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
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
300+ 16.13% |
$153K - $166K
|
2.16K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
299+ 12.4% |
$152K - $165K
|
2.71K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
299+ 11.07% |
$152K - $165K
|
3K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
293+ 19.51% |
$149K - $162K
|
1.8K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
293+ 53.96% |
$149K - $162K
|
836
$507K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
293+ 2.23% |
$149K - $162K
|
13.4K
$8.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
291New |
$148K - $161K
|
291
$176K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
290New |
$148K - $160K
|
290
$176K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
290+ 7.28% |
$148K - $160K
|
4.27K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
290+ 5.83% |
$148K - $160K
|
5.27K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
290+ 65.76% |
$148K - $160K
|
731
$443K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
289+ 5.38% |
$147K - $160K
|
5.66K
$3.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
288+ 11.28% |
$147K - $159K
|
2.84K
$1.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
288+ 6.06% |
$147K - $159K
|
5.04K
$3.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
288New |
$147K - $159K
|
288
$174K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
287+ 5.33% |
$146K - $159K
|
5.67K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
287+ 2.32% |
$146K - $159K
|
12.7K
$7.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
285+ 12.64% |
$145K - $158K
|
2.54K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
284+ 36.46% |
$145K - $157K
|
1.06K
$644K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
281+ 14.7% |
$143K - $155K
|
2.19K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
280+ 2.63% |
$143K - $155K
|
10.9K
$6.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
279+ 14.13% |
$142K - $154K
|
2.25K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
277+ 2.71% |
$141K - $153K
|
10.5K
$6.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
276+ 36.03% |
$141K - $153K
|
1.04K
$631K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
276+ 1623.53% |
$141K - $153K
|
293
$178K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
275+ 23.11% |
$140K - $152K
|
1.47K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
274New |
$140K - $152K
|
274
$166K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
273+ 5.27% |
$139K - $151K
|
5.46K
$3.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
271+ 10.48% |
$138K - $150K
|
2.86K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
270+ 19.3% |
$138K - $149K
|
1.67K
$1.01M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
270+ 18.31% |
$138K - $149K
|
1.75K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
269+ 1.53% |
$137K - $149K
|
17.9K
$10.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
266+ 0.82% |
$136K - $147K
|
32.6K
$19.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
265+ 19.84% |
$135K - $147K
|
1.6K
$970K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
263+ 3.54% |
$134K - $145K
|
7.68K
$4.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
263+ 46.88% |
$134K - $145K
|
824
$499K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
260+ 14.35% |
$132K - $144K
|
2.07K
$1.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
259+ 1.16% |
$132K - $143K
|
22.6K
$13.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
256New |
$130K - $142K
|
256
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
256+ 25.25% |
$130K - $142K
|
1.27K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
254New |
$129K - $140K
|
254
$154K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
253+ 2.54% |
$129K - $140K
|
10.2K
$6.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
253+ 2.55% |
$129K - $140K
|
10.2K
$6.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
252+ 27.81% |
$128K - $139K
|
1.16K
$702K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
252+ 55.63% |
$128K - $139K
|
705
$427K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
251+ 14.19% |
$128K - $139K
|
2.02K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
251+ 22.88% |
$128K - $139K
|
1.35K
$817K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
251+ 16.89% |
$128K - $139K
|
1.74K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
250+ 4.58% |
$127K - $138K
|
5.71K
$3.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
249+ 8.51% |
$127K - $138K
|
3.18K
$1.92M
|