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
|
Sheets Smith Wealth Management
|
SELL
|
- |
-30- 0.59% |
$15.3K - $16.6K
|
5.01K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-30- 0.22% |
$15.3K - $16.6K
|
13.7K
$4.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-30- 0.09% |
$15.3K - $16.6K
|
33K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-30- 1.04% |
$15.3K - $16.6K
|
2.85K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-30- 1.65% |
$15.3K - $16.6K
|
1.79K
$546K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-31- 14.35% |
$15.8K - $17.1K
|
185
$56.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-31- 1.48% |
$15.8K - $17.1K
|
2.06K
$629K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-31- 4.94% |
$15.8K - $17.1K
|
596
$182K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-31- 3.9% |
$15.8K - $17.1K
|
763
$233K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-32- 3.43% |
$16.3K - $17.7K
|
900
$275K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-32- 8.36% |
$16.3K - $17.7K
|
351
$107K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 1.54% |
$16.3K - $17.7K
|
2.05K
$627K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-32- 5.55% |
$16.3K - $17.7K
|
545
$167K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-32- 4.66% |
$16.3K - $17.7K
|
655
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-32- 1.36% |
$16.3K - $17.7K
|
2.31K
$707K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-32- 6.58% |
$16.3K - $17.7K
|
454
$139K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-32- 5.82% |
$16.3K - $17.7K
|
518
$158K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-33- 0.04% |
$16.8K - $18.2K
|
75.6K
$23.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-33- 0.69% |
$16.8K - $18.2K
|
4.73K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-33- 0.4% |
$16.8K - $18.2K
|
8.15K
$2.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33- 5.73% |
$16.8K - $18.2K
|
543
$166K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-33- 2.09% |
$16.8K - $18.2K
|
1.55K
$473K
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-33- 2.06% |
$16.8K - $18.2K
|
1.57K
$479K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-33- 2.33% |
$16.8K - $18.2K
|
1.38K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-33- 6.85% |
$16.8K - $18.2K
|
449
$137K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-33- 4.06% |
$16.8K - $18.2K
|
780
$238K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-34- 2.2% |
$17.3K - $18.8K
|
1.51K
$462K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-34- 0.21% |
$17.3K - $18.8K
|
16.4K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-34- 7.04% |
$17.3K - $18.8K
|
449
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-34- 0.08% |
$17.3K - $18.8K
|
44.1K
$13.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-35- 5.79% |
$17.8K - $19.4K
|
570
$174K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-35- 4.82% |
$17.8K - $19.4K
|
691
$211K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-35- 1.05% |
$17.8K - $19.4K
|
3.3K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-35- 4.56% |
$17.8K - $19.4K
|
733
$224K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-35- 4.49% |
$17.8K - $19.4K
|
745
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-35- 3.02% |
$17.8K - $19.4K
|
1.13K
$344K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-36- 0.95% |
$18.3K - $19.9K
|
3.75K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-36- 3.46% |
$18.3K - $19.9K
|
1.01K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-36- 0.81% |
$18.3K - $19.9K
|
4.4K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-36- 0.35% |
$18.3K - $19.9K
|
10.3K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-36- 0.48% |
$18.3K - $19.9K
|
7.52K
$2.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-37- 7.52% |
$18.9K - $20.5K
|
455
$139K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-37- 84.09% |
$18.9K - $20.5K
|
7
$2.14K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-37- 5.2% |
$18.9K - $20.5K
|
675
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-37- 2.11% |
$18.9K - $20.5K
|
1.72K
$525K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-37- 0.41% |
$18.9K - $20.5K
|
9.01K
$2.75M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-38- 8.86% |
$19.4K - $21K
|
391
$119K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-38- 1.55% |
$19.4K - $21K
|
2.42K
$739K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-38- 0.5% |
$19.4K - $21K
|
7.55K
$2.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-39- 3.01% |
$19.9K - $21.6K
|
1.26K
$384K
|