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
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-445- 18.98% |
$227K - $246K
|
1.9K
$581K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-448- 1.52% |
$228K - $248K
|
29.1K
$8.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-450- 42.17% |
$229K - $249K
|
617
$189K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-453- 5.48% |
$231K - $250K
|
7.82K
$2.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-460- 6.92% |
$234K - $254K
|
6.19K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-460- 2.3% |
$234K - $254K
|
19.6K
$5.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-463- 2.5% |
$236K - $256K
|
18.1K
$5.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-465- 0.51% |
$237K - $257K
|
90.2K
$27.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-470- 2.51% |
$239K - $260K
|
18.2K
$5.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Finance, LLC
|
SELL
|
- |
-470- 19.58% |
$239K - $260K
|
1.93K
$590K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-473- 2.75% |
$241K - $262K
|
16.7K
$5.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-477- 30.36% |
$243K - $264K
|
1.09K
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-482- 9.58% |
$246K - $267K
|
4.55K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-484- 1.81% |
$247K - $268K
|
26.2K
$8M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-490- 5.97% |
$250K - $271K
|
7.72K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-492- 6.77% |
$251K - $272K
|
6.78K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-495- 14.57% |
$252K - $274K
|
2.9K
$887K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-498- 1.65% |
$254K - $275K
|
29.7K
$9.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-500- 49.8% |
$255K - $276K
|
504
$154K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-502- 3.14% |
$256K - $278K
|
15.5K
$4.73M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-505- 53.61% |
$257K - $279K
|
437
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-506- 1.08% |
$258K - $280K
|
46.2K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-506- 2.8% |
$258K - $280K
|
17.6K
$5.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-507- 0.57% |
$258K - $280K
|
88K
$26.9M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-509- 5.01% |
$259K - $281K
|
9.65K
$2.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-511- 18.72% |
$260K - $283K
|
2.22K
$678K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-517- 0.72% |
$263K - $286K
|
71K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-525- 19.27% |
$267K - $290K
|
2.2K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-525- 4.26% |
$267K - $290K
|
11.8K
$3.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-528- 1.39% |
$269K - $292K
|
37.5K
$11.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-531- 1.16% |
$271K - $294K
|
45.4K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-532- 8.36% |
$271K - $294K
|
5.83K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-535- 0.77% |
$273K - $296K
|
68.6K
$21M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-536- 2.51% |
$273K - $296K
|
20.8K
$6.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-536- 0.44% |
$273K - $296K
|
122K
$37.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-537- 33.9% |
$274K - $297K
|
1.05K
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-539- 10.67% |
$275K - $298K
|
4.51K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-540- 39.97% |
$275K - $299K
|
811
$248K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-552- 4.32% |
$281K - $305K
|
12.2K
$3.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-552- 40.86% |
$281K - $305K
|
799
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-553- 11.8% |
$282K - $306K
|
4.13K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-556- 7.86% |
$283K - $307K
|
6.51K
$1.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-563- 10.94% |
$287K - $311K
|
4.58K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-564- 1.74% |
$287K - $312K
|
31.8K
$9.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-569- 8.71% |
$290K - $315K
|
5.96K
$1.82M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-571Closed |
$291K - $316K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-573- 3.44% |
$292K - $317K
|
16.1K
$4.91M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-575- 63.82% |
$293K - $318K
|
326
$99.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-575- 3.9% |
$293K - $318K
|
14.2K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-581- 1.77% |
$296K - $321K
|
32.2K
$9.86M
|