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 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-5.17K- 9.54% |
$2.63M - $2.86M
|
49K
$25.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.17K- 42.49% |
$2.63M - $2.86M
|
7K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.28K- 8.78% |
$2.69M - $2.92M
|
54.9K
$28.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.28K- 5.31% |
$2.69M - $2.92M
|
94.2K
$49.3M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.35K- 5.38% |
$2.73M - $2.96M
|
94.2K
$49.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-5.35K- 4.71% |
$2.73M - $2.96M
|
108K
$56.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.62K- 0.32% |
$2.86M - $3.11M
|
1.74M
$911M
|
|
|
Jan 31, 2024
Q4 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-5.67K- 7.23% |
$2.89M - $3.14M
|
72.7K
$38.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.71K- 0.33% |
$2.91M - $3.16M
|
1.71M
$896M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.74K- 4.81% |
$2.92M - $3.17M
|
113K
$59.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.79K- 90.76% |
$2.95M - $3.2M
|
590
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-5.89K- 13.86% |
$3M - $3.26M
|
36.6K
$19.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-6K- 44.44% |
$3.06M - $3.32M
|
7.5K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-6.1K- 11.23% |
$3.11M - $3.37M
|
48.2K
$25.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-6.23K- 1.96% |
$3.18M - $3.45M
|
312K
$163M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.28K- 4.61% |
$3.2M - $3.47M
|
130K
$67.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-6.31K- 1.86% |
$3.22M - $3.49M
|
332K
$174M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.32K- 2.74% |
$3.22M - $3.49M
|
224K
$118M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-6.35K- 14.12% |
$3.24M - $3.51M
|
38.6K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.37K- 1.94% |
$3.25M - $3.52M
|
321K
$168M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-6.38K- 3.55% |
$3.25M - $3.53M
|
173K
$90.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.43K- 12.22% |
$3.27M - $3.55M
|
46.2K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-6.53K- 67.67% |
$3.33M - $3.61M
|
3.12K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-6.66K- 11.51% |
$3.39M - $3.68M
|
51.2K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-6.77K- 18.4% |
$3.45M - $3.74M
|
30K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-6.84K- 12.79% |
$3.48M - $3.78M
|
46.6K
$24.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-6.87K- 8.25% |
$3.5M - $3.8M
|
76.4K
$40M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.94K- 6.92% |
$3.53M - $3.84M
|
93.4K
$48.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-7.1K- 66.36% |
$3.62M - $3.93M
|
3.6K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-7.15K- 5.43% |
$3.64M - $3.96M
|
125K
$65.2M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.2K- 12.92% |
$3.67M - $3.98M
|
48.5K
$25.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-7.23K- 42.02% |
$3.69M - $4M
|
9.98K
$5.23M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7.24KClosed |
$3.69M - $4.01M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.36K- 23.42% |
$3.75M - $4.07M
|
24.1K
$12.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.4K- 4.2% |
$3.77M - $4.09M
|
169K
$88.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-7.48K- 17.89% |
$3.81M - $4.14M
|
34.3K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-7.57K- 15.46% |
$3.86M - $4.19M
|
41.4K
$21.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-7.6K- 3.13% |
$3.87M - $4.2M
|
235K
$123M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-7.8K- 2.39% |
$3.97M - $4.31M
|
319K
$167M
|
|
|
Feb 12, 2024
Q4 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7.8K- 91.44% |
$3.97M - $4.31M
|
730
$382K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-7.85K- 2.63% |
$4M - $4.34M
|
291K
$152M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-7.91K- 11.9% |
$4.03M - $4.37M
|
58.6K
$30.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.94K- 4.0% |
$4.05M - $4.39M
|
190K
$99.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.04K- 53.72% |
$4.1M - $4.45M
|
6.93K
$3.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-8.05K- 9.4% |
$4.1M - $4.45M
|
77.6K
$40.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Schweiz Ag
|
SELL
|
- |
-8.19K- 26.27% |
$4.17M - $4.53M
|
23K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.43K- 2.86% |
$4.29M - $4.66M
|
286K
$150M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-8.54K- 7.32% |
$4.35M - $4.72M
|
108K
$56.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8.59K- 50.2% |
$4.38M - $4.75M
|
8.52K
$4.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.67K- 6.6% |
$4.42M - $4.8M
|
123K
$64.2M
|