Purchases and Sales Made in Q4 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-5- 0.9% |
$2.55K - $2.76K
|
548
$167K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-6- 0.49% |
$3.06K - $3.32K
|
1.23K
$375K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-6- 1.57% |
$3.06K - $3.32K
|
377
$115K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-6- 0.73% |
$3.06K - $3.32K
|
812
$248K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-6- 8.22% |
$3.06K - $3.32K
|
67
$20.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-6- 0.85% |
$3.06K - $3.32K
|
700
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-6- 4.35% |
$3.06K - $3.32K
|
132
$40.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.31% |
$3.57K - $3.87K
|
528
$161K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.47% |
$3.57K - $3.87K
|
1.48K
$452K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7- 0.66% |
$3.57K - $3.87K
|
1.06K
$324K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 3.52% |
$3.57K - $3.87K
|
192
$58.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-7- 0.65% |
$3.57K - $3.87K
|
1.08K
$329K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-7- 0.38% |
$3.57K - $3.87K
|
1.84K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-7- 0.57% |
$3.57K - $3.87K
|
1.23K
$376K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 7.69% |
$3.57K - $3.87K
|
84
$25.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-8- 0.76% |
$4.08K - $4.42K
|
1.05K
$321K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-8- 1.07% |
$4.08K - $4.42K
|
742
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-8- 1.71% |
$4.08K - $4.42K
|
459
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8- 0.26% |
$4.08K - $4.42K
|
3.06K
$934K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8- 0.3% |
$4.08K - $4.42K
|
2.65K
$809K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-9- 1.01% |
$4.59K - $4.98K
|
882
$270K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9- 0.53% |
$4.59K - $4.98K
|
1.69K
$516K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-9- 1.04% |
$4.59K - $4.98K
|
854
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-9- 0.95% |
$4.59K - $4.98K
|
938
$287K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-9- 1.43% |
$4.59K - $4.98K
|
621
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-9- 0.84% |
$4.59K - $4.98K
|
1.06K
$325K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-10- 1.53% |
$5.09K - $5.53K
|
645
$197K
|
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-10- 0.32% |
$5.09K - $5.53K
|
3.13K
$955K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10- 0.38% |
$5.09K - $5.53K
|
2.64K
$807K
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-10- 0.09% |
$5.09K - $5.53K
|
11.3K
$3.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-10- 1.76% |
$5.09K - $5.53K
|
558
$171K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-10- 0.47% |
$5.09K - $5.53K
|
2.12K
$647K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.37% |
$5.09K - $5.53K
|
2.71K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-10- 1.05% |
$5.09K - $5.53K
|
940
$287K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-10- 0.37% |
$5.09K - $5.53K
|
2.73K
$833K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-11- 2.39% |
$5.6K - $6.08K
|
450
$138K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-11- 0.55% |
$5.6K - $6.08K
|
1.98K
$606K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-11- 0.21% |
$5.6K - $6.08K
|
5.18K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-11- 1.31% |
$5.6K - $6.08K
|
829
$253K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11- 0.44% |
$5.6K - $6.08K
|
2.47K
$754K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11- 1.72% |
$5.6K - $6.08K
|
628
$192K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11- 0.88% |
$5.6K - $6.08K
|
1.24K
$379K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-11- 0.95% |
$5.6K - $6.08K
|
1.15K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-11- 2.43% |
$5.6K - $6.08K
|
442
$135K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-11- 0.59% |
$5.6K - $6.08K
|
1.87K
$571K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-12- 0.09% |
$6.11K - $6.64K
|
13.2K
$4.02M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-12- 0.49% |
$6.11K - $6.64K
|
2.43K
$743K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-12- 0.5% |
$6.11K - $6.64K
|
2.39K
$730K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-12- 5.61% |
$6.11K - $6.64K
|
202
$61.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-12- 0.85% |
$6.11K - $6.64K
|
1.4K
$429K
|