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 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-57- 4.71% |
$29K - $31.5K
|
1.15K
$684K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-58- 89.23% |
$29.5K - $32.1K
|
7
$4.15K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-58- 8.43% |
$29.5K - $32.1K
|
630
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-60- 11.45% |
$30.6K - $33.2K
|
464
$275K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-62- 0.59% |
$31.6K - $34.3K
|
10.4K
$6.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-62- 0.24% |
$31.6K - $34.3K
|
25.3K
$15M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-63- 8.18% |
$32.1K - $34.8K
|
707
$419K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-63- 0.54% |
$32.1K - $34.8K
|
11.7K
$6.93M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-63- 95.45% |
$32.1K - $34.8K
|
3
$1.78K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-63- 2.02% |
$32.1K - $34.8K
|
3.06K
$1.81M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-64- 2.14% |
$32.6K - $35.4K
|
2.92K
$1.73M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-64- 0.65% |
$32.6K - $35.4K
|
9.83K
$5.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-64- 1.28% |
$32.6K - $35.4K
|
4.94K
$2.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-65- 11.11% |
$33.1K - $35.9K
|
520
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-65- 6.49% |
$33.1K - $35.9K
|
937
$556K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-65- 2.02% |
$33.1K - $35.9K
|
3.15K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-66- 0.45% |
$33.6K - $36.5K
|
14.5K
$8.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-66- 0.69% |
$33.6K - $36.5K
|
9.5K
$5.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-67- 0.28% |
$34.1K - $37K
|
24.3K
$14.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-68- 5.64% |
$34.6K - $37.6K
|
1.14K
$675K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-68- 20.8% |
$34.6K - $37.6K
|
259
$154K
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-68- 3.58% |
$34.6K - $37.6K
|
1.83K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-69- 1.09% |
$35.2K - $38.2K
|
6.27K
$3.72M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-70- 0.33% |
$35.7K - $38.7K
|
20.8K
$12.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-70- 2.95% |
$35.7K - $38.7K
|
2.3K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-70- 1.45% |
$35.7K - $38.7K
|
4.77K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-70- 11.69% |
$35.7K - $38.7K
|
529
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-71- 0.95% |
$36.2K - $39.3K
|
7.44K
$4.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-71- 5.07% |
$36.2K - $39.3K
|
1.33K
$789K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-73- 60.33% |
$37.2K - $40.4K
|
48
$28.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-73- 5.72% |
$37.2K - $40.4K
|
1.2K
$714K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-74- 2.25% |
$37.7K - $40.9K
|
3.22K
$1.91M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-75- 3.49% |
$38.2K - $41.5K
|
2.07K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-75- 8.64% |
$38.2K - $41.5K
|
793
$470K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-75- 5.36% |
$38.2K - $41.5K
|
1.33K
$786K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-75- 12.25% |
$38.2K - $41.5K
|
537
$319K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-75- 43.86% |
$38.2K - $41.5K
|
96
$56.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-76- 3.62% |
$38.7K - $42K
|
2.03K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-77- 7.1% |
$39.2K - $42.6K
|
1.01K
$598K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-77- 2.04% |
$39.2K - $42.6K
|
3.7K
$2.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-79- 0.68% |
$40.2K - $43.7K
|
11.5K
$6.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-79- 2.1% |
$40.2K - $43.7K
|
3.68K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-79- 1.17% |
$40.2K - $43.7K
|
6.7K
$3.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-80- 1.75% |
$40.8K - $44.2K
|
4.49K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-81- 10.41% |
$41.3K - $44.8K
|
697
$413K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-82- 1.13% |
$41.8K - $45.3K
|
7.19K
$4.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-85- 7.49% |
$43.3K - $47K
|
1.05K
$623K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-85- 9.05% |
$43.3K - $47K
|
854
$507K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-85- 1.0% |
$43.3K - $47K
|
8.44K
$5M
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-85- 1.26% |
$43.3K - $47K
|
6.68K
$3.96M
|