Purchases and Sales Made in Q3 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
8.98K+ 28.82% |
$4.02M - $4.59M
|
40.1K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
8.88K+ 1.67% |
$3.98M - $4.54M
|
542K
$328M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.87K+ 5.71% |
$3.97M - $4.53M
|
164K
$99.5M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.87K+ 5.71% |
$3.97M - $4.53M
|
164K
$99.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
8.71KNew |
$3.9M - $4.45M
|
8.71K
$5.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
8.5K+ 13.15% |
$3.8M - $4.34M
|
73.1K
$44.2M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.45K+ 35.37% |
$3.78M - $4.32M
|
32.3K
$19.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
BUY
|
- |
8.43K+ 18.43% |
$3.77M - $4.31M
|
54.2K
$32.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.31K+ 37.33% |
$3.72M - $4.25M
|
30.6K
$18.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
8.1K+ 1395.86% |
$3.62M - $4.14M
|
8.68K
$5.25M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
7.91K+ 64.53% |
$3.54M - $4.04M
|
20.2K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.91K+ 29.78% |
$3.54M - $4.04M
|
34.5K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.86K+ 2.02% |
$3.52M - $4.01M
|
396K
$240M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.83K+ 14.32% |
$3.5M - $4M
|
62.5K
$37.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.71K+ 51.05% |
$3.45M - $3.94M
|
22.8K
$13.8M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
7.56K+ 1.16% |
$3.38M - $3.86M
|
662K
$401M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.53K+ 92.85% |
$3.37M - $3.85M
|
15.6K
$9.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.53K+ 4.71% |
$3.37M - $3.84M
|
167K
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
7.39K+ 34.09% |
$3.31M - $3.77M
|
29.1K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
7.25KNew |
$3.24M - $3.7M
|
7.25K
$4.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
7.05K+ 1.84% |
$3.16M - $3.6M
|
391K
$236M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
6.95KNew |
$3.11M - $3.55M
|
6.95K
$4.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.93K+ 2.06% |
$3.1M - $3.54M
|
343K
$208M
|
|
|
Oct 24, 2023
Q3 2023
|
Argent Capital Management LLC
|
BUY
|
- |
6.89K+ 3.54% |
$3.08M - $3.52M
|
201K
$122M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6.84K+ 114.22% |
$3.06M - $3.5M
|
12.8K
$7.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.82K+ 3.11% |
$3.05M - $3.48M
|
226K
$137M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.8K+ 49.64% |
$3.04M - $3.47M
|
20.5K
$12.4M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
6.8KNew |
$3.04M - $3.47M
|
6.8K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.79K+ 3.92% |
$3.04M - $3.47M
|
180K
$109M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.78K+ 5.44% |
$3.03M - $3.46M
|
131K
$79.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.77K+ 5.24% |
$3.03M - $3.46M
|
136K
$82.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.65K+ 14.0% |
$2.98M - $3.4M
|
54.1K
$32.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
6.64K+ 13.97% |
$2.97M - $3.39M
|
54.2K
$32.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.61K+ 10.41% |
$2.96M - $3.38M
|
70.1K
$42.4M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.58K+ 8.69% |
$2.95M - $3.36M
|
82.4K
$49.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
6.51K+ 1.04% |
$2.91M - $3.32M
|
635K
$384M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.5K+ 7.2% |
$2.91M - $3.32M
|
96.7K
$58.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
6.44K+ 273.46% |
$2.88M - $3.29M
|
8.8K
$5.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.42K+ 7.12% |
$2.88M - $3.28M
|
96.7K
$58.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.4KNew |
$2.86M - $3.27M
|
6.4K
$3.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.38KNew |
$2.86M - $3.26M
|
6.38K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.38KNew |
$2.86M - $3.26M
|
6.38K
$3.86M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
6.36K+ 9.58% |
$2.85M - $3.25M
|
72.7K
$44M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
6.35K+ 4.97% |
$2.84M - $3.24M
|
134K
$81.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$2.82M - $3.22M
|
6.3K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.27K+ 30.63% |
$2.81M - $3.21M
|
26.8K
$16.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
6.27K+ 16.22% |
$2.81M - $3.2M
|
44.9K
$27.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.24K+ 4.85% |
$2.79M - $3.19M
|
135K
$81.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
6.21K+ 42.57% |
$2.78M - $3.17M
|
20.8K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.14K+ 8.35% |
$2.75M - $3.13M
|
79.6K
$48.2M
|