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 09, 2024
Q4 2023
|
Tcw Group Inc
|
SELL
|
- |
-3.19K- 1.27% |
$1.63M - $1.77M
|
247K
$115M
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-3.2K- 48.62% |
$1.63M - $1.77M
|
3.38K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3.21K- 63.48% |
$1.64M - $1.78M
|
1.85K
$862K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.22K- 21.33% |
$1.64M - $1.78M
|
11.9K
$5.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.27K- 3.63% |
$1.67M - $1.81M
|
86.8K
$40.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-3.27K- 10.96% |
$1.67M - $1.81M
|
26.6K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-3.29K- 68.54% |
$1.67M - $1.82M
|
1.51K
$704K
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-3.33K- 7.89% |
$1.7M - $1.84M
|
38.8K
$18.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.35K- 11.25% |
$1.71M - $1.85M
|
26.4K
$12.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.35K- 17.8% |
$1.71M - $1.85M
|
15.5K
$7.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.39K- 3.92% |
$1.73M - $1.87M
|
83K
$38.7M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-3.41K- 76.46% |
$1.74M - $1.89M
|
1.05K
$490K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.43K- 1.21% |
$1.75M - $1.9M
|
281K
$131M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.57K- 16.22% |
$1.82M - $1.98M
|
18.5K
$8.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.6K- 0.61% |
$1.83M - $1.99M
|
587K
$274M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.73K- 39.81% |
$1.9M - $2.06M
|
5.64K
$2.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.74K- 10.69% |
$1.91M - $2.07M
|
31.3K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-3.77K- 33.52% |
$1.92M - $2.08M
|
7.47K
$3.48M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.77K- 73.28% |
$1.92M - $2.09M
|
1.38K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.83K- 9.79% |
$1.95M - $2.12M
|
35.3K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-3.87K- 6.38% |
$1.97M - $2.14M
|
56.8K
$26.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.89K- 24.56% |
$1.98M - $2.15M
|
12K
$5.57M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.92K- 65.9% |
$2M - $2.17M
|
2.03K
$945K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4.04K- 3.22% |
$2.06M - $2.23M
|
121K
$56.6M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.1K- 4.29% |
$2.09M - $2.27M
|
91.4K
$42.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.16K- 60.72% |
$2.12M - $2.3M
|
2.69K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-4.21K- 8.69% |
$2.14M - $2.33M
|
44.2K
$20.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Provident Trust CO
|
SELL
|
- |
-4.34K- 0.73% |
$2.21M - $2.4M
|
588K
$274M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.4K- 68.83% |
$2.24M - $2.44M
|
1.99K
$930K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.41K- 2.94% |
$2.24M - $2.44M
|
145K
$67.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.42K- 80.68% |
$2.25M - $2.45M
|
1.06K
$494K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.44K- 12.39% |
$2.26M - $2.45M
|
31.3K
$14.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.46K- 2.65% |
$2.27M - $2.47M
|
164K
$76.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.46K- 2.65% |
$2.27M - $2.47M
|
164K
$76.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.52K- 17.83% |
$2.3M - $2.5M
|
20.8K
$9.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-4.52K- 0.55% |
$2.3M - $2.5M
|
817K
$381M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-4.57K- 18.61% |
$2.33M - $2.53M
|
20K
$9.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.62K- 98.42% |
$2.35M - $2.56M
|
74
$34.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-4.72K- 3.16% |
$2.4M - $2.61M
|
145K
$67.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.74K- 0.66% |
$2.41M - $2.62M
|
709K
$331M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.75K- 3.15% |
$2.42M - $2.63M
|
146K
$68.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-4.8K- 2.31% |
$2.44M - $2.65M
|
203K
$94.7M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.81K- 1.97% |
$2.45M - $2.66M
|
239K
$112M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.85K- 80.92% |
$2.47M - $2.68M
|
1.14K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.92K- 1.88% |
$2.51M - $2.72M
|
257K
$120M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.96K- 20.66% |
$2.53M - $2.74M
|
19K
$8.88M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-4.97K- 78.18% |
$2.53M - $2.75M
|
1.39K
$646K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5K- 3.05% |
$2.54M - $2.76M
|
159K
$73.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5K- 0.97% |
$2.55M - $2.76M
|
508K
$237M
|
|
|
Feb 05, 2024
Q4 2023
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-5K- 33.33% |
$2.55M - $2.76M
|
10K
$4.66M
|