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 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-70- 2.95% |
$35.7K - $38.7K
|
2.3K
$704K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-70- 1.45% |
$35.7K - $38.7K
|
4.77K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-70- 11.69% |
$35.7K - $38.7K
|
529
$162K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-71- 0.95% |
$36.2K - $39.3K
|
7.44K
$2.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-71- 5.07% |
$36.2K - $39.3K
|
1.33K
$406K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-73- 60.33% |
$37.2K - $40.4K
|
48
$14.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-73- 5.72% |
$37.2K - $40.4K
|
1.2K
$368K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-74- 2.25% |
$37.7K - $40.9K
|
3.22K
$984K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-75- 3.49% |
$38.2K - $41.5K
|
2.07K
$633K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-75- 8.64% |
$38.2K - $41.5K
|
793
$242K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-75- 5.36% |
$38.2K - $41.5K
|
1.33K
$405K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-75- 12.25% |
$38.2K - $41.5K
|
537
$164K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-75- 43.86% |
$38.2K - $41.5K
|
96
$29.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-76- 3.62% |
$38.7K - $42K
|
2.03K
$619K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-77- 7.1% |
$39.2K - $42.6K
|
1.01K
$308K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-77- 2.04% |
$39.2K - $42.6K
|
3.7K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-79- 0.68% |
$40.2K - $43.7K
|
11.5K
$3.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-79- 2.1% |
$40.2K - $43.7K
|
3.68K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-79- 1.17% |
$40.2K - $43.7K
|
6.7K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-80- 1.75% |
$40.8K - $44.2K
|
4.49K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-81- 10.41% |
$41.3K - $44.8K
|
697
$213K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-82- 1.13% |
$41.8K - $45.3K
|
7.19K
$2.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-85- 7.49% |
$43.3K - $47K
|
1.05K
$321K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-85- 9.05% |
$43.3K - $47K
|
854
$261K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-85- 1.0% |
$43.3K - $47K
|
8.44K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-85- 1.26% |
$43.3K - $47K
|
6.68K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-85- 0.99% |
$43.3K - $47K
|
8.51K
$2.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-86- 2.64% |
$43.8K - $47.6K
|
3.18K
$971K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-86- 5.6% |
$43.8K - $47.6K
|
1.45K
$443K
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-87- 23.71% |
$44.3K - $48.1K
|
280
$85.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-87- 10.57% |
$44.3K - $48.1K
|
736
$225K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-87- 3.23% |
$44.3K - $48.1K
|
2.61K
$797K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-88- 7.34% |
$44.8K - $48.7K
|
1.11K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-88- 0.34% |
$44.8K - $48.7K
|
25.4K
$7.77M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-88- 3.62% |
$44.8K - $48.7K
|
2.34K
$716K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-89- 4.0% |
$45.3K - $49.2K
|
2.14K
$652K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-90- 15.25% |
$45.9K - $49.8K
|
500
$153K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-91- 0.6% |
$46.4K - $50.3K
|
15.2K
$4.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-91- 3.38% |
$46.4K - $50.3K
|
2.6K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-91- 16.67% |
$46.4K - $50.3K
|
455
$139K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-92- 2.84% |
$46.9K - $50.9K
|
3.15K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-93- 8.12% |
$47.4K - $51.4K
|
1.05K
$322K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-94- 5.79% |
$47.9K - $52K
|
1.53K
$468K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-94- 0.02% |
$47.9K - $52K
|
475K
$145M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-94- 2.47% |
$47.9K - $52K
|
3.7K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-94- 3.06% |
$47.9K - $52K
|
2.98K
$909K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-95- 19.0% |
$48.4K - $52.5K
|
405
$124K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-95- 1.13% |
$48.4K - $52.5K
|
8.3K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-95- 5.37% |
$48.4K - $52.5K
|
1.67K
$511K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-96- 3.22% |
$48.9K - $53.1K
|
2.88K
$881K
|