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 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-239- 24.21% |
$122K - $132K
|
748
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-239- 0.68% |
$122K - $132K
|
34.8K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-239- 6.79% |
$122K - $132K
|
3.28K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-239- 21.43% |
$122K - $132K
|
876
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-240- 9.06% |
$122K - $133K
|
2.41K
$737K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-241- 4.03% |
$123K - $133K
|
5.74K
$1.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-242- 5.89% |
$123K - $134K
|
3.87K
$1.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-244- 0.41% |
$124K - $135K
|
58.8K
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-244- 4.27% |
$124K - $135K
|
5.47K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-244- 4.4% |
$124K - $135K
|
5.31K
$1.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-245- 14.27% |
$125K - $135K
|
1.47K
$450K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-245- 4.89% |
$125K - $135K
|
4.77K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-245- 2.79% |
$125K - $135K
|
8.52K
$2.6M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-245- 2.57% |
$125K - $135K
|
9.28K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-247- 1.03% |
$126K - $137K
|
23.8K
$7.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-249- 3.76% |
$127K - $138K
|
6.37K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-249- 13.04% |
$127K - $138K
|
1.66K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 10.71% |
$127K - $138K
|
2.09K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-250- 15.82% |
$127K - $138K
|
1.33K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-251- 2.94% |
$128K - $139K
|
8.29K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-252- 22.09% |
$128K - $139K
|
889
$272K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-254- 1.34% |
$129K - $140K
|
18.7K
$5.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-255- 22.95% |
$130K - $141K
|
856
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-261- 4.9% |
$133K - $144K
|
5.07K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-263- 1.44% |
$134K - $145K
|
18.1K
$5.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-266- 1.26% |
$136K - $147K
|
20.8K
$6.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-267- 1.56% |
$136K - $148K
|
16.9K
$5.16M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-268- 24.47% |
$137K - $148K
|
827
$253K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-269- 2.36% |
$137K - $149K
|
11.1K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-270- 6.52% |
$138K - $149K
|
3.87K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-271- 7.63% |
$138K - $150K
|
3.28K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-272- 5.8% |
$139K - $150K
|
4.42K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-273- 2.14% |
$139K - $151K
|
12.5K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-273- 5.93% |
$139K - $151K
|
4.33K
$1.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-274- 5.61% |
$140K - $152K
|
4.61K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-274- 2.92% |
$140K - $152K
|
9.13K
$2.79M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-276- 1.32% |
$141K - $153K
|
20.7K
$6.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-279- 2.23% |
$142K - $154K
|
12.2K
$3.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-280- 0.7% |
$143K - $155K
|
39.9K
$12.2M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-283- 15.49% |
$144K - $156K
|
1.54K
$472K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-284- 2.71% |
$145K - $157K
|
10.2K
$3.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-285- 1.64% |
$145K - $158K
|
17K
$5.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-286- 0.77% |
$146K - $158K
|
36.7K
$11.2M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-288- 9.73% |
$147K - $159K
|
2.67K
$817K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-288- 5.56% |
$147K - $159K
|
4.89K
$1.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-293- 6.52% |
$149K - $162K
|
4.2K
$1.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-294- 17.74% |
$150K - $163K
|
1.36K
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-295- 11.03% |
$150K - $163K
|
2.38K
$727K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-296- 2.6% |
$151K - $164K
|
11.1K
$3.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-299- 0.12% |
$152K - $165K
|
244K
$74.5M
|