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 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-150- 3.89% |
$76.4K - $82.9K
|
3.71K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-150- 0.58% |
$76.4K - $82.9K
|
25.7K
$7.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-151- 14.01% |
$76.9K - $83.5K
|
927
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-152- 1.74% |
$77.4K - $84.1K
|
8.58K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-152- 9.0% |
$77.4K - $84.1K
|
1.54K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-152- 2.31% |
$77.4K - $84.1K
|
6.42K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-157- 1.19% |
$80K - $86.8K
|
13.1K
$4M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-157- 5.05% |
$80K - $86.8K
|
2.95K
$903K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-158- 1.31% |
$80.5K - $87.4K
|
11.9K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-158- 6.91% |
$80.5K - $87.4K
|
2.13K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-158- 13.33% |
$80.5K - $87.4K
|
1.03K
$314K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-159- 2.19% |
$81K - $87.9K
|
7.09K
$2.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-159- 1.78% |
$81K - $87.9K
|
8.76K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-160- 1.53% |
$81.5K - $88.5K
|
10.3K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-161- 0.34% |
$82K - $89K
|
47.1K
$14.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-162- 2.84% |
$82.5K - $89.6K
|
5.54K
$1.69M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-162- 2.2% |
$82.5K - $89.6K
|
7.21K
$2.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-162- 1.78% |
$82.5K - $89.6K
|
8.92K
$2.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-162- 1.02% |
$82.5K - $89.6K
|
15.7K
$4.8M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-163- 4.82% |
$83K - $90.1K
|
3.22K
$984K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-164- 8.91% |
$83.6K - $90.7K
|
1.68K
$512K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-166- 10.51% |
$84.6K - $91.8K
|
1.41K
$432K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-167- 5.0% |
$85.1K - $92.3K
|
3.17K
$969K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-167- 1.9% |
$85.1K - $92.3K
|
8.63K
$2.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-168- 2.16% |
$85.6K - $92.9K
|
7.61K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-168- 1.05% |
$85.6K - $92.9K
|
15.9K
$4.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-168- 15.33% |
$85.6K - $92.9K
|
928
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-168- 16.26% |
$85.6K - $92.9K
|
865
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-169- 11.61% |
$86.1K - $93.5K
|
1.29K
$393K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-171- 3.45% |
$87.1K - $94.6K
|
4.78K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-172- 1.69% |
$87.6K - $95.1K
|
10K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-172- 2.7% |
$87.6K - $95.1K
|
6.19K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-173- 7.93% |
$88.1K - $95.7K
|
2.01K
$614K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-175- 13.08% |
$89.2K - $96.8K
|
1.16K
$355K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-175- 0.92% |
$89.2K - $96.8K
|
18.9K
$5.79M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-176- 2.47% |
$89.7K - $97.3K
|
6.96K
$2.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-178- 8.17% |
$90.7K - $98.4K
|
2K
$611K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-179- 19.61% |
$91.2K - $99K
|
734
$224K
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-179- 0.48% |
$91.2K - $99K
|
37.3K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-181- 0.45% |
$92.2K - $100K
|
40K
$12.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-181- 2.16% |
$92.2K - $100K
|
8.22K
$2.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-182- 46.43% |
$92.7K - $101K
|
210
$64.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-182- 5.37% |
$92.7K - $101K
|
3.21K
$980K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-185- 1.41% |
$94.3K - $102K
|
12.9K
$3.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-185- 9.01% |
$94.3K - $102K
|
1.87K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-187- 0.24% |
$95.3K - $103K
|
79.2K
$24.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-188- 20.7% |
$95.8K - $104K
|
720
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-189- 0.17% |
$96.3K - $105K
|
108K
$33.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-190- 1.59% |
$96.8K - $105K
|
11.8K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-190- 7.71% |
$96.8K - $105K
|
2.28K
$695K
|