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 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-169- 11.61% |
$86.1K - $93.5K
|
1.29K
$760K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-171- 3.45% |
$87.1K - $94.6K
|
4.78K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-172- 1.69% |
$87.6K - $95.1K
|
10K
$5.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-172- 2.7% |
$87.6K - $95.1K
|
6.19K
$3.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-173- 7.93% |
$88.1K - $95.7K
|
2.01K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-175- 13.08% |
$89.2K - $96.8K
|
1.16K
$687K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-175- 0.92% |
$89.2K - $96.8K
|
18.9K
$11.2M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-176- 2.47% |
$89.7K - $97.3K
|
6.96K
$4.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-178- 8.17% |
$90.7K - $98.4K
|
2K
$1.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-179- 19.61% |
$91.2K - $99K
|
734
$434K
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-179- 0.48% |
$91.2K - $99K
|
37.3K
$22.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-181- 0.45% |
$92.2K - $100K
|
40K
$23.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-181- 2.16% |
$92.2K - $100K
|
8.22K
$4.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-182- 46.43% |
$92.7K - $101K
|
210
$124K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-182- 5.37% |
$92.7K - $101K
|
3.21K
$1.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-185- 1.41% |
$94.3K - $102K
|
12.9K
$7.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-185- 9.01% |
$94.3K - $102K
|
1.87K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-187- 0.24% |
$95.3K - $103K
|
79.2K
$46.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-188- 20.7% |
$95.8K - $104K
|
720
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-189- 0.17% |
$96.3K - $105K
|
108K
$63.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-190- 1.59% |
$96.8K - $105K
|
11.8K
$6.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-190- 7.71% |
$96.8K - $105K
|
2.28K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-190- 2.19% |
$96.8K - $105K
|
8.49K
$5.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-192- 2.11% |
$97.8K - $106K
|
8.92K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-194- 34.58% |
$98.8K - $107K
|
367
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-195- 16.62% |
$99.3K - $108K
|
978
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-195- 7.52% |
$99.3K - $108K
|
2.4K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-196- 0.54% |
$99.9K - $108K
|
35.8K
$21.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-196- 2.25% |
$99.9K - $108K
|
8.5K
$5.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-196- 2.2% |
$99.9K - $108K
|
8.72K
$5.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-197- 1.58% |
$100K - $109K
|
12.2K
$7.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-198- 5.99% |
$101K - $109K
|
3.11K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-198- 3.08% |
$101K - $109K
|
6.23K
$3.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 4.18% |
$102K - $111K
|
4.58K
$2.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-200- 6.65% |
$102K - $111K
|
2.81K
$1.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-200- 6.02% |
$102K - $111K
|
3.12K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 3.31% |
$102K - $111K
|
5.85K
$3.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-201- 26.21% |
$102K - $111K
|
566
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-201- 6.69% |
$102K - $111K
|
2.8K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-205- 2.07% |
$104K - $113K
|
9.71K
$5.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-205- 9.98% |
$104K - $113K
|
1.85K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-206- 9.04% |
$105K - $114K
|
2.07K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-207- 7.58% |
$105K - $114K
|
2.52K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-208- 7.06% |
$106K - $115K
|
2.74K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-209- 13.47% |
$106K - $116K
|
1.34K
$794K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-210- 1.56% |
$107K - $116K
|
13.2K
$7.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-210- 3.64% |
$107K - $116K
|
5.57K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-213- 52.99% |
$109K - $118K
|
189
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-216- 2.6% |
$110K - $119K
|
8.09K
$4.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-218- 3.58% |
$111K - $121K
|
5.86K
$3.46M
|