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
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.36K- 48.85% |
$693K - $752K
|
1.42K
$864K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.36K- 37.43% |
$693K - $753K
|
2.28K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-1.37K- 16.67% |
$698K - $758K
|
6.85K
$4.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.39K- 10.48% |
$709K - $770K
|
11.9K
$7.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.4K- 0.14% |
$714K - $775K
|
1M
$607M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.41K- 26.69% |
$719K - $780K
|
3.88K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.43K- 1.48% |
$731K - $793K
|
95.2K
$57.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.44K- 6.29% |
$732K - $794K
|
21.4K
$13M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.44K- 8.25% |
$733K - $796K
|
16K
$9.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.45K- 9.73% |
$739K - $802K
|
13.5K
$8.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.46K- 75.3% |
$744K - $807K
|
479
$291K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.48KClosed |
$752K - $816K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 2.61% |
$764K - $829K
|
55.9K
$33.9M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-1.5K- 2.07% |
$766K - $831K
|
71.2K
$43.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.53K- 14.14% |
$778K - $845K
|
9.28K
$5.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.53K- 7.85% |
$781K - $848K
|
18K
$10.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.54K- 16.95% |
$783K - $850K
|
7.53K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.54K- 4.53% |
$785K - $852K
|
32.5K
$19.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.6K- 71.3% |
$815K - $885K
|
644
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.6K- 1.44% |
$817K - $887K
|
110K
$66.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.62K- 4.73% |
$824K - $894K
|
32.6K
$19.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.62K- 1.15% |
$827K - $898K
|
139K
$84.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.63K- 4.72% |
$830K - $901K
|
32.9K
$20M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.64K- 25.67% |
$833K - $904K
|
4.74K
$2.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.66K- 1.93% |
$848K - $920K
|
84.4K
$51.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.69K- 3.17% |
$858K - $932K
|
51.5K
$31.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.73K- 4.08% |
$882K - $958K
|
40.7K
$24.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.74K- 0.83% |
$887K - $963K
|
207K
$126M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.79K- 32.99% |
$912K - $990K
|
3.64K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.83K- 27.17% |
$933K - $1.01M
|
4.91K
$2.98M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.86K- 17.09% |
$946K - $1.03M
|
9.01K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1.9K- 1.4% |
$966K - $1.05M
|
133K
$80.9M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.9K- 10.77% |
$969K - $1.05M
|
15.8K
$9.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-1.95K- 39.19% |
$993K - $1.08M
|
3.03K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.97K- 30.91% |
$1.01M - $1.09M
|
4.41K
$2.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.02K- 17.94% |
$1.03M - $1.12M
|
9.23K
$5.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-2.02K- 21.28% |
$1.03M - $1.12M
|
7.47K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.02K- 2.67% |
$1.03M - $1.12M
|
73.5K
$44.6M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.02K- 61.16% |
$1.03M - $1.12M
|
1.28K
$779K
|
|
|
Jan 25, 2024
Q4 2023
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-2.03K- 4.53% |
$1.04M - $1.12M
|
42.8K
$26M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.05K- 45.28% |
$1.04M - $1.13M
|
2.47K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-2.06K- 1.61% |
$1.05M - $1.14M
|
126K
$76.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.07K- 4.31% |
$1.05M - $1.14M
|
45.8K
$27.8M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.1K- 2.95% |
$1.07M - $1.16M
|
69.1K
$41.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.11K- 3.26% |
$1.07M - $1.16M
|
62.4K
$37.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.13K- 83.52% |
$1.08M - $1.18M
|
420
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.13K- 16.25% |
$1.09M - $1.18M
|
11K
$6.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.15K- 4.59% |
$1.1M - $1.19M
|
44.7K
$27.1M
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-2.21K- 7.07% |
$1.13M - $1.22M
|
29K
$17.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.26K- 5.03% |
$1.15M - $1.25M
|
42.6K
$25.8M
|