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 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
8+ 0.41% |
$4.08K - $4.42K
|
1.94K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8New |
$4.08K - $4.42K
|
8
$2.42K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
8+ 0.12% |
$4.08K - $4.42K
|
6.69K
$2.02M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
7+ 0.75% |
$3.57K - $3.87K
|
939
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
7+ 0.27% |
$3.57K - $3.87K
|
2.56K
$776K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7+ 0.99% |
$3.57K - $3.87K
|
715
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
7+ 0.67% |
$3.57K - $3.87K
|
1.06K
$320K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
7+ 1.25% |
$3.57K - $3.87K
|
567
$172K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.83% |
$3.57K - $3.87K
|
853
$258K
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
7+ 0.89% |
$3.57K - $3.87K
|
794
$240K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
6+ 1.09% |
$3.06K - $3.32K
|
558
$169K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
6+ 0.99% |
$3.06K - $3.32K
|
610
$185K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
6+ 0.28% |
$3.06K - $3.32K
|
2.16K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 2.48% |
$3.06K - $3.32K
|
248
$75K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.33% |
$3.06K - $3.32K
|
1.83K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
6+ 0.44% |
$3.06K - $3.32K
|
1.37K
$414K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6+ 0.66% |
$3.06K - $3.32K
|
920
$278K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
5+ 0.81% |
$2.55K - $2.76K
|
622
$188K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$2.55K - $2.76K
|
6.71K
$2.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
5+ 0.32% |
$2.55K - $2.76K
|
1.56K
$473K
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
5+ 0.4% |
$2.55K - $2.76K
|
1.26K
$382K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5+ 0.34% |
$2.55K - $2.76K
|
1.46K
$442K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
5+ 0.12% |
$2.55K - $2.76K
|
4.04K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 1.27% |
$2.55K - $2.76K
|
398
$120K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
5+ 0.29% |
$2.55K - $2.76K
|
1.72K
$521K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 3.21% |
$2.55K - $2.76K
|
161
$48.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 3.45% |
$2.55K - $2.76K
|
150
$45.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.93% |
$2.55K - $2.76K
|
542
$164K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5+ 0.2% |
$2.55K - $2.76K
|
2.55K
$771K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5+ 1.26% |
$2.55K - $2.76K
|
402
$122K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 0.16% |
$2.55K - $2.76K
|
3.14K
$951K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5+ 2.18% |
$2.55K - $2.76K
|
234
$70.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5+ 0.28% |
$2.55K - $2.76K
|
1.77K
$536K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4+ 0.59% |
$2.04K - $2.21K
|
677
$205K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.27% |
$2.04K - $2.21K
|
1.51K
$457K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4+ 0.35% |
$2.04K - $2.21K
|
1.15K
$347K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.27% |
$2.04K - $2.21K
|
1.5K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
4+ 0.31% |
$2.04K - $2.21K
|
1.28K
$388K
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.46% |
$1.53K - $1.66K
|
660
$200K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
3+ 0.5% |
$1.53K - $1.66K
|
606
$183K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
3+ 0.44% |
$1.53K - $1.66K
|
688
$208K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.34% |
$1.53K - $1.66K
|
878
$266K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3New |
$1.53K - $1.66K
|
3
$908
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3+ 0.35% |
$1.53K - $1.66K
|
867
$262K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3+ 0.06% |
$1.53K - $1.66K
|
4.83K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 15.79% |
$1.53K - $1.66K
|
22
$6.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.18% |
$1.53K - $1.66K
|
1.68K
$507K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$1.53K - $1.66K
|
738
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3+ 0.67% |
$1.53K - $1.66K
|
453
$137K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.7% |
$1.53K - $1.66K
|
433
$131K
|