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 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-96- 15.69% |
$48.9K - $53.1K
|
516
$158K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-96- 1.16% |
$48.9K - $53.1K
|
8.19K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-96- 3.96% |
$48.9K - $53.1K
|
2.33K
$711K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-96- 8.14% |
$48.9K - $53.1K
|
1.08K
$331K
|
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-96- 8.35% |
$48.9K - $53.1K
|
1.05K
$322K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-97- 6.78% |
$49.4K - $53.6K
|
1.33K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-97- 9.28% |
$49.4K - $53.6K
|
948
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-97- 0.99% |
$49.4K - $53.6K
|
9.67K
$2.96M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-98- 3.0% |
$49.9K - $54.2K
|
3.17K
$968K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-98- 1.78% |
$49.9K - $54.2K
|
5.4K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-98- 6.7% |
$49.9K - $54.2K
|
1.36K
$417K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-99- 1.62% |
$50.4K - $54.7K
|
6K
$1.83M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-100- 10.98% |
$50.9K - $55.3K
|
811
$248K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-100- 18.94% |
$50.9K - $55.3K
|
428
$131K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 11.19% |
$50.9K - $55.3K
|
794
$243K
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-100- 7.45% |
$50.9K - $55.3K
|
1.24K
$380K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-100- 4.52% |
$50.9K - $55.3K
|
2.11K
$646K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-100- 3.59% |
$50.9K - $55.3K
|
2.68K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-100- 14.08% |
$50.9K - $55.3K
|
610
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-101- 3.43% |
$51.5K - $55.8K
|
2.85K
$869K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-101- 18.63% |
$51.5K - $55.8K
|
441
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-101- 11.8% |
$51.5K - $55.8K
|
755
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-102- 2.13% |
$52K - $56.4K
|
4.69K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-102- 5.09% |
$52K - $56.4K
|
1.9K
$581K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-103- 0.47% |
$52.5K - $57K
|
21.8K
$6.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-103- 1.06% |
$52.5K - $57K
|
9.59K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-103- 11.95% |
$52.5K - $57K
|
759
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-104- 0.88% |
$53K - $57.5K
|
11.7K
$3.58M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-104- 1.09% |
$53K - $57.5K
|
9.46K
$2.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-105- 0.83% |
$53.5K - $58.1K
|
12.6K
$3.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-106- 1.93% |
$54K - $58.6K
|
5.39K
$1.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-107- 1.55% |
$54.5K - $59.2K
|
6.81K
$2.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-107- 1.21% |
$54.5K - $59.2K
|
8.71K
$2.66M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-107- 1.81% |
$54.5K - $59.2K
|
5.8K
$1.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-108- 1.91% |
$55K - $59.7K
|
5.56K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-108- 7.62% |
$55K - $59.7K
|
1.31K
$400K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-109- 6.6% |
$55.5K - $60.3K
|
1.54K
$471K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-109- 0.66% |
$55.5K - $60.3K
|
16.5K
$5.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-111- 1.4% |
$56.6K - $61.4K
|
7.8K
$2.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-111- 1.07% |
$56.6K - $61.4K
|
10.3K
$3.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-111- 13.18% |
$56.6K - $61.4K
|
731
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-111- 3.9% |
$56.6K - $61.4K
|
2.73K
$835K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-112- 17.53% |
$57.1K - $61.9K
|
527
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-112- 1.51% |
$57.1K - $61.9K
|
7.3K
$2.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-113- 0.27% |
$57.6K - $62.5K
|
41.9K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-114- 1.32% |
$58.1K - $63K
|
8.5K
$2.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-114- 15.32% |
$58.1K - $63K
|
630
$193K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-114- 6.45% |
$58.1K - $63K
|
1.65K
$505K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-115- 8.59% |
$58.6K - $63.6K
|
1.22K
$374K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-115- 11.71% |
$58.6K - $63.6K
|
867
$265K
|