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
|
Ae Wealth Management LLC
|
BUY
|
- |
7.65K+ 5.21% |
$3.9M - $4.23M
|
154K
$93.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.65K+ 11.81% |
$3.89M - $4.23M
|
72.4K
$43.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
7.62K+ 22.57% |
$3.88M - $4.21M
|
41.4K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Park West Asset Management LLC
Larkspur, CA |
BUY
|
- |
7.6K+ 14.87% |
$3.87M - $4.2M
|
58.7K
$35.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.59K+ 24.58% |
$3.87M - $4.2M
|
38.5K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pavadi Capital LLC
New York, NY |
BUY
|
- |
7.56K+ 98.04% |
$3.85M - $4.18M
|
15.3K
$9.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
7.5KNew |
$3.82M - $4.15M
|
7.5K
$4.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.49K+ 102.8% |
$3.82M - $4.14M
|
14.8K
$8.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.46K+ 25.34% |
$3.8M - $4.12M
|
36.9K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
7.44KNew |
$3.79M - $4.12M
|
7.44K
$4.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
7.26K+ 11.29% |
$3.7M - $4.02M
|
71.6K
$43.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.24K+ 7.13% |
$3.69M - $4M
|
109K
$65.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.19K+ 40.63% |
$3.66M - $3.98M
|
24.9K
$15.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
7.18K+ 7.25% |
$3.66M - $3.97M
|
106K
$64.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.17K+ 190.39% |
$3.65M - $3.97M
|
10.9K
$6.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
7.16KNew |
$3.65M - $3.96M
|
7.16K
$4.33M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
7.12KNew |
$3.63M - $3.94M
|
7.12K
$4.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
7.08K+ 950.74% |
$3.61M - $3.92M
|
7.83K
$4.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
7.08K+ 3.17% |
$3.61M - $3.92M
|
231K
$140M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.07KNew |
$3.6M - $3.91M
|
7.07K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.02K+ 872.3% |
$3.58M - $3.88M
|
7.83K
$4.74M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
7.02KNew |
$3.57M - $3.88M
|
7.02K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.98K+ 253.49% |
$3.56M - $3.86M
|
9.74K
$5.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
6.89K+ 15.33% |
$3.51M - $3.81M
|
51.8K
$31.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6.83K+ 138.39% |
$3.48M - $3.78M
|
11.8K
$7.12M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
6.8KNew |
$3.47M - $3.76M
|
6.8K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.67KNew |
$3.4M - $3.69M
|
6.67K
$4.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.65K+ 43.22% |
$3.39M - $3.68M
|
22.1K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6.64K+ 5.5% |
$3.38M - $3.67M
|
127K
$77.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
6.6KNew |
$3.36M - $3.65M
|
6.6K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
6.6K+ 5.45% |
$3.36M - $3.65M
|
128K
$77.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.53K+ 29.05% |
$3.33M - $3.61M
|
29K
$17.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.49K+ 55.0% |
$3.31M - $3.59M
|
18.3K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.41K+ 4.13% |
$3.26M - $3.54M
|
162K
$97.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
6.39K+ 8.33% |
$3.26M - $3.54M
|
83.2K
$50.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
6.28K+ 21.62% |
$3.2M - $3.47M
|
35.3K
$21.4M
|
|
|
Jan 11, 2024
Q4 2023
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.26KNew |
$3.19M - $3.46M
|
6.26K
$3.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6.18KNew |
$3.15M - $3.42M
|
6.18K
$3.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
6.16K+ 1.36% |
$3.14M - $3.4M
|
458K
$277M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.05K+ 20.37% |
$3.08M - $3.35M
|
35.8K
$21.6M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.04KNew |
$3.07M - $3.34M
|
6.04K
$3.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardcap Asset Management LTD
London, X0 |
BUY
|
- |
6.02K+ 0.62% |
$3.07M - $3.33M
|
975K
$590M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.02KNew |
$3.07M - $3.33M
|
6.02K
$3.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
6K+ 120.0% |
$3.06M - $3.32M
|
11K
$6.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.94KNew |
$3.02M - $3.28M
|
5.94K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.89K+ 3.27% |
$3M - $3.26M
|
186K
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.83K+ 16.89% |
$2.97M - $3.22M
|
40.3K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.81KNew |
$2.96M - $3.21M
|
5.81K
$3.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.72K+ 23.4% |
$2.91M - $3.16M
|
30.2K
$18.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
5.71K+ 0.48% |
$2.91M - $3.16M
|
1.2M
$729M
|