Purchases and Sales Made in Q4 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
22.1KNew |
$11.2M - $12.2M
|
22.1K
$13M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
21.7K+ 2.92% |
$11.1M - $12M
|
765K
$452M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
21.4K+ 1.5% |
$10.9M - $11.8M
|
1.44M
$853M
|
|
|
Feb 14, 2024
Q4 2023
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
20.9KNew |
$10.6M - $11.6M
|
20.9K
$12.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
20.8K+ 66.91% |
$10.6M - $11.5M
|
51.9K
$30.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20.6K+ 1359.59% |
$10.5M - $11.4M
|
22.1K
$13.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
20.1K+ 124.07% |
$10.2M - $11.1M
|
36.3K
$21.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.1KNew |
$10.2M - $11.1M
|
20.1K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
19.7K+ 765.36% |
$10M - $10.9M
|
22.3K
$13.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
19.6KNew |
$10M - $10.9M
|
19.6K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.9K+ 4678.16% |
$9.61M - $10.4M
|
19.3K
$11.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
18.1K+ 114.14% |
$9.22M - $10M
|
34K
$20.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Health Invest Partners Ab
|
BUY
|
- |
18K+ 4756.99% |
$9.19M - $9.97M
|
18.4K
$10.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
17.8K+ 1.62% |
$9.05M - $9.82M
|
1.11M
$658M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
17.4K+ 3.04% |
$8.85M - $9.61M
|
590K
$348M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
17.1K+ 3.57% |
$8.73M - $9.47M
|
497K
$293M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
17.1K+ 15.41% |
$8.72M - $9.46M
|
128K
$75.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
16.9K+ 0.67% |
$8.59M - $9.33M
|
2.53M
$1.5B
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
16.7KNew |
$8.51M - $9.23M
|
16.7K
$9.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
16.3K+ 8.75% |
$8.3M - $9.01M
|
203K
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
16.3KNew |
$8.29M - $9M
|
16.3K
$9.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
16.2K+ 6.39% |
$8.25M - $8.96M
|
270K
$159M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.1K+ 19.6% |
$8.19M - $8.89M
|
98.1K
$58M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
15.9K+ 495.56% |
$8.08M - $8.77M
|
19.1K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
15.8K+ 4.53% |
$8.05M - $8.74M
|
365K
$216M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 3.33% |
$7.96M - $8.63M
|
484K
$286M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
15K+ 73.02% |
$7.63M - $8.28M
|
35.5K
$21M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
14.9K+ 45.09% |
$7.6M - $8.25M
|
48K
$28.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
14.8K+ 2731.0% |
$7.54M - $8.19M
|
15.3K
$9.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.4K+ 92.22% |
$7.35M - $7.97M
|
30.1K
$17.8M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 2.28% |
$7.34M - $7.97M
|
647K
$382M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
14.4K+ 55.85% |
$7.33M - $7.95M
|
40.1K
$23.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.1K+ 853.33% |
$7.17M - $7.79M
|
15.7K
$9.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.8K+ 90.34% |
$7.05M - $7.65M
|
29.1K
$17.2M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.5KNew |
$6.86M - $7.45M
|
13.5K
$7.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
13.5K+ 20.94% |
$6.86M - $7.44M
|
77.7K
$45.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.4K+ 3.9% |
$6.82M - $7.4M
|
357K
$211M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
13.4KNew |
$6.82M - $7.4M
|
13.4K
$7.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13.3KNew |
$6.79M - $7.37M
|
13.3K
$7.87M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3K+ 13.21% |
$6.77M - $7.35M
|
114K
$67.3M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
13.2KNew |
$6.75M - $7.32M
|
13.2K
$7.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.2K+ 74.27% |
$6.71M - $7.28M
|
30.9K
$18.3M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
12.9KNew |
$6.59M - $7.15M
|
12.9K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$6.44M - $6.99M
|
12.6K
$7.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
12.6K+ 1632.08% |
$6.4M - $6.95M
|
13.3K
$7.88M
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
12.5KNew |
$6.38M - $6.93M
|
12.5K
$7.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4K+ 11.78% |
$6.31M - $6.85M
|
118K
$69.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Nat West Group PLC
|
BUY
|
- |
12K+ 153.05% |
$6.13M - $6.65M
|
19.9K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
11.9KNew |
$6.07M - $6.59M
|
11.9K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
11.5K+ 2186.12% |
$5.86M - $6.36M
|
12K
$7.11M
|