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 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-139- 0.34% |
$62.2K - $71K
|
40.8K
$21.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-140- 1.9% |
$62.7K - $71.5K
|
7.25K
$3.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-141- 5.58% |
$63.1K - $72K
|
2.39K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-141- 3.69% |
$63.1K - $72K
|
3.68K
$1.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-143- 16.78% |
$64K - $73.1K
|
709
$378K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-143- 0.9% |
$64K - $73.1K
|
15.7K
$8.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-144- 7.19% |
$64.5K - $73.6K
|
1.86K
$992K
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-146- 23.47% |
$65.4K - $74.6K
|
476
$254K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-147- 12.69% |
$65.8K - $75.1K
|
1.01K
$539K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-147- 7.68% |
$65.8K - $75.1K
|
1.77K
$942K
|
|
|
Oct 06, 2023
Q3 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-148- 1.14% |
$66.3K - $75.6K
|
12.9K
$6.87M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-148- 14.73% |
$66.3K - $75.6K
|
857
$457K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-149- 1.88% |
$66.7K - $76.1K
|
7.78K
$4.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-150- 8.61% |
$67.2K - $76.6K
|
1.59K
$850K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-152- 1.63% |
$68.1K - $77.7K
|
9.15K
$4.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-153- 19.87% |
$68.5K - $78.2K
|
617
$329K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-154- 5.83% |
$69K - $78.7K
|
2.49K
$1.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-156- 4.11% |
$69.8K - $79.7K
|
3.64K
$1.94M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-156- 6.64% |
$69.8K - $79.7K
|
2.19K
$1.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-157- 3.27% |
$70.3K - $80.2K
|
4.65K
$2.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-157- 0.39% |
$70.3K - $80.2K
|
39.8K
$21.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-159- 3.97% |
$71.2K - $81.2K
|
3.84K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-159- 5.68% |
$71.2K - $81.2K
|
2.64K
$1.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-160- 0.51% |
$71.6K - $81.7K
|
31.3K
$16.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-160- 0.25% |
$71.6K - $81.7K
|
63.6K
$33.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-160- 27.12% |
$71.6K - $81.7K
|
430
$229K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-162- 5.08% |
$72.5K - $82.8K
|
3.02K
$1.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-163- 8.46% |
$73K - $83.3K
|
1.76K
$941K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-164- 0.95% |
$73.4K - $83.8K
|
17.1K
$9.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-164- 12.2% |
$73.4K - $83.8K
|
1.18K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-164- 25.08% |
$73.4K - $83.8K
|
490
$261K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-164- 1.64% |
$73.4K - $83.8K
|
9.84K
$5.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-165- 1.15% |
$73.9K - $84.3K
|
14.2K
$7.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-165- 4.17% |
$73.9K - $84.3K
|
3.79K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-165- 0.41% |
$73.9K - $84.3K
|
40.2K
$21.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-166- 3.21% |
$74.3K - $84.8K
|
5K
$2.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-167- 10.29% |
$74.8K - $85.3K
|
1.46K
$777K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-167- 7.02% |
$74.8K - $85.3K
|
2.21K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-168- 4.55% |
$75.2K - $85.8K
|
3.52K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-169- 5.43% |
$75.7K - $86.3K
|
2.95K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-170- 7.97% |
$76.1K - $86.9K
|
1.96K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-173- 4.66% |
$77.5K - $88.4K
|
3.54K
$1.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-177- 4.49% |
$79.3K - $90.4K
|
3.77K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-177- 8.31% |
$79.3K - $90.4K
|
1.95K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-179- 3.49% |
$80.1K - $91.5K
|
4.95K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-181- 2.43% |
$81K - $92.5K
|
7.27K
$3.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-184- 1.28% |
$82.4K - $94K
|
14.2K
$7.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-184- 9.77% |
$82.4K - $94K
|
1.7K
$906K
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-185- 7.62% |
$82.8K - $94.5K
|
2.24K
$1.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-187- 2.26% |
$83.7K - $95.5K
|
8.08K
$4.31M
|