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 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
50+ 1.94% |
$25.5K - $27.6K
|
2.63K
$796K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
50+ 9.38% |
$25.5K - $27.6K
|
583
$176K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
50New |
$25.5K - $27.6K
|
50
$15.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
49+ 0.51% |
$25K - $27.1K
|
9.57K
$2.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
49New |
$25K - $27.1K
|
49
$14.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
49+ 4.12% |
$25K - $27.1K
|
1.24K
$374K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
49+ 5.88% |
$25K - $27.1K
|
882
$267K
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
48+ 8.35% |
$24.5K - $26.5K
|
623
$189K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
48+ 5.2% |
$24.5K - $26.5K
|
971
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
48+ 0.35% |
$24.5K - $26.5K
|
13.7K
$4.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
48+ 3.1% |
$24.5K - $26.5K
|
1.59K
$482K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
48+ 4.66% |
$24.5K - $26.5K
|
1.08K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
47+ 0.22% |
$23.9K - $26K
|
21K
$6.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
47+ 1.19% |
$23.9K - $26K
|
3.98K
$1.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
47+ 1.91% |
$23.9K - $26K
|
2.51K
$759K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
47+ 2.91% |
$23.9K - $26K
|
1.66K
$503K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
47+ 7.48% |
$23.9K - $26K
|
675
$204K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
47+ 1.03% |
$23.9K - $26K
|
4.6K
$1.39M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
46+ 0.09% |
$23.4K - $25.4K
|
50.7K
$15.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
46+ 3.57% |
$23.4K - $25.4K
|
1.33K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
46+ 5.76% |
$23.4K - $25.4K
|
844
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
46New |
$23.4K - $25.4K
|
46
$13.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
45+ 6.01% |
$22.9K - $24.9K
|
794
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
45+ 1.83% |
$22.9K - $24.9K
|
2.5K
$758K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
45+ 2.08% |
$22.9K - $24.9K
|
2.21K
$667K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
45New |
$22.9K - $24.9K
|
45
$13.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
45+ 7.98% |
$22.9K - $24.9K
|
609
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
45+ 5.4% |
$22.9K - $24.9K
|
879
$266K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
45+ 4.48% |
$22.9K - $24.9K
|
1.05K
$318K
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
45+ 7.98% |
$22.9K - $24.9K
|
609
$184K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
45New |
$22.9K - $24.9K
|
45
$13.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
44+ 1.67% |
$22.4K - $24.3K
|
2.67K
$808K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
44+ 1.26% |
$22.4K - $24.3K
|
3.53K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
44+ 2.79% |
$22.4K - $24.3K
|
1.62K
$490K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
44+ 2.58% |
$22.4K - $24.3K
|
1.75K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
44+ 2.04% |
$22.4K - $24.3K
|
2.2K
$667K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
43+ 7.6% |
$21.9K - $23.8K
|
609
$184K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
43+ 2.19% |
$21.9K - $23.8K
|
2.01K
$607K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
43+ 1.32% |
$21.9K - $23.8K
|
3.3K
$999K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
43+ 5.0% |
$21.9K - $23.8K
|
903
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
42+ 0.74% |
$21.4K - $23.2K
|
5.7K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
42+ 2.99% |
$21.4K - $23.2K
|
1.45K
$437K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
42+ 0.74% |
$21.4K - $23.2K
|
5.7K
$1.72M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
41+ 3.86% |
$20.9K - $22.7K
|
1.1K
$333K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
40+ 0.66% |
$20.4K - $22.1K
|
6.06K
$1.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
40+ 148.15% |
$20.4K - $22.1K
|
67
$20.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
40+ 5.19% |
$20.4K - $22.1K
|
810
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
40+ 0.87% |
$20.4K - $22.1K
|
4.66K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.14% |
$20.4K - $22.1K
|
29.3K
$8.86M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 3.03% |
$20.4K - $22.1K
|
1.36K
$412K
|