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
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-492- 6.77% |
$251K - $272K
|
6.78K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-495- 14.57% |
$252K - $274K
|
2.9K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-498- 1.65% |
$254K - $275K
|
29.7K
$15.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-500- 49.8% |
$255K - $276K
|
504
$264K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-502- 3.14% |
$256K - $278K
|
15.5K
$8.11M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-505- 53.61% |
$257K - $279K
|
437
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-506- 1.08% |
$258K - $280K
|
46.2K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-506- 2.8% |
$258K - $280K
|
17.6K
$9.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-507- 0.57% |
$258K - $280K
|
88K
$46M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-509- 5.01% |
$259K - $281K
|
9.65K
$5.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-511- 18.72% |
$260K - $283K
|
2.22K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-517- 0.72% |
$263K - $286K
|
71K
$37.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-525- 19.27% |
$267K - $290K
|
2.2K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-525- 4.26% |
$267K - $290K
|
11.8K
$6.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-528- 1.39% |
$269K - $292K
|
37.5K
$19.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-531- 1.16% |
$271K - $294K
|
45.4K
$23.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-532- 8.36% |
$271K - $294K
|
5.83K
$3.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-535- 0.77% |
$273K - $296K
|
68.6K
$35.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-536- 2.51% |
$273K - $296K
|
20.8K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-536- 0.44% |
$273K - $296K
|
122K
$63.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-537- 33.9% |
$274K - $297K
|
1.05K
$548K
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-539- 10.67% |
$275K - $298K
|
4.51K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-540- 39.97% |
$275K - $299K
|
811
$425K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-552- 4.32% |
$281K - $305K
|
12.2K
$6.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-552- 40.86% |
$281K - $305K
|
799
$418K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-553- 11.8% |
$282K - $306K
|
4.13K
$2.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-556- 7.86% |
$283K - $307K
|
6.51K
$3.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-563- 10.94% |
$287K - $311K
|
4.58K
$2.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-564- 1.74% |
$287K - $312K
|
31.8K
$16.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-569- 8.71% |
$290K - $315K
|
5.96K
$3.12M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-571Closed |
$291K - $316K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-573- 3.44% |
$292K - $317K
|
16.1K
$8.41M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-575- 63.82% |
$293K - $318K
|
326
$171K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-575- 3.9% |
$293K - $318K
|
14.2K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-581- 1.77% |
$296K - $321K
|
32.2K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-586- 1.69% |
$299K - $324K
|
34.2K
$17.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-589- 4.55% |
$300K - $326K
|
12.4K
$6.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-590- 16.83% |
$301K - $326K
|
2.92K
$1.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-593- 25.46% |
$302K - $328K
|
1.74K
$909K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-613- 7.18% |
$312K - $339K
|
7.93K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-613- 4.22% |
$312K - $339K
|
13.9K
$7.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-617- 1.44% |
$314K - $341K
|
42.2K
$22.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-617- 1.67% |
$314K - $341K
|
36.3K
$19M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-618- 4.22% |
$315K - $342K
|
14K
$7.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-624- 1.61% |
$318K - $345K
|
38.1K
$19.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-627- 14.07% |
$319K - $347K
|
3.83K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-627- 4.4% |
$319K - $347K
|
13.6K
$7.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-627- 87.69% |
$319K - $347K
|
88
$46.1K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-628- 4.29% |
$320K - $347K
|
14K
$7.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-629- 4.32% |
$320K - $348K
|
13.9K
$7.3M
|