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 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
56+ 3.27% |
$28.5K - $31K
|
1.77K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
55+ 0.33% |
$28K - $30.4K
|
16.6K
$10M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
55+ 1.74% |
$28K - $30.4K
|
3.22K
$1.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
55+ 1.1% |
$28K - $30.4K
|
5.04K
$3.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
55+ 0.6% |
$28K - $30.4K
|
9.25K
$5.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
55+ 2.18% |
$28K - $30.4K
|
2.58K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
55+ 1.68% |
$28K - $30.4K
|
3.33K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
55+ 0.91% |
$28K - $30.4K
|
6.13K
$3.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
54+ 0.62% |
$27.5K - $29.9K
|
8.79K
$5.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
54+ 0.37% |
$27.5K - $29.9K
|
14.5K
$8.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
54+ 3.14% |
$27.5K - $29.9K
|
1.77K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
54+ 8.44% |
$27.5K - $29.9K
|
694
$420K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
54+ 2.46% |
$27.5K - $29.9K
|
2.25K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
53+ 8.26% |
$27K - $29.3K
|
695
$421K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
53+ 1.82% |
$27K - $29.3K
|
2.97K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
53+ 12.86% |
$27K - $29.3K
|
465
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
53+ 2.09% |
$27K - $29.3K
|
2.59K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
53+ 0.86% |
$27K - $29.3K
|
6.23K
$3.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
52+ 9.2% |
$26.5K - $28.8K
|
617
$374K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
51+ 4.7% |
$26K - $28.2K
|
1.14K
$688K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
51+ 19.62% |
$26K - $28.2K
|
311
$188K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
51+ 0.14% |
$26K - $28.2K
|
36.5K
$22.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
51+ 4.93% |
$26K - $28.2K
|
1.09K
$657K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
51+ 2.68% |
$26K - $28.2K
|
1.95K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
51+ 0.78% |
$26K - $28.2K
|
6.59K
$3.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
50+ 9.03% |
$25.5K - $27.6K
|
604
$366K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
50+ 1000.0% |
$25.5K - $27.6K
|
55
$33.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
50+ 6.71% |
$25.5K - $27.6K
|
795
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
50+ 1.31% |
$25.5K - $27.6K
|
3.86K
$2.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
50+ 1.2% |
$25.5K - $27.6K
|
4.23K
$2.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
50+ 4.88% |
$25.5K - $27.6K
|
1.07K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
50+ 1.94% |
$25.5K - $27.6K
|
2.63K
$1.59M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
50+ 9.38% |
$25.5K - $27.6K
|
583
$353K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
49+ 0.51% |
$25K - $27.1K
|
9.57K
$5.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
49New |
$25K - $27.1K
|
49
$29.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
49+ 4.12% |
$25K - $27.1K
|
1.24K
$749K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
49+ 5.88% |
$25K - $27.1K
|
882
$534K
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
48+ 8.35% |
$24.5K - $26.5K
|
623
$377K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
48+ 5.2% |
$24.5K - $26.5K
|
971
$588K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
48+ 0.35% |
$24.5K - $26.5K
|
13.7K
$8.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
48+ 3.1% |
$24.5K - $26.5K
|
1.59K
$966K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
48+ 4.66% |
$24.5K - $26.5K
|
1.08K
$654K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
47+ 0.22% |
$23.9K - $26K
|
21K
$12.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
47+ 1.19% |
$23.9K - $26K
|
3.98K
$2.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
47+ 1.91% |
$23.9K - $26K
|
2.51K
$1.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
47+ 2.91% |
$23.9K - $26K
|
1.66K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
47+ 7.48% |
$23.9K - $26K
|
675
$409K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
47+ 1.03% |
$23.9K - $26K
|
4.6K
$2.78M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
46+ 0.09% |
$23.4K - $25.4K
|
50.7K
$30.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
46+ 3.57% |
$23.4K - $25.4K
|
1.33K
$808K
|