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
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-693- 7.7% |
$310K - $354K
|
8.3K
$4.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-695- 4.5% |
$311K - $355K
|
14.8K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-699- 40.73% |
$313K - $357K
|
1.02K
$543K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-700- 5.13% |
$313K - $358K
|
12.9K
$6.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-707- 2.92% |
$317K - $361K
|
23.5K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-708- 0.82% |
$317K - $362K
|
85.6K
$45.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-730- 16.41% |
$327K - $373K
|
3.72K
$1.98M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-740- 7.51% |
$331K - $378K
|
9.11K
$4.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-745- 20.44% |
$334K - $381K
|
2.9K
$1.55M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-747- 1.52% |
$334K - $382K
|
48.4K
$25.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-784- 2.13% |
$351K - $401K
|
36.1K
$19.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-785- 1.78% |
$351K - $401K
|
43.3K
$23.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-789- 26.84% |
$353K - $403K
|
2.15K
$1.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-792- 0.93% |
$355K - $405K
|
84.3K
$45M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-795- 0.82% |
$356K - $406K
|
96.5K
$51.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-801- 60.27% |
$359K - $409K
|
528
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-814- 4.7% |
$364K - $416K
|
16.5K
$8.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-818- 2.0% |
$366K - $418K
|
40.2K
$21.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pavadi Capital LLC
New York, NY |
SELL
|
- |
-824- 9.65% |
$369K - $421K
|
7.71K
$4.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-831- 12.92% |
$372K - $425K
|
5.6K
$2.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-835- 8.37% |
$374K - $427K
|
9.14K
$4.88M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-851- 1.92% |
$381K - $435K
|
43.5K
$23.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-853- 4.96% |
$382K - $436K
|
16.4K
$8.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-859- 3.77% |
$385K - $439K
|
21.9K
$11.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-869- 5.78% |
$389K - $444K
|
14.2K
$7.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-874- 14.42% |
$391K - $447K
|
5.19K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-875- 8.82% |
$392K - $447K
|
9.04K
$4.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Robeco Schweiz Ag
|
SELL
|
- |
-890- 2.78% |
$398K - $455K
|
31.2K
$16.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-890- 2.54% |
$398K - $455K
|
34.2K
$18.3M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-892- 5.78% |
$399K - $456K
|
14.5K
$7.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-902- 1.71% |
$404K - $461K
|
51.8K
$27.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-912- 3.99% |
$408K - $466K
|
22K
$11.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-917- 4.34% |
$411K - $469K
|
20.2K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-930- 23.15% |
$416K - $475K
|
3.09K
$1.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-932- 10.13% |
$417K - $476K
|
8.27K
$4.41M
|
|
|
Oct 20, 2023
Q3 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-932- 0.98% |
$417K - $476K
|
94.1K
$50.2M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-935- 62.37% |
$419K - $478K
|
564
$301K
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-960- 4.98% |
$430K - $490K
|
18.3K
$9.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-966- 65.49% |
$433K - $494K
|
509
$272K
|
|
|
Oct 26, 2023
Q3 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-967- 10.79% |
$433K - $494K
|
8K
$4.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-968- 10.45% |
$433K - $495K
|
8.29K
$4.42M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-969- 2.3% |
$434K - $495K
|
41.1K
$21.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-979- 4.39% |
$438K - $500K
|
21.3K
$11.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-988- 1.32% |
$442K - $505K
|
73.9K
$39.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-1K- 6.9% |
$448K - $511K
|
13.5K
$7.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1K- 3.69% |
$449K - $512K
|
26.1K
$13.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-1.01K- 0.96% |
$450K - $513K
|
104K
$55.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.01K- 12.96% |
$452K - $516K
|
6.78K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.02K- 1.56% |
$456K - $520K
|
64.3K
$34.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 8.94% |
$458K - $522K
|
10.4K
$5.55M
|