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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-1.5K- 12.0% |
$672K - $766K
|
11K
$5.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.5K- 17.16% |
$673K - $767K
|
7.25K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.52K- 12.33% |
$682K - $779K
|
10.8K
$5.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 73.25% |
$693K - $790K
|
565
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-1.55K- 0.16% |
$694K - $791K
|
959K
$455M
|
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 2.19% |
$698K - $796K
|
69.5K
$33M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.57K- 95.04% |
$703K - $803K
|
82
$38.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.57K- 76.76% |
$704K - $803K
|
476
$226K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1.58K- 1.16% |
$708K - $808K
|
135K
$64.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.59K- 16.27% |
$711K - $811K
|
8.17K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.59K- 2.28% |
$711K - $812K
|
68K
$32.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.6K- 0.61% |
$715K - $816K
|
262K
$125M
|
|
|
Nov 07, 2023
Q3 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-1.6K- 0.83% |
$715K - $816K
|
190K
$90.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-1.61K- 18.59% |
$720K - $822K
|
7.04K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.63K- 3.7% |
$728K - $831K
|
42.4K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.63K- 5.02% |
$729K - $832K
|
30.8K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.64K- 16.12% |
$735K - $838K
|
8.54K
$4.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.65K- 4.32% |
$740K - $844K
|
36.6K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.66K- 6.94% |
$745K - $850K
|
22.3K
$10.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.7K- 7.99% |
$759K - $867K
|
19.5K
$9.28M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 11.12% |
$760K - $868K
|
13.6K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.73K- 45.51% |
$772K - $881K
|
2.07K
$981K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-1.75K- 26.87% |
$784K - $895K
|
4.77K
$2.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.76K- 16.05% |
$787K - $898K
|
9.2K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.77K- 14.52% |
$794K - $906K
|
10.4K
$4.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.79K- 1.15% |
$800K - $913K
|
153K
$72.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-1.8K- 19.83% |
$806K - $920K
|
7.28K
$3.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.8K- 68.19% |
$807K - $921K
|
841
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.8K- 7.02% |
$808K - $922K
|
23.9K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-1.81K- 14.04% |
$808K - $922K
|
11.1K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.83K- 57.82% |
$818K - $933K
|
1.33K
$633K
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.85K- 5.16% |
$826K - $943K
|
33.9K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-1.88K- 14.11% |
$841K - $960K
|
11.4K
$5.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-1.91K- 45.69% |
$855K - $976K
|
2.27K
$1.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-1.92K- 4.87% |
$860K - $981K
|
37.5K
$17.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.93K- 6.9% |
$862K - $984K
|
26K
$12.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.98K- 34.53% |
$888K - $1.01M
|
3.76K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.99K- 35.93% |
$890K - $1.02M
|
3.55K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-2K- 88.89% |
$896K - $1.02M
|
250
$119K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.02K- 6.42% |
$903K - $1.03M
|
29.4K
$14M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.02K- 0.36% |
$903K - $1.03M
|
564K
$268M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.02K- 97.97% |
$906K - $1.03M
|
42
$19.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
SELL
|
- |
-2.03K- 81.57% |
$910K - $1.04M
|
459
$218K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.04K- 6.6% |
$913K - $1.04M
|
28.8K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-2.04K- 67.61% |
$915K - $1.04M
|
979
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.09K- 3.11% |
$934K - $1.07M
|
65K
$30.9M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.09K- 7.17% |
$938K - $1.07M
|
27.1K
$12.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.1K- 39.22% |
$941K - $1.07M
|
3.26K
$1.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.12K- 12.39% |
$948K - $1.08M
|
15K
$7.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.12K- 1.06% |
$949K - $1.08M
|
198K
$94.2M
|