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 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33+ 2.72% |
$16.8K - $18.2K
|
1.25K
$754K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
33+ 6.73% |
$16.8K - $18.2K
|
523
$317K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
33+ 3.72% |
$16.8K - $18.2K
|
921
$558K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
32+ 0.98% |
$16.3K - $17.7K
|
3.29K
$1.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
32+ 1.57% |
$16.3K - $17.7K
|
2.07K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
32+ 3.82% |
$16.3K - $17.7K
|
869
$527K
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
31+ 7.01% |
$15.8K - $17.1K
|
473
$287K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
31+ 2.89% |
$15.8K - $17.1K
|
1.1K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
31+ 7.49% |
$15.8K - $17.1K
|
445
$270K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
30+ 3.11% |
$15.3K - $16.6K
|
995
$603K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30+ 0.78% |
$15.3K - $16.6K
|
3.9K
$2.36M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
30+ 1.85% |
$15.3K - $16.6K
|
1.65K
$999K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
30+ 0.45% |
$15.3K - $16.6K
|
6.67K
$4.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
30+ 7.28% |
$15.3K - $16.6K
|
442
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
30+ 6.9% |
$15.3K - $16.6K
|
465
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
30+ 4.47% |
$15.3K - $16.6K
|
701
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
30+ 5.51% |
$15.3K - $16.6K
|
574
$348K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
29+ 3.24% |
$14.8K - $16K
|
925
$560K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
29+ 1.47% |
$14.8K - $16K
|
2K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
29+ 2.37% |
$14.8K - $16K
|
1.25K
$760K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
29+ 2.56% |
$14.8K - $16K
|
1.16K
$704K
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
29+ 0.11% |
$14.8K - $16K
|
26.9K
$16.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
29+ 0.61% |
$14.8K - $16K
|
4.82K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
29+ 1.01% |
$14.8K - $16K
|
2.91K
$1.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
28+ 1.24% |
$14.3K - $15.5K
|
2.29K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.66% |
$14.3K - $15.5K
|
4.26K
$2.58M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
28+ 1.78% |
$14.3K - $15.5K
|
1.6K
$972K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
28+ 0.31% |
$14.3K - $15.5K
|
8.98K
$5.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
28+ 0.4% |
$14.3K - $15.5K
|
7.07K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
28+ 1.34% |
$14.3K - $15.5K
|
2.12K
$1.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
27+ 5.53% |
$13.8K - $14.9K
|
515
$312K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
27+ 3.8% |
$13.8K - $14.9K
|
737
$447K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
27+ 1.72% |
$13.8K - $14.9K
|
1.6K
$967K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
27+ 4.27% |
$13.8K - $14.9K
|
660
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
27+ 0.29% |
$13.8K - $14.9K
|
9.31K
$5.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
27+ 0.61% |
$13.8K - $14.9K
|
4.47K
$2.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
27+ 0.53% |
$13.8K - $14.9K
|
5.09K
$3.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
27+ 1.48% |
$13.8K - $14.9K
|
1.85K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
26+ 4.89% |
$13.2K - $14.4K
|
558
$338K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
26+ 1.64% |
$13.2K - $14.4K
|
1.61K
$977K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
26+ 3.03% |
$13.2K - $14.4K
|
885
$536K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
25+ 1.51% |
$12.7K - $13.8K
|
1.69K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
25+ 3.02% |
$12.7K - $13.8K
|
854
$517K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
25+ 1.6% |
$12.7K - $13.8K
|
1.58K
$959K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
25New |
$12.7K - $13.8K
|
25
$15.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
25+ 3.23% |
$12.7K - $13.8K
|
799
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
25+ 32.89% |
$12.7K - $13.8K
|
101
$61.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
25+ 0.04% |
$12.7K - $13.8K
|
64.3K
$39M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
25+ 4.69% |
$12.7K - $13.8K
|
558
$338K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
24+ 0.37% |
$12.2K - $13.3K
|
6.59K
$3.99M
|