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 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.54K- 4.53% |
$785K - $852K
|
32.5K
$19.1M
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.6K- 71.3% |
$815K - $885K
|
644
$379K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.6K- 1.44% |
$817K - $887K
|
110K
$64.6M
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.62K- 4.73% |
$824K - $894K
|
32.6K
$19.2M
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.62K- 1.15% |
$827K - $898K
|
139K
$82.2M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.63K- 4.72% |
$830K - $901K
|
32.9K
$19.4M
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.64K- 25.67% |
$833K - $904K
|
4.74K
$2.79M
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.66K- 1.93% |
$848K - $920K
|
84.4K
$49.7M
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.69K- 3.17% |
$858K - $932K
|
51.5K
$30.3M
|
|
Feb 05, 2024
Q4 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.73K- 4.08% |
$882K - $958K
|
40.7K
$24M
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.74K- 0.83% |
$887K - $963K
|
207K
$122M
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.79K- 32.99% |
$912K - $990K
|
3.64K
$2.14M
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.83K- 27.17% |
$933K - $1.01M
|
4.91K
$2.89M
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.86K- 17.09% |
$946K - $1.03M
|
9.01K
$5.31M
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1.9K- 1.4% |
$966K - $1.05M
|
133K
$78.6M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.9K- 10.77% |
$969K - $1.05M
|
15.8K
$9.28M
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-1.95K- 39.19% |
$993K - $1.08M
|
3.03K
$1.78M
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.97K- 30.91% |
$1.01M - $1.09M
|
4.41K
$2.6M
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.02K- 17.94% |
$1.03M - $1.12M
|
9.23K
$5.44M
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-2.02K- 21.28% |
$1.03M - $1.12M
|
7.47K
$4.4M
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.02K- 2.67% |
$1.03M - $1.12M
|
73.5K
$43.3M
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.02K- 61.16% |
$1.03M - $1.12M
|
1.28K
$756K
|
|
Jan 25, 2024
Q4 2023
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-2.03K- 4.53% |
$1.04M - $1.12M
|
42.8K
$25.2M
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.05K- 45.28% |
$1.04M - $1.13M
|
2.47K
$1.46M
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-2.06K- 1.61% |
$1.05M - $1.14M
|
126K
$74.2M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.07K- 4.31% |
$1.05M - $1.14M
|
45.8K
$27M
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.1K- 2.95% |
$1.07M - $1.16M
|
69.1K
$40.7M
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.11K- 3.26% |
$1.07M - $1.16M
|
62.4K
$36.8M
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.13K- 83.52% |
$1.08M - $1.18M
|
420
$247K
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.13K- 16.25% |
$1.09M - $1.18M
|
11K
$6.47M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.15K- 4.59% |
$1.1M - $1.19M
|
44.7K
$26.3M
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-2.21K- 7.07% |
$1.13M - $1.22M
|
29K
$17.1M
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.26K- 5.03% |
$1.15M - $1.25M
|
42.6K
$25.1M
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-2.3K- 66.44% |
$1.17M - $1.27M
|
1.16K
$685K
|
|
Jan 25, 2024
Q4 2023
|
Focused Investors LLC
|
SELL
|
- |
-2.3K- 0.57% |
$1.17M - $1.27M
|
400K
$236M
|
|
Feb 07, 2024
Q4 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.3K- 3.01% |
$1.17M - $1.27M
|
74.2K
$43.7M
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.35K- 38.97% |
$1.19M - $1.3M
|
3.67K
$2.16M
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 70.99% |
$1.2M - $1.3M
|
960
$566K
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-2.36K- 86.52% |
$1.2M - $1.3M
|
367
$216K
|
|
Feb 07, 2024
Q4 2023
|
Fosun International LTD
|
SELL
|
- |
-2.36K- 32.65% |
$1.2M - $1.31M
|
4.87K
$2.87M
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-2.38K- 47.5% |
$1.21M - $1.32M
|
2.63K
$1.55M
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.41K- 78.73% |
$1.23M - $1.33M
|
651
$384K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.44K- 3.07% |
$1.24M - $1.35M
|
76.9K
$45.3M
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-2.47K- 21.31% |
$1.26M - $1.37M
|
9.13K
$5.38M
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.49K- 9.57% |
$1.27M - $1.37M
|
23.5K
$13.8M
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.51K- 2.59% |
$1.28M - $1.39M
|
94.1K
$55.5M
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.52K- 3.82% |
$1.28M - $1.39M
|
63.3K
$37.3M
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-2.54K- 17.16% |
$1.29M - $1.4M
|
12.3K
$7.22M
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.54K- 0.48% |
$1.3M - $1.41M
|
530K
$312M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.56K- 6.44% |
$1.31M - $1.42M
|
37.2K
$21.9M
|