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 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-375- 4.27% |
$168K - $192K
|
8.4K
$4.88M
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-376- 2.92% |
$168K - $192K
|
12.5K
$7.25M
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-378- 3.38% |
$169K - $193K
|
10.8K
$6.27M
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-378- 2.15% |
$169K - $193K
|
17.2K
$9.98M
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-380- 27.84% |
$170K - $194K
|
985
$572K
|
|
Nov 14, 2023
Q3 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-396- 35.8% |
$177K - $202K
|
710
$412K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-402- 11.58% |
$180K - $205K
|
3.07K
$1.78M
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-403- 27.32% |
$180K - $206K
|
1.07K
$622K
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-403- 6.3% |
$180K - $206K
|
6K
$3.48M
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-406- 3.81% |
$182K - $207K
|
10.3K
$5.96M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-408- 4.11% |
$183K - $208K
|
9.52K
$5.53M
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-409- 5.47% |
$183K - $209K
|
7.07K
$4.1M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-414- 40.79% |
$185K - $212K
|
601
$349K
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-417- 0.66% |
$187K - $213K
|
62.8K
$36.5M
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-418- 0.46% |
$187K - $214K
|
90.7K
$52.6M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-427- 0.98% |
$191K - $218K
|
43.3K
$25.2M
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-430- 3.37% |
$193K - $220K
|
12.3K
$7.15M
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-433- 7.11% |
$194K - $221K
|
5.66K
$3.28M
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-435- 27.6% |
$195K - $222K
|
1.14K
$662K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-441- 1.32% |
$197K - $225K
|
33K
$19.1M
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-441- 6.61% |
$197K - $225K
|
6.23K
$3.62M
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-443- 23.86% |
$198K - $226K
|
1.41K
$821K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-445- 92.13% |
$199K - $227K
|
38
$22.1K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-450- 48.86% |
$201K - $230K
|
471
$273K
|
|
Nov 09, 2023
Q3 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-450- 16.13% |
$201K - $230K
|
2.34K
$1.36M
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-451- 11.59% |
$202K - $230K
|
3.44K
$2M
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-453- 23.39% |
$203K - $231K
|
1.48K
$862K
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-455- 1.49% |
$204K - $232K
|
30.2K
$17.5M
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-456- 0.17% |
$204K - $233K
|
267K
$155M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-456- 3.27% |
$204K - $233K
|
13.5K
$7.82M
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-467- 35.22% |
$209K - $239K
|
859
$499K
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-471- 5.93% |
$211K - $241K
|
7.47K
$4.34M
|
|
Nov 14, 2023
Q3 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-473- 23.04% |
$212K - $242K
|
1.58K
$917K
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-480- 46.83% |
$215K - $245K
|
545
$316K
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-492- 9.23% |
$220K - $251K
|
4.84K
$2.81M
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-498- 1.35% |
$223K - $254K
|
36.5K
$21.2M
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-520- 17.99% |
$233K - $266K
|
2.37K
$1.38M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-521- 3.09% |
$233K - $266K
|
16.3K
$9.49M
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-521- 1.8% |
$233K - $266K
|
28.5K
$16.5M
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-521- 67.4% |
$233K - $266K
|
252
$146K
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-525- 23.83% |
$235K - $268K
|
1.68K
$974K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-529- 30.86% |
$237K - $270K
|
1.19K
$688K
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-533- 38.82% |
$239K - $272K
|
840
$488K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-534- 2.78% |
$239K - $273K
|
18.7K
$10.9M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-535Closed |
$240K - $273K
|
0
$0
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-545- 50.0% |
$244K - $278K
|
545
$316K
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-549- 0.76% |
$246K - $281K
|
71.9K
$41.7M
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-551- 19.42% |
$247K - $282K
|
2.29K
$1.33M
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-551- 78.71% |
$247K - $282K
|
149
$86.5K
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-553- 1.17% |
$248K - $283K
|
46.7K
$27.1M
|