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 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
448+ 53.27% |
$228K - $248K
|
1.29K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
448+ 53.72% |
$228K - $248K
|
1.28K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
448+ 107.43% |
$228K - $248K
|
865
$541K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
447New |
$228K - $247K
|
447
$279K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
441New |
$225K - $244K
|
441
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
BUY
|
- |
439+ 5.48% |
$224K - $243K
|
8.45K
$5.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
439+ 2.39% |
$224K - $243K
|
18.8K
$11.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
438+ 105.29% |
$223K - $242K
|
854
$534K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
438+ 1.31% |
$223K - $242K
|
33.9K
$21.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
438+ 2.84% |
$223K - $242K
|
15.9K
$9.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
437New |
$223K - $242K
|
437
$273K
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
435New |
$222K - $241K
|
435
$272K
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
BUY
|
- |
435New |
$222K - $241K
|
435
$272K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
435+ 31.05% |
$222K - $241K
|
1.84K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
434+ 3.64% |
$221K - $240K
|
12.4K
$7.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
434+ 2.92% |
$221K - $240K
|
15.3K
$9.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
434+ 5.46% |
$221K - $240K
|
8.39K
$5.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
433+ 2.17% |
$221K - $239K
|
20.4K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
432New |
$220K - $239K
|
432
$270K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
432New |
$220K - $239K
|
432
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
432+ 9.04% |
$220K - $239K
|
5.21K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
432New |
$220K - $239K
|
432
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
428+ 7.04% |
$218K - $237K
|
6.51K
$4.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
426+ 20.87% |
$217K - $236K
|
2.47K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
425New |
$217K - $235K
|
425
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
423+ 28.7% |
$216K - $234K
|
1.9K
$1.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
422+ 10.22% |
$215K - $233K
|
4.55K
$2.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
419New |
$213K - $232K
|
419
$262K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
416+ 1.29% |
$212K - $230K
|
32.6K
$20.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
416+ 17.66% |
$212K - $230K
|
2.77K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
416+ 23.8% |
$212K - $230K
|
2.16K
$1.35M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
416+ 0.6% |
$212K - $230K
|
69.4K
$43.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
415New |
$211K - $229K
|
415
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
414+ 1.37% |
$211K - $229K
|
30.6K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
BUY
|
- |
414+ 6.6% |
$211K - $229K
|
6.68K
$4.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
413+ 0.99% |
$210K - $228K
|
42.2K
$26.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
413+ 105.9% |
$210K - $228K
|
803
$502K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
412+ 31.96% |
$210K - $228K
|
1.7K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
412+ 0.79% |
$210K - $228K
|
52.7K
$32.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
412+ 4.75% |
$210K - $228K
|
9.09K
$5.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
406+ 2.16% |
$207K - $225K
|
19.2K
$12M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
406+ 24.15% |
$207K - $225K
|
2.09K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
405New |
$206K - $224K
|
405
$253K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
404+ 15.11% |
$206K - $223K
|
3.08K
$1.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
402+ 62.42% |
$205K - $222K
|
1.05K
$654K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
398New |
$203K - $220K
|
398
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
398New |
$203K - $220K
|
398
$249K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
397New |
$202K - $220K
|
397
$248K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
397+ 19.85% |
$202K - $220K
|
2.4K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
395New |
$201K - $218K
|
395
$247K
|