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 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
204+ 2.4% |
$104K - $113K
|
8.71K
$5.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
203+ 4.04% |
$103K - $112K
|
5.23K
$3.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
202+ 39.15% |
$103K - $112K
|
718
$435K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
202+ 35.01% |
$103K - $112K
|
779
$472K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
202+ 35.01% |
$103K - $112K
|
779
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
201+ 0.92% |
$102K - $111K
|
22K
$13.3M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
201New |
$102K - $111K
|
201
$122K
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
201+ 0.92% |
$102K - $111K
|
22K
$13.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
200+ 50.0% |
$102K - $111K
|
600
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
200+ 28.9% |
$102K - $111K
|
892
$540K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.89% |
$102K - $111K
|
3.1K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
200+ 4.88% |
$102K - $111K
|
4.3K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
200New |
$102K - $111K
|
200
$121K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
199+ 7.91% |
$101K - $110K
|
2.71K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
199+ 1.7% |
$101K - $110K
|
11.9K
$7.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
199+ 28.11% |
$101K - $110K
|
907
$550K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
198+ 25.78% |
$101K - $109K
|
966
$585K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
198+ 36.07% |
$101K - $109K
|
747
$453K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
198+ 10.46% |
$101K - $109K
|
2.09K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
198+ 32.78% |
$101K - $109K
|
802
$486K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
195+ 1.91% |
$99.3K - $108K
|
10.4K
$6.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
195+ 13.47% |
$99.3K - $108K
|
1.64K
$995K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
194+ 1.38% |
$98.8K - $107K
|
14.3K
$8.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
194+ 5.46% |
$98.8K - $107K
|
3.75K
$2.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
193+ 1.42% |
$98.3K - $107K
|
13.8K
$8.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
192+ 1.8% |
$97.8K - $106K
|
10.8K
$6.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
191+ 1.4% |
$97.3K - $106K
|
13.8K
$8.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
190+ 7.22% |
$96.8K - $105K
|
2.82K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
190+ 63.33% |
$96.8K - $105K
|
490
$297K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
189+ 1.94% |
$96.3K - $105K
|
9.93K
$6.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
189+ 3.19% |
$96.3K - $105K
|
6.11K
$3.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
189+ 45.65% |
$96.3K - $105K
|
603
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
188+ 5.39% |
$95.8K - $104K
|
3.67K
$2.23M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
188+ 5.29% |
$95.8K - $104K
|
3.74K
$2.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
187+ 16.92% |
$95.3K - $103K
|
1.29K
$783K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
187+ 1.63% |
$95.3K - $103K
|
11.7K
$7.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
187+ 0.22% |
$95.3K - $103K
|
84.5K
$51.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
187+ 0.75% |
$95.3K - $103K
|
25.3K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
187+ 31.69% |
$95.3K - $103K
|
777
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
187+ 3.21% |
$95.3K - $103K
|
6.01K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
187+ 0.79% |
$95.3K - $103K
|
23.9K
$14.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
186+ 0.54% |
$94.8K - $103K
|
34.8K
$21.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
186+ 6.08% |
$94.8K - $103K
|
3.25K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
185+ 5.97% |
$94.3K - $102K
|
3.28K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
185+ 18.08% |
$94.3K - $102K
|
1.21K
$732K
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
184+ 10.28% |
$93.7K - $102K
|
1.97K
$1.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
182+ 20.9% |
$92.7K - $101K
|
1.05K
$638K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
182+ 6.78% |
$92.7K - $101K
|
2.87K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
182+ 1.81% |
$92.7K - $101K
|
10.3K
$6.22M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
182+ 26.84% |
$92.7K - $101K
|
860
$521K
|