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 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-99- 5.01% |
$44.3K - $50.6K
|
1.88K
$1M
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-100- 1.72% |
$44.8K - $51.1K
|
5.72K
$3.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 1.92% |
$44.8K - $51.1K
|
5.1K
$2.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 10.06% |
$44.8K - $51.1K
|
894
$477K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-100- 4.61% |
$44.8K - $51.1K
|
2.07K
$1.1M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-100- 1.32% |
$44.8K - $51.1K
|
7.5K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-101- 13.2% |
$45.2K - $51.6K
|
664
$354K
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-102- 1.55% |
$45.7K - $52.1K
|
6.49K
$3.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-103- 1.36% |
$46.1K - $52.6K
|
7.46K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-104- 0.88% |
$46.6K - $53.1K
|
11.7K
$6.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
SELL
|
- |
-107- 1.34% |
$47.9K - $54.7K
|
7.86K
$4.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-107- 19.21% |
$47.9K - $54.7K
|
450
$240K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-107- 0.81% |
$47.9K - $54.7K
|
13.1K
$6.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-109- 20.96% |
$48.8K - $55.7K
|
411
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-109- 4.91% |
$48.8K - $55.7K
|
2.11K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-110- 3.2% |
$49.3K - $56.2K
|
3.33K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-110- 5.08% |
$49.3K - $56.2K
|
2.06K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-110- 0.1% |
$49.3K - $56.2K
|
114K
$60.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-111- 0.82% |
$49.7K - $56.7K
|
13.5K
$7.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-111- 21.64% |
$49.7K - $56.7K
|
402
$214K
|
|
|
Nov 06, 2023
Q3 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-112- 20.59% |
$50.1K - $57.2K
|
432
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-114- 1.16% |
$51K - $58.2K
|
9.7K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-115- 6.59% |
$51.5K - $58.8K
|
1.63K
$870K
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-116- 7.85% |
$51.9K - $59.3K
|
1.36K
$726K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-117- 0.66% |
$52.4K - $59.8K
|
17.6K
$9.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-117- 2.02% |
$52.4K - $59.8K
|
5.66K
$3.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-119- 12.36% |
$53.3K - $60.8K
|
844
$450K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-120- 16.0% |
$53.7K - $61.3K
|
630
$336K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-121- 4.3% |
$54.2K - $61.8K
|
2.7K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-122- 19.21% |
$54.6K - $62.3K
|
513
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-122- 1.0% |
$54.6K - $62.3K
|
12K
$6.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-124- 3.8% |
$55.5K - $63.4K
|
3.14K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-125- 1.18% |
$56K - $63.9K
|
10.5K
$5.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 5.08% |
$56K - $63.9K
|
2.34K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-125- 10.37% |
$56K - $63.9K
|
1.08K
$576K
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-126- 8.19% |
$56.4K - $64.4K
|
1.41K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-126- 0.76% |
$56.4K - $64.4K
|
16.5K
$8.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-126- 0.67% |
$56.4K - $64.4K
|
18.6K
$9.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-126- 0.21% |
$56.4K - $64.4K
|
59.5K
$31.8M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-128- 9.15% |
$57.3K - $65.4K
|
1.27K
$678K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-129- 4.83% |
$57.8K - $65.9K
|
2.54K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-129- 3.28% |
$57.8K - $65.9K
|
3.8K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-130- 0.8% |
$58.2K - $66.4K
|
16.2K
$8.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-132- 0.45% |
$59.1K - $67.4K
|
29.2K
$15.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-135- 21.63% |
$60.4K - $69K
|
489
$261K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-135- 6.6% |
$60.4K - $69K
|
1.91K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-136- 7.39% |
$60.9K - $69.5K
|
1.71K
$910K
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-137- 2.68% |
$61.3K - $70K
|
4.97K
$2.65M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-137- 17.65% |
$61.3K - $70K
|
639
$341K
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-137- 4.33% |
$61.3K - $70K
|
3.03K
$1.62M
|