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 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
11.5K+ 2186.12% |
$5.86M - $6.36M
|
12K
$6.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.4K+ 6.12% |
$5.82M - $6.32M
|
198K
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
11.2KNew |
$5.71M - $6.19M
|
11.2K
$5.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
11.1KNew |
$5.64M - $6.12M
|
11.1K
$5.79M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.9K+ 48.44% |
$5.54M - $6.02M
|
33.3K
$17.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.8K+ 49.38% |
$5.52M - $5.99M
|
32.8K
$17.1M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
10.7KNew |
$5.45M - $5.91M
|
10.7K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.6K+ 129.44% |
$5.38M - $5.84M
|
18.7K
$9.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10.4K+ 11.11% |
$5.29M - $5.75M
|
104K
$54.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
10.3KNew |
$5.27M - $5.72M
|
10.3K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10.2K+ 7.33% |
$5.2M - $5.65M
|
150K
$78.3M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
10.2K+ 0.69% |
$5.2M - $5.64M
|
1.49M
$781M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.1K+ 4.46% |
$5.15M - $5.59M
|
236K
$124M
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
10KNew |
$5.09M - $5.53M
|
10K
$5.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
9.99K+ 0.88% |
$5.09M - $5.52M
|
1.15M
$602M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
9.94K+ 1.2% |
$5.06M - $5.49M
|
838K
$439M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9.9KNew |
$5.04M - $5.47M
|
9.9K
$5.18M
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
BUY
|
- |
9.82K+ 5.37% |
$5M - $5.43M
|
193K
$101M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
9.63K+ 124.81% |
$4.91M - $5.33M
|
17.4K
$9.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.62K+ 828.94% |
$4.9M - $5.32M
|
10.8K
$5.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.59K+ 14.34% |
$4.88M - $5.3M
|
76.4K
$40M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
9.37K+ 13.57% |
$4.77M - $5.18M
|
78.4K
$41.1M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
9.37KNew |
$4.77M - $5.18M
|
9.37K
$4.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.36K+ 5.38% |
$4.77M - $5.18M
|
183K
$96M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
9.3KNew |
$4.74M - $5.14M
|
9.3K
$4.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
9.16K+ 6.83% |
$4.67M - $5.06M
|
143K
$75M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.15K+ 2.47% |
$4.66M - $5.06M
|
379K
$199M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
9.09K+ 0.03% |
$4.63M - $5.03M
|
28.9M
$15.1B
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
9.08KNew |
$4.62M - $5.02M
|
9.08K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
8.84K+ 6.09% |
$4.5M - $4.89M
|
154K
$80.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.8K+ 21.62% |
$4.48M - $4.86M
|
49.5K
$25.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
8.75KNew |
$4.46M - $4.84M
|
8.75K
$4.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.7K+ 53.4% |
$4.43M - $4.81M
|
25K
$13.1M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
8.59KNew |
$4.37M - $4.75M
|
8.59K
$4.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8.5KNew |
$4.33M - $4.7M
|
8.5K
$4.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
8.43KNew |
$4.29M - $4.66M
|
8.43K
$4.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.4KNew |
$4.28M - $4.65M
|
8.4K
$4.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.4KNew |
$4.28M - $4.64M
|
8.4K
$4.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.34KNew |
$4.25M - $4.61M
|
8.34K
$4.37M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
8.29K+ 1.64% |
$4.22M - $4.59M
|
513K
$268M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
8.23K+ 4.25% |
$4.19M - $4.55M
|
202K
$106M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.16KNew |
$4.16M - $4.51M
|
8.16K
$4.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
8.06KNew |
$4.11M - $4.46M
|
8.06K
$4.22M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.05KNew |
$4.1M - $4.45M
|
8.05K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
BUY
|
- |
8K+ 17.39% |
$4.08M - $4.42M
|
54K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.9KNew |
$4.03M - $4.37M
|
7.9K
$4.14M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
7.89K+ 4.23% |
$4.02M - $4.36M
|
194K
$102M
|
|
|
Feb 06, 2024
Q4 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
7.86K+ 0.48% |
$4.01M - $4.35M
|
1.65M
$864M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
7.7K+ 10.58% |
$3.92M - $4.26M
|
80.5K
$42.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Fcf Advisors LLC
|
BUY
|
- |
7.68K+ 80.79% |
$3.91M - $4.25M
|
17.2K
$9M
|