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
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-305- 17.84% |
$137K - $156K
|
1.41K
$429K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-305- 2.48% |
$137K - $156K
|
12K
$3.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-308- 2.86% |
$138K - $157K
|
10.5K
$3.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-311- 4.72% |
$139K - $159K
|
6.28K
$1.92M
|
|
|
May 19, 2025
Q3 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-313- 21.39% |
$140K - $160K
|
1.15K
$351K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-316- 1.75% |
$141K - $161K
|
17.7K
$5.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-318- 7.81% |
$142K - $162K
|
3.76K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-320- 1.83% |
$143K - $163K
|
17.1K
$5.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-321- 26.75% |
$144K - $164K
|
879
$269K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-324- 7.17% |
$145K - $166K
|
4.2K
$1.28M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-324- 2.75% |
$145K - $166K
|
11.5K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-334- 7.87% |
$150K - $171K
|
3.91K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-338- 1.39% |
$151K - $173K
|
24K
$7.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-338- 0.97% |
$151K - $173K
|
34.5K
$10.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-340- 31.37% |
$152K - $174K
|
744
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-340- 21.57% |
$152K - $174K
|
1.24K
$378K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-341- 19.06% |
$153K - $174K
|
1.45K
$443K
|
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-342- 2.45% |
$153K - $175K
|
13.6K
$4.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-342- 12.18% |
$153K - $175K
|
2.47K
$753K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-348- 27.36% |
$156K - $178K
|
924
$282K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-350- 30.41% |
$157K - $179K
|
801
$245K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-351- 2.24% |
$157K - $179K
|
15.3K
$4.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-353- 2.95% |
$158K - $180K
|
11.6K
$3.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-353- 38.41% |
$158K - $180K
|
566
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-356- 9.01% |
$159K - $182K
|
3.6K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-363- 20.25% |
$163K - $185K
|
1.43K
$437K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-367- 0.57% |
$164K - $188K
|
64.5K
$19.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-369- 2.42% |
$165K - $189K
|
14.9K
$4.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-372- 8.97% |
$167K - $190K
|
3.78K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-374- 1.96% |
$167K - $191K
|
18.7K
$5.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-375- 4.27% |
$168K - $192K
|
8.4K
$2.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-376- 2.92% |
$168K - $192K
|
12.5K
$3.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-378- 3.38% |
$169K - $193K
|
10.8K
$3.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-378- 2.15% |
$169K - $193K
|
17.2K
$5.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-380- 27.84% |
$170K - $194K
|
985
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-396- 35.8% |
$177K - $202K
|
710
$217K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-402- 11.58% |
$180K - $205K
|
3.07K
$938K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-403- 27.32% |
$180K - $206K
|
1.07K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-403- 6.3% |
$180K - $206K
|
6K
$1.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-406- 3.81% |
$182K - $207K
|
10.3K
$3.14M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-408- 4.11% |
$183K - $208K
|
9.52K
$2.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-409- 5.47% |
$183K - $209K
|
7.07K
$2.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-414- 40.79% |
$185K - $212K
|
601
$184K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-417- 0.66% |
$187K - $213K
|
62.8K
$19.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-418- 0.46% |
$187K - $214K
|
90.7K
$27.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-427- 0.98% |
$191K - $218K
|
43.3K
$13.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-430- 3.37% |
$193K - $220K
|
12.3K
$3.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-433- 7.11% |
$194K - $221K
|
5.66K
$1.73M
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-433- 7.11% |
$194K - $221K
|
5.66K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-435- 27.6% |
$195K - $222K
|
1.14K
$349K
|