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
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-25- 1.04% |
$12.7K - $13.8K
|
2.39K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-25- 0.29% |
$12.7K - $13.8K
|
8.67K
$5.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-25- 0.21% |
$12.7K - $13.8K
|
11.7K
$6.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-25- 0.56% |
$12.7K - $13.8K
|
4.41K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-25- 0.62% |
$12.7K - $13.8K
|
4.04K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-26- 3.26% |
$13.2K - $14.4K
|
772
$458K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-26- 1.0% |
$13.2K - $14.4K
|
2.57K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-26- 10.7% |
$13.2K - $14.4K
|
217
$129K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-26- 4.23% |
$13.2K - $14.4K
|
588
$349K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-26- 0.97% |
$13.2K - $14.4K
|
2.67K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-26- 1.55% |
$13.2K - $14.4K
|
1.65K
$979K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-26- 5.6% |
$13.2K - $14.4K
|
438
$260K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-27- 2.96% |
$13.8K - $14.9K
|
884
$524K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-27- 5.82% |
$13.8K - $14.9K
|
437
$259K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-29- 0.45% |
$14.8K - $16K
|
6.4K
$3.79M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-29- 1.81% |
$14.8K - $16K
|
1.57K
$931K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-29- 0.43% |
$14.8K - $16K
|
6.64K
$3.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-29- 0.75% |
$14.8K - $16K
|
3.82K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-29- 10.58% |
$14.8K - $16K
|
245
$145K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-29- 1.04% |
$14.8K - $16K
|
2.76K
$1.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-29- 3.78% |
$14.8K - $16K
|
739
$438K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-30- 2.64% |
$15.3K - $16.6K
|
1.11K
$657K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-30- 7.14% |
$15.3K - $16.6K
|
390
$231K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-30- 2.95% |
$15.3K - $16.6K
|
987
$585K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-30- 0.59% |
$15.3K - $16.6K
|
5.01K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-30- 0.22% |
$15.3K - $16.6K
|
13.7K
$8.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-30- 0.09% |
$15.3K - $16.6K
|
33K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-30- 1.04% |
$15.3K - $16.6K
|
2.85K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-30- 1.65% |
$15.3K - $16.6K
|
1.79K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-31- 14.35% |
$15.8K - $17.1K
|
185
$110K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-31- 1.48% |
$15.8K - $17.1K
|
2.06K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-31- 4.94% |
$15.8K - $17.1K
|
596
$354K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-31- 3.9% |
$15.8K - $17.1K
|
763
$453K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-32- 3.43% |
$16.3K - $17.7K
|
900
$534K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-32- 8.36% |
$16.3K - $17.7K
|
351
$208K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 1.54% |
$16.3K - $17.7K
|
2.05K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-32- 5.55% |
$16.3K - $17.7K
|
545
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-32- 4.66% |
$16.3K - $17.7K
|
655
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-32- 1.36% |
$16.3K - $17.7K
|
2.31K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-32- 6.58% |
$16.3K - $17.7K
|
454
$269K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-32- 5.82% |
$16.3K - $17.7K
|
518
$307K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-33- 0.04% |
$16.8K - $18.2K
|
75.6K
$44.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-33- 0.69% |
$16.8K - $18.2K
|
4.73K
$2.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-33- 0.4% |
$16.8K - $18.2K
|
8.15K
$4.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33- 5.73% |
$16.8K - $18.2K
|
543
$322K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-33- 2.09% |
$16.8K - $18.2K
|
1.55K
$918K
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-33- 2.06% |
$16.8K - $18.2K
|
1.57K
$929K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-33- 2.33% |
$16.8K - $18.2K
|
1.38K
$819K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-33- 6.85% |
$16.8K - $18.2K
|
449
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-33- 4.06% |
$16.8K - $18.2K
|
780
$463K
|