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 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-441- 1.32% |
$197K - $225K
|
33K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-441- 6.61% |
$197K - $225K
|
6.23K
$1.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-443- 23.86% |
$198K - $226K
|
1.41K
$432K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-445- 92.13% |
$199K - $227K
|
38
$11.6K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-450- 48.86% |
$201K - $230K
|
471
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-450- 16.13% |
$201K - $230K
|
2.34K
$715K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-451- 11.59% |
$202K - $230K
|
3.44K
$1.05M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-453- 23.39% |
$203K - $231K
|
1.48K
$454K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-455- 1.49% |
$204K - $232K
|
30.2K
$9.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-456- 0.17% |
$204K - $233K
|
267K
$81.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-456- 3.27% |
$204K - $233K
|
13.5K
$4.12M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-467- 35.22% |
$209K - $239K
|
859
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-471- 5.93% |
$211K - $241K
|
7.47K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-473- 23.04% |
$212K - $242K
|
1.58K
$483K
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-480- 46.83% |
$215K - $245K
|
545
$167K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-492- 9.23% |
$220K - $251K
|
4.84K
$1.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-498- 1.35% |
$223K - $254K
|
36.5K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-520- 17.99% |
$233K - $266K
|
2.37K
$724K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-521- 3.09% |
$233K - $266K
|
16.3K
$5M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-521- 1.8% |
$233K - $266K
|
28.5K
$8.7M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-521- 67.4% |
$233K - $266K
|
252
$77K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-525- 23.83% |
$235K - $268K
|
1.68K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-529- 30.86% |
$237K - $270K
|
1.19K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-533- 38.82% |
$239K - $272K
|
840
$257K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-534- 2.78% |
$239K - $273K
|
18.7K
$5.72M
|
|
|
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
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-549- 0.76% |
$246K - $281K
|
71.9K
$22M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-551- 19.42% |
$247K - $282K
|
2.29K
$699K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-551- 78.71% |
$247K - $282K
|
149
$45.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-553- 1.17% |
$248K - $283K
|
46.7K
$14.3M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-559- 3.68% |
$250K - $286K
|
14.6K
$4.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-563- 1.93% |
$252K - $288K
|
28.6K
$8.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-563- 0.65% |
$252K - $288K
|
86.1K
$26.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-568- 15.91% |
$254K - $290K
|
3K
$918K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-568- 15.91% |
$254K - $290K
|
3K
$918K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-569- 1.34% |
$255K - $291K
|
42K
$12.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-570- 0.68% |
$255K - $291K
|
83.2K
$25.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-570- 18.1% |
$255K - $291K
|
2.58K
$788K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-577- 2.23% |
$258K - $295K
|
25.3K
$7.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-578- 29.36% |
$259K - $295K
|
1.39K
$425K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-581- 16.51% |
$260K - $297K
|
2.94K
$898K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-587- 30.29% |
$263K - $300K
|
1.35K
$413K
|
|
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-592- 27.95% |
$265K - $302K
|
1.53K
$466K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-596- 7.04% |
$267K - $305K
|
7.87K
$2.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-604- 18.06% |
$270K - $309K
|
2.74K
$837K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-607- 1.43% |
$272K - $310K
|
41.7K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-610- 1.77% |
$273K - $312K
|
33.9K
$10.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-619- 4.55% |
$277K - $316K
|
13K
$3.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-629- 3.09% |
$282K - $321K
|
19.8K
$6.04M
|