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
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18+ 1.13% |
$9.17K - $9.95K
|
1.61K
$977K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
18+ 1.14% |
$9.17K - $9.95K
|
1.6K
$971K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
17+ 2.46% |
$8.66K - $9.4K
|
708
$429K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
17+ 3.2% |
$8.66K - $9.4K
|
549
$333K
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
17+ 0.04% |
$8.66K - $9.4K
|
43K
$26.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
17+ 0.32% |
$8.66K - $9.4K
|
5.38K
$3.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
17+ 2.52% |
$8.66K - $9.4K
|
691
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
17+ 0.03% |
$8.66K - $9.4K
|
52.4K
$31.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
17+ 0.58% |
$8.66K - $9.4K
|
2.96K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
17+ 0.49% |
$8.66K - $9.4K
|
3.5K
$2.12M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
17New |
$8.66K - $9.4K
|
17
$10.3K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
17New |
$8.66K - $9.4K
|
17
$10.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
16+ 0.42% |
$8.15K - $8.85K
|
3.81K
$2.31M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
16+ 6.67% |
$8.15K - $8.85K
|
256
$155K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
16+ 0.74% |
$8.15K - $8.85K
|
2.18K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
16+ 0.48% |
$8.15K - $8.85K
|
3.35K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
16+ 0.36% |
$8.15K - $8.85K
|
4.44K
$2.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
16+ 1.6% |
$8.15K - $8.85K
|
1.02K
$616K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
16+ 2.47% |
$8.15K - $8.85K
|
663
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16+ 1.49% |
$8.15K - $8.85K
|
1.09K
$662K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 5.42% |
$8.15K - $8.85K
|
311
$188K
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
15+ 2.05% |
$7.64K - $8.29K
|
747
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
15+ 2.36% |
$7.64K - $8.29K
|
650
$394K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
15+ 0.53% |
$7.64K - $8.29K
|
2.87K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$7.64K - $8.29K
|
15
$9.09K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.42% |
$7.64K - $8.29K
|
3.61K
$2.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
14+ 0.68% |
$7.13K - $7.74K
|
2.08K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
14+ 1.62% |
$7.13K - $7.74K
|
878
$532K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
14+ 0.06% |
$7.13K - $7.74K
|
25.4K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14+ 0.33% |
$7.13K - $7.74K
|
4.29K
$2.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
13+ 1.09% |
$6.62K - $7.19K
|
1.21K
$733K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 1.48% |
$6.62K - $7.19K
|
894
$542K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
13+ 0.23% |
$6.62K - $7.19K
|
5.58K
$3.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
13+ 1.78% |
$6.62K - $7.19K
|
745
$451K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 0.97% |
$6.62K - $7.19K
|
1.36K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.6% |
$6.62K - $7.19K
|
2.17K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
13+ 1.25% |
$6.62K - $7.19K
|
1.06K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
13+ 0.29% |
$6.62K - $7.19K
|
4.49K
$2.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
12+ 1.91% |
$6.11K - $6.64K
|
641
$388K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
12+ 1.08% |
$6.11K - $6.64K
|
1.13K
$682K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
12+ 2.63% |
$6.11K - $6.64K
|
469
$284K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11+ 0.53% |
$5.6K - $6.08K
|
2.07K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
11+ 1.38% |
$5.6K - $6.08K
|
807
$489K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 5.21% |
$5.6K - $6.08K
|
222
$135K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
11+ 14.1% |
$5.6K - $6.08K
|
89
$53.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11+ 2.02% |
$5.6K - $6.08K
|
556
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 0.68% |
$5.6K - $6.08K
|
1.63K
$985K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 1.25% |
$5.6K - $6.08K
|
894
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
11+ 1.44% |
$5.6K - $6.08K
|
775
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
11+ 0.36% |
$5.6K - $6.08K
|
3.04K
$1.84M
|