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 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
500New |
$255K - $276K
|
500
$313K
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
500+ 0.48% |
$255K - $276K
|
104K
$64.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
499+ 16.55% |
$254K - $276K
|
3.51K
$2.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
497+ 2.4% |
$253K - $275K
|
21.2K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
497New |
$253K - $275K
|
497
$311K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
495+ 3.84% |
$252K - $274K
|
13.4K
$8.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
495+ 3.57% |
$252K - $274K
|
14.4K
$8.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
495+ 110.74% |
$252K - $274K
|
942
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
492New |
$251K - $272K
|
492
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
490+ 0.16% |
$250K - $271K
|
305K
$191M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
488New |
$249K - $270K
|
488
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
485New |
$247K - $268K
|
485
$303K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
483+ 9.99% |
$246K - $267K
|
5.32K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
483New |
$246K - $267K
|
483
$302K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
483New |
$246K - $267K
|
483
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
482New |
$246K - $267K
|
482
$301K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
481+ 1.59% |
$245K - $266K
|
30.7K
$19.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
480+ 1.29% |
$245K - $265K
|
37.6K
$23.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
479+ 7.97% |
$244K - $265K
|
6.49K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
BUY
|
- |
477+ 3.46% |
$243K - $264K
|
14.2K
$8.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
475+ 95.0% |
$242K - $263K
|
975
$610K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
474New |
$241K - $262K
|
474
$296K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
473+ 0.9% |
$241K - $262K
|
53.2K
$33.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
473+ 26.25% |
$241K - $262K
|
2.28K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
471+ 10.17% |
$240K - $260K
|
5.1K
$3.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
470+ 7.99% |
$239K - $260K
|
6.35K
$3.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
469New |
$239K - $259K
|
469
$293K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
469New |
$239K - $259K
|
469
$293K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
468+ 15.65% |
$238K - $259K
|
3.46K
$2.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
467+ 0.91% |
$238K - $258K
|
51.6K
$32.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
466New |
$237K - $258K
|
466
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
463New |
$236K - $256K
|
463
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
463New |
$236K - $256K
|
463
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
462+ 0.51% |
$235K - $255K
|
91.7K
$57.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
461+ 1.87% |
$235K - $255K
|
25.1K
$15.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
460New |
$234K - $254K
|
460
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
460+ 13.36% |
$234K - $254K
|
3.9K
$2.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
458+ 3.27% |
$233K - $253K
|
14.5K
$9.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
457+ 11.73% |
$233K - $253K
|
4.35K
$2.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
456+ 6.71% |
$232K - $252K
|
7.25K
$4.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
456+ 25.87% |
$232K - $252K
|
2.22K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
456New |
$232K - $252K
|
456
$285K
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
455+ 3.25% |
$232K - $252K
|
14.5K
$9.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
455+ 10.48% |
$232K - $252K
|
4.8K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
455+ 1.74% |
$232K - $252K
|
26.6K
$16.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
455+ 96.6% |
$232K - $252K
|
926
$579K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
454New |
$231K - $251K
|
454
$284K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
453New |
$231K - $250K
|
453
$283K
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
452+ 5.07% |
$230K - $250K
|
9.37K
$5.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
450New |
$229K - $249K
|
450
$281K
|