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 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.23K- 35.49% |
$627K - $681K
|
2.24K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.23K- 4.51% |
$628K - $681K
|
26.1K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.24K- 12.02% |
$632K - $686K
|
9.08K
$4.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.25K- 1.02% |
$636K - $691K
|
121K
$56.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-1.26K- 24.14% |
$640K - $695K
|
3.95K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.27K- 3.19% |
$645K - $700K
|
38.5K
$17.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.27K- 12.26% |
$647K - $702K
|
9.08K
$4.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.27K- 26.62% |
$649K - $704K
|
3.51K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-1.29K- 39.79% |
$658K - $714K
|
1.96K
$912K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.29K- 6.4% |
$658K - $714K
|
18.9K
$8.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.32K- 3.88% |
$670K - $727K
|
32.6K
$15.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-1.32K- 1.42% |
$674K - $732K
|
91.7K
$42.8M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.34K- 2.02% |
$683K - $742K
|
65K
$30.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.35K- 2.12% |
$687K - $746K
|
62.3K
$29M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.35K- 2.07% |
$687K - $746K
|
63.9K
$29.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.36K- 48.85% |
$693K - $752K
|
1.42K
$664K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.36K- 37.43% |
$693K - $753K
|
2.28K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-1.37K- 16.67% |
$698K - $758K
|
6.85K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.39K- 10.48% |
$709K - $770K
|
11.9K
$5.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.4K- 0.14% |
$714K - $775K
|
1M
$467M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.41K- 26.69% |
$719K - $780K
|
3.88K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.43K- 1.48% |
$731K - $793K
|
95.2K
$44.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.44K- 6.29% |
$732K - $794K
|
21.4K
$9.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.44K- 8.25% |
$733K - $796K
|
16K
$7.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.45K- 9.73% |
$739K - $802K
|
13.5K
$6.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.46K- 75.3% |
$744K - $807K
|
479
$223K
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.48KClosed |
$752K - $816K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 2.61% |
$764K - $829K
|
55.9K
$26.1M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-1.5K- 2.07% |
$766K - $831K
|
71.2K
$33.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.53K- 14.14% |
$778K - $845K
|
9.28K
$4.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.53K- 7.85% |
$781K - $848K
|
18K
$8.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.54K- 16.95% |
$783K - $850K
|
7.53K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.54K- 4.53% |
$785K - $852K
|
32.5K
$15.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.6K- 71.3% |
$815K - $885K
|
644
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.6K- 1.44% |
$817K - $887K
|
110K
$51.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.62K- 4.73% |
$824K - $894K
|
32.6K
$15.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.62K- 1.15% |
$827K - $898K
|
139K
$65.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.63K- 4.72% |
$830K - $901K
|
32.9K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.64K- 25.67% |
$833K - $904K
|
4.74K
$2.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.66K- 1.93% |
$848K - $920K
|
84.4K
$39.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.69K- 3.17% |
$858K - $932K
|
51.5K
$24M
|
|
|
Feb 05, 2024
Q4 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.73K- 4.08% |
$882K - $958K
|
40.7K
$19M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.74K- 0.83% |
$887K - $963K
|
207K
$96.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.79K- 32.99% |
$912K - $990K
|
3.64K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.83K- 27.17% |
$933K - $1.01M
|
4.91K
$2.29M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.86K- 17.09% |
$946K - $1.03M
|
9.01K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1.9K- 1.4% |
$966K - $1.05M
|
133K
$62.2M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.9K- 10.77% |
$969K - $1.05M
|
15.8K
$7.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-1.95K- 39.19% |
$993K - $1.08M
|
3.03K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.97K- 30.91% |
$1.01M - $1.09M
|
4.41K
$2.06M
|