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 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.07K+ 37.61% |
$2.72M - $3.1M
|
22.2K
$13.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
6K+ 2.74% |
$2.69M - $3.07M
|
225K
$136M
|
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.92K+ 108.92% |
$2.65M - $3.03M
|
11.4K
$6.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.87K+ 26.01% |
$2.63M - $3M
|
28.4K
$17.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5.86K+ 6.26% |
$2.62M - $2.99M
|
99.5K
$60.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.84K+ 54.67% |
$2.61M - $2.98M
|
16.5K
$10M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.84K+ 3.16% |
$2.61M - $2.98M
|
191K
$115M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
5.8K+ 115.4% |
$2.6M - $2.96M
|
10.8K
$6.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
BUY
|
- |
5.79K+ 2.37% |
$2.59M - $2.96M
|
250K
$152M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
5.78KNew |
$2.59M - $2.95M
|
5.78K
$3.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.76K+ 6.04% |
$2.58M - $2.94M
|
101K
$61.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
5.73KNew |
$2.57M - $2.93M
|
5.73K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
5.72K+ 9.43% |
$2.56M - $2.92M
|
66.3K
$40.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
5.67KNew |
$2.54M - $2.89M
|
5.67K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
5.59K+ 15.4% |
$2.5M - $2.86M
|
41.9K
$25.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.55K+ 47.86% |
$2.48M - $2.83M
|
17.1K
$10.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
5.5K+ 1.71% |
$2.46M - $2.81M
|
326K
$198M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
5.5K+ 183.33% |
$2.46M - $2.81M
|
8.5K
$5.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.47K+ 2.17% |
$2.45M - $2.79M
|
257K
$156M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.43K+ 27.43% |
$2.43M - $2.77M
|
25.2K
$15.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.39K+ 18.16% |
$2.41M - $2.75M
|
35.1K
$21.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
5.34K+ 8.28% |
$2.39M - $2.73M
|
69.9K
$42.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
5.3K+ 7.85% |
$2.37M - $2.71M
|
72.8K
$44M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
5.27K+ 7.11% |
$2.36M - $2.69M
|
79.4K
$48M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.25K+ 31.82% |
$2.35M - $2.68M
|
21.8K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
5.1K+ 1.2% |
$2.28M - $2.6M
|
431K
$261M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.07K+ 10.02% |
$2.27M - $2.59M
|
55.7K
$33.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.04K+ 2.43% |
$2.26M - $2.58M
|
212K
$128M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.03K+ 1.13% |
$2.25M - $2.57M
|
450K
$272M
|
|
|
Nov 03, 2023
Q3 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
5KNew |
$2.24M - $2.55M
|
5K
$3.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
5K+ 50.0% |
$2.24M - $2.55M
|
15K
$9.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Davis Rea Ltd.
|
BUY
|
- |
4.92K+ 40.03% |
$2.2M - $2.51M
|
17.2K
$10.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.83K+ 5.07% |
$2.16M - $2.47M
|
100K
$60.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.82KNew |
$2.16M - $2.46M
|
4.82K
$2.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.79K+ 8.84% |
$2.15M - $2.45M
|
59K
$35.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4.79KNew |
$2.14M - $2.45M
|
4.79K
$2.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
4.77K+ 56.76% |
$2.14M - $2.44M
|
13.2K
$7.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.74K+ 0.27% |
$2.12M - $2.42M
|
1.75M
$1.06B
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.62K+ 6244.59% |
$2.07M - $2.36M
|
4.7K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.56K+ 2.23% |
$2.04M - $2.33M
|
209K
$126M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.56K+ 12.68% |
$2.04M - $2.33M
|
40.5K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
4.53K+ 2.4% |
$2.03M - $2.32M
|
193K
$117M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
4.51KNew |
$2.02M - $2.3M
|
4.51K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.47K+ 7.41% |
$2M - $2.28M
|
64.8K
$39.2M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
4.46K+ 2.72% |
$2M - $2.28M
|
168K
$102M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.41K+ 22.01% |
$1.97M - $2.25M
|
24.4K
$14.8M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
4.36K+ 21.55% |
$1.95M - $2.23M
|
24.6K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.27K+ 66.61% |
$1.91M - $2.18M
|
10.7K
$6.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.26K+ 142.63% |
$1.91M - $2.18M
|
7.25K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.19KNew |
$1.88M - $2.14M
|
4.19K
$2.54M
|