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 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.03K- 17.25% |
$460K - $525K
|
4.93K
$2.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.04K- 2.49% |
$466K - $531K
|
40.8K
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.05K- 1.1% |
$470K - $536K
|
94.4K
$50.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.09K- 13.51% |
$486K - $554K
|
6.95K
$3.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.09K- 14.6% |
$488K - $557K
|
6.38K
$3.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.09K- 16.86% |
$488K - $557K
|
5.38K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.09K- 70.94% |
$488K - $557K
|
447
$238K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.1K- 40.71% |
$492K - $561K
|
1.6K
$853K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.1K- 60.8% |
$492K - $561K
|
708
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.1K- 4.62% |
$492K - $562K
|
22.7K
$12.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.1K- 3.04% |
$493K - $562K
|
35K
$18.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.12K- 93.72% |
$501K - $572K
|
75
$40K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 3.16% |
$506K - $578K
|
34.6K
$18.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.14K- 2.59% |
$510K - $581K
|
42.9K
$22.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.18K- 6.33% |
$526K - $600K
|
17.4K
$9.28M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.18K- 0.41% |
$528K - $602K
|
287K
$153M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.19K- 0.23% |
$534K - $610K
|
513K
$274M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.19K- 24.55% |
$535K - $610K
|
3.67K
$1.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.21K- 7.46% |
$540K - $616K
|
15K
$7.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1.23K- 4.53% |
$549K - $627K
|
25.8K
$13.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.25K- 4.32% |
$560K - $639K
|
27.7K
$14.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-1.26K- 8.78% |
$564K - $644K
|
13.1K
$6.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.31K- 61.1% |
$587K - $669K
|
834
$445K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1.31K- 2.43% |
$588K - $671K
|
52.7K
$28.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.32K- 11.69% |
$591K - $674K
|
9.96K
$5.32M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.33K- 5.48% |
$594K - $678K
|
22.9K
$12.2M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.33K- 5.59% |
$595K - $679K
|
22.5K
$12M
|
|
|
Oct 18, 2023
Q3 2023
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-1.34K- 0.54% |
$602K - $687K
|
249K
$133M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.35K- 51.56% |
$605K - $690K
|
1.27K
$677K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.36K- 5.71% |
$610K - $696K
|
22.5K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.36K- 1.19% |
$610K - $696K
|
113K
$60.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.38K- 5.88% |
$616K - $703K
|
22K
$11.8M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.38K- 28.79% |
$617K - $705K
|
3.41K
$1.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.38K- 46.51% |
$618K - $705K
|
1.59K
$847K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.38K- 47.08% |
$618K - $706K
|
1.55K
$828K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.39K- 19.09% |
$624K - $712K
|
5.91K
$3.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.4K- 3.24% |
$627K - $715K
|
41.8K
$22.3M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.45K- 16.86% |
$648K - $739K
|
7.13K
$3.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-1.47K- 5.63% |
$656K - $749K
|
24.6K
$13.1M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.48K- 57.62% |
$664K - $757K
|
1.09K
$582K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.5K- 8.01% |
$670K - $765K
|
17.2K
$9.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-1.5K- 12.0% |
$672K - $766K
|
11K
$5.87M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.5K- 17.16% |
$673K - $767K
|
7.25K
$3.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.52K- 12.33% |
$682K - $779K
|
10.8K
$5.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 73.25% |
$693K - $790K
|
565
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-1.55K- 0.16% |
$694K - $791K
|
959K
$512M
|
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 2.19% |
$698K - $796K
|
69.5K
$37.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.57K- 95.04% |
$703K - $803K
|
82
$43.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.57K- 76.76% |
$704K - $803K
|
476
$254K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1.58K- 1.16% |
$708K - $808K
|
135K
$72.2M
|