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
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
80+ 0.78% |
$40.8K - $44.2K
|
10.3K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
80+ 1.96% |
$40.8K - $44.2K
|
4.16K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
80+ 2.72% |
$40.8K - $44.2K
|
3.02K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
80+ 0.1% |
$40.8K - $44.2K
|
83K
$25.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
80+ 22.35% |
$40.8K - $44.2K
|
438
$133K
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
80+ 5.24% |
$40.8K - $44.2K
|
1.61K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
79+ 84.04% |
$40.2K - $43.7K
|
173
$52.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
78+ 2.79% |
$39.7K - $43.1K
|
2.87K
$870K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
78+ 20.31% |
$39.7K - $43.1K
|
462
$140K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
78+ 0.48% |
$39.7K - $43.1K
|
16.4K
$4.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
77+ 4.91% |
$39.2K - $42.6K
|
1.65K
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
76+ 1.42% |
$38.7K - $42K
|
5.42K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
76+ 9.36% |
$38.7K - $42K
|
888
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
76+ 10.31% |
$38.7K - $42K
|
813
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
76+ 1.58% |
$38.7K - $42K
|
4.89K
$1.48M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
76New |
$38.7K - $42K
|
76
$23K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
75+ 2.31% |
$38.2K - $41.5K
|
3.33K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
75+ 6.05% |
$38.2K - $41.5K
|
1.32K
$398K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
75+ 5.65% |
$38.2K - $41.5K
|
1.4K
$425K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
75+ 6.21% |
$38.2K - $41.5K
|
1.28K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
75New |
$38.2K - $41.5K
|
75
$22.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
74+ 10.31% |
$37.7K - $40.9K
|
792
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
74+ 10.47% |
$37.7K - $40.9K
|
781
$236K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
72+ 11.08% |
$36.7K - $39.8K
|
722
$218K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
71+ 1.94% |
$36.2K - $39.3K
|
3.74K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
71+ 0.45% |
$36.2K - $39.3K
|
15.7K
$4.76M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
70+ 0.87% |
$35.7K - $38.7K
|
8.14K
$2.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
70+ 13.04% |
$35.7K - $38.7K
|
607
$184K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
70+ 23.03% |
$35.7K - $38.7K
|
374
$113K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
70+ 16.28% |
$35.7K - $38.7K
|
500
$151K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
70+ 9.37% |
$35.7K - $38.7K
|
817
$247K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
69+ 2.1% |
$35.2K - $38.2K
|
3.36K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
69+ 1.27% |
$35.2K - $38.2K
|
5.5K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
69+ 7.52% |
$35.2K - $38.2K
|
986
$298K
|
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
69+ 8.37% |
$35.2K - $38.2K
|
893
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
68+ 3.61% |
$34.6K - $37.6K
|
1.95K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
68+ 13.39% |
$34.6K - $37.6K
|
576
$174K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
67+ 0.06% |
$34.1K - $37K
|
118K
$35.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
67+ 7.75% |
$34.1K - $37K
|
931
$282K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
67+ 5.84% |
$34.1K - $37K
|
1.21K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
67+ 0.03% |
$34.1K - $37K
|
239K
$72.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 13.0% |
$33.1K - $35.9K
|
565
$171K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
65+ 0.87% |
$33.1K - $35.9K
|
7.56K
$2.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65+ 0.09% |
$33.1K - $35.9K
|
72.4K
$21.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
65+ 4.22% |
$33.1K - $35.9K
|
1.61K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
65+ 1.27% |
$33.1K - $35.9K
|
5.16K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
65+ 16.21% |
$33.1K - $35.9K
|
466
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65+ 0.59% |
$33.1K - $35.9K
|
11K
$3.34M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
65+ 65.0% |
$33.1K - $35.9K
|
165
$49.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
64+ 0.98% |
$32.6K - $35.4K
|
6.62K
$2M
|