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 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-218- 2.64% |
$111K - $121K
|
8.04K
$4.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-218- 12.41% |
$111K - $121K
|
1.54K
$909K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-220- 5.65% |
$112K - $122K
|
3.68K
$2.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-220- 0.95% |
$112K - $122K
|
22.9K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-220- 16.52% |
$112K - $122K
|
1.11K
$657K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-223- 35.62% |
$114K - $123K
|
403
$238K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-223- 35.62% |
$114K - $123K
|
403
$238K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-224- 6.93% |
$114K - $124K
|
3.01K
$1.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-225- 16.85% |
$115K - $124K
|
1.11K
$656K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-225- 1.35% |
$115K - $124K
|
16.4K
$9.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-227- 0.97% |
$116K - $126K
|
23.3K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-227- 11.56% |
$116K - $126K
|
1.74K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-228- 1.6% |
$116K - $126K
|
14K
$8.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-232- 0.54% |
$118K - $128K
|
43.1K
$25.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-234- 1.83% |
$119K - $129K
|
12.6K
$7.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-234- 7.72% |
$119K - $129K
|
2.8K
$1.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-235- 0.34% |
$120K - $130K
|
69.6K
$41.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-235- 3.55% |
$120K - $130K
|
6.39K
$3.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-236- 0.4% |
$120K - $131K
|
58.5K
$34.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-236- 1.27% |
$120K - $131K
|
18.4K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-237- 0.07% |
$121K - $131K
|
340K
$201M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-239- 24.21% |
$122K - $132K
|
748
$442K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-239- 0.68% |
$122K - $132K
|
34.8K
$20.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-239- 6.79% |
$122K - $132K
|
3.28K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-239- 21.43% |
$122K - $132K
|
876
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-240- 9.06% |
$122K - $133K
|
2.41K
$1.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-241- 4.03% |
$123K - $133K
|
5.74K
$3.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-242- 5.89% |
$123K - $134K
|
3.87K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-244- 0.41% |
$124K - $135K
|
58.8K
$34.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-244- 4.27% |
$124K - $135K
|
5.47K
$3.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-244- 4.4% |
$124K - $135K
|
5.31K
$3.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-245- 14.27% |
$125K - $135K
|
1.47K
$870K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-245- 4.89% |
$125K - $135K
|
4.77K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-245- 2.79% |
$125K - $135K
|
8.52K
$5.03M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-245- 2.57% |
$125K - $135K
|
9.28K
$5.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-247- 1.03% |
$126K - $137K
|
23.8K
$14.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-249- 3.76% |
$127K - $138K
|
6.37K
$3.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-249- 13.04% |
$127K - $138K
|
1.66K
$981K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 10.71% |
$127K - $138K
|
2.09K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-250- 15.82% |
$127K - $138K
|
1.33K
$786K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-251- 2.94% |
$128K - $139K
|
8.29K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-252- 22.09% |
$128K - $139K
|
889
$525K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-254- 1.34% |
$129K - $140K
|
18.7K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-255- 22.95% |
$130K - $141K
|
856
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-261- 4.9% |
$133K - $144K
|
5.07K
$3M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-263- 1.44% |
$134K - $145K
|
18.1K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-266- 1.26% |
$136K - $147K
|
20.8K
$12.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-267- 1.56% |
$136K - $148K
|
16.9K
$9.97M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-268- 24.47% |
$137K - $148K
|
827
$489K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-269- 2.36% |
$137K - $149K
|
11.1K
$6.57M
|