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 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-498- 1.35% |
$223K - $254K
|
36.5K
$19.5M
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-520- 17.99% |
$233K - $266K
|
2.37K
$1.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-521- 3.09% |
$233K - $266K
|
16.3K
$8.72M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-521- 1.8% |
$233K - $266K
|
28.5K
$15.2M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-521- 67.4% |
$233K - $266K
|
252
$134K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-525- 23.83% |
$235K - $268K
|
1.68K
$895K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-529- 30.86% |
$237K - $270K
|
1.19K
$632K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-533- 38.82% |
$239K - $272K
|
840
$448K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-534- 2.78% |
$239K - $273K
|
18.7K
$9.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-535Closed |
$240K - $273K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-545- 50.0% |
$244K - $278K
|
545
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-549- 0.76% |
$246K - $281K
|
71.9K
$38.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-551- 19.42% |
$247K - $282K
|
2.29K
$1.22M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-551- 78.71% |
$247K - $282K
|
149
$79.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-553- 1.17% |
$248K - $283K
|
46.7K
$24.9M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-559- 3.68% |
$250K - $286K
|
14.6K
$7.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-563- 1.93% |
$252K - $288K
|
28.6K
$15.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-563- 0.65% |
$252K - $288K
|
86.1K
$45.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-568- 15.91% |
$254K - $290K
|
3K
$1.6M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-568- 15.91% |
$254K - $290K
|
3K
$1.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-569- 1.34% |
$255K - $291K
|
42K
$22.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-570- 0.68% |
$255K - $291K
|
83.2K
$44.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-570- 18.1% |
$255K - $291K
|
2.58K
$1.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-577- 2.23% |
$258K - $295K
|
25.3K
$13.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-578- 29.36% |
$259K - $295K
|
1.39K
$742K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-581- 16.51% |
$260K - $297K
|
2.94K
$1.57M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-587- 30.29% |
$263K - $300K
|
1.35K
$721K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-596- 7.04% |
$267K - $305K
|
7.87K
$4.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-604- 18.06% |
$270K - $309K
|
2.74K
$1.46M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-607- 1.43% |
$272K - $310K
|
41.7K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-610- 1.77% |
$273K - $312K
|
33.9K
$18.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-619- 4.55% |
$277K - $316K
|
13K
$6.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-629- 3.09% |
$282K - $321K
|
19.8K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-631- 2.97% |
$283K - $322K
|
20.7K
$11M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-632- 17.48% |
$283K - $323K
|
2.98K
$1.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-636- 6.65% |
$285K - $325K
|
8.93K
$4.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-642- 9.83% |
$287K - $328K
|
5.89K
$3.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-650- 1.97% |
$291K - $332K
|
32.4K
$17.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-655- 4.39% |
$293K - $335K
|
14.3K
$7.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-656- 1.09% |
$294K - $335K
|
59.3K
$31.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-659- 29.87% |
$295K - $337K
|
1.55K
$825K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-660- 25.72% |
$296K - $337K
|
1.91K
$1.02M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-661- 24.42% |
$296K - $338K
|
2.05K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-662- 2.56% |
$296K - $338K
|
25.2K
$13.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-671- 4.99% |
$300K - $343K
|
12.8K
$6.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-678- 2.39% |
$304K - $346K
|
27.6K
$14.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-680- 4.44% |
$304K - $347K
|
14.7K
$7.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-684- 2.14% |
$306K - $349K
|
31.3K
$16.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-692- 2.05% |
$310K - $354K
|
33.1K
$17.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-692- 5.09% |
$310K - $354K
|
12.9K
$6.88M
|