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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-13- 5.73% |
$5.82K - $6.64K
|
214
$123K
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-13- 2.79% |
$5.82K - $6.64K
|
453
$261K
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-13- 1.48% |
$5.82K - $6.64K
|
865
$499K
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-13- 0.18% |
$5.82K - $6.64K
|
7.41K
$4.28M
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-13- 1.09% |
$5.82K - $6.64K
|
1.19K
$684K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13- 0.48% |
$5.82K - $6.64K
|
2.68K
$1.54M
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-14- 0.9% |
$6.27K - $7.15K
|
1.55K
$892K
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.68% |
$6.27K - $7.15K
|
819
$473K
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-14- 0.48% |
$6.27K - $7.15K
|
2.9K
$1.67M
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-14- 0.11% |
$6.27K - $7.15K
|
12.8K
$7.4M
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-14- 0.38% |
$6.27K - $7.15K
|
3.65K
$2.1M
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-14- 0.11% |
$6.27K - $7.15K
|
12.7K
$7.3M
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-14- 1.03% |
$6.27K - $7.15K
|
1.34K
$775K
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-15- 0.45% |
$6.72K - $7.66K
|
3.33K
$1.92M
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.91% |
$6.72K - $7.66K
|
1.63K
$939K
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-15- 3.36% |
$6.72K - $7.66K
|
432
$249K
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-15- 2.2% |
$6.72K - $7.66K
|
668
$385K
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-15- 2.37% |
$6.72K - $7.66K
|
618
$357K
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-15- 2.54% |
$6.72K - $7.66K
|
576
$332K
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-15- 0.49% |
$6.72K - $7.66K
|
3.07K
$1.77M
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-15- 0.82% |
$6.72K - $7.66K
|
1.82K
$1.05M
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-15- 0.61% |
$6.72K - $7.66K
|
2.44K
$1.41M
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-15- 0.67% |
$6.72K - $7.66K
|
2.21K
$1.28M
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.99% |
$6.72K - $7.66K
|
1.5K
$867K
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-15- 0.46% |
$6.72K - $7.66K
|
3.27K
$1.89M
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-15- 0.57% |
$6.72K - $7.66K
|
2.63K
$1.51M
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-15- 0.21% |
$6.72K - $7.66K
|
7.26K
$4.19M
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-15- 1.1% |
$6.72K - $7.66K
|
1.35K
$780K
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-16- 1.28% |
$7.16K - $8.17K
|
1.23K
$711K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-16- 3.38% |
$7.16K - $8.17K
|
457
$264K
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-16- 2.89% |
$7.16K - $8.17K
|
537
$310K
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-16- 0.14% |
$7.16K - $8.17K
|
11.4K
$6.57M
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-16- 0.62% |
$7.16K - $8.17K
|
2.58K
$1.49M
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-17- 0.11% |
$7.61K - $8.69K
|
15.3K
$8.82M
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-17- 1.87% |
$7.61K - $8.69K
|
891
$514K
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-17- 0.5% |
$7.61K - $8.69K
|
3.35K
$1.93M
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-18- 1.97% |
$8.06K - $9.2K
|
897
$518K
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-18- 0.36% |
$8.06K - $9.2K
|
4.98K
$2.88M
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-18- 0.36% |
$8.06K - $9.2K
|
4.97K
$2.87M
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-18- 0.19% |
$8.06K - $9.2K
|
9.48K
$5.47M
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-19- 1.4% |
$8.51K - $9.71K
|
1.34K
$772K
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-19- 4.79% |
$8.51K - $9.71K
|
378
$218K
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-19- 0.46% |
$8.51K - $9.71K
|
4.1K
$2.36M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 0.5% |
$8.51K - $9.71K
|
3.82K
$2.2M
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.95% |
$8.96K - $10.2K
|
2.08K
$1.2M
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-20- 0.24% |
$8.96K - $10.2K
|
8.28K
$4.78M
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-20- 0.93% |
$8.96K - $10.2K
|
2.13K
$1.23M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20- 0.33% |
$8.96K - $10.2K
|
6.08K
$3.51M
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-20- 1.24% |
$8.96K - $10.2K
|
1.59K
$920K
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-20- 2.89% |
$8.96K - $10.2K
|
671
$387K
|