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 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
93+ 18.98% |
$47.4K - $51.4K
|
583
$353K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
93+ 3.95% |
$47.4K - $51.4K
|
2.45K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
93+ 5.38% |
$47.4K - $51.4K
|
1.82K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
93+ 3.6% |
$47.4K - $51.4K
|
2.68K
$1.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
91+ 0.47% |
$46.4K - $50.3K
|
19.6K
$11.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
90+ 5.41% |
$45.9K - $49.8K
|
1.75K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
90+ 0.58% |
$45.9K - $49.8K
|
15.5K
$9.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
90+ 4.76% |
$45.9K - $49.8K
|
1.98K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
89+ 7.48% |
$45.3K - $49.2K
|
1.28K
$775K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
89+ 20.18% |
$45.3K - $49.2K
|
530
$321K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
88+ 4.88% |
$44.8K - $48.7K
|
1.89K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
88+ 1.93% |
$44.8K - $48.7K
|
4.65K
$2.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
88+ 12.41% |
$44.8K - $48.7K
|
797
$483K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
BUY
|
- |
87+ 1.55% |
$44.3K - $48.1K
|
5.68K
$3.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
87+ 0.58% |
$44.3K - $48.1K
|
15K
$9.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
87+ 6.86% |
$44.3K - $48.1K
|
1.36K
$822K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
86+ 4.33% |
$43.8K - $47.6K
|
2.07K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
85+ 1.56% |
$43.3K - $47K
|
5.52K
$3.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
85+ 3.44% |
$43.3K - $47K
|
2.56K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
85+ 4.05% |
$43.3K - $47K
|
2.18K
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
84+ 4.06% |
$42.8K - $46.4K
|
2.15K
$1.3M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
84+ 14.95% |
$42.8K - $46.4K
|
646
$391K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
84+ 1.66% |
$42.8K - $46.4K
|
5.14K
$3.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
82+ 18.02% |
$41.8K - $45.3K
|
537
$325K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
82+ 5.31% |
$41.8K - $45.3K
|
1.63K
$985K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
82+ 5.51% |
$41.8K - $45.3K
|
1.57K
$951K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
82+ 2.38% |
$41.8K - $45.3K
|
3.52K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
82+ 9.86% |
$41.8K - $45.3K
|
914
$554K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
81+ 1.27% |
$41.3K - $44.8K
|
6.45K
$3.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
81+ 2.33% |
$41.3K - $44.8K
|
3.55K
$2.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
81+ 2.68% |
$41.3K - $44.8K
|
3.11K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
80New |
$40.8K - $44.2K
|
80
$48.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
80+ 0.78% |
$40.8K - $44.2K
|
10.3K
$6.25M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
80+ 1.96% |
$40.8K - $44.2K
|
4.16K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
80+ 2.72% |
$40.8K - $44.2K
|
3.02K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
80+ 0.1% |
$40.8K - $44.2K
|
83K
$50.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
80+ 22.35% |
$40.8K - $44.2K
|
438
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
79+ 84.04% |
$40.2K - $43.7K
|
173
$105K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
78+ 2.79% |
$39.7K - $43.1K
|
2.87K
$1.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
78+ 20.31% |
$39.7K - $43.1K
|
462
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
78+ 0.48% |
$39.7K - $43.1K
|
16.4K
$9.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
77+ 4.91% |
$39.2K - $42.6K
|
1.65K
$997K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
76+ 1.42% |
$38.7K - $42K
|
5.42K
$3.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
76+ 9.36% |
$38.7K - $42K
|
888
$538K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
76+ 10.31% |
$38.7K - $42K
|
813
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
76+ 1.58% |
$38.7K - $42K
|
4.89K
$2.96M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
76New |
$38.7K - $42K
|
76
$46K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
75+ 2.31% |
$38.2K - $41.5K
|
3.33K
$2.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
75+ 6.05% |
$38.2K - $41.5K
|
1.32K
$797K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
75+ 5.65% |
$38.2K - $41.5K
|
1.4K
$850K
|