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 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-34- 2.2% |
$17.3K - $18.8K
|
1.51K
$893K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-34- 0.21% |
$17.3K - $18.8K
|
16.4K
$9.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-34- 7.04% |
$17.3K - $18.8K
|
449
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-34- 0.08% |
$17.3K - $18.8K
|
44.1K
$26M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-35- 5.79% |
$17.8K - $19.4K
|
570
$337K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-35- 4.82% |
$17.8K - $19.4K
|
691
$408K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-35- 1.05% |
$17.8K - $19.4K
|
3.3K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-35- 4.56% |
$17.8K - $19.4K
|
733
$433K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-35- 4.49% |
$17.8K - $19.4K
|
745
$440K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-35- 3.02% |
$17.8K - $19.4K
|
1.13K
$665K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-36- 0.95% |
$18.3K - $19.9K
|
3.75K
$2.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-36- 3.46% |
$18.3K - $19.9K
|
1.01K
$594K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-36- 0.81% |
$18.3K - $19.9K
|
4.4K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-36- 0.35% |
$18.3K - $19.9K
|
10.3K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-36- 0.48% |
$18.3K - $19.9K
|
7.52K
$4.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-37- 7.52% |
$18.9K - $20.5K
|
455
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-37- 84.09% |
$18.9K - $20.5K
|
7
$4.14K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-37- 5.2% |
$18.9K - $20.5K
|
675
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-37- 2.11% |
$18.9K - $20.5K
|
1.72K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-37- 0.41% |
$18.9K - $20.5K
|
9.01K
$5.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-38- 8.86% |
$19.4K - $21K
|
391
$231K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-38- 1.55% |
$19.4K - $21K
|
2.42K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-38- 0.5% |
$19.4K - $21K
|
7.55K
$4.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-39- 3.01% |
$19.9K - $21.6K
|
1.26K
$742K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-39- 1.55% |
$19.9K - $21.6K
|
2.48K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-39- 4.47% |
$19.9K - $21.6K
|
833
$492K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-40- 1.73% |
$20.4K - $22.1K
|
2.27K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 1.34% |
$20.4K - $22.1K
|
2.94K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-40- 0.23% |
$20.4K - $22.1K
|
17.2K
$10.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-40- 5.22% |
$20.4K - $22.1K
|
727
$430K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-40- 5.06% |
$20.4K - $22.1K
|
750
$443K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-40- 0.69% |
$20.4K - $22.1K
|
5.75K
$3.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-40- 3.32% |
$20.4K - $22.1K
|
1.16K
$688K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-40- 1.53% |
$20.4K - $22.1K
|
2.58K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-41- 0.62% |
$20.9K - $22.7K
|
6.55K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-41- 0.68% |
$20.9K - $22.7K
|
6.01K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-41- 3.85% |
$20.9K - $22.7K
|
1.02K
$605K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-41- 1.68% |
$20.9K - $22.7K
|
2.4K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-41- 0.9% |
$20.9K - $22.7K
|
4.52K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-41- 1.05% |
$20.9K - $22.7K
|
3.87K
$2.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-42- 3.96% |
$21.4K - $23.2K
|
1.02K
$602K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-42- 1.45% |
$21.4K - $23.2K
|
2.85K
$1.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-43- 1.04% |
$21.9K - $23.8K
|
4.11K
$2.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-43- 8.51% |
$21.9K - $23.8K
|
462
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-43- 2.25% |
$21.9K - $23.8K
|
1.87K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-43- 1.37% |
$21.9K - $23.8K
|
3.09K
$1.83M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-43- 6.07% |
$21.9K - $23.8K
|
665
$393K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-44- 0.39% |
$22.4K - $24.3K
|
11.2K
$6.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-44- 0.46% |
$22.4K - $24.3K
|
9.52K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-44- 8.58% |
$22.4K - $24.3K
|
469
$277K
|