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 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-38- 0.2% |
$17K - $19.4K
|
19.1K
$10.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-38- 0.78% |
$17K - $19.4K
|
4.82K
$2.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-38- 2.7% |
$17K - $19.4K
|
1.37K
$730K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-39- 1.43% |
$17.5K - $19.9K
|
2.68K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-39- 1.51% |
$17.5K - $19.9K
|
2.55K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-39- 0.34% |
$17.5K - $19.9K
|
11.6K
$6.17M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-40- 0.4% |
$17.9K - $20.4K
|
9.89K
$5.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-40- 0.82% |
$17.9K - $20.4K
|
4.83K
$2.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-40- 7.58% |
$17.9K - $20.4K
|
488
$260K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-40- 0.95% |
$17.9K - $20.4K
|
4.18K
$2.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-40- 10.26% |
$17.9K - $20.4K
|
350
$187K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-40- 0.41% |
$17.9K - $20.4K
|
9.77K
$5.21M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-40- 7.74% |
$17.9K - $20.4K
|
477
$254K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-41- 6.28% |
$18.4K - $20.9K
|
612
$327K
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-41- 7.03% |
$18.4K - $20.9K
|
542
$289K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-41- 1.55% |
$18.4K - $20.9K
|
2.6K
$1.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-41- 4.55% |
$18.4K - $20.9K
|
860
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 0.88% |
$18.4K - $20.9K
|
4.6K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-41- 0.99% |
$18.4K - $20.9K
|
4.1K
$2.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-42- 4.78% |
$18.8K - $21.5K
|
837
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-42- 8.22% |
$18.8K - $21.5K
|
469
$250K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-42- 0.45% |
$18.8K - $21.5K
|
9.27K
$4.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-43- 7.79% |
$19.3K - $22K
|
509
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-43- 1.93% |
$19.3K - $22K
|
2.18K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-43- 5.65% |
$19.3K - $22K
|
718
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-43- 0.67% |
$19.3K - $22K
|
6.36K
$3.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-44- 0.53% |
$19.7K - $22.5K
|
8.22K
$4.38M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-44- 2.65% |
$19.7K - $22.5K
|
1.62K
$862K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-44- 15.22% |
$19.7K - $22.5K
|
245
$131K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-44- 17.25% |
$19.7K - $22.5K
|
211
$113K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-45- 2.05% |
$20.1K - $23K
|
2.15K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-45- 4.14% |
$20.1K - $23K
|
1.04K
$556K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-46- 3.06% |
$20.6K - $23.5K
|
1.46K
$778K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-46- 6.84% |
$20.6K - $23.5K
|
627
$335K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-46- 1.61% |
$20.6K - $23.5K
|
2.81K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-46- 0.41% |
$20.6K - $23.5K
|
11.1K
$5.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-47- 2.04% |
$21K - $24K
|
2.26K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-47- 9.53% |
$21K - $24K
|
446
$238K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-48- 0.81% |
$21.5K - $24.5K
|
5.85K
$3.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-49- 1.8% |
$21.9K - $25K
|
2.67K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-50- 4.48% |
$22.4K - $25.5K
|
1.07K
$569K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 1.66% |
$22.4K - $25.5K
|
2.96K
$1.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-50- 14.01% |
$22.4K - $25.5K
|
307
$164K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-50- 5.3% |
$22.4K - $25.5K
|
893
$476K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-50- 0.4% |
$22.4K - $25.5K
|
12.3K
$6.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-50- 1.36% |
$22.4K - $25.5K
|
3.64K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 0.77% |
$22.4K - $25.5K
|
6.42K
$3.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
SELL
|
- |
-50- 0.19% |
$22.4K - $25.5K
|
26.8K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-50- 1.57% |
$22.4K - $25.5K
|
3.14K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50- 10.0% |
$22.4K - $25.5K
|
450
$240K
|