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 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2- 0.45% |
$1.02K - $1.11K
|
445
$205K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-3- 0.2% |
$1.53K - $1.66K
|
1.51K
$697K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 0.22% |
$1.53K - $1.66K
|
1.34K
$619K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-3- 0.63% |
$1.53K - $1.66K
|
473
$218K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-3- 0.11% |
$1.53K - $1.66K
|
2.66K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3- 3.8% |
$1.53K - $1.66K
|
76
$35.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3- 0.35% |
$1.53K - $1.66K
|
850
$392K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3- 0.54% |
$1.53K - $1.66K
|
548
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-3- 0.65% |
$1.53K - $1.66K
|
458
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-3- 0.55% |
$1.53K - $1.66K
|
539
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.11% |
$1.53K - $1.66K
|
2.67K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3- 0.08% |
$1.53K - $1.66K
|
3.64K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$1.53K - $1.66K
|
10K
$4.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-4- 0.15% |
$2.04K - $2.21K
|
2.7K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-4- 0.11% |
$2.04K - $2.21K
|
3.62K
$1.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.49% |
$2.04K - $2.21K
|
815
$376K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-4- 0.41% |
$2.04K - $2.21K
|
975
$450K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4- 2.74% |
$2.04K - $2.21K
|
142
$65.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.9% |
$2.04K - $2.21K
|
442
$204K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4- 0.29% |
$2.04K - $2.21K
|
1.37K
$633K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4- 2.13% |
$2.04K - $2.21K
|
184
$84.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-4- 0.15% |
$2.04K - $2.21K
|
2.62K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4- 0.1% |
$2.04K - $2.21K
|
4.11K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-4- 0.47% |
$2.04K - $2.21K
|
845
$390K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-4- 0.21% |
$2.04K - $2.21K
|
1.9K
$877K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4- 2.13% |
$2.04K - $2.21K
|
184
$84.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.29% |
$2.55K - $2.76K
|
1.74K
$804K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5- 0.27% |
$2.55K - $2.76K
|
1.87K
$864K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-5- 0.24% |
$2.55K - $2.76K
|
2.05K
$944K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-5- 0.64% |
$2.55K - $2.76K
|
781
$360K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-5- 0.05% |
$2.55K - $2.76K
|
9.61K
$4.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 31.25% |
$2.55K - $2.76K
|
11
$5.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5- 0.57% |
$2.55K - $2.76K
|
870
$402K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-5- 0.09% |
$2.55K - $2.76K
|
5.34K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-5- 1.02% |
$2.55K - $2.76K
|
486
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-5- 0.47% |
$2.55K - $2.76K
|
1.06K
$489K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.33% |
$2.55K - $2.76K
|
1.5K
$691K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5- 0.56% |
$2.55K - $2.76K
|
893
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-5- 0.78% |
$2.55K - $2.76K
|
638
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5- 1.23% |
$2.55K - $2.76K
|
402
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-5- 0.9% |
$2.55K - $2.76K
|
548
$253K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-6- 0.49% |
$3.06K - $3.32K
|
1.23K
$566K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-6- 1.57% |
$3.06K - $3.32K
|
377
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-6- 0.73% |
$3.06K - $3.32K
|
812
$375K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-6- 8.22% |
$3.06K - $3.32K
|
67
$30.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-6- 0.85% |
$3.06K - $3.32K
|
700
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-6- 4.35% |
$3.06K - $3.32K
|
132
$60.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.31% |
$3.57K - $3.87K
|
528
$244K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.47% |
$3.57K - $3.87K
|
1.48K
$683K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7- 0.66% |
$3.57K - $3.87K
|
1.06K
$489K
|