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
|
Birinyi Associates Inc
|
BUY
|
- |
4.29K+ 295.52% |
$2.18M - $2.37M
|
5.74K
$3.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
4.28K+ 0.99% |
$2.18M - $2.36M
|
435K
$257M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.24KNew |
$2.16M - $2.35M
|
4.24K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
4.24KNew |
$2.16M - $2.34M
|
4.24K
$2.5M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
4.23KNew |
$2.15M - $2.34M
|
4.23K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
4.2KNew |
$2.14M - $2.32M
|
4.2K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
4.19K+ 9.11% |
$2.14M - $2.32M
|
50.2K
$29.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.16K+ 52.77% |
$2.12M - $2.3M
|
12K
$7.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.15K+ 385.69% |
$2.11M - $2.29M
|
5.23K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.15KNew |
$2.11M - $2.29M
|
4.15K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4.12KNew |
$2.1M - $2.28M
|
4.12K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.11K+ 1.79% |
$2.1M - $2.27M
|
234K
$138M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.11KNew |
$2.09M - $2.27M
|
4.11K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.09K+ 0.94% |
$2.09M - $2.26M
|
440K
$260M
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
4.09KNew |
$2.08M - $2.26M
|
4.09K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.06K+ 7.53% |
$2.07M - $2.25M
|
58K
$34.3M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
4.04KNew |
$2.06M - $2.23M
|
4.04K
$2.39M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
4.03KNew |
$2.05M - $2.23M
|
4.03K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.02KNew |
$2.05M - $2.22M
|
4.02K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
4.02KNew |
$2.05M - $2.22M
|
4.02K
$2.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.98KNew |
$2.03M - $2.2M
|
3.98K
$2.35M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.91KNew |
$1.99M - $2.16M
|
3.91K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.88K+ 63.17% |
$1.98M - $2.15M
|
10K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.86K+ 99.28% |
$1.97M - $2.14M
|
7.75K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
3.85K+ 0.88% |
$1.96M - $2.13M
|
441K
$260M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
3.83KNew |
$1.95M - $2.12M
|
3.83K
$2.26M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
3.82KNew |
$1.94M - $2.11M
|
3.82K
$2.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.8KNew |
$1.94M - $2.1M
|
3.8K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
BUY
|
- |
3.76K+ 5.62% |
$1.92M - $2.08M
|
70.6K
$41.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.75K+ 99.18% |
$1.91M - $2.07M
|
7.52K
$4.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.72K+ 444.03% |
$1.9M - $2.06M
|
4.56K
$2.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.72K+ 24.26% |
$1.89M - $2.06M
|
19K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.69K+ 1.77% |
$1.88M - $2.04M
|
212K
$125M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.67K+ 581.9% |
$1.87M - $2.03M
|
4.3K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
3.66K+ 17.7% |
$1.86M - $2.02M
|
24.3K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.65K+ 9.91% |
$1.86M - $2.02M
|
40.5K
$23.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
BUY
|
- |
3.63KNew |
$1.85M - $2.01M
|
3.63K
$2.14M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.62KNew |
$1.84M - $2M
|
3.62K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.6KNew |
$1.84M - $1.99M
|
3.6K
$2.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.6K+ 1.4% |
$1.84M - $1.99M
|
261K
$154M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.6KNew |
$1.83M - $1.99M
|
3.6K
$2.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.58K+ 4.86% |
$1.83M - $1.98M
|
77.3K
$45.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.57K+ 26.0% |
$1.82M - $1.97M
|
17.3K
$10.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.55K+ 891.21% |
$1.81M - $1.96M
|
3.95K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.54K+ 8.46% |
$1.81M - $1.96M
|
45.4K
$26.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.52K+ 6.38% |
$1.79M - $1.95M
|
58.6K
$34.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.48K+ 16.51% |
$1.77M - $1.92M
|
24.6K
$14.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
3.44K+ 3.3% |
$1.75M - $1.9M
|
107K
$63.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.43KNew |
$1.75M - $1.89M
|
3.43K
$2.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.42K+ 11.24% |
$1.74M - $1.89M
|
33.8K
$20M
|