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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-50- 2.33% |
$22.4K - $25.5K
|
2.1K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-51- 2.48% |
$22.8K - $26.1K
|
2K
$1.07M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-51- 7.31% |
$22.8K - $26.1K
|
647
$345K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-51- 5.66% |
$22.8K - $26.1K
|
850
$454K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-51- 0.66% |
$22.8K - $26.1K
|
7.62K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-51- 0.25% |
$22.8K - $26.1K
|
20.5K
$10.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-52- 1.49% |
$23.3K - $26.6K
|
3.44K
$1.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-53- 1.23% |
$23.7K - $27.1K
|
4.26K
$2.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-53- 2.15% |
$23.7K - $27.1K
|
2.42K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-53- 5.01% |
$23.7K - $27.1K
|
1K
$536K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-53- 1.58% |
$23.7K - $27.1K
|
3.29K
$1.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 0.33% |
$24.2K - $27.6K
|
16.4K
$8.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-55- 1.85% |
$24.6K - $28.1K
|
2.92K
$1.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Vista Finance, LLC
|
SELL
|
- |
-55- 2.24% |
$24.6K - $28.1K
|
2.4K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-55- 6.68% |
$24.6K - $28.1K
|
768
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-55- 4.45% |
$24.6K - $28.1K
|
1.18K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-55- 2.34% |
$24.6K - $28.1K
|
2.29K
$1.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-56- 6.02% |
$25.1K - $28.6K
|
875
$467K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-56- 8.48% |
$25.1K - $28.6K
|
604
$322K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-58- 5.59% |
$26K - $29.6K
|
979
$522K
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-59- 8.42% |
$26.4K - $30.1K
|
642
$343K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-59- 4.49% |
$26.4K - $30.1K
|
1.25K
$669K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-59- 11.28% |
$26.4K - $30.1K
|
464
$248K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-60- 1.56% |
$26.9K - $30.7K
|
3.79K
$2.02M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-60- 6.24% |
$26.9K - $30.7K
|
901
$481K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-60- 0.15% |
$26.9K - $30.7K
|
38.8K
$20.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-60- 0.79% |
$26.9K - $30.7K
|
7.56K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-60- 2.07% |
$26.9K - $30.7K
|
2.84K
$1.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-61- 6.0% |
$27.3K - $31.2K
|
955
$510K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-62- 8.47% |
$27.8K - $31.7K
|
670
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-62- 45.93% |
$27.8K - $31.7K
|
73
$38.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-63- 3.58% |
$28.2K - $32.2K
|
1.7K
$906K
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-64- 1.09% |
$28.7K - $32.7K
|
5.79K
$3.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-64- 6.93% |
$28.7K - $32.7K
|
859
$458K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-64- 0.99% |
$28.7K - $32.7K
|
6.42K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-64- 3.39% |
$28.7K - $32.7K
|
1.82K
$973K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-65- 0.63% |
$29.1K - $33.2K
|
10.2K
$5.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-65- 1.01% |
$29.1K - $33.2K
|
6.34K
$3.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-65- 0.18% |
$29.1K - $33.2K
|
36.9K
$19.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-66- 5.68% |
$29.6K - $33.7K
|
1.1K
$584K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-66- 13.02% |
$29.6K - $33.7K
|
441
$235K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-66- 8.71% |
$29.6K - $33.7K
|
692
$369K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-66- 7.3% |
$29.6K - $33.7K
|
838
$447K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-66- 1.93% |
$29.6K - $33.7K
|
3.35K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-66- 9.92% |
$29.6K - $33.7K
|
599
$320K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-66- 2.7% |
$29.6K - $33.7K
|
2.37K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-67- 0.11% |
$30K - $34.2K
|
58.7K
$31.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-67- 1.35% |
$30K - $34.2K
|
4.88K
$2.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-68- 0.23% |
$30.4K - $34.7K
|
29.8K
$15.9M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-68- 5.23% |
$30.4K - $34.7K
|
1.23K
$657K
|