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
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-630- 19.86% |
$321K - $348K
|
2.54K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-632- 44.51% |
$322K - $349K
|
788
$413K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-635- 26.79% |
$324K - $351K
|
1.74K
$908K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-646- 15.77% |
$329K - $357K
|
3.45K
$1.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-652- 22.71% |
$332K - $361K
|
2.22K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-653- 2.88% |
$333K - $361K
|
22K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-658- 27.18% |
$335K - $364K
|
1.76K
$923K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-663- 0.61% |
$338K - $367K
|
109K
$56.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-667- 1.68% |
$340K - $369K
|
39.1K
$20.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Page Arthur B
|
SELL
|
- |
-673- 9.84% |
$343K - $372K
|
6.17K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-677- 1.77% |
$345K - $374K
|
37.6K
$19.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-681- 0.88% |
$347K - $377K
|
76.8K
$40.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-681- 5.6% |
$347K - $377K
|
11.5K
$6.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-684- 0.65% |
$348K - $378K
|
105K
$55.1M
|
|
|
Feb 13, 2024
Q4 2023
|
11 Capital Partners LP
New York, NY |
SELL
|
- |
-685- 2.16% |
$349K - $379K
|
31.1K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-693- 52.03% |
$353K - $383K
|
639
$335K
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-700- 36.84% |
$357K - $387K
|
1.2K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-700- 2.21% |
$357K - $387K
|
31K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-702- 2.28% |
$358K - $388K
|
30.1K
$15.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-704- 16.54% |
$359K - $389K
|
3.55K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-716- 12.3% |
$365K - $396K
|
5.1K
$2.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-727- 15.31% |
$370K - $402K
|
4.02K
$2.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-735- 1.42% |
$374K - $406K
|
51.1K
$26.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-737- 21.93% |
$375K - $408K
|
2.62K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-740- 10.51% |
$377K - $409K
|
6.3K
$3.3M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-758- 1.82% |
$386K - $419K
|
41K
$21.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-771- 32.68% |
$393K - $426K
|
1.59K
$831K
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-772- 85.97% |
$393K - $427K
|
126
$66K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-780- 97.5% |
$397K - $431K
|
20
$10.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-782- 49.43% |
$398K - $432K
|
800
$419K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-783- 1.39% |
$399K - $433K
|
55.5K
$29.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-788- 94.15% |
$401K - $436K
|
49
$25.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-791- 20.7% |
$403K - $437K
|
3.03K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-794- 2.79% |
$405K - $439K
|
27.7K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-800- 1.92% |
$408K - $442K
|
41K
$21.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-823- 9.45% |
$419K - $455K
|
7.89K
$4.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-826- 7.51% |
$421K - $457K
|
10.2K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-849- 0.99% |
$433K - $469K
|
85K
$44.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-856- 2.97% |
$436K - $473K
|
28K
$14.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-862- 2.79% |
$439K - $477K
|
30K
$15.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-864- 17.75% |
$440K - $478K
|
4K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-868- 7.4% |
$442K - $480K
|
10.9K
$5.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-873- 1.94% |
$445K - $483K
|
44K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-875- 12.2% |
$446K - $484K
|
6.3K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-875- 0.59% |
$446K - $484K
|
147K
$77.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-893- 18.61% |
$455K - $494K
|
3.91K
$2.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-900- 31.03% |
$459K - $498K
|
2K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-901- 26.18% |
$459K - $498K
|
2.54K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-922- 0.27% |
$470K - $510K
|
334K
$175M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-922- 4.13% |
$470K - $510K
|
21.4K
$11.2M
|