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 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-41- 4.55% |
$18.4K - $20.9K
|
860
$499K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 0.88% |
$18.4K - $20.9K
|
4.6K
$2.67M
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-41- 0.99% |
$18.4K - $20.9K
|
4.1K
$2.38M
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-42- 4.78% |
$18.8K - $21.5K
|
837
$486K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-42- 8.22% |
$18.8K - $21.5K
|
469
$272K
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-42- 0.45% |
$18.8K - $21.5K
|
9.27K
$5.38M
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-43- 7.79% |
$19.3K - $22K
|
509
$295K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-43- 1.93% |
$19.3K - $22K
|
2.18K
$1.27M
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-43- 5.65% |
$19.3K - $22K
|
718
$417K
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-43- 0.67% |
$19.3K - $22K
|
6.36K
$3.69M
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-44- 0.53% |
$19.7K - $22.5K
|
8.22K
$4.77M
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-44- 2.65% |
$19.7K - $22.5K
|
1.62K
$938K
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-44- 15.22% |
$19.7K - $22.5K
|
245
$142K
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-44- 17.25% |
$19.7K - $22.5K
|
211
$122K
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-45- 2.05% |
$20.1K - $23K
|
2.15K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-45- 4.14% |
$20.1K - $23K
|
1.04K
$605K
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-46- 3.06% |
$20.6K - $23.5K
|
1.46K
$846K
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-46- 6.84% |
$20.6K - $23.5K
|
627
$364K
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-46- 1.61% |
$20.6K - $23.5K
|
2.81K
$1.63M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-46- 0.41% |
$20.6K - $23.5K
|
11.1K
$6.43M
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-47- 2.04% |
$21K - $24K
|
2.26K
$1.31M
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-47- 9.53% |
$21K - $24K
|
446
$259K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-48- 0.81% |
$21.5K - $24.5K
|
5.85K
$3.4M
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-49- 1.8% |
$21.9K - $25K
|
2.67K
$1.55M
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-50- 4.48% |
$22.4K - $25.5K
|
1.07K
$619K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 1.66% |
$22.4K - $25.5K
|
2.96K
$1.72M
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-50- 14.01% |
$22.4K - $25.5K
|
307
$178K
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-50- 5.3% |
$22.4K - $25.5K
|
893
$518K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-50- 0.4% |
$22.4K - $25.5K
|
12.3K
$7.15M
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-50- 1.36% |
$22.4K - $25.5K
|
3.64K
$2.11M
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 0.77% |
$22.4K - $25.5K
|
6.42K
$3.73M
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
SELL
|
- |
-50- 0.19% |
$22.4K - $25.5K
|
26.8K
$15.6M
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-50- 1.57% |
$22.4K - $25.5K
|
3.14K
$1.82M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50- 10.0% |
$22.4K - $25.5K
|
450
$261K
|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-50- 2.33% |
$22.4K - $25.5K
|
2.1K
$1.22M
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-51- 2.48% |
$22.8K - $26.1K
|
2K
$1.16M
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-51- 7.31% |
$22.8K - $26.1K
|
647
$376K
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-51- 5.66% |
$22.8K - $26.1K
|
850
$493K
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-51- 0.66% |
$22.8K - $26.1K
|
7.62K
$4.42M
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-51- 0.25% |
$22.8K - $26.1K
|
20.5K
$11.9M
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-52- 1.49% |
$23.3K - $26.6K
|
3.44K
$2M
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-53- 1.23% |
$23.7K - $27.1K
|
4.26K
$2.47M
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-53- 2.15% |
$23.7K - $27.1K
|
2.42K
$1.4M
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-53- 5.01% |
$23.7K - $27.1K
|
1K
$583K
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-53- 1.58% |
$23.7K - $27.1K
|
3.29K
$1.91M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 0.33% |
$24.2K - $27.6K
|
16.4K
$9.53M
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-55- 1.85% |
$24.6K - $28.1K
|
2.92K
$1.69M
|
|
Nov 07, 2023
Q3 2023
|
Vista Finance, LLC
|
SELL
|
- |
-55- 2.24% |
$24.6K - $28.1K
|
2.4K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-55- 6.68% |
$24.6K - $28.1K
|
768
$446K
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-55- 4.45% |
$24.6K - $28.1K
|
1.18K
$685K
|