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 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
75+ 5.65% |
$38.2K - $41.5K
|
1.4K
$850K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
75+ 6.21% |
$38.2K - $41.5K
|
1.28K
$777K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
75New |
$38.2K - $41.5K
|
75
$45.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
74+ 10.31% |
$37.7K - $40.9K
|
792
$480K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
74+ 10.47% |
$37.7K - $40.9K
|
781
$473K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
72+ 11.08% |
$36.7K - $39.8K
|
722
$437K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
71+ 1.94% |
$36.2K - $39.3K
|
3.74K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
71+ 0.45% |
$36.2K - $39.3K
|
15.7K
$9.53M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
70+ 0.87% |
$35.7K - $38.7K
|
8.14K
$4.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
70+ 13.04% |
$35.7K - $38.7K
|
607
$368K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
70+ 23.03% |
$35.7K - $38.7K
|
374
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
70+ 16.28% |
$35.7K - $38.7K
|
500
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
70+ 9.37% |
$35.7K - $38.7K
|
817
$495K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
69+ 2.1% |
$35.2K - $38.2K
|
3.36K
$2.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
69+ 1.27% |
$35.2K - $38.2K
|
5.5K
$3.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
69+ 7.52% |
$35.2K - $38.2K
|
986
$597K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
68+ 3.61% |
$34.6K - $37.6K
|
1.95K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
68+ 13.39% |
$34.6K - $37.6K
|
576
$349K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
67+ 0.06% |
$34.1K - $37K
|
118K
$71.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
67+ 7.75% |
$34.1K - $37K
|
931
$564K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
67+ 5.84% |
$34.1K - $37K
|
1.21K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
67+ 0.03% |
$34.1K - $37K
|
239K
$145M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 13.0% |
$33.1K - $35.9K
|
565
$342K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
65+ 0.87% |
$33.1K - $35.9K
|
7.56K
$4.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65+ 0.09% |
$33.1K - $35.9K
|
72.4K
$43.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
65+ 4.22% |
$33.1K - $35.9K
|
1.61K
$972K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
65+ 1.27% |
$33.1K - $35.9K
|
5.16K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
65+ 16.21% |
$33.1K - $35.9K
|
466
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65+ 0.59% |
$33.1K - $35.9K
|
11K
$6.69M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
65+ 65.0% |
$33.1K - $35.9K
|
165
$100K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
64+ 0.98% |
$32.6K - $35.4K
|
6.62K
$4.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
63+ 4.25% |
$32.1K - $34.8K
|
1.55K
$937K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
63+ 9.17% |
$32.1K - $34.8K
|
750
$454K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
63+ 0.32% |
$32.1K - $34.8K
|
19.7K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
63+ 3.1% |
$32.1K - $34.8K
|
2.09K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
63+ 2.82% |
$32.1K - $34.8K
|
2.3K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
62+ 3.73% |
$31.6K - $34.3K
|
1.72K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
62+ 9.08% |
$31.6K - $34.3K
|
745
$451K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
61+ 2.23% |
$31.1K - $33.7K
|
2.8K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
61+ 5.65% |
$31.1K - $33.7K
|
1.14K
$691K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
61+ 4.35% |
$31.1K - $33.7K
|
1.46K
$887K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
60+ 1.72% |
$30.6K - $33.2K
|
3.56K
$2.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
59+ 0.43% |
$30.1K - $32.6K
|
13.8K
$8.39M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
59+ 0.9% |
$30.1K - $32.6K
|
6.59K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
58New |
$29.5K - $32.1K
|
58
$35.1K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
58New |
$29.5K - $32.1K
|
58
$35.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
57+ 14.32% |
$29K - $31.5K
|
455
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
57+ 5.24% |
$29K - $31.5K
|
1.15K
$694K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
57+ 10.73% |
$29K - $31.5K
|
588
$356K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
56+ 6.84% |
$28.5K - $31K
|
875
$530K
|