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 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
682+ 5.27% |
$347K - $377K
|
13.6K
$8.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
682+ 3.47% |
$347K - $377K
|
20.4K
$12.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
682New |
$347K - $377K
|
682
$420K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
681+ 3.48% |
$347K - $377K
|
20.2K
$12.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
676+ 8.98% |
$344K - $374K
|
8.2K
$5.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
672+ 5.29% |
$342K - $372K
|
13.4K
$8.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
671+ 9.66% |
$342K - $371K
|
7.62K
$4.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
671New |
$342K - $371K
|
671
$413K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
667+ 4.25% |
$340K - $369K
|
16.3K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
666New |
$339K - $368K
|
666
$410K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
661New |
$337K - $366K
|
661
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
659New |
$336K - $364K
|
659
$406K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
657New |
$335K - $363K
|
657
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
652+ 61.57% |
$332K - $361K
|
1.71K
$1.05M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
651+ 14.26% |
$332K - $360K
|
5.22K
$3.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
651+ 5.87% |
$332K - $360K
|
11.7K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
650New |
$331K - $359K
|
650
$400K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
649New |
$331K - $359K
|
649
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
649+ 14.09% |
$331K - $359K
|
5.25K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
648New |
$330K - $358K
|
648
$399K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
646+ 140.74% |
$329K - $357K
|
1.11K
$680K
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
645+ 8.35% |
$329K - $357K
|
8.37K
$5.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
642New |
$327K - $355K
|
642
$395K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
639+ 6.89% |
$326K - $353K
|
9.91K
$6.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
637New |
$325K - $352K
|
637
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
637New |
$325K - $352K
|
637
$392K
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
633New |
$322K - $350K
|
633
$390K
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
632New |
$322K - $349K
|
632
$389K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
631New |
$321K - $349K
|
631
$389K
|
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
630New |
$321K - $348K
|
630
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
625+ 3.92% |
$318K - $346K
|
16.6K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
624New |
$318K - $345K
|
624
$384K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
621+ 3.05% |
$316K - $343K
|
21K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
621+ 1.42% |
$316K - $343K
|
44.4K
$27.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
620+ 11.27% |
$316K - $343K
|
6.12K
$3.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
620+ 0.87% |
$316K - $343K
|
72.2K
$44.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
619+ 24.18% |
$315K - $342K
|
3.18K
$1.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
618New |
$315K - $342K
|
618
$381K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
616+ 12.07% |
$314K - $341K
|
5.72K
$3.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
615+ 4.34% |
$313K - $340K
|
14.8K
$9.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
614+ 22.43% |
$313K - $340K
|
3.35K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
614+ 33.12% |
$313K - $340K
|
2.47K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
612+ 7.32% |
$312K - $338K
|
8.97K
$5.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
609New |
$310K - $337K
|
609
$375K
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
608New |
$310K - $336K
|
608
$374K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
604+ 12.99% |
$308K - $334K
|
5.25K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
604+ 43.42% |
$308K - $334K
|
2K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
598+ 2.23% |
$305K - $331K
|
27.4K
$16.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
596+ 0.95% |
$304K - $330K
|
63K
$38.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
594New |
$303K - $328K
|
594
$366K
|