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
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-631- 2.97% |
$283K - $322K
|
20.7K
$6.31M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-632- 17.48% |
$283K - $323K
|
2.98K
$912K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-636- 6.65% |
$285K - $325K
|
8.93K
$2.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-642- 9.83% |
$287K - $328K
|
5.89K
$1.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-650- 1.97% |
$291K - $332K
|
32.4K
$9.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-655- 4.39% |
$293K - $335K
|
14.3K
$4.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-656- 1.09% |
$294K - $335K
|
59.3K
$18.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-659- 29.87% |
$295K - $337K
|
1.55K
$473K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-660- 25.72% |
$296K - $337K
|
1.91K
$583K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-661- 24.42% |
$296K - $338K
|
2.05K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-662- 2.56% |
$296K - $338K
|
25.2K
$7.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-671- 4.99% |
$300K - $343K
|
12.8K
$3.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-678- 2.39% |
$304K - $346K
|
27.6K
$8.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-680- 4.44% |
$304K - $347K
|
14.7K
$4.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-684- 2.14% |
$306K - $349K
|
31.3K
$9.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-692- 2.05% |
$310K - $354K
|
33.1K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-692- 5.09% |
$310K - $354K
|
12.9K
$3.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-693- 7.7% |
$310K - $354K
|
8.3K
$2.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-695- 4.5% |
$311K - $355K
|
14.8K
$4.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-699- 40.73% |
$313K - $357K
|
1.02K
$311K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-700- 5.13% |
$313K - $358K
|
12.9K
$3.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-707- 2.92% |
$317K - $361K
|
23.5K
$7.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-708- 0.82% |
$317K - $362K
|
85.6K
$26.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-730- 16.41% |
$327K - $373K
|
3.72K
$1.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-740- 7.51% |
$331K - $378K
|
9.11K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-745- 20.44% |
$334K - $381K
|
2.9K
$886K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-747- 1.52% |
$334K - $382K
|
48.4K
$14.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-784- 2.13% |
$351K - $401K
|
36.1K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-785- 1.78% |
$351K - $401K
|
43.3K
$13.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-789- 26.84% |
$353K - $403K
|
2.15K
$657K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-792- 0.93% |
$355K - $405K
|
84.3K
$25.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-795- 0.82% |
$356K - $406K
|
96.5K
$29.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-801- 60.27% |
$359K - $409K
|
528
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-814- 4.7% |
$364K - $416K
|
16.5K
$5.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-818- 2.0% |
$366K - $418K
|
40.2K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Pavadi Capital LLC
New York, NY |
SELL
|
- |
-824- 9.65% |
$369K - $421K
|
7.71K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-831- 12.92% |
$372K - $425K
|
5.6K
$1.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-835- 8.37% |
$374K - $427K
|
9.14K
$2.79M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-851- 1.92% |
$381K - $435K
|
43.5K
$13.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-853- 4.96% |
$382K - $436K
|
16.4K
$5M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-859- 3.77% |
$385K - $439K
|
21.9K
$6.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-869- 5.78% |
$389K - $444K
|
14.2K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-874- 14.42% |
$391K - $447K
|
5.19K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-875- 8.82% |
$392K - $447K
|
9.04K
$2.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Robeco Schweiz Ag
|
SELL
|
- |
-890- 2.78% |
$398K - $455K
|
31.2K
$9.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-890- 2.54% |
$398K - $455K
|
34.2K
$10.5M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-892- 5.78% |
$399K - $456K
|
14.5K
$4.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-902- 1.71% |
$404K - $461K
|
51.8K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-912- 3.99% |
$408K - $466K
|
22K
$6.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-917- 4.34% |
$411K - $469K
|
20.2K
$6.17M
|