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
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-104- 0.88% |
$53K - $57.5K
|
11.7K
$6.92M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-104- 1.09% |
$53K - $57.5K
|
9.46K
$5.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-105- 0.83% |
$53.5K - $58.1K
|
12.6K
$7.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-106- 1.93% |
$54K - $58.6K
|
5.39K
$3.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-107- 1.55% |
$54.5K - $59.2K
|
6.81K
$4.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-107- 1.21% |
$54.5K - $59.2K
|
8.71K
$5.15M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-107- 1.81% |
$54.5K - $59.2K
|
5.8K
$3.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-108- 1.91% |
$55K - $59.7K
|
5.56K
$3.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-108- 7.62% |
$55K - $59.7K
|
1.31K
$773K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-109- 6.6% |
$55.5K - $60.3K
|
1.54K
$911K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-109- 0.66% |
$55.5K - $60.3K
|
16.5K
$9.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-111- 1.4% |
$56.6K - $61.4K
|
7.8K
$4.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-111- 1.07% |
$56.6K - $61.4K
|
10.3K
$6.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-111- 13.18% |
$56.6K - $61.4K
|
731
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-111- 3.9% |
$56.6K - $61.4K
|
2.73K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-112- 17.53% |
$57.1K - $61.9K
|
527
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-112- 1.51% |
$57.1K - $61.9K
|
7.3K
$4.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-113- 0.27% |
$57.6K - $62.5K
|
41.9K
$24.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-114- 1.32% |
$58.1K - $63K
|
8.5K
$5.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-114- 15.32% |
$58.1K - $63K
|
630
$372K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-114- 6.45% |
$58.1K - $63K
|
1.65K
$977K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-115- 8.59% |
$58.6K - $63.6K
|
1.22K
$723K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-115- 11.71% |
$58.6K - $63.6K
|
867
$512K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-115- 2.67% |
$58.6K - $63.6K
|
4.19K
$2.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-117- 1.53% |
$59.6K - $64.7K
|
7.53K
$4.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-117- 17.67% |
$59.6K - $64.7K
|
545
$322K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-117- 2.61% |
$59.6K - $64.7K
|
4.37K
$2.58M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-119- 1.62% |
$60.6K - $65.8K
|
7.24K
$4.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-119- 3.65% |
$60.6K - $65.8K
|
3.14K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-119- 14.12% |
$60.6K - $65.8K
|
724
$428K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-120- 1.49% |
$61.1K - $66.4K
|
7.96K
$4.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-120- 0.19% |
$61.1K - $66.4K
|
62.7K
$37M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-122- 1.29% |
$62.2K - $67.5K
|
9.34K
$5.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-122- 0.53% |
$62.2K - $67.5K
|
23.1K
$13.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-124- 2.44% |
$63.2K - $68.6K
|
4.96K
$2.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-124- 4.25% |
$63.2K - $68.6K
|
2.79K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-125- 4.05% |
$63.7K - $69.1K
|
2.96K
$1.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-125- 5.37% |
$63.7K - $69.1K
|
2.2K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-125- 0.66% |
$63.7K - $69.1K
|
18.8K
$11.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-125- 12.69% |
$63.7K - $69.1K
|
860
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-125- 24.51% |
$63.7K - $69.1K
|
385
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-125- 14.81% |
$63.7K - $69.1K
|
719
$425K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-128- 1.72% |
$65.2K - $70.8K
|
7.33K
$4.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-129- 4.03% |
$65.7K - $71.3K
|
3.07K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-130- 10.47% |
$66.2K - $71.9K
|
1.11K
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-130- 1.18% |
$66.2K - $71.9K
|
10.9K
$6.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-130- 0.59% |
$66.2K - $71.9K
|
21.8K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-131- 11.68% |
$66.7K - $72.4K
|
991
$586K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-133- 1.61% |
$67.8K - $73.5K
|
8.13K
$4.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-133- 2.75% |
$67.8K - $73.5K
|
4.71K
$2.78M
|