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 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
844+ 5.72% |
$430K - $467K
|
15.6K
$9.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
844+ 0.83% |
$430K - $467K
|
102K
$62.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
843+ 6.49% |
$429K - $466K
|
13.8K
$8.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
841New |
$428K - $465K
|
841
$518K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
841+ 7.18% |
$428K - $465K
|
12.6K
$7.73M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
841+ 7.18% |
$428K - $465K
|
12.6K
$7.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
839+ 49.21% |
$427K - $464K
|
2.54K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
834+ 5.05% |
$425K - $461K
|
17.4K
$10.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
829+ 30.42% |
$422K - $458K
|
3.55K
$2.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
829+ 1.07% |
$422K - $458K
|
78.7K
$48.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
824New |
$420K - $456K
|
824
$507K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
823+ 100.98% |
$419K - $455K
|
1.64K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
808+ 20.03% |
$412K - $447K
|
4.84K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
795+ 4.74% |
$405K - $440K
|
17.6K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
791New |
$403K - $437K
|
791
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
783+ 0.96% |
$399K - $433K
|
82.4K
$50.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
781+ 4.92% |
$398K - $432K
|
16.7K
$10.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
779+ 0.47% |
$397K - $431K
|
165K
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
779+ 0.47% |
$397K - $431K
|
165K
$102M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
768+ 18.44% |
$391K - $425K
|
4.93K
$3.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
766+ 48.33% |
$390K - $424K
|
2.35K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
766+ 14.64% |
$390K - $424K
|
6K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
758+ 2.15% |
$386K - $419K
|
35.9K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
755New |
$385K - $417K
|
755
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
751+ 1.27% |
$383K - $415K
|
60.1K
$37M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
750New |
$382K - $415K
|
750
$462K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
749+ 3.6% |
$382K - $414K
|
21.6K
$13.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
749+ 6.0% |
$382K - $414K
|
13.2K
$8.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
748+ 6.91% |
$381K - $414K
|
11.6K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
739+ 1.09% |
$376K - $409K
|
68.8K
$42.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
737+ 3.73% |
$375K - $408K
|
20.5K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
734+ 3.01% |
$374K - $406K
|
25.1K
$15.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
733+ 30.13% |
$373K - $405K
|
3.17K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
733New |
$373K - $405K
|
733
$451K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
732+ 28.2% |
$373K - $405K
|
3.33K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
728New |
$371K - $403K
|
728
$448K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
726+ 34.6% |
$370K - $401K
|
2.82K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
722+ 5.41% |
$368K - $399K
|
14.1K
$8.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
722+ 0.15% |
$368K - $399K
|
494K
$304M
|
|
|
Feb 13, 2024
Q4 2023
|
Broderick Brian C
|
BUY
|
- |
713+ 3.98% |
$363K - $394K
|
18.6K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
710+ 0.69% |
$362K - $393K
|
103K
$63.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
705New |
$359K - $390K
|
705
$434K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
702+ 2.02% |
$358K - $388K
|
35.5K
$21.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
701New |
$357K - $388K
|
701
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
697+ 0.84% |
$355K - $385K
|
84K
$51.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
694New |
$354K - $384K
|
694
$427K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
693+ 140.28% |
$353K - $383K
|
1.19K
$731K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
687New |
$350K - $380K
|
687
$423K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
686+ 13.41% |
$349K - $379K
|
5.8K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
684New |
$348K - $378K
|
684
$421K
|