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 02, 2023
Q3 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-230- 4.57% |
$103K - $118K
|
4.8K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-230- 4.5% |
$103K - $118K
|
4.88K
$1.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-232- 12.76% |
$104K - $119K
|
1.59K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-232- 27.29% |
$104K - $119K
|
618
$189K
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-233- 7.45% |
$104K - $119K
|
2.9K
$885K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-235- 12.81% |
$105K - $120K
|
1.6K
$489K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-237- 30.31% |
$106K - $121K
|
545
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-238- 18.73% |
$107K - $122K
|
1.03K
$316K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-239- 1.89% |
$107K - $122K
|
12.4K
$3.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-242- 3.89% |
$108K - $124K
|
5.98K
$1.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-242- 2.6% |
$108K - $124K
|
9.07K
$2.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-249- 2.34% |
$111K - $127K
|
10.4K
$3.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-250- 18.85% |
$112K - $128K
|
1.08K
$329K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-250- 1.17% |
$112K - $128K
|
21.1K
$6.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 14.71% |
$112K - $128K
|
1.45K
$443K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-251- 16.87% |
$112K - $128K
|
1.24K
$378K
|
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-254- 0.68% |
$114K - $130K
|
36.9K
$11.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-255- 26.48% |
$114K - $130K
|
708
$216K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-257- 17.21% |
$115K - $131K
|
1.24K
$378K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-259- 2.89% |
$116K - $132K
|
8.69K
$2.66M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-260- 33.12% |
$116K - $133K
|
525
$160K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-263- 19.23% |
$118K - $134K
|
1.11K
$338K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-263- 1.78% |
$118K - $134K
|
14.5K
$4.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-263- 26.89% |
$118K - $134K
|
715
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-266- 9.58% |
$119K - $136K
|
2.51K
$767K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-270- 2.75% |
$121K - $138K
|
9.57K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-270- 1.83% |
$121K - $138K
|
14.5K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-272- 0.89% |
$122K - $139K
|
30.4K
$9.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-273- 12.04% |
$122K - $139K
|
1.99K
$609K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-275- 2.41% |
$123K - $141K
|
11.1K
$3.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-275- 1.85% |
$123K - $141K
|
14.6K
$4.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-278- 25.05% |
$124K - $142K
|
832
$254K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-283- 5.5% |
$127K - $145K
|
4.87K
$1.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-284- 5.34% |
$127K - $145K
|
5.03K
$1.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-289- 10.46% |
$129K - $148K
|
2.47K
$756K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-289- 9.9% |
$129K - $148K
|
2.63K
$804K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-289- 1.65% |
$129K - $148K
|
17.3K
$5.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-290- 9.62% |
$130K - $148K
|
2.72K
$833K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-296- 1.71% |
$133K - $151K
|
17K
$5.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-296- 0.82% |
$133K - $151K
|
35.7K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-296- 3.76% |
$133K - $151K
|
7.59K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-297- 7.58% |
$133K - $152K
|
3.62K
$1.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-298- 0.43% |
$133K - $152K
|
69.1K
$21.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-298- 2.92% |
$133K - $152K
|
9.92K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-299- 0.49% |
$134K - $153K
|
60.3K
$18.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Pensionfund Sabic
|
SELL
|
- |
-300- 3.45% |
$134K - $153K
|
8.4K
$2.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 4.73% |
$134K - $153K
|
6.05K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-301- 1.62% |
$135K - $154K
|
18.3K
$5.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-302- 4.4% |
$135K - $154K
|
6.57K
$2.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-303- 27.22% |
$136K - $155K
|
810
$248K
|