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 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.06K+ 12.63% |
$1.82M - $2.08M
|
36.2K
$21.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.88K+ 13.24% |
$1.74M - $1.98M
|
33.2K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.85K+ 132.82% |
$1.72M - $1.96M
|
6.74K
$4.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.83KNew |
$1.72M - $1.96M
|
3.83K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
3.79K+ 379.94% |
$1.7M - $1.94M
|
4.79K
$2.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3.78K+ 134.91% |
$1.69M - $1.93M
|
6.58K
$3.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.76K+ 1.2% |
$1.69M - $1.92M
|
318K
$192M
|
|
|
Nov 13, 2023
Q3 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
3.74KNew |
$1.67M - $1.91M
|
3.74K
$2.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.73KNew |
$1.67M - $1.9M
|
3.73K
$2.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.71K+ 1.7% |
$1.66M - $1.89M
|
222K
$134M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3.65K+ 20.34% |
$1.64M - $1.87M
|
21.6K
$13.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.61K+ 2.96% |
$1.62M - $1.84M
|
125K
$75.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3.6K+ 240.0% |
$1.61M - $1.84M
|
5.1K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.56K+ 2.53% |
$1.59M - $1.82M
|
144K
$87.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.56K+ 0.97% |
$1.59M - $1.82M
|
370K
$224M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.53K+ 11.16% |
$1.58M - $1.8M
|
35.2K
$21.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.53K+ 70.6% |
$1.58M - $1.8M
|
8.53K
$5.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.52K+ 0.43% |
$1.57M - $1.8M
|
828K
$501M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.5K+ 5.82% |
$1.57M - $1.79M
|
63.6K
$38.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3.5K+ 52.16% |
$1.57M - $1.79M
|
10.2K
$6.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.4KNew |
$1.52M - $1.74M
|
3.4K
$2.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
3.39K+ 455.38% |
$1.52M - $1.73M
|
4.13K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
3.35K+ 3.93% |
$1.5M - $1.71M
|
88.5K
$53.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.34K+ 6.79% |
$1.5M - $1.71M
|
52.6K
$31.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.32K+ 17.82% |
$1.49M - $1.7M
|
22K
$13.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.31K+ 6.42% |
$1.48M - $1.69M
|
54.9K
$33.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.31K+ 30.32% |
$1.48M - $1.69M
|
14.2K
$8.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.29K+ 21.21% |
$1.47M - $1.68M
|
18.8K
$11.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
3.29K+ 98.35% |
$1.47M - $1.68M
|
6.63K
$4.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
3.28K+ 102.63% |
$1.47M - $1.68M
|
6.48K
$3.92M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
3.28K+ 26.45% |
$1.47M - $1.68M
|
15.7K
$9.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
3.28K+ 3.04% |
$1.47M - $1.68M
|
111K
$67.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Longview Partners (Guernsey) LTD
St Peter Port, Y7 |
BUY
|
- |
3.27K+ 0.25% |
$1.46M - $1.67M
|
1.29M
$780M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
3.24KNew |
$1.45M - $1.66M
|
3.24K
$1.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.23K+ 22.3% |
$1.45M - $1.65M
|
17.7K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
3.22K+ 16.89% |
$1.44M - $1.65M
|
22.3K
$13.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.19K+ 4.37% |
$1.43M - $1.63M
|
76.3K
$46.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
3.17K+ 0.39% |
$1.42M - $1.62M
|
820K
$496M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.15K+ 10.1% |
$1.41M - $1.61M
|
34.4K
$20.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.15K+ 164.92% |
$1.41M - $1.61M
|
5.06K
$3.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Iyo Bank, Ltd.
|
BUY
|
- |
3.15KNew |
$1.41M - $1.61M
|
3.15K
$1.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.13K+ 2.9% |
$1.4M - $1.6M
|
111K
$67.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.1K+ 2.78% |
$1.39M - $1.59M
|
115K
$69.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
3.07KNew |
$1.37M - $1.57M
|
3.07K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.07K+ 3.2% |
$1.37M - $1.57M
|
98.9K
$59.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.04K+ 4.59% |
$1.36M - $1.55M
|
69.3K
$42M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.04K+ 3.98% |
$1.36M - $1.55M
|
79.3K
$48M
|
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.02K+ 2.94% |
$1.35M - $1.54M
|
106K
$64.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
3.02KNew |
$1.35M - $1.54M
|
3.02K
$1.82M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3K+ 6.61% |
$1.34M - $1.53M
|
48.4K
$29.3M
|