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
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.98K+ 8.51% |
$1.33M - $1.52M
|
38K
$23M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.96K+ 10.08% |
$1.33M - $1.51M
|
32.3K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.93KNew |
$1.31M - $1.49M
|
2.93K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.89K+ 5.57% |
$1.29M - $1.48M
|
54.8K
$33.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.88K+ 102.82% |
$1.29M - $1.47M
|
5.68K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.88K+ 1.4% |
$1.29M - $1.47M
|
209K
$126M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.87K+ 60.32% |
$1.29M - $1.47M
|
7.63K
$4.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.86K+ 3.56% |
$1.28M - $1.46M
|
83.3K
$50.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.78K+ 21.37% |
$1.25M - $1.42M
|
15.8K
$9.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.76K+ 10.24% |
$1.24M - $1.41M
|
29.7K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.75K+ 81.21% |
$1.23M - $1.41M
|
6.15K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.73KNew |
$1.22M - $1.39M
|
2.73K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
2.73K+ 3.63% |
$1.22M - $1.39M
|
77.8K
$47.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.71K+ 0.48% |
$1.21M - $1.39M
|
568K
$343M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.65KNew |
$1.19M - $1.35M
|
2.65K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
2.62K+ 96.61% |
$1.17M - $1.34M
|
5.34K
$3.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.61K+ 6.31% |
$1.17M - $1.33M
|
44K
$26.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.59K+ 224.31% |
$1.16M - $1.32M
|
3.75K
$2.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.53K+ 19.3% |
$1.13M - $1.29M
|
15.6K
$9.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.52K+ 44.01% |
$1.13M - $1.29M
|
8.25K
$4.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.48K+ 39.21% |
$1.11M - $1.27M
|
8.81K
$5.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
2.47K+ 7.64% |
$1.11M - $1.26M
|
34.8K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.44K+ 10.2% |
$1.09M - $1.24M
|
26.3K
$15.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.42K+ 168.55% |
$1.08M - $1.24M
|
3.86K
$2.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.42KNew |
$1.08M - $1.23M
|
2.42K
$1.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.38K+ 20.47% |
$1.07M - $1.22M
|
14K
$8.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.38K+ 348.68% |
$1.06M - $1.21M
|
3.06K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.37K+ 0.19% |
$1.06M - $1.21M
|
1.24M
$753M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.36K+ 20.38% |
$1.06M - $1.21M
|
13.9K
$8.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.34KNew |
$1.05M - $1.2M
|
2.34K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.34K+ 16.41% |
$1.05M - $1.2M
|
16.6K
$10M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.31K+ 3.26% |
$1.03M - $1.18M
|
73.1K
$44.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.31K+ 1.34% |
$1.03M - $1.18M
|
174K
$105M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.25K+ 6.17% |
$1.01M - $1.15M
|
38.7K
$23.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.25K+ 0.47% |
$1.01M - $1.15M
|
480K
$290M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.24KNew |
$1M - $1.14M
|
2.24K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
2.2K+ 98.7% |
$986K - $1.13M
|
4.44K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.17KNew |
$973K - $1.11M
|
2.17K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.15K+ 7.47% |
$961K - $1.1M
|
30.9K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.11K+ 2.86% |
$943K - $1.08M
|
75.6K
$45.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.09K+ 11.65% |
$936K - $1.07M
|
20K
$12.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.07K+ 25.02% |
$925K - $1.06M
|
10.3K
$6.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.04K+ 1.45% |
$915K - $1.04M
|
143K
$86.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.04K+ 53.81% |
$912K - $1.04M
|
5.82K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Coatue Management LLC
New York, NY |
BUY
|
- |
2.02K+ 0.32% |
$904K - $1.03M
|
637K
$386M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
2.02K+ 2.38% |
$903K - $1.03M
|
86.7K
$52.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.01K+ 6.92% |
$901K - $1.03M
|
31.1K
$18.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.01K+ 11.39% |
$901K - $1.03M
|
19.7K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
2K+ 4.49% |
$897K - $1.02M
|
46.7K
$28.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
2K+ 21.62% |
$896K - $1.02M
|
11.3K
$6.81M
|