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 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-193- 1.0% |
$86.4K - $98.6K
|
19.1K
$11.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-194- 1.63% |
$86.9K - $99.1K
|
11.7K
$7.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-194- 10.51% |
$86.9K - $99.1K
|
1.65K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-194- 1.62% |
$86.9K - $99.1K
|
11.8K
$7.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-194- 0.46% |
$86.9K - $99.1K
|
41.9K
$25.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-195- 11.41% |
$87.3K - $99.6K
|
1.51K
$932K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-195- 1.29% |
$87.3K - $99.6K
|
14.9K
$9.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.35% |
$89.6K - $102K
|
57.4K
$35.3M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-200- 1.93% |
$89.6K - $102K
|
10.2K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 11.54% |
$89.6K - $102K
|
1.53K
$944K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-202- 12.24% |
$90.4K - $103K
|
1.45K
$892K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-203- 10.2% |
$90.9K - $104K
|
1.79K
$1.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-203- 6.41% |
$90.9K - $104K
|
2.96K
$1.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-204- 1.18% |
$91.3K - $104K
|
17.1K
$10.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-206- 4.65% |
$92.2K - $105K
|
4.23K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-206- 2.04% |
$92.2K - $105K
|
9.87K
$6.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-208- 12.91% |
$93.1K - $106K
|
1.4K
$864K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-208- 2.73% |
$93.1K - $106K
|
7.42K
$4.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-209- 1.34% |
$93.6K - $107K
|
15.4K
$9.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-210- 26.68% |
$94K - $107K
|
577
$355K
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-210- 26.55% |
$94K - $107K
|
581
$358K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-210- 69.77% |
$94K - $107K
|
91
$56K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-210- 26.68% |
$94K - $107K
|
577
$355K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-213- 1.92% |
$95.4K - $109K
|
10.9K
$6.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-213- 21.24% |
$95.4K - $109K
|
790
$486K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-214- 1.84% |
$95.8K - $109K
|
11.4K
$7.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-214- 7.99% |
$95.8K - $109K
|
2.47K
$1.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-219- 3.87% |
$98.1K - $112K
|
5.44K
$3.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-220- 16.96% |
$98.5K - $112K
|
1.08K
$663K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-221- 1.44% |
$99K - $113K
|
15.1K
$9.3M
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-223- 35.62% |
$99.8K - $114K
|
403
$248K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-228- 0.62% |
$102K - $116K
|
36.8K
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-228- 22.62% |
$102K - $116K
|
780
$480K
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-230- 4.57% |
$103K - $118K
|
4.8K
$2.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-230- 4.5% |
$103K - $118K
|
4.88K
$3.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-232- 12.76% |
$104K - $119K
|
1.59K
$977K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-232- 27.29% |
$104K - $119K
|
618
$381K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-235- 12.81% |
$105K - $120K
|
1.6K
$985K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-237- 30.31% |
$106K - $121K
|
545
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-238- 18.73% |
$107K - $122K
|
1.03K
$636K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-239- 1.89% |
$107K - $122K
|
12.4K
$7.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-242- 3.89% |
$108K - $124K
|
5.98K
$3.68M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-242- 2.6% |
$108K - $124K
|
9.07K
$5.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-249- 2.34% |
$111K - $127K
|
10.4K
$6.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-250- 18.85% |
$112K - $128K
|
1.08K
$663K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-250- 1.17% |
$112K - $128K
|
21.1K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 14.71% |
$112K - $128K
|
1.45K
$893K
|
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-254- 0.68% |
$114K - $130K
|
36.9K
$22.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-255- 26.48% |
$114K - $130K
|
708
$436K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-257- 17.21% |
$115K - $131K
|
1.24K
$761K
|