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 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-69- 0.12% |
$30.9K - $35.3K
|
58.7K
$31.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-69- 4.78% |
$30.9K - $35.3K
|
1.38K
$734K
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-70- 0.72% |
$31.3K - $35.8K
|
9.66K
$5.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-70- 0.14% |
$31.3K - $35.8K
|
49.5K
$26.4M
|
|
|
Nov 13, 2023
Q3 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-70- 0.73% |
$31.3K - $35.8K
|
9.54K
$5.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-71- 21.07% |
$31.8K - $36.3K
|
266
$142K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-71- 11.56% |
$31.8K - $36.3K
|
543
$290K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-72- 0.33% |
$32.2K - $36.8K
|
21.6K
$11.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-73- 1.48% |
$32.7K - $37.3K
|
4.87K
$2.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-74- 8.49% |
$33.1K - $37.8K
|
798
$426K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-74- 0.3% |
$33.1K - $37.8K
|
24.6K
$13.1M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 1.12% |
$33.1K - $37.8K
|
6.53K
$3.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-74- 0.69% |
$33.1K - $37.8K
|
10.6K
$5.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-74- 0.23% |
$33.1K - $37.8K
|
32.3K
$17.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 8.04% |
$33.1K - $37.8K
|
846
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-74- 19.07% |
$33.1K - $37.8K
|
314
$168K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-75- 1.4% |
$33.6K - $38.3K
|
5.28K
$2.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-75- 4.98% |
$33.6K - $38.3K
|
1.43K
$763K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-75- 4.52% |
$33.6K - $38.3K
|
1.59K
$846K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-75- 6.9% |
$33.6K - $38.3K
|
1.01K
$540K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-77- 29.06% |
$34.5K - $39.3K
|
188
$100K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-78- 0.37% |
$34.9K - $39.9K
|
20.9K
$11.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-78- 8.5% |
$34.9K - $39.9K
|
840
$448K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-78- 5.76% |
$34.9K - $39.9K
|
1.28K
$681K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-78- 3.05% |
$34.9K - $39.9K
|
2.48K
$1.32M
|
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-79- 4.23% |
$35.4K - $40.4K
|
1.79K
$955K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-79- 17.71% |
$35.4K - $40.4K
|
367
$196K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-80- 0.42% |
$35.8K - $40.9K
|
18.9K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-81- 21.43% |
$36.3K - $41.4K
|
297
$158K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-82- 4.72% |
$36.7K - $41.9K
|
1.66K
$884K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-83- 6.5% |
$37.2K - $42.4K
|
1.19K
$637K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-83- 0.63% |
$37.2K - $42.4K
|
13.1K
$7M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-84- 1.82% |
$37.6K - $42.9K
|
4.52K
$2.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-84- 2.67% |
$37.6K - $42.9K
|
3.06K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-84- 3.46% |
$37.6K - $42.9K
|
2.35K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-85- 8.1% |
$38.1K - $43.4K
|
964
$514K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-87- 7.24% |
$39K - $44.5K
|
1.12K
$595K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-88- 2.76% |
$39.4K - $45K
|
3.1K
$1.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-88- 4.95% |
$39.4K - $45K
|
1.69K
$901K
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-88- 5.1% |
$39.4K - $45K
|
1.64K
$873K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-88- 13.97% |
$39.4K - $45K
|
542
$289K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-89- 0.49% |
$39.8K - $45.5K
|
18.1K
$9.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-90- 4.11% |
$40.3K - $46K
|
2.1K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-91- 11.17% |
$40.7K - $46.5K
|
724
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-91- 7.66% |
$40.7K - $46.5K
|
1.1K
$585K
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-92- 0.6% |
$41.2K - $47K
|
15.4K
$8.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-98- 1.63% |
$43.9K - $50.1K
|
5.9K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-98- 2.18% |
$43.9K - $50.1K
|
4.39K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-98- 1.01% |
$43.9K - $50.1K
|
9.65K
$5.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-99- 3.54% |
$44.3K - $50.6K
|
2.69K
$1.44M
|