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 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-10- 0.32% |
$4.48K - $5.11K
|
3.12K
$1.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-10- 0.12% |
$4.48K - $5.11K
|
8.61K
$4.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10- 12.35% |
$4.48K - $5.11K
|
71
$33.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-10- 0.16% |
$4.48K - $5.11K
|
6.17K
$2.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.3% |
$4.48K - $5.11K
|
3.27K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-10- 1.81% |
$4.48K - $5.11K
|
542
$253K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10- 0.16% |
$4.48K - $5.11K
|
6.34K
$2.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-11- 2.38% |
$4.93K - $5.62K
|
452
$211K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-11- 0.81% |
$4.93K - $5.62K
|
1.35K
$628K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-11- 12.64% |
$4.93K - $5.62K
|
76
$35.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-11- 2.42% |
$4.93K - $5.62K
|
444
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 5.24% |
$4.93K - $5.62K
|
199
$92.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-12- 28.57% |
$5.37K - $6.13K
|
30
$14K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-12- 0.23% |
$5.37K - $6.13K
|
5.19K
$2.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-12- 0.08% |
$5.37K - $6.13K
|
14.7K
$6.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-12- 0.51% |
$5.37K - $6.13K
|
2.34K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-12- 0.25% |
$5.37K - $6.13K
|
4.76K
$2.22M
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-12- 2.21% |
$5.37K - $6.13K
|
532
$248K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-12- 0.22% |
$5.37K - $6.13K
|
5.55K
$2.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-13- 5.73% |
$5.82K - $6.64K
|
214
$99.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-13- 2.79% |
$5.82K - $6.64K
|
453
$212K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-13- 1.48% |
$5.82K - $6.64K
|
865
$404K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-13- 0.18% |
$5.82K - $6.64K
|
7.41K
$3.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-13- 1.09% |
$5.82K - $6.64K
|
1.19K
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13- 0.48% |
$5.82K - $6.64K
|
2.68K
$1.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-14- 0.9% |
$6.27K - $7.15K
|
1.55K
$722K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.68% |
$6.27K - $7.15K
|
819
$383K
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-14- 0.48% |
$6.27K - $7.15K
|
2.9K
$1.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-14- 0.11% |
$6.27K - $7.15K
|
12.8K
$5.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-14- 0.38% |
$6.27K - $7.15K
|
3.65K
$1.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-14- 0.11% |
$6.27K - $7.15K
|
12.7K
$5.91M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-14- 1.03% |
$6.27K - $7.15K
|
1.34K
$627K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-15- 0.45% |
$6.72K - $7.66K
|
3.33K
$1.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 0.91% |
$6.72K - $7.66K
|
1.63K
$760K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-15- 3.36% |
$6.72K - $7.66K
|
432
$202K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-15- 2.2% |
$6.72K - $7.66K
|
668
$312K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-15- 2.37% |
$6.72K - $7.66K
|
618
$289K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-15- 2.54% |
$6.72K - $7.66K
|
576
$269K
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-15- 0.49% |
$6.72K - $7.66K
|
3.07K
$1.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-15- 0.82% |
$6.72K - $7.66K
|
1.82K
$849K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-15- 0.61% |
$6.72K - $7.66K
|
2.44K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-15- 0.67% |
$6.72K - $7.66K
|
2.21K
$1.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.99% |
$6.72K - $7.66K
|
1.5K
$702K
|
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-15- 0.46% |
$6.72K - $7.66K
|
3.27K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-15- 0.57% |
$6.72K - $7.66K
|
2.63K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-15- 0.21% |
$6.72K - $7.66K
|
7.26K
$3.39M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-15- 1.1% |
$6.72K - $7.66K
|
1.35K
$631K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-16- 1.28% |
$7.16K - $8.17K
|
1.23K
$575K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-16- 3.38% |
$7.16K - $8.17K
|
457
$213K
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-16- 2.89% |
$7.16K - $8.17K
|
537
$251K
|