Purchases and Sales Made in Q3 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$2.24K - $2.55K
|
3.25K
$1.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5- 0.23% |
$2.24K - $2.55K
|
2.2K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5- 0.2% |
$2.24K - $2.55K
|
2.48K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-5- 0.12% |
$2.24K - $2.55K
|
4.12K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5- 0.05% |
$2.24K - $2.55K
|
10.5K
$5.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-5- 0.65% |
$2.24K - $2.55K
|
768
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-5- 0.36% |
$2.24K - $2.55K
|
1.4K
$746K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-5- 0.1% |
$2.24K - $2.55K
|
5.05K
$2.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 10.71% |
$2.69K - $3.07K
|
50
$26.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6- 1.3% |
$2.69K - $3.07K
|
454
$242K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.8% |
$2.69K - $3.07K
|
744
$397K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-6- 0.5% |
$2.69K - $3.07K
|
1.19K
$635K
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6- 0.1% |
$2.69K - $3.07K
|
6.11K
$3.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-6- 0.12% |
$2.69K - $3.07K
|
5.07K
$2.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6- 0.34% |
$2.69K - $3.07K
|
1.75K
$933K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-6- 0.43% |
$2.69K - $3.07K
|
1.4K
$749K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-6- 0.96% |
$2.69K - $3.07K
|
617
$329K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7- 0.82% |
$3.13K - $3.58K
|
842
$449K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7- 0.01% |
$3.13K - $3.58K
|
52.3K
$27.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7- 1.87% |
$3.13K - $3.58K
|
368
$196K
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-7- 1.64% |
$3.13K - $3.58K
|
420
$224K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 0.32% |
$3.13K - $3.58K
|
2.16K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-7- 0.35% |
$3.13K - $3.58K
|
1.97K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-7- 0.27% |
$3.13K - $3.58K
|
2.59K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-7- 1.26% |
$3.13K - $3.58K
|
547
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-8- 2.05% |
$3.58K - $4.09K
|
383
$204K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-8- 0.1% |
$3.58K - $4.09K
|
7.86K
$4.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-8- 1.01% |
$3.58K - $4.09K
|
781
$417K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8- 0.8% |
$3.58K - $4.09K
|
997
$532K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8- 0.04% |
$3.58K - $4.09K
|
21.1K
$11.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-8- 1.09% |
$3.58K - $4.09K
|
729
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 0.61% |
$3.58K - $4.09K
|
1.29K
$690K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-8- 0.75% |
$3.58K - $4.09K
|
1.06K
$566K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-9- 1.5% |
$4.03K - $4.6K
|
590
$315K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-9- 0.75% |
$4.03K - $4.6K
|
1.2K
$639K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-9- 0.16% |
$4.03K - $4.6K
|
5.6K
$2.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-9- 1.14% |
$4.03K - $4.6K
|
778
$415K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-9- 0.5% |
$4.03K - $4.6K
|
1.8K
$959K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-9- 0.49% |
$4.03K - $4.6K
|
1.81K
$967K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-9- 11.39% |
$4.03K - $4.6K
|
70
$37.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-9- 1.0% |
$4.03K - $4.6K
|
888
$474K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-10- 0.61% |
$4.48K - $5.11K
|
1.62K
$866K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-10- 0.31% |
$4.48K - $5.11K
|
3.17K
$1.69M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-10- 0.7% |
$4.48K - $5.11K
|
1.42K
$756K
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-10- 0.08% |
$4.48K - $5.11K
|
13.1K
$7M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-10- 1.96% |
$4.48K - $5.11K
|
500
$267K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-10- 0.87% |
$4.48K - $5.11K
|
1.14K
$609K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-10- 0.32% |
$4.48K - $5.11K
|
3.12K
$1.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-10- 0.12% |
$4.48K - $5.11K
|
8.61K
$4.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10- 12.35% |
$4.48K - $5.11K
|
71
$37.9K
|