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 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-2.3K- 66.44% |
$1.17M - $1.27M
|
1.16K
$705K
|
|
|
Jan 25, 2024
Q4 2023
|
Focused Investors LLC
|
SELL
|
- |
-2.3K- 0.57% |
$1.17M - $1.27M
|
400K
$243M
|
|
|
Feb 07, 2024
Q4 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.3K- 3.01% |
$1.17M - $1.27M
|
74.2K
$45M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.35K- 38.97% |
$1.19M - $1.3M
|
3.67K
$2.23M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 70.99% |
$1.2M - $1.3M
|
960
$583K
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-2.36K- 86.52% |
$1.2M - $1.3M
|
367
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Fosun International LTD
|
SELL
|
- |
-2.36K- 32.65% |
$1.2M - $1.31M
|
4.87K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-2.38K- 47.5% |
$1.21M - $1.32M
|
2.63K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.41K- 78.73% |
$1.23M - $1.33M
|
651
$395K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.44K- 3.07% |
$1.24M - $1.35M
|
76.9K
$46.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-2.47K- 21.31% |
$1.26M - $1.37M
|
9.13K
$5.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.49K- 9.57% |
$1.27M - $1.37M
|
23.5K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.51K- 2.59% |
$1.28M - $1.39M
|
94.1K
$57.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.52K- 3.82% |
$1.28M - $1.39M
|
63.3K
$38.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-2.54K- 17.16% |
$1.29M - $1.4M
|
12.3K
$7.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.54K- 0.48% |
$1.3M - $1.41M
|
530K
$322M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.56K- 6.44% |
$1.31M - $1.42M
|
37.2K
$22.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.61K- 3.42% |
$1.33M - $1.44M
|
73.6K
$44.7M
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-2.62K- 19.4% |
$1.33M - $1.45M
|
10.9K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-2.65K- 2.96% |
$1.35M - $1.46M
|
86.7K
$52.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.69K- 75.94% |
$1.37M - $1.49M
|
853
$518K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.7K- 7.74% |
$1.37M - $1.49M
|
32.1K
$19.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.71K- 7.57% |
$1.38M - $1.5M
|
33K
$20M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.81K- 22.29% |
$1.43M - $1.55M
|
9.8K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.84K- 19.46% |
$1.45M - $1.57M
|
11.8K
$7.14M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.85K- 0.54% |
$1.45M - $1.58M
|
528K
$321M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.89K- 0.29% |
$1.47M - $1.6M
|
1.01M
$613M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.9K- 16.69% |
$1.48M - $1.61M
|
14.5K
$8.79M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.92K- 56.28% |
$1.49M - $1.61M
|
2.27K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.92K- 1.11% |
$1.49M - $1.62M
|
261K
$158M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.96K- 1.4% |
$1.51M - $1.64M
|
209K
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-2.97K- 79.44% |
$1.51M - $1.64M
|
768
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.03K- 9.96% |
$1.54M - $1.68M
|
27.4K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.09K- 15.42% |
$1.57M - $1.71M
|
17K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.1K- 34.76% |
$1.58M - $1.72M
|
5.83K
$3.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
SELL
|
- |
-3.19K- 1.27% |
$1.63M - $1.77M
|
247K
$150M
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-3.2K- 48.62% |
$1.63M - $1.77M
|
3.38K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.21K- 63.48% |
$1.64M - $1.78M
|
1.85K
$1.12M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.22K- 21.33% |
$1.64M - $1.78M
|
11.9K
$7.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.27K- 3.63% |
$1.67M - $1.81M
|
86.8K
$52.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-3.27K- 10.96% |
$1.67M - $1.81M
|
26.6K
$16.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-3.29K- 68.54% |
$1.67M - $1.82M
|
1.51K
$916K
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-3.33K- 7.89% |
$1.7M - $1.84M
|
38.8K
$23.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.35K- 11.25% |
$1.71M - $1.85M
|
26.4K
$16M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.35K- 17.8% |
$1.71M - $1.85M
|
15.5K
$9.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.39K- 3.92% |
$1.73M - $1.87M
|
83K
$50.3M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-3.41K- 76.46% |
$1.74M - $1.89M
|
1.05K
$637K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.43K- 1.21% |
$1.75M - $1.9M
|
281K
$170M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.57K- 16.22% |
$1.82M - $1.98M
|
18.5K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.6K- 0.61% |
$1.83M - $1.99M
|
587K
$356M
|