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 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-125- 4.05% |
$63.7K - $69.1K
|
2.96K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-125- 5.37% |
$63.7K - $69.1K
|
2.2K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-125- 0.66% |
$63.7K - $69.1K
|
18.8K
$8.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-125- 12.69% |
$63.7K - $69.1K
|
860
$401K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-125- 24.51% |
$63.7K - $69.1K
|
385
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-125- 14.81% |
$63.7K - $69.1K
|
719
$335K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-128- 1.72% |
$65.2K - $70.8K
|
7.33K
$3.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-129- 4.03% |
$65.7K - $71.3K
|
3.07K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-130- 10.47% |
$66.2K - $71.9K
|
1.11K
$519K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-130- 1.18% |
$66.2K - $71.9K
|
10.9K
$5.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-130- 0.59% |
$66.2K - $71.9K
|
21.8K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-131- 11.68% |
$66.7K - $72.4K
|
991
$462K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-133- 1.61% |
$67.8K - $73.5K
|
8.13K
$3.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-133- 2.75% |
$67.8K - $73.5K
|
4.71K
$2.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-134- 3.02% |
$68.3K - $74.1K
|
4.31K
$2.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-134- 1.22% |
$68.3K - $74.1K
|
10.8K
$5.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-135- 1.61% |
$68.8K - $74.7K
|
8.23K
$3.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-139- 2.5% |
$70.8K - $76.9K
|
5.41K
$2.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-139- 2.16% |
$70.8K - $76.9K
|
6.28K
$2.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-140- 7.57% |
$71.3K - $77.4K
|
1.71K
$798K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-140- 15.71% |
$71.3K - $77.4K
|
751
$350K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-141- 6.03% |
$71.8K - $78K
|
2.2K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-141- 2.78% |
$71.8K - $78K
|
4.93K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-141- 3.98% |
$71.8K - $78K
|
3.4K
$1.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-142- 8.41% |
$72.3K - $78.5K
|
1.55K
$721K
|
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-142- 9.52% |
$72.3K - $78.5K
|
1.35K
$629K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-143- 0.41% |
$72.9K - $79.1K
|
35K
$16.3M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-143- 5.69% |
$72.9K - $79.1K
|
2.37K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-144- 1.8% |
$73.4K - $79.6K
|
7.86K
$3.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-145- 3.04% |
$73.9K - $80.2K
|
4.63K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-145- 4.09% |
$73.9K - $80.2K
|
3.4K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-145- 0.47% |
$73.9K - $80.2K
|
30.7K
$14.3M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-145- 10.86% |
$73.9K - $80.2K
|
1.19K
$555K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-147- 11.29% |
$74.9K - $81.3K
|
1.16K
$539K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-147- 1.22% |
$74.9K - $81.3K
|
11.9K
$5.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-147- 0.24% |
$74.9K - $81.3K
|
60.7K
$28.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-150- 7.49% |
$76.4K - $82.9K
|
1.85K
$864K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-150- 3.89% |
$76.4K - $82.9K
|
3.71K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-150- 0.58% |
$76.4K - $82.9K
|
25.7K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-151- 14.01% |
$76.9K - $83.5K
|
927
$432K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-152- 1.74% |
$77.4K - $84.1K
|
8.58K
$4M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-152- 9.0% |
$77.4K - $84.1K
|
1.54K
$717K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-152- 2.31% |
$77.4K - $84.1K
|
6.42K
$2.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-157- 1.19% |
$80K - $86.8K
|
13.1K
$6.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-157- 5.05% |
$80K - $86.8K
|
2.95K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-158- 1.31% |
$80.5K - $87.4K
|
11.9K
$5.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-158- 6.91% |
$80.5K - $87.4K
|
2.13K
$993K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-158- 13.33% |
$80.5K - $87.4K
|
1.03K
$479K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-159- 2.19% |
$81K - $87.9K
|
7.09K
$3.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-159- 1.78% |
$81K - $87.9K
|
8.76K
$4.08M
|