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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-7.23K- 42.02% |
$3.69M - $4M
|
9.98K
$5.88M
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7.24KClosed |
$3.69M - $4.01M
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.36K- 23.42% |
$3.75M - $4.07M
|
24.1K
$14.2M
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.4K- 4.2% |
$3.77M - $4.09M
|
169K
$99.6M
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-7.48K- 17.89% |
$3.81M - $4.14M
|
34.3K
$20.2M
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-7.57K- 15.46% |
$3.86M - $4.19M
|
41.4K
$24.4M
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-7.6K- 3.13% |
$3.87M - $4.2M
|
235K
$139M
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-7.8K- 2.39% |
$3.97M - $4.31M
|
319K
$188M
|
|
Feb 12, 2024
Q4 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7.8K- 91.44% |
$3.97M - $4.31M
|
730
$430K
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-7.85K- 2.63% |
$4M - $4.34M
|
291K
$171M
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-7.91K- 11.9% |
$4.03M - $4.37M
|
58.6K
$34.5M
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.94K- 4.0% |
$4.05M - $4.39M
|
190K
$112M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.04K- 53.72% |
$4.1M - $4.45M
|
6.93K
$4.08M
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-8.05K- 9.4% |
$4.1M - $4.45M
|
77.6K
$45.7M
|
|
Feb 14, 2024
Q4 2023
|
Robeco Schweiz Ag
|
SELL
|
- |
-8.19K- 26.27% |
$4.17M - $4.53M
|
23K
$13.5M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.43K- 2.86% |
$4.29M - $4.66M
|
286K
$169M
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-8.54K- 7.32% |
$4.35M - $4.72M
|
108K
$63.7M
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8.59K- 50.2% |
$4.38M - $4.75M
|
8.52K
$5.02M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.67K- 6.6% |
$4.42M - $4.8M
|
123K
$72.3M
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-8.68K- 74.07% |
$4.42M - $4.8M
|
3.04K
$1.79M
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.7K- 1.31% |
$4.43M - $4.81M
|
653K
$385M
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-8.99K- 4.74% |
$4.58M - $4.97M
|
181K
$107M
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-9.05K- 2.32% |
$4.61M - $5M
|
382K
$225M
|
|
Feb 14, 2024
Q4 2023
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-9.09K- 1.73% |
$4.63M - $5.02M
|
515K
$303M
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-9.26K- 99.89% |
$4.72M - $5.12M
|
10
$5.89K
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-9.4K- 21.6% |
$4.79M - $5.2M
|
34.1K
$20.1M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-9.42K- 6.73% |
$4.8M - $5.21M
|
131K
$76.9M
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-9.44K- 0.64% |
$4.81M - $5.22M
|
1.47M
$869M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-9.67K- 97.7% |
$4.93M - $5.35M
|
228
$134K
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-9.71K- 61.19% |
$4.94M - $5.37M
|
6.16K
$3.63M
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-10.1K- 52.61% |
$5.13M - $5.57M
|
9.08K
$5.35M
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-10.2K- 8.45% |
$5.19M - $5.64M
|
110K
$65.1M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-10.4K- 4.83% |
$5.3M - $5.75M
|
205K
$121M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-11.5K- 95.62% |
$5.85M - $6.35M
|
526
$310K
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.7K- 0.34% |
$5.96M - $6.47M
|
3.44M
$2.03B
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-11.8K- 5.64% |
$6.03M - $6.55M
|
198K
$117M
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-12.1K- 15.19% |
$6.15M - $6.68M
|
67.4K
$39.7M
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-12.1K- 1.32% |
$6.17M - $6.7M
|
905K
$533M
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-12.1K- 19.09% |
$6.19M - $6.72M
|
51.5K
$30.3M
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-12.2K- 37.19% |
$6.24M - $6.77M
|
20.7K
$12.2M
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-12.4K- 58.49% |
$6.34M - $6.88M
|
8.83K
$5.2M
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-12.5K- 39.83% |
$6.34M - $6.89M
|
18.8K
$11.1M
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-12.5K- 5.17% |
$6.35M - $6.89M
|
229K
$135M
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-12.5K- 1.97% |
$6.37M - $6.91M
|
622K
$367M
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-13.2K- 4.68% |
$6.71M - $7.28M
|
268K
$158M
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-13.8K- 36.21% |
$7.01M - $7.61M
|
24.2K
$14.3M
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-13.8K- 80.63% |
$7.02M - $7.61M
|
3.31K
$1.95M
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-14K- 15.68% |
$7.14M - $7.74M
|
75.3K
$44.4M
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-14.1K- 5.39% |
$7.2M - $7.81M
|
248K
$146M
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-14.3K- 5.45% |
$7.28M - $7.91M
|
248K
$146M
|