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 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-37- 0.41% |
$18.9K - $20.5K
|
9.01K
$2.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-38- 8.86% |
$19.4K - $21K
|
391
$102K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-38- 1.55% |
$19.4K - $21K
|
2.42K
$632K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-38- 0.5% |
$19.4K - $21K
|
7.55K
$1.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-39- 3.01% |
$19.9K - $21.6K
|
1.26K
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-39- 1.55% |
$19.9K - $21.6K
|
2.48K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-39- 4.47% |
$19.9K - $21.6K
|
833
$218K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-40- 1.73% |
$20.4K - $22.1K
|
2.27K
$593K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 1.34% |
$20.4K - $22.1K
|
2.94K
$768K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-40- 0.23% |
$20.4K - $22.1K
|
17.2K
$4.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-40- 5.22% |
$20.4K - $22.1K
|
727
$190K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-40- 5.06% |
$20.4K - $22.1K
|
750
$196K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-40- 0.69% |
$20.4K - $22.1K
|
5.75K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-40- 3.32% |
$20.4K - $22.1K
|
1.16K
$304K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-40- 1.53% |
$20.4K - $22.1K
|
2.58K
$674K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-41- 0.62% |
$20.9K - $22.7K
|
6.55K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-41- 0.68% |
$20.9K - $22.7K
|
6.01K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-41- 3.85% |
$20.9K - $22.7K
|
1.02K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-41- 1.68% |
$20.9K - $22.7K
|
2.4K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-41- 0.9% |
$20.9K - $22.7K
|
4.52K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-41- 1.05% |
$20.9K - $22.7K
|
3.87K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-42- 3.96% |
$21.4K - $23.2K
|
1.02K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-42- 1.45% |
$21.4K - $23.2K
|
2.85K
$746K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-43- 1.04% |
$21.9K - $23.8K
|
4.11K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-43- 8.51% |
$21.9K - $23.8K
|
462
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-43- 2.25% |
$21.9K - $23.8K
|
1.87K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-43- 1.37% |
$21.9K - $23.8K
|
3.09K
$809K
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-43- 6.07% |
$21.9K - $23.8K
|
665
$174K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-44- 0.39% |
$22.4K - $24.3K
|
11.2K
$2.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-44- 0.46% |
$22.4K - $24.3K
|
9.52K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-44- 8.58% |
$22.4K - $24.3K
|
469
$123K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-45- 7.49% |
$22.9K - $24.9K
|
556
$145K
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-45- 0.13% |
$22.9K - $24.9K
|
33.9K
$8.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-45- 1.6% |
$22.9K - $24.9K
|
2.77K
$724K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-45- 1.68% |
$22.9K - $24.9K
|
2.63K
$687K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-46- 0.45% |
$23.4K - $25.4K
|
10.2K
$2.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-46- 0.35% |
$23.4K - $25.4K
|
13.1K
$3.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-46- 1.13% |
$23.4K - $25.4K
|
4.02K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-47- 7.21% |
$23.9K - $26K
|
605
$158K
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-48- 1.28% |
$24.5K - $26.5K
|
3.71K
$971K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-48- 6.7% |
$24.5K - $26.5K
|
668
$175K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-49- 0.49% |
$25K - $27.1K
|
9.92K
$2.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-49- 1.19% |
$25K - $27.1K
|
4.07K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-49- 7.94% |
$25K - $27.1K
|
568
$149K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-50- 1.97% |
$25.5K - $27.6K
|
2.49K
$652K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-50- 5.61% |
$25.5K - $27.6K
|
842
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-50- 4.11% |
$25.5K - $27.6K
|
1.17K
$305K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-50- 5.6% |
$25.5K - $27.6K
|
843
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.35% |
$25.5K - $27.6K
|
14.2K
$3.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-50- 4.39% |
$25.5K - $27.6K
|
1.09K
$285K
|