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 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 0.28% |
$25.5K - $27.6K
|
18K
$4.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-50- 4.08% |
$25.5K - $27.6K
|
1.18K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
SELL
|
- |
-50- 0.16% |
$25.5K - $27.6K
|
31K
$8.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-50- 0.69% |
$25.5K - $27.6K
|
7.21K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-50- 0.57% |
$25.5K - $27.6K
|
8.69K
$2.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-51- 1.37% |
$26K - $28.2K
|
3.68K
$961K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-51- 0.56% |
$26K - $28.2K
|
9.12K
$2.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-52- 2.54% |
$26.5K - $28.8K
|
1.99K
$522K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-52- 0.43% |
$26.5K - $28.8K
|
12K
$3.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
SELL
|
- |
-52- 1.5% |
$26.5K - $28.8K
|
3.41K
$892K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-52- 14.86% |
$26.5K - $28.8K
|
298
$77.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-53- 1.45% |
$27K - $29.3K
|
3.59K
$939K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-54- 0.13% |
$27.5K - $29.9K
|
41.9K
$11M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-54- 1.86% |
$27.5K - $29.9K
|
2.85K
$746K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-54- 0.89% |
$27.5K - $29.9K
|
5.99K
$1.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-54- 3.06% |
$27.5K - $29.9K
|
1.71K
$447K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-54- 0.51% |
$27.5K - $29.9K
|
10.4K
$2.73M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-54- 1.12% |
$27.5K - $29.9K
|
4.77K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-55- 0.22% |
$28K - $30.4K
|
25.4K
$6.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-55- 8.06% |
$28K - $30.4K
|
627
$164K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-55- 0.76% |
$28K - $30.4K
|
7.19K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-55- 1.22% |
$28K - $30.4K
|
4.47K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-55- 2.42% |
$28K - $30.4K
|
2.22K
$579K
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-55- 0.7% |
$28K - $30.4K
|
7.77K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-55- 1.25% |
$28K - $30.4K
|
4.34K
$1.13M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-55- 5.8% |
$28K - $30.4K
|
893
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-56- 2.4% |
$28.5K - $31K
|
2.27K
$595K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-56- 0.42% |
$28.5K - $31K
|
13.3K
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-56- 2.53% |
$28.5K - $31K
|
2.16K
$564K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-57- 3.18% |
$29K - $31.5K
|
1.74K
$454K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-57- 1.52% |
$29K - $31.5K
|
3.7K
$969K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-57- 4.71% |
$29K - $31.5K
|
1.15K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-58- 89.23% |
$29.5K - $32.1K
|
7
$1.83K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-58- 8.43% |
$29.5K - $32.1K
|
630
$165K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-60- 11.45% |
$30.6K - $33.2K
|
464
$121K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-62- 0.59% |
$31.6K - $34.3K
|
10.4K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-62- 0.24% |
$31.6K - $34.3K
|
25.3K
$6.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-63- 8.18% |
$32.1K - $34.8K
|
707
$185K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-63- 0.54% |
$32.1K - $34.8K
|
11.7K
$3.06M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-63- 95.45% |
$32.1K - $34.8K
|
3
$785
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-63- 2.02% |
$32.1K - $34.8K
|
3.06K
$800K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-64- 2.14% |
$32.6K - $35.4K
|
2.92K
$764K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-64- 0.65% |
$32.6K - $35.4K
|
9.83K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-64- 1.28% |
$32.6K - $35.4K
|
4.94K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-65- 11.11% |
$33.1K - $35.9K
|
520
$136K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-65- 6.49% |
$33.1K - $35.9K
|
937
$245K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-65- 2.02% |
$33.1K - $35.9K
|
3.15K
$823K
|
|
|
Jan 24, 2024
Q4 2023
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-66- 0.45% |
$33.6K - $36.5K
|
14.5K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66- 0.69% |
$33.6K - $36.5K
|
9.5K
$2.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-67- 0.28% |
$34.1K - $37K
|
24.3K
$6.35M
|