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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-15- 0.57% |
$7.64K - $8.29K
|
2.64K
$1.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-16- 1.18% |
$8.15K - $8.85K
|
1.34K
$792K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-16- 0.84% |
$8.15K - $8.85K
|
1.89K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-16- 0.39% |
$8.15K - $8.85K
|
4.12K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-16- 0.51% |
$8.15K - $8.85K
|
3.12K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-16- 0.56% |
$8.15K - $8.85K
|
2.82K
$1.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-16- 3.64% |
$8.15K - $8.85K
|
424
$251K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-17- 2.12% |
$8.66K - $9.4K
|
784
$465K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-17- 0.95% |
$8.66K - $9.4K
|
1.78K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-17- 0.27% |
$8.66K - $9.4K
|
6.32K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-17- 0.62% |
$8.66K - $9.4K
|
2.72K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-17- 1.52% |
$8.66K - $9.4K
|
1.1K
$653K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-17- 2.96% |
$8.66K - $9.4K
|
558
$331K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-18- 0.62% |
$9.17K - $9.95K
|
2.91K
$1.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-18- 4.0% |
$9.17K - $9.95K
|
432
$256K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-18- 3.08% |
$9.17K - $9.95K
|
567
$336K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-18- 0.39% |
$9.17K - $9.95K
|
4.65K
$2.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-18- 4.19% |
$9.17K - $9.95K
|
412
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-18- 1.76% |
$9.17K - $9.95K
|
1K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-18- 3.98% |
$9.17K - $9.95K
|
434
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-19- 0.39% |
$9.68K - $10.5K
|
4.91K
$2.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19- 1.55% |
$9.68K - $10.5K
|
1.2K
$714K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-19- 2.65% |
$9.68K - $10.5K
|
699
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-19- 2.33% |
$9.68K - $10.5K
|
797
$473K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-20- 1.23% |
$10.2K - $11.1K
|
1.6K
$949K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20- 0.91% |
$10.2K - $11.1K
|
2.18K
$1.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-20- 4.3% |
$10.2K - $11.1K
|
445
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-20- 1.83% |
$10.2K - $11.1K
|
1.08K
$638K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-20- 0.13% |
$10.2K - $11.1K
|
15.5K
$9.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 13.07% |
$10.2K - $11.1K
|
133
$78.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-20- 1.0% |
$10.2K - $11.1K
|
1.99K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21- 0.19% |
$10.7K - $11.6K
|
11.1K
$6.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-21- 2.09% |
$10.7K - $11.6K
|
983
$583K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-21- 1.22% |
$10.7K - $11.6K
|
1.69K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-22- 1.33% |
$11.2K - $12.2K
|
1.64K
$970K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-22- 6.88% |
$11.2K - $12.2K
|
298
$177K
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-22- 0.17% |
$11.2K - $12.2K
|
12.7K
$7.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-23- 2.68% |
$11.7K - $12.7K
|
835
$495K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-23- 2.92% |
$11.7K - $12.7K
|
764
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-23- 0.33% |
$11.7K - $12.7K
|
6.92K
$4.11M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-24- 0.18% |
$12.2K - $13.3K
|
13.5K
$8.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-24- 0.89% |
$12.2K - $13.3K
|
2.68K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-24- 0.29% |
$12.2K - $13.3K
|
8.22K
$4.88M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-24- 1.71% |
$12.2K - $13.3K
|
1.38K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-24- 0.32% |
$12.2K - $13.3K
|
7.48K
$4.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-24- 0.82% |
$12.2K - $13.3K
|
2.9K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-24- 5.8% |
$12.2K - $13.3K
|
390
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-24- 4.18% |
$12.2K - $13.3K
|
550
$326K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-24- 0.84% |
$12.2K - $13.3K
|
2.85K
$1.69M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-24- 50.0% |
$12.2K - $13.3K
|
24
$14.2K
|