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 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-85- 1.26% |
$43.3K - $47K
|
6.68K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-85- 0.99% |
$43.3K - $47K
|
8.51K
$5.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-86- 2.64% |
$43.8K - $47.6K
|
3.18K
$1.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-86- 5.6% |
$43.8K - $47.6K
|
1.45K
$879K
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-87- 23.71% |
$44.3K - $48.1K
|
280
$170K
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-87- 10.57% |
$44.3K - $48.1K
|
736
$447K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-87- 3.23% |
$44.3K - $48.1K
|
2.61K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-88- 7.34% |
$44.8K - $48.7K
|
1.11K
$674K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-88- 0.34% |
$44.8K - $48.7K
|
25.4K
$15.4M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-88- 3.62% |
$44.8K - $48.7K
|
2.34K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-89- 4.0% |
$45.3K - $49.2K
|
2.14K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-90- 15.25% |
$45.9K - $49.8K
|
500
$303K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-91- 0.6% |
$46.4K - $50.3K
|
15.2K
$9.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-91- 3.38% |
$46.4K - $50.3K
|
2.6K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-91- 16.67% |
$46.4K - $50.3K
|
455
$276K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-92- 2.84% |
$46.9K - $50.9K
|
3.15K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-93- 8.12% |
$47.4K - $51.4K
|
1.05K
$638K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-94- 5.79% |
$47.9K - $52K
|
1.53K
$928K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-94- 0.02% |
$47.9K - $52K
|
475K
$288M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-94- 2.47% |
$47.9K - $52K
|
3.7K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-94- 3.06% |
$47.9K - $52K
|
2.98K
$1.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-95- 19.0% |
$48.4K - $52.5K
|
405
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-95- 1.13% |
$48.4K - $52.5K
|
8.3K
$5.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-95- 5.37% |
$48.4K - $52.5K
|
1.67K
$1.02M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-96- 3.22% |
$48.9K - $53.1K
|
2.88K
$1.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-96- 15.69% |
$48.9K - $53.1K
|
516
$313K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-96- 1.16% |
$48.9K - $53.1K
|
8.19K
$4.97M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-96- 3.96% |
$48.9K - $53.1K
|
2.33K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-96- 8.14% |
$48.9K - $53.1K
|
1.08K
$658K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-97- 6.78% |
$49.4K - $53.6K
|
1.33K
$809K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-97- 9.28% |
$49.4K - $53.6K
|
948
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-97- 0.99% |
$49.4K - $53.6K
|
9.67K
$5.87M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-98- 3.0% |
$49.9K - $54.2K
|
3.17K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-98- 1.78% |
$49.9K - $54.2K
|
5.4K
$3.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-98- 6.7% |
$49.9K - $54.2K
|
1.36K
$828K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-99- 1.62% |
$50.4K - $54.7K
|
6K
$3.64M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-100- 10.98% |
$50.9K - $55.3K
|
811
$492K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-100- 18.94% |
$50.9K - $55.3K
|
428
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 11.19% |
$50.9K - $55.3K
|
794
$482K
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-100- 7.45% |
$50.9K - $55.3K
|
1.24K
$754K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-100- 4.52% |
$50.9K - $55.3K
|
2.11K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-100- 3.59% |
$50.9K - $55.3K
|
2.68K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-100- 14.08% |
$50.9K - $55.3K
|
610
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-101- 3.43% |
$51.5K - $55.8K
|
2.85K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-101- 18.63% |
$51.5K - $55.8K
|
441
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-101- 11.8% |
$51.5K - $55.8K
|
755
$458K
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-102- 2.13% |
$52K - $56.4K
|
4.69K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-102- 5.09% |
$52K - $56.4K
|
1.9K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-103- 0.47% |
$52.5K - $57K
|
21.8K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-103- 1.06% |
$52.5K - $57K
|
9.59K
$5.82M
|