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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20- 0.91% |
$10.2K - $11.1K
|
2.18K
$665K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-20- 4.3% |
$10.2K - $11.1K
|
445
$136K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-20- 1.83% |
$10.2K - $11.1K
|
1.08K
$329K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-20- 0.13% |
$10.2K - $11.1K
|
15.5K
$4.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 13.07% |
$10.2K - $11.1K
|
133
$40.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-20- 1.0% |
$10.2K - $11.1K
|
1.99K
$608K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21- 0.19% |
$10.7K - $11.6K
|
11.1K
$3.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-21- 2.09% |
$10.7K - $11.6K
|
983
$300K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-21- 1.22% |
$10.7K - $11.6K
|
1.69K
$518K
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-21- 4.99% |
$10.7K - $11.6K
|
400
$122K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-22- 1.33% |
$11.2K - $12.2K
|
1.64K
$500K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-22- 6.88% |
$11.2K - $12.2K
|
298
$91.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-22- 0.17% |
$11.2K - $12.2K
|
12.7K
$3.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-23- 2.68% |
$11.7K - $12.7K
|
835
$255K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-23- 2.92% |
$11.7K - $12.7K
|
764
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-23- 0.33% |
$11.7K - $12.7K
|
6.92K
$2.12M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-24- 0.18% |
$12.2K - $13.3K
|
13.5K
$4.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-24- 0.89% |
$12.2K - $13.3K
|
2.68K
$818K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-24- 0.29% |
$12.2K - $13.3K
|
8.22K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-24- 1.71% |
$12.2K - $13.3K
|
1.38K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-24- 0.32% |
$12.2K - $13.3K
|
7.48K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-24- 0.82% |
$12.2K - $13.3K
|
2.9K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-24- 5.8% |
$12.2K - $13.3K
|
390
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-24- 4.18% |
$12.2K - $13.3K
|
550
$168K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-24- 0.84% |
$12.2K - $13.3K
|
2.85K
$871K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-24- 50.0% |
$12.2K - $13.3K
|
24
$7.33K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-25- 1.04% |
$12.7K - $13.8K
|
2.39K
$729K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-25- 0.29% |
$12.7K - $13.8K
|
8.67K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-25- 0.21% |
$12.7K - $13.8K
|
11.7K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-25- 0.56% |
$12.7K - $13.8K
|
4.41K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-25- 0.62% |
$12.7K - $13.8K
|
4.04K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-26- 3.26% |
$13.2K - $14.4K
|
772
$236K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-26- 1.0% |
$13.2K - $14.4K
|
2.57K
$786K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-26- 10.7% |
$13.2K - $14.4K
|
217
$66.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-26- 4.23% |
$13.2K - $14.4K
|
588
$180K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-26- 0.97% |
$13.2K - $14.4K
|
2.67K
$815K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-26- 1.55% |
$13.2K - $14.4K
|
1.65K
$505K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-26- 5.6% |
$13.2K - $14.4K
|
438
$134K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-27- 2.96% |
$13.8K - $14.9K
|
884
$270K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-27- 5.82% |
$13.8K - $14.9K
|
437
$134K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-29- 0.45% |
$14.8K - $16K
|
6.4K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-29- 1.81% |
$14.8K - $16K
|
1.57K
$480K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-29- 0.43% |
$14.8K - $16K
|
6.64K
$2.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-29- 0.75% |
$14.8K - $16K
|
3.82K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-29- 10.58% |
$14.8K - $16K
|
245
$74.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-29- 1.04% |
$14.8K - $16K
|
2.76K
$843K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-29- 3.78% |
$14.8K - $16K
|
739
$226K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-30- 2.64% |
$15.3K - $16.6K
|
1.11K
$338K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-30- 7.14% |
$15.3K - $16.6K
|
390
$119K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-30- 2.95% |
$15.3K - $16.6K
|
987
$302K
|