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 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-16- 0.14% |
$7.16K - $8.17K
|
11.4K
$5.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-16- 0.62% |
$7.16K - $8.17K
|
2.58K
$1.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-17- 0.11% |
$7.61K - $8.69K
|
15.3K
$7.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-17- 1.87% |
$7.61K - $8.69K
|
891
$416K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-17- 0.5% |
$7.61K - $8.69K
|
3.35K
$1.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-18- 1.97% |
$8.06K - $9.2K
|
897
$419K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-18- 0.36% |
$8.06K - $9.2K
|
4.98K
$2.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-18- 0.36% |
$8.06K - $9.2K
|
4.97K
$2.32M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-18- 0.19% |
$8.06K - $9.2K
|
9.48K
$4.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-19- 1.4% |
$8.51K - $9.71K
|
1.34K
$625K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-19- 4.79% |
$8.51K - $9.71K
|
378
$177K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-19- 0.46% |
$8.51K - $9.71K
|
4.1K
$1.91M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 0.5% |
$8.51K - $9.71K
|
3.82K
$1.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.95% |
$8.96K - $10.2K
|
2.08K
$973K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-20- 0.24% |
$8.96K - $10.2K
|
8.28K
$3.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-20- 0.93% |
$8.96K - $10.2K
|
2.13K
$995K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20- 0.33% |
$8.96K - $10.2K
|
6.08K
$2.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-20- 1.24% |
$8.96K - $10.2K
|
1.59K
$744K
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-20- 2.89% |
$8.96K - $10.2K
|
671
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-20- 0.65% |
$8.96K - $10.2K
|
3.07K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-20- 2.32% |
$8.96K - $10.2K
|
843
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-20- 0.57% |
$8.96K - $10.2K
|
3.46K
$1.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-20- 0.43% |
$8.96K - $10.2K
|
4.62K
$2.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-21- 2.13% |
$9.4K - $10.7K
|
967
$452K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-21- 0.22% |
$9.4K - $10.7K
|
9.62K
$4.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-21- 0.16% |
$9.4K - $10.7K
|
13.4K
$6.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-21- 0.6% |
$9.4K - $10.7K
|
3.51K
$1.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-21- 1.93% |
$9.4K - $10.7K
|
1.07K
$497K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-21- 0.55% |
$9.4K - $10.7K
|
3.81K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-21- 4.66% |
$9.4K - $10.7K
|
430
$201K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-22- 20.95% |
$9.85K - $11.2K
|
83
$38.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-22- 1.45% |
$9.85K - $11.2K
|
1.49K
$696K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-22- 0.53% |
$9.85K - $11.2K
|
4.15K
$1.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-22- 3.52% |
$9.85K - $11.2K
|
603
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-22- 0.9% |
$9.85K - $11.2K
|
2.42K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-22- 0.97% |
$9.85K - $11.2K
|
2.25K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-22- 0.51% |
$9.85K - $11.2K
|
4.27K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-22- 3.2% |
$9.85K - $11.2K
|
666
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-23- 2.89% |
$10.3K - $11.8K
|
773
$361K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-23- 1.11% |
$10.3K - $11.8K
|
2.05K
$957K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-23- 1.0% |
$10.3K - $11.8K
|
2.28K
$1.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-23- 3.09% |
$10.3K - $11.8K
|
722
$337K
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-23- 0.48% |
$10.3K - $11.8K
|
4.79K
$2.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-24- 1.55% |
$10.7K - $12.3K
|
1.53K
$714K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-24- 1.08% |
$10.7K - $12.3K
|
2.2K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 0.87% |
$11.2K - $12.8K
|
2.86K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-25- 5.25% |
$11.2K - $12.8K
|
451
$211K
|
|
|
Oct 13, 2023
Q3 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-25- 4.17% |
$11.2K - $12.8K
|
575
$269K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-25- 1.24% |
$11.2K - $12.8K
|
1.98K
$927K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-25- 3.54% |
$11.2K - $12.8K
|
682
$319K
|