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 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-75- 1.4% |
$33.6K - $38.3K
|
5.28K
$3.06M
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-75- 4.98% |
$33.6K - $38.3K
|
1.43K
$831K
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-75- 4.52% |
$33.6K - $38.3K
|
1.59K
$920K
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-75- 6.9% |
$33.6K - $38.3K
|
1.01K
$588K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-77- 29.06% |
$34.5K - $39.3K
|
188
$109K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-78- 0.37% |
$34.9K - $39.9K
|
20.9K
$12.1M
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-78- 8.5% |
$34.9K - $39.9K
|
840
$488K
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-78- 5.76% |
$34.9K - $39.9K
|
1.28K
$741K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-78- 3.05% |
$34.9K - $39.9K
|
2.48K
$1.44M
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-79- 4.23% |
$35.4K - $40.4K
|
1.79K
$1.04M
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-79- 17.71% |
$35.4K - $40.4K
|
367
$213K
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-80- 0.42% |
$35.8K - $40.9K
|
18.9K
$11M
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-81- 21.43% |
$36.3K - $41.4K
|
297
$172K
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-82- 4.72% |
$36.7K - $41.9K
|
1.66K
$962K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-83- 6.5% |
$37.2K - $42.4K
|
1.19K
$693K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-83- 0.63% |
$37.2K - $42.4K
|
13.1K
$7.62M
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-84- 1.82% |
$37.6K - $42.9K
|
4.52K
$2.63M
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-84- 2.67% |
$37.6K - $42.9K
|
3.06K
$1.78M
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-84- 3.46% |
$37.6K - $42.9K
|
2.35K
$1.36M
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-85- 8.1% |
$38.1K - $43.4K
|
964
$560K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-87- 7.24% |
$39K - $44.5K
|
1.12K
$647K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-88- 2.76% |
$39.4K - $45K
|
3.1K
$1.8M
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-88- 4.95% |
$39.4K - $45K
|
1.69K
$981K
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-88- 5.1% |
$39.4K - $45K
|
1.64K
$950K
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-88- 13.97% |
$39.4K - $45K
|
542
$315K
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-89- 0.49% |
$39.8K - $45.5K
|
18.1K
$10.5M
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-90- 4.11% |
$40.3K - $46K
|
2.1K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-91- 11.17% |
$40.7K - $46.5K
|
724
$420K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-91- 7.66% |
$40.7K - $46.5K
|
1.1K
$637K
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-92- 0.6% |
$41.2K - $47K
|
15.4K
$8.91M
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-98- 1.63% |
$43.9K - $50.1K
|
5.9K
$3.42M
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-98- 2.18% |
$43.9K - $50.1K
|
4.39K
$2.55M
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-98- 1.01% |
$43.9K - $50.1K
|
9.65K
$5.6M
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-99- 3.54% |
$44.3K - $50.6K
|
2.69K
$1.56M
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-99- 5.01% |
$44.3K - $50.6K
|
1.88K
$1.09M
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 1.72% |
$44.8K - $51.1K
|
5.72K
$3.32M
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 1.92% |
$44.8K - $51.1K
|
5.1K
$2.96M
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 10.06% |
$44.8K - $51.1K
|
894
$519K
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-100- 4.61% |
$44.8K - $51.1K
|
2.07K
$1.2M
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-100- 1.32% |
$44.8K - $51.1K
|
7.5K
$4.35M
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-101- 13.2% |
$45.2K - $51.6K
|
664
$385K
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-103- 1.36% |
$46.1K - $52.6K
|
7.46K
$4.33M
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-104- 0.88% |
$46.6K - $53.1K
|
11.7K
$6.79M
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
SELL
|
- |
-107- 1.34% |
$47.9K - $54.7K
|
7.86K
$4.56M
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-107- 19.21% |
$47.9K - $54.7K
|
450
$261K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-107- 0.81% |
$47.9K - $54.7K
|
13.1K
$7.6M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-109- 20.96% |
$48.8K - $55.7K
|
411
$239K
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-109- 4.91% |
$48.8K - $55.7K
|
2.11K
$1.22M
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-110- 3.2% |
$49.3K - $56.2K
|
3.33K
$1.93M
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-110- 5.08% |
$49.3K - $56.2K
|
2.06K
$1.19M
|