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 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-269- 2.36% |
$137K - $149K
|
11.1K
$6.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-270- 6.52% |
$138K - $149K
|
3.87K
$2.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-271- 7.63% |
$138K - $150K
|
3.28K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-272- 5.8% |
$139K - $150K
|
4.42K
$2.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-273- 2.14% |
$139K - $151K
|
12.5K
$7.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-273- 5.93% |
$139K - $151K
|
4.33K
$2.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-274- 5.61% |
$140K - $152K
|
4.61K
$2.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-274- 2.92% |
$140K - $152K
|
9.13K
$5.54M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-276- 1.32% |
$141K - $153K
|
20.7K
$12.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-279- 2.23% |
$142K - $154K
|
12.2K
$7.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-280- 0.7% |
$143K - $155K
|
39.9K
$24.2M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-283- 15.49% |
$144K - $156K
|
1.54K
$937K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-284- 2.71% |
$145K - $157K
|
10.2K
$6.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-285- 1.64% |
$145K - $158K
|
17K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-286- 0.77% |
$146K - $158K
|
36.7K
$22.3M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-288- 9.73% |
$147K - $159K
|
2.67K
$1.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-288- 5.56% |
$147K - $159K
|
4.89K
$2.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-293- 6.52% |
$149K - $162K
|
4.2K
$2.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-294- 17.74% |
$150K - $163K
|
1.36K
$827K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-295- 11.03% |
$150K - $163K
|
2.38K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-296- 2.6% |
$151K - $164K
|
11.1K
$6.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-299- 0.12% |
$152K - $165K
|
244K
$148M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-299- 17.31% |
$152K - $165K
|
1.43K
$866K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-300- 11.43% |
$153K - $166K
|
2.33K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-303- 5.82% |
$154K - $168K
|
4.91K
$2.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-306- 35.01% |
$156K - $169K
|
568
$345K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-306- 0.69% |
$156K - $169K
|
44K
$26.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-307- 51.08% |
$156K - $170K
|
294
$178K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-312- 1.48% |
$159K - $173K
|
20.8K
$12.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-315- 3.01% |
$160K - $174K
|
10.1K
$6.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-316- 3.45% |
$161K - $175K
|
8.84K
$5.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-320- 51.53% |
$163K - $177K
|
301
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-323- 4.81% |
$165K - $179K
|
6.4K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-323- 13.01% |
$165K - $179K
|
2.16K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-330- 30.81% |
$168K - $182K
|
741
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-331- 1.31% |
$169K - $183K
|
24.9K
$15.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-333- 15.18% |
$170K - $184K
|
1.86K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-333- 34.54% |
$170K - $184K
|
631
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-337- 1.27% |
$172K - $186K
|
26.3K
$16M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-342- 44.53% |
$174K - $189K
|
426
$258K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-352- 3.97% |
$179K - $195K
|
8.52K
$5.17M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-356- 5.65% |
$181K - $197K
|
5.95K
$3.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-360- 3.99% |
$183K - $199K
|
8.66K
$5.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-360- 4.91% |
$183K - $199K
|
6.97K
$4.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-362- 1.51% |
$184K - $200K
|
23.5K
$14.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-362- 13.91% |
$184K - $200K
|
2.24K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-363- 1.01% |
$185K - $201K
|
35.7K
$21.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-365- 12.8% |
$186K - $202K
|
2.49K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-365- 17.13% |
$186K - $202K
|
1.77K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-372- 24.6% |
$190K - $206K
|
1.14K
$692K
|