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 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.73K- 39.81% |
$1.9M - $2.06M
|
5.64K
$3.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.74K- 10.69% |
$1.91M - $2.07M
|
31.3K
$19M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-3.77K- 33.52% |
$1.92M - $2.08M
|
7.47K
$4.53M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.77K- 73.28% |
$1.92M - $2.09M
|
1.38K
$835K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.83K- 9.79% |
$1.95M - $2.12M
|
35.3K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-3.87K- 6.38% |
$1.97M - $2.14M
|
56.8K
$34.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.89K- 24.56% |
$1.98M - $2.15M
|
12K
$7.25M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.92K- 65.9% |
$2M - $2.17M
|
2.03K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4.04K- 3.22% |
$2.06M - $2.23M
|
121K
$73.7M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.1K- 4.29% |
$2.09M - $2.27M
|
91.4K
$55.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.16K- 60.72% |
$2.12M - $2.3M
|
2.69K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-4.21K- 8.69% |
$2.14M - $2.33M
|
44.2K
$26.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Provident Trust CO
|
SELL
|
- |
-4.34K- 0.73% |
$2.21M - $2.4M
|
588K
$357M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.4K- 68.83% |
$2.24M - $2.44M
|
1.99K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.41K- 2.94% |
$2.24M - $2.44M
|
145K
$88.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.42K- 80.68% |
$2.25M - $2.45M
|
1.06K
$643K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.44K- 12.39% |
$2.26M - $2.45M
|
31.3K
$19M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.46K- 2.65% |
$2.27M - $2.47M
|
164K
$99.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.46K- 2.65% |
$2.27M - $2.47M
|
164K
$99.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.52K- 17.83% |
$2.3M - $2.5M
|
20.8K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-4.52K- 0.55% |
$2.3M - $2.5M
|
817K
$496M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-4.57K- 18.61% |
$2.33M - $2.53M
|
20K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.62K- 98.42% |
$2.35M - $2.56M
|
74
$44.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-4.72K- 3.16% |
$2.4M - $2.61M
|
145K
$87.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.74K- 0.66% |
$2.41M - $2.62M
|
709K
$430M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.75K- 3.15% |
$2.42M - $2.63M
|
146K
$88.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-4.8K- 2.31% |
$2.44M - $2.65M
|
203K
$123M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.81K- 1.97% |
$2.45M - $2.66M
|
239K
$145M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.85K- 80.92% |
$2.47M - $2.68M
|
1.14K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.92K- 1.88% |
$2.51M - $2.72M
|
257K
$156M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.96K- 20.66% |
$2.53M - $2.74M
|
19K
$11.6M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-4.97K- 78.18% |
$2.53M - $2.75M
|
1.39K
$841K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5K- 3.05% |
$2.54M - $2.76M
|
159K
$96.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5K- 0.97% |
$2.55M - $2.76M
|
508K
$308M
|
|
|
Feb 05, 2024
Q4 2023
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-5K- 33.33% |
$2.55M - $2.76M
|
10K
$6.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.12K- 9.58% |
$2.61M - $2.83M
|
48.3K
$29.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-5.16K- 1.3% |
$2.63M - $2.85M
|
391K
$237M
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-5.17K- 9.54% |
$2.63M - $2.86M
|
49K
$29.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.17K- 42.49% |
$2.63M - $2.86M
|
7K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.28K- 8.78% |
$2.69M - $2.92M
|
54.9K
$33.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.28K- 5.31% |
$2.69M - $2.92M
|
94.2K
$57.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-5.35K- 4.71% |
$2.73M - $2.96M
|
108K
$65.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.62K- 0.32% |
$2.86M - $3.11M
|
1.74M
$1.06B
|
|
|
Jan 31, 2024
Q4 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-5.67K- 7.23% |
$2.89M - $3.14M
|
72.7K
$44.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.71K- 0.33% |
$2.91M - $3.16M
|
1.71M
$1.04B
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.74K- 4.81% |
$2.92M - $3.17M
|
113K
$68.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.79K- 90.76% |
$2.95M - $3.2M
|
590
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-5.89K- 13.86% |
$3M - $3.26M
|
36.6K
$22.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-6K- 44.44% |
$3.06M - $3.32M
|
7.5K
$4.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-6.1K- 11.23% |
$3.11M - $3.37M
|
48.2K
$29.2M
|