 2024
Q4 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-950- 40.6% |
$484K - $525K
|
1.39K
$819K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-952- 9.65% |
$485K - $526K
|
8.92K
$5.25M
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-956- 9.19% |
$487K - $529K
|
9.45K
$5.57M
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-962- 5.38% |
$490K - $532K
|
16.9K
$9.97M
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-965- 1.62% |
$492K - $534K
|
58.6K
$34.5M
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-972- 1.61% |
$495K - $537K
|
59.3K
$34.9M
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-976- 2.39% |
$497K - $540K
|
39.8K
$23.5M
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-976- 3.52% |
$497K - $540K
|
26.7K
$15.7M
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-990- 15.64% |
$504K - $547K
|
5.34K
$3.14M
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1K- 11.81% |
$510K - $554K
|
7.48K
$4.41M
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.01K- 1.07% |
$515K - $558K
|
93.4K
$55M
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 10.7% |
$517K - $561K
|
8.46K
$4.99M
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.03K- 1.98% |
$524K - $569K
|
51K
$30.1M
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.04K- 0.47% |
$528K - $573K
|
221K
$130M
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.04K- 70.02% |
$532K - $577K
|
447
$263K
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.05K- 16.76% |
$532K - $578K
|
5.19K
$3.06M
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.05K- 4.78% |
$535K - $581K
|
20.9K
$12.3M
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-1.06K- 6.91% |
$541K - $587K
|
14.3K
$8.42M
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-1.07K- 6.05% |
$543K - $589K
|
16.5K
$9.74M
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-1.07K- 9.12% |
$545K - $591K
|
10.7K
$6.27M
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.07K- 9.76% |
$545K - $592K
|
9.89K
$5.83M
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.07K- 69.23% |
$546K - $592K
|
476
$280K
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.07K- 28.89% |
$547K - $594K
|
2.64K
$1.56M
|