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
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-190- 2.19% |
$96.8K - $105K
|
8.49K
$2.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-192- 2.11% |
$97.8K - $106K
|
8.92K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-194- 34.58% |
$98.8K - $107K
|
367
$112K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-195- 16.62% |
$99.3K - $108K
|
978
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-195- 7.52% |
$99.3K - $108K
|
2.4K
$733K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-196- 0.54% |
$99.9K - $108K
|
35.8K
$10.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-196- 2.25% |
$99.9K - $108K
|
8.5K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-196- 2.2% |
$99.9K - $108K
|
8.72K
$2.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-197- 1.58% |
$100K - $109K
|
12.2K
$3.74M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-198- 5.99% |
$101K - $109K
|
3.11K
$950K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-198- 3.08% |
$101K - $109K
|
6.23K
$1.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 4.18% |
$102K - $111K
|
4.58K
$1.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-200- 6.65% |
$102K - $111K
|
2.81K
$858K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-200- 6.02% |
$102K - $111K
|
3.12K
$955K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 3.31% |
$102K - $111K
|
5.85K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-201- 26.21% |
$102K - $111K
|
566
$173K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-201- 6.69% |
$102K - $111K
|
2.8K
$856K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-205- 2.07% |
$104K - $113K
|
9.71K
$2.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-205- 9.98% |
$104K - $113K
|
1.85K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-206- 9.04% |
$105K - $114K
|
2.07K
$634K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-207- 7.58% |
$105K - $114K
|
2.52K
$771K
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-208- 7.06% |
$106K - $115K
|
2.74K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-209- 13.47% |
$106K - $116K
|
1.34K
$410K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-210- 1.56% |
$107K - $116K
|
13.2K
$4.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-210- 3.64% |
$107K - $116K
|
5.57K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-213- 52.99% |
$109K - $118K
|
189
$57.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-216- 2.6% |
$110K - $119K
|
8.09K
$2.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-218- 3.58% |
$111K - $121K
|
5.86K
$1.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-218- 2.64% |
$111K - $121K
|
8.04K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-218- 12.41% |
$111K - $121K
|
1.54K
$470K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-220- 5.65% |
$112K - $122K
|
3.68K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-220- 0.95% |
$112K - $122K
|
22.9K
$7.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-220- 16.52% |
$112K - $122K
|
1.11K
$340K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-223- 35.62% |
$114K - $123K
|
403
$123K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-223- 35.62% |
$114K - $123K
|
403
$123K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-224- 6.93% |
$114K - $124K
|
3.01K
$919K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-225- 16.85% |
$115K - $124K
|
1.11K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-225- 1.35% |
$115K - $124K
|
16.4K
$5.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-227- 0.97% |
$116K - $126K
|
23.3K
$7.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-227- 11.56% |
$116K - $126K
|
1.74K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-228- 1.6% |
$116K - $126K
|
14K
$4.27M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-229- 8.37% |
$117K - $127K
|
2.51K
$766K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-232- 0.54% |
$118K - $128K
|
43.1K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-234- 1.83% |
$119K - $129K
|
12.6K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-234- 7.72% |
$119K - $129K
|
2.8K
$855K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-235- 0.34% |
$120K - $130K
|
69.6K
$21.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-235- 3.55% |
$120K - $130K
|
6.39K
$1.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-236- 0.4% |
$120K - $131K
|
58.5K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-236- 1.27% |
$120K - $131K
|
18.4K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-237- 0.07% |
$121K - $131K
|
340K
$104M
|