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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-23- 2.92% |
$11.7K - $12.7K
|
764
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-23- 0.33% |
$11.7K - $12.7K
|
6.92K
$3.62M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-24- 0.18% |
$12.2K - $13.3K
|
13.5K
$7.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-24- 0.89% |
$12.2K - $13.3K
|
2.68K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-24- 0.29% |
$12.2K - $13.3K
|
8.22K
$4.3M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-24- 1.71% |
$12.2K - $13.3K
|
1.38K
$723K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-24- 0.32% |
$12.2K - $13.3K
|
7.48K
$3.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-24- 0.82% |
$12.2K - $13.3K
|
2.9K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-24- 5.8% |
$12.2K - $13.3K
|
390
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-24- 4.18% |
$12.2K - $13.3K
|
550
$288K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-24- 0.84% |
$12.2K - $13.3K
|
2.85K
$1.49M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-24- 50.0% |
$12.2K - $13.3K
|
24
$12.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-25- 1.04% |
$12.7K - $13.8K
|
2.39K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-25- 0.29% |
$12.7K - $13.8K
|
8.67K
$4.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-25- 0.21% |
$12.7K - $13.8K
|
11.7K
$6.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-25- 0.56% |
$12.7K - $13.8K
|
4.41K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-25- 0.62% |
$12.7K - $13.8K
|
4.04K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-26- 3.26% |
$13.2K - $14.4K
|
772
$404K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-26- 1.0% |
$13.2K - $14.4K
|
2.57K
$1.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-26- 10.7% |
$13.2K - $14.4K
|
217
$114K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-26- 4.23% |
$13.2K - $14.4K
|
588
$308K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-26- 0.97% |
$13.2K - $14.4K
|
2.67K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-26- 1.55% |
$13.2K - $14.4K
|
1.65K
$864K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-26- 5.6% |
$13.2K - $14.4K
|
438
$229K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-27- 2.96% |
$13.8K - $14.9K
|
884
$463K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-27- 5.82% |
$13.8K - $14.9K
|
437
$229K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-29- 0.45% |
$14.8K - $16K
|
6.4K
$3.35M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-29- 1.81% |
$14.8K - $16K
|
1.57K
$822K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-29- 0.43% |
$14.8K - $16K
|
6.64K
$3.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-29- 0.75% |
$14.8K - $16K
|
3.82K
$2M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-29- 10.58% |
$14.8K - $16K
|
245
$128K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-29- 1.04% |
$14.8K - $16K
|
2.76K
$1.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-29- 3.78% |
$14.8K - $16K
|
739
$387K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-30- 2.64% |
$15.3K - $16.6K
|
1.11K
$580K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-30- 7.14% |
$15.3K - $16.6K
|
390
$204K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-30- 2.95% |
$15.3K - $16.6K
|
987
$517K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-30- 0.59% |
$15.3K - $16.6K
|
5.01K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-30- 0.22% |
$15.3K - $16.6K
|
13.7K
$7.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-30- 0.09% |
$15.3K - $16.6K
|
33K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-30- 1.04% |
$15.3K - $16.6K
|
2.85K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-30- 1.65% |
$15.3K - $16.6K
|
1.79K
$936K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-31- 14.35% |
$15.8K - $17.1K
|
185
$96.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-31- 1.48% |
$15.8K - $17.1K
|
2.06K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-31- 4.94% |
$15.8K - $17.1K
|
596
$312K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-31- 3.9% |
$15.8K - $17.1K
|
763
$399K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-32- 3.43% |
$16.3K - $17.7K
|
900
$471K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-32- 8.36% |
$16.3K - $17.7K
|
351
$184K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 1.54% |
$16.3K - $17.7K
|
2.05K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-32- 5.55% |
$16.3K - $17.7K
|
545
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-32- 4.66% |
$16.3K - $17.7K
|
655
$343K
|