Purchases and Sales Made in Q3 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1- 0.05% |
$448 - $511
|
1.9K
$1.09M
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1- 0.15% |
$448 - $511
|
658
$380K
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.11% |
$448 - $511
|
948
$547K
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-1- 0.01% |
$448 - $511
|
12.1K
$6.95M
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1- 0.16% |
$448 - $511
|
640
$369K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1- 0.02% |
$448 - $511
|
5.89K
$3.4M
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1- 0.24% |
$448 - $511
|
414
$239K
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.21% |
$896 - $1.02K
|
939
$542K
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2- 0.6% |
$896 - $1.02K
|
331
$191K
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.06% |
$896 - $1.02K
|
3.31K
$1.91M
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-2- 0.13% |
$896 - $1.02K
|
1.55K
$892K
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2- 0.01% |
$896 - $1.02K
|
15.5K
$8.97M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.23% |
$896 - $1.02K
|
881
$508K
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2- 0.38% |
$896 - $1.02K
|
521
$301K
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3- -0.0% |
$1.34K - $1.53K
|
64.2K
$37M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3- 0.06% |
$1.34K - $1.53K
|
4.65K
$2.69M
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-3- 0.03% |
$1.34K - $1.53K
|
9.56K
$5.52M
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3- 0.12% |
$1.34K - $1.53K
|
2.44K
$1.41M
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-4- 0.82% |
$1.79K - $2.04K
|
483
$279K
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-4- 0.79% |
$1.79K - $2.04K
|
505
$291K
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4- 0.45% |
$1.79K - $2.04K
|
884
$510K
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4- 0.5% |
$1.79K - $2.04K
|
796
$459K
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4- 0.13% |
$1.79K - $2.04K
|
3.05K
$1.76M
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4- 0.42% |
$1.79K - $2.04K
|
959
$553K
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4- 0.11% |
$1.79K - $2.04K
|
3.64K
$2.1M
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-4- 0.21% |
$1.79K - $2.04K
|
1.9K
$1.1M
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-4- 0.21% |
$1.79K - $2.04K
|
1.93K
$1.11M
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-4- 0.06% |
$1.79K - $2.04K
|
6.61K
$3.82M
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 2.29% |
$1.79K - $2.04K
|
171
$98.7K
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4- 0.42% |
$1.79K - $2.04K
|
959
$553K
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-5- 0.26% |
$2.24K - $2.55K
|
1.94K
$1.12M
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-5- 0.08% |
$2.24K - $2.55K
|
6.42K
$3.7M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-5- 1.0% |
$2.24K - $2.55K
|
494
$285K
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-5- 0.09% |
$2.24K - $2.55K
|
5.56K
$3.21M
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$2.24K - $2.55K
|
3.25K
$1.88M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5- 0.23% |
$2.24K - $2.55K
|
2.2K
$1.27M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5- 0.2% |
$2.24K - $2.55K
|
2.48K
$1.43M
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-5- 0.12% |
$2.24K - $2.55K
|
4.12K
$2.38M
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5- 0.05% |
$2.24K - $2.55K
|
10.5K
$6.05M
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-5- 0.65% |
$2.24K - $2.55K
|
768
$443K
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5- 0.36% |
$2.24K - $2.55K
|
1.4K
$807K
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-5- 0.1% |
$2.24K - $2.55K
|
5.05K
$2.91M
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 10.71% |
$2.69K - $3.07K
|
50
$28.9K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6- 1.3% |
$2.69K - $3.07K
|
454
$262K
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.8% |
$2.69K - $3.07K
|
744
$429K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-6- 0.5% |
$2.69K - $3.07K
|
1.19K
$687K
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6- 0.1% |
$2.69K - $3.07K
|
6.11K
$3.53M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-6- 0.12% |
$2.69K - $3.07K
|
5.07K
$2.93M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6- 0.34% |
$2.69K - $3.07K
|
1.75K
$1.01M
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-6- 0.43% |
$2.69K - $3.07K
|
1.4K
$810K
|