Purchases and Sales Made in Q4 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-9- 0.95% |
$4.59K - $4.98K
|
938
$554K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-9- 1.43% |
$4.59K - $4.98K
|
621
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-9- 0.84% |
$4.59K - $4.98K
|
1.06K
$629K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-10- 1.53% |
$5.09K - $5.53K
|
645
$381K
|
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-10- 0.32% |
$5.09K - $5.53K
|
3.13K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10- 0.38% |
$5.09K - $5.53K
|
2.64K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-10- 0.09% |
$5.09K - $5.53K
|
11.3K
$6.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-10- 1.76% |
$5.09K - $5.53K
|
558
$330K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-10- 0.47% |
$5.09K - $5.53K
|
2.12K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.37% |
$5.09K - $5.53K
|
2.71K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-10- 1.05% |
$5.09K - $5.53K
|
940
$555K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-10- 0.37% |
$5.09K - $5.53K
|
2.73K
$1.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-11- 2.39% |
$5.6K - $6.08K
|
450
$266K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-11- 0.55% |
$5.6K - $6.08K
|
1.98K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-11- 0.21% |
$5.6K - $6.08K
|
5.18K
$3.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-11- 1.31% |
$5.6K - $6.08K
|
829
$490K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11- 0.44% |
$5.6K - $6.08K
|
2.47K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11- 1.72% |
$5.6K - $6.08K
|
628
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11- 0.88% |
$5.6K - $6.08K
|
1.24K
$733K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-11- 0.95% |
$5.6K - $6.08K
|
1.15K
$681K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-11- 2.43% |
$5.6K - $6.08K
|
442
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-11- 0.59% |
$5.6K - $6.08K
|
1.87K
$1.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-12- 0.09% |
$6.11K - $6.64K
|
13.2K
$7.78M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-12- 0.49% |
$6.11K - $6.64K
|
2.43K
$1.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-12- 0.5% |
$6.11K - $6.64K
|
2.39K
$1.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-12- 5.61% |
$6.11K - $6.64K
|
202
$119K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-12- 0.85% |
$6.11K - $6.64K
|
1.4K
$830K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-12- 1.82% |
$6.11K - $6.64K
|
649
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-12- 8.22% |
$6.11K - $6.64K
|
134
$79.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-13- 0.17% |
$6.62K - $7.19K
|
7.85K
$4.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-13- 0.25% |
$6.62K - $7.19K
|
5.26K
$3.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-13- 0.42% |
$6.62K - $7.19K
|
3.05K
$1.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-13- 2.9% |
$6.62K - $7.19K
|
436
$258K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-14- 1.65% |
$7.13K - $7.74K
|
836
$494K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-14- 0.89% |
$7.13K - $7.74K
|
1.56K
$919K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-14- 1.7% |
$7.13K - $7.74K
|
809
$478K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-14- 0.49% |
$7.13K - $7.74K
|
2.83K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-14- 1.24% |
$7.13K - $7.74K
|
1.11K
$657K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-14- 0.38% |
$7.13K - $7.74K
|
3.63K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
SELL
|
- |
-14- 0.02% |
$7.13K - $7.74K
|
85.6K
$50.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-14- 0.82% |
$7.13K - $7.74K
|
1.68K
$995K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-14- 0.55% |
$7.13K - $7.74K
|
2.54K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 0.24% |
$7.13K - $7.74K
|
5.92K
$3.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 2.53% |
$7.64K - $8.29K
|
579
$342K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.47% |
$7.64K - $8.29K
|
3.15K
$1.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15- 2.28% |
$7.64K - $8.29K
|
644
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-15- 2.65% |
$7.64K - $8.29K
|
551
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-15- 3.36% |
$7.64K - $8.29K
|
432
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-15- 0.04% |
$7.64K - $8.29K
|
34.5K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-15- 0.61% |
$7.64K - $8.29K
|
2.44K
$1.44M
|