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 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.41K+ 121.38% |
$1.74M - $1.88M
|
6.21K
$3.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3.4KNew |
$1.73M - $1.88M
|
3.4K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.37K+ 45.54% |
$1.72M - $1.87M
|
10.8K
$6.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.37KNew |
$1.72M - $1.86M
|
3.37K
$1.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.35KNew |
$1.71M - $1.85M
|
3.35K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.33K+ 4.18% |
$1.7M - $1.84M
|
82.9K
$49M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.31KNew |
$1.68M - $1.83M
|
3.31K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 1.33% |
$1.65M - $1.79M
|
247K
$146M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
3.24KNew |
$1.65M - $1.79M
|
3.24K
$1.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.22KNew |
$1.64M - $1.78M
|
3.22K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.22KNew |
$1.64M - $1.78M
|
3.22K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
3.22K+ 16.1% |
$1.64M - $1.78M
|
23.2K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.2K+ 23.12% |
$1.63M - $1.77M
|
17K
$10.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.17KNew |
$1.62M - $1.75M
|
3.17K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.17K+ 60.52% |
$1.61M - $1.75M
|
8.41K
$4.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.15KNew |
$1.6M - $1.74M
|
3.15K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.15K+ 258.08% |
$1.6M - $1.74M
|
4.37K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.14K+ 14.45% |
$1.6M - $1.74M
|
24.9K
$14.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.14K+ 14.76% |
$1.6M - $1.73M
|
24.4K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
3.13K+ 67.71% |
$1.6M - $1.73M
|
7.76K
$4.58M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.12K+ 27.19% |
$1.59M - $1.73M
|
14.6K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
3.11K+ 0.21% |
$1.58M - $1.72M
|
1.5M
$884M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
3.1KNew |
$1.58M - $1.71M
|
3.1K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.06KNew |
$1.56M - $1.69M
|
3.06K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.06K+ 124.33% |
$1.56M - $1.69M
|
5.51K
$3.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.05KNew |
$1.55M - $1.68M
|
3.05K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.04KNew |
$1.55M - $1.68M
|
3.04K
$1.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 30.7% |
$1.55M - $1.68M
|
12.9K
$7.63M
|
|
|
May 14, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
3.02K+ 57.14% |
$1.54M - $1.67M
|
8.32K
$4.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
2.99K+ 541.3% |
$1.52M - $1.65M
|
3.54K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.96KNew |
$1.51M - $1.64M
|
2.96K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
2.96K+ 26.99% |
$1.51M - $1.64M
|
13.9K
$8.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.95K+ 3.78% |
$1.5M - $1.63M
|
80.9K
$47.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.91K+ 2.01% |
$1.48M - $1.61M
|
148K
$87.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.9K+ 11.54% |
$1.48M - $1.61M
|
28.1K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.9KNew |
$1.48M - $1.6M
|
2.9K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.88K+ 181.47% |
$1.47M - $1.59M
|
4.47K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.88K+ 0.93% |
$1.47M - $1.59M
|
312K
$184M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.87K+ 3.8% |
$1.46M - $1.59M
|
78.5K
$46.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.86KNew |
$1.46M - $1.58M
|
2.86K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.83KNew |
$1.44M - $1.56M
|
2.83K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.81KNew |
$1.43M - $1.55M
|
2.81K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
2.8KNew |
$1.43M - $1.55M
|
2.8K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
2.8K+ 0.34% |
$1.43M - $1.55M
|
825K
$488M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.78K+ 80.92% |
$1.42M - $1.54M
|
6.22K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.78KNew |
$1.41M - $1.54M
|
2.78K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.77K+ 1.39% |
$1.41M - $1.53M
|
202K
$120M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.76K+ 226.56% |
$1.41M - $1.53M
|
3.98K
$2.35M
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
2.76K+ 22.84% |
$1.41M - $1.53M
|
14.8K
$8.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.74K+ 19.43% |
$1.4M - $1.52M
|
16.9K
$9.97M
|