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 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-12- 1.82% |
$6.11K - $6.64K
|
649
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-12- 8.22% |
$6.11K - $6.64K
|
134
$41K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-13- 0.17% |
$6.62K - $7.19K
|
7.85K
$2.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-13- 0.25% |
$6.62K - $7.19K
|
5.26K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-13- 0.42% |
$6.62K - $7.19K
|
3.05K
$933K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-13- 2.9% |
$6.62K - $7.19K
|
436
$133K
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-13- 0.57% |
$6.62K - $7.19K
|
2.28K
$697K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-14- 1.65% |
$7.13K - $7.74K
|
836
$255K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-14- 0.89% |
$7.13K - $7.74K
|
1.56K
$475K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-14- 1.7% |
$7.13K - $7.74K
|
809
$247K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-14- 0.49% |
$7.13K - $7.74K
|
2.83K
$866K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-14- 1.24% |
$7.13K - $7.74K
|
1.11K
$340K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-14- 0.38% |
$7.13K - $7.74K
|
3.63K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
SELL
|
- |
-14- 0.02% |
$7.13K - $7.74K
|
85.6K
$26.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-14- 0.82% |
$7.13K - $7.74K
|
1.68K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-14- 0.55% |
$7.13K - $7.74K
|
2.54K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 0.24% |
$7.13K - $7.74K
|
5.92K
$1.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 2.53% |
$7.64K - $8.29K
|
579
$177K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.47% |
$7.64K - $8.29K
|
3.15K
$963K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15- 2.28% |
$7.64K - $8.29K
|
644
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-15- 2.65% |
$7.64K - $8.29K
|
551
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-15- 3.36% |
$7.64K - $8.29K
|
432
$132K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-15- 0.04% |
$7.64K - $8.29K
|
34.5K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-15- 0.61% |
$7.64K - $8.29K
|
2.44K
$745K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-15- 0.57% |
$7.64K - $8.29K
|
2.64K
$807K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-16- 1.18% |
$8.15K - $8.85K
|
1.34K
$408K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-16- 0.84% |
$8.15K - $8.85K
|
1.89K
$579K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-16- 0.39% |
$8.15K - $8.85K
|
4.12K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-16- 0.51% |
$8.15K - $8.85K
|
3.12K
$954K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-16- 0.56% |
$8.15K - $8.85K
|
2.82K
$862K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-16- 3.64% |
$8.15K - $8.85K
|
424
$130K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-17- 2.12% |
$8.66K - $9.4K
|
784
$240K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-17- 0.95% |
$8.66K - $9.4K
|
1.78K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-17- 0.27% |
$8.66K - $9.4K
|
6.32K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-17- 0.62% |
$8.66K - $9.4K
|
2.72K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-17- 1.52% |
$8.66K - $9.4K
|
1.1K
$336K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-17- 2.96% |
$8.66K - $9.4K
|
558
$171K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-17- 1.94% |
$8.66K - $9.4K
|
861
$263K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-18- 0.62% |
$9.17K - $9.95K
|
2.91K
$888K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-18- 4.0% |
$9.17K - $9.95K
|
432
$132K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-18- 3.08% |
$9.17K - $9.95K
|
567
$173K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-18- 0.39% |
$9.17K - $9.95K
|
4.65K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-18- 4.19% |
$9.17K - $9.95K
|
412
$126K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-18- 1.76% |
$9.17K - $9.95K
|
1K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-18- 3.98% |
$9.17K - $9.95K
|
434
$133K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-19- 0.39% |
$9.68K - $10.5K
|
4.91K
$1.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19- 1.55% |
$9.68K - $10.5K
|
1.2K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-19- 2.65% |
$9.68K - $10.5K
|
699
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-19- 2.33% |
$9.68K - $10.5K
|
797
$244K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-20- 1.23% |
$10.2K - $11.1K
|
1.6K
$489K
|