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 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
24+ 12.63% |
$12.2K - $13.3K
|
214
$130K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
24+ 5.37% |
$12.2K - $13.3K
|
471
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
24New |
$12.2K - $13.3K
|
24
$14.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 4.79% |
$12.2K - $13.3K
|
525
$318K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
23+ 1.54% |
$11.7K - $12.7K
|
1.51K
$917K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
23New |
$11.7K - $12.7K
|
23
$13.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
23+ 9.16% |
$11.7K - $12.7K
|
274
$166K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23+ 0.35% |
$11.7K - $12.7K
|
6.55K
$3.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
23+ 0.36% |
$11.7K - $12.7K
|
6.4K
$3.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
23+ 0.75% |
$11.7K - $12.7K
|
3.08K
$1.87M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
23+ 3.24% |
$11.7K - $12.7K
|
732
$443K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
22+ 0.07% |
$11.2K - $12.2K
|
29.9K
$18.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.45% |
$11.2K - $12.2K
|
4.86K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
22+ 3.72% |
$11.2K - $12.2K
|
613
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
22+ 0.39% |
$11.2K - $12.2K
|
5.74K
$3.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
21+ 1.08% |
$10.7K - $11.6K
|
1.96K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
21+ 2.19% |
$10.7K - $11.6K
|
980
$594K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
21+ 2.19% |
$10.7K - $11.6K
|
980
$594K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
21+ 2.08% |
$10.7K - $11.6K
|
1.03K
$625K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
21+ 0.68% |
$10.7K - $11.6K
|
3.09K
$1.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21+ 5.32% |
$10.7K - $11.6K
|
416
$252K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
21+ 36.84% |
$10.7K - $11.6K
|
78
$47.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
21+ 0.78% |
$10.7K - $11.6K
|
2.72K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
21+ 3.46% |
$10.7K - $11.6K
|
628
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
21+ 0.06% |
$10.7K - $11.6K
|
35.1K
$21.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
21New |
$10.7K - $11.6K
|
21
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
21New |
$10.7K - $11.6K
|
21
$12.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
20+ 0.05% |
$10.2K - $11.1K
|
36.6K
$22.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
20+ 6.02% |
$10.2K - $11.1K
|
352
$213K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
20+ 2.53% |
$10.2K - $11.1K
|
812
$492K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
20+ 1.37% |
$10.2K - $11.1K
|
1.48K
$895K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
20+ 1.7% |
$10.2K - $11.1K
|
1.2K
$725K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
20+ 3.68% |
$10.2K - $11.1K
|
564
$342K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
20+ 0.27% |
$10.2K - $11.1K
|
7.31K
$4.43M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
20New |
$10.2K - $11.1K
|
20
$12.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 27.4% |
$10.2K - $11.1K
|
93
$56.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
20+ 3.01% |
$10.2K - $11.1K
|
684
$414K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
20+ 2.06% |
$10.2K - $11.1K
|
993
$602K
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
19+ 0.38% |
$9.68K - $10.5K
|
4.99K
$3.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
19+ 1.1% |
$9.68K - $10.5K
|
1.75K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
19+ 0.82% |
$9.68K - $10.5K
|
2.35K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
19+ 1.47% |
$9.68K - $10.5K
|
1.32K
$797K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
19+ 1.1% |
$9.68K - $10.5K
|
1.74K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
19+ 0.09% |
$9.68K - $10.5K
|
20.2K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
19+ 2.45% |
$9.68K - $10.5K
|
796
$482K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19+ 7.01% |
$9.68K - $10.5K
|
290
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
19+ 1.77% |
$9.68K - $10.5K
|
1.09K
$662K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
18+ 0.28% |
$9.17K - $9.95K
|
6.43K
$3.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
18+ 0.76% |
$9.17K - $9.95K
|
2.37K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
18+ 3.84% |
$9.17K - $9.95K
|
487
$295K
|