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 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-373- 8.03% |
$190K - $206K
|
4.27K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-378- 2.26% |
$193K - $209K
|
16.3K
$9.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-383- 4.84% |
$195K - $212K
|
7.54K
$4.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-395- 3.28% |
$201K - $218K
|
11.6K
$6.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-396- 3.62% |
$202K - $219K
|
10.5K
$6.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-398- 13.65% |
$203K - $220K
|
2.52K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-400- 94.12% |
$204K - $221K
|
25
$14.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-401- 5.39% |
$204K - $222K
|
7.05K
$4.16M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-405- 3.72% |
$206K - $224K
|
10.5K
$6.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-407- 2.39% |
$207K - $225K
|
16.6K
$9.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-408- 2.88% |
$208K - $226K
|
13.8K
$8.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-409- 2.64% |
$208K - $226K
|
15.1K
$8.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-416- 0.03% |
$212K - $230K
|
1.24M
$735M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-418- 48.66% |
$213K - $231K
|
441
$261K
|
|
|
Jan 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-419- 3.25% |
$213K - $232K
|
12.5K
$7.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-419- 31.96% |
$213K - $232K
|
892
$527K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-422- 2.14% |
$215K - $233K
|
19.3K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-429- 0.22% |
$219K - $237K
|
191K
$113M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-430- 1.17% |
$219K - $238K
|
36.4K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-432- 36.61% |
$220K - $239K
|
748
$442K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-445- 22.96% |
$227K - $246K
|
1.49K
$882K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-445- 18.98% |
$227K - $246K
|
1.9K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-448- 1.52% |
$228K - $248K
|
29.1K
$17.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-450- 42.17% |
$229K - $249K
|
617
$365K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-453- 5.48% |
$231K - $250K
|
7.82K
$4.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-460- 6.92% |
$234K - $254K
|
6.19K
$3.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-460- 2.3% |
$234K - $254K
|
19.6K
$11.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-463- 2.5% |
$236K - $256K
|
18.1K
$10.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-465- 0.51% |
$237K - $257K
|
90.2K
$53.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-470- 2.51% |
$239K - $260K
|
18.2K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Finance, LLC
|
SELL
|
- |
-470- 19.58% |
$239K - $260K
|
1.93K
$1.14M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-473- 2.75% |
$241K - $262K
|
16.7K
$9.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-477- 30.36% |
$243K - $264K
|
1.09K
$646K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-482- 9.58% |
$246K - $267K
|
4.55K
$2.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-484- 1.81% |
$247K - $268K
|
26.2K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-490- 5.97% |
$250K - $271K
|
7.72K
$4.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-492- 6.77% |
$251K - $272K
|
6.78K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-495- 14.57% |
$252K - $274K
|
2.9K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-498- 1.65% |
$254K - $275K
|
29.7K
$17.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-500- 49.8% |
$255K - $276K
|
504
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-502- 3.14% |
$256K - $278K
|
15.5K
$9.15M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-505- 53.61% |
$257K - $279K
|
437
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-506- 1.08% |
$258K - $280K
|
46.2K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-506- 2.8% |
$258K - $280K
|
17.6K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-507- 0.57% |
$258K - $280K
|
88K
$52M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-509- 5.01% |
$259K - $281K
|
9.65K
$5.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-511- 18.72% |
$260K - $283K
|
2.22K
$1.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-517- 0.72% |
$263K - $286K
|
71K
$42M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-525- 19.27% |
$267K - $290K
|
2.2K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-525- 4.26% |
$267K - $290K
|
11.8K
$6.97M
|