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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-990- 15.64% |
$504K - $547K
|
5.34K
$3.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1K- 11.81% |
$510K - $554K
|
7.48K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.01K- 1.07% |
$515K - $558K
|
93.4K
$55.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 10.7% |
$517K - $561K
|
8.46K
$5M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.03K- 1.98% |
$524K - $569K
|
51K
$30.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.04K- 0.47% |
$528K - $573K
|
221K
$131M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.04K- 70.02% |
$532K - $577K
|
447
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.05K- 16.76% |
$532K - $578K
|
5.19K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.05K- 4.78% |
$535K - $581K
|
20.9K
$12.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-1.06K- 6.91% |
$541K - $587K
|
14.3K
$8.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-1.07K- 6.05% |
$543K - $589K
|
16.5K
$9.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-1.07K- 9.12% |
$545K - $591K
|
10.7K
$6.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.07K- 9.76% |
$545K - $592K
|
9.89K
$5.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.07K- 69.23% |
$546K - $592K
|
476
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.07K- 28.89% |
$547K - $594K
|
2.64K
$1.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.09K- 6.9% |
$553K - $601K
|
14.6K
$8.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.09K- 11.13% |
$556K - $604K
|
8.72K
$5.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.1K- 10.75% |
$562K - $610K
|
9.16K
$5.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.11K- 6.53% |
$567K - $615K
|
15.9K
$9.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.13K- 22.84% |
$573K - $622K
|
3.8K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.13K- 4.92% |
$575K - $624K
|
21.8K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.13K- 4.16% |
$575K - $624K
|
26K
$15.4M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.14K- 0.17% |
$580K - $630K
|
653K
$386M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.15K- 4.8% |
$585K - $635K
|
22.8K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 2.65% |
$594K - $645K
|
42.8K
$25.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.17K- 65.27% |
$595K - $645K
|
621
$367K
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.18K- 18.62% |
$602K - $653K
|
5.16K
$3.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.19K- 0.63% |
$608K - $660K
|
190K
$112M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 1.7% |
$610K - $662K
|
69.2K
$40.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 14.0% |
$613K - $665K
|
7.39K
$4.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.22K- 39.66% |
$622K - $675K
|
1.86K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 19.26% |
$622K - $675K
|
5.12K
$3.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.22K- 3.02% |
$623K - $676K
|
39.3K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.23K- 6.21% |
$626K - $680K
|
18.6K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.23K- 35.49% |
$627K - $681K
|
2.24K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.23K- 4.51% |
$628K - $681K
|
26.1K
$15.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.24K- 12.02% |
$632K - $686K
|
9.08K
$5.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.25K- 1.02% |
$636K - $691K
|
121K
$71.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-1.26K- 24.14% |
$640K - $695K
|
3.95K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.27K- 3.19% |
$645K - $700K
|
38.5K
$22.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.27K- 12.26% |
$647K - $702K
|
9.08K
$5.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.27K- 26.62% |
$649K - $704K
|
3.51K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-1.29K- 39.79% |
$658K - $714K
|
1.96K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.29K- 6.4% |
$658K - $714K
|
18.9K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.32K- 3.88% |
$670K - $727K
|
32.6K
$19.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-1.32K- 1.42% |
$674K - $732K
|
91.7K
$54.2M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.34K- 2.02% |
$683K - $742K
|
65K
$38.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.35K- 2.12% |
$687K - $746K
|
62.3K
$36.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.35K- 2.07% |
$687K - $746K
|
63.9K
$37.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.36K- 48.85% |
$693K - $752K
|
1.42K
$841K
|