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 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-25- 1.85% |
$11.2K - $12.8K
|
1.33K
$819K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-26- 0.55% |
$11.6K - $13.3K
|
4.69K
$2.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-26- 5.87% |
$11.6K - $13.3K
|
417
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-26- 0.36% |
$11.6K - $13.3K
|
7.17K
$4.42M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-26- 5.12% |
$11.6K - $13.3K
|
482
$297K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-27- 1.55% |
$12.1K - $13.8K
|
1.72K
$1.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-27- 0.6% |
$12.1K - $13.8K
|
4.5K
$2.77M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-27- 2.88% |
$12.1K - $13.8K
|
911
$561K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-27- 0.75% |
$12.1K - $13.8K
|
3.55K
$2.19M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-27- 1.1% |
$12.1K - $13.8K
|
2.43K
$1.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-28- 6.8% |
$12.5K - $14.3K
|
384
$236K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-28- 0.36% |
$12.5K - $14.3K
|
7.64K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-29- 0.07% |
$13K - $14.8K
|
44.1K
$27.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-29- 0.15% |
$13K - $14.8K
|
19.5K
$12M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-29- 1.76% |
$13K - $14.8K
|
1.62K
$998K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-29- 0.19% |
$13K - $14.8K
|
15.5K
$9.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-29- 5.0% |
$13K - $14.8K
|
551
$339K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-29- 2.34% |
$13K - $14.8K
|
1.21K
$744K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-29- 0.23% |
$13K - $14.8K
|
12.5K
$7.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-30- 2.1% |
$13.4K - $15.3K
|
1.4K
$862K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-30- 0.34% |
$13.4K - $15.3K
|
8.92K
$5.49M
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-30- 0.78% |
$13.4K - $15.3K
|
3.81K
$2.35M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-30- 0.92% |
$13.4K - $15.3K
|
3.23K
$1.99M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-30- 1.04% |
$13.4K - $15.3K
|
2.85K
$1.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-30- 3.03% |
$13.4K - $15.3K
|
960
$591K
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-31- 5.18% |
$13.9K - $15.8K
|
568
$350K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-31- 2.33% |
$13.9K - $15.8K
|
1.3K
$802K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-31- 0.67% |
$13.9K - $15.8K
|
4.62K
$2.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-31- 2.92% |
$13.9K - $15.8K
|
1.03K
$635K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-32- 1.23% |
$14.3K - $16.3K
|
2.58K
$1.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-33- 0.42% |
$14.8K - $16.9K
|
7.91K
$4.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-34- 1.07% |
$15.2K - $17.4K
|
3.14K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-34- 1.33% |
$15.2K - $17.4K
|
2.52K
$1.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-35- 1.48% |
$15.7K - $17.9K
|
2.33K
$1.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-35- 1.01% |
$15.7K - $17.9K
|
3.44K
$2.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
SELL
|
- |
-35- 0.11% |
$15.7K - $17.9K
|
31.1K
$19.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-35- 2.64% |
$15.7K - $17.9K
|
1.29K
$794K
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-35- 12.24% |
$15.7K - $17.9K
|
251
$155K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-35- 0.42% |
$15.7K - $17.9K
|
8.26K
$5.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-36- 4.38% |
$16.1K - $18.4K
|
786
$484K
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-36- 5.19% |
$16.1K - $18.4K
|
657
$405K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-36- 0.23% |
$16.1K - $18.4K
|
15.9K
$9.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-36- 0.14% |
$16.1K - $18.4K
|
25.3K
$15.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-37- 0.1% |
$16.6K - $18.9K
|
36K
$22.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-38- 0.2% |
$17K - $19.4K
|
19.1K
$11.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-38- 0.78% |
$17K - $19.4K
|
4.82K
$2.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-38- 2.7% |
$17K - $19.4K
|
1.37K
$842K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-39- 1.43% |
$17.5K - $19.9K
|
2.68K
$1.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-39- 1.51% |
$17.5K - $19.9K
|
2.55K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-39- 0.34% |
$17.5K - $19.9K
|
11.6K
$7.12M
|