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 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
5.71K+ 0.48% |
$2.91M - $3.16M
|
1.2M
$642M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
5.62K+ 1342.24% |
$2.87M - $3.11M
|
6.04K
$3.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
5.59K+ 40.81% |
$2.85M - $3.09M
|
19.3K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.59K+ 608.61% |
$2.85M - $3.09M
|
6.51K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
5.56KNew |
$2.83M - $3.08M
|
5.56K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.56K+ 57.55% |
$2.83M - $3.08M
|
15.2K
$8.12M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.56K+ 35.17% |
$2.83M - $3.08M
|
21.4K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.54K+ 7.9% |
$2.82M - $3.06M
|
75.6K
$40.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
5.5K+ 5.84% |
$2.8M - $3.04M
|
99.5K
$53.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.5K+ 4.04% |
$2.8M - $3.04M
|
142K
$75.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.38K+ 9.8% |
$2.74M - $2.97M
|
60.3K
$32.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.3K+ 7.97% |
$2.7M - $2.93M
|
71.9K
$38.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
5.28K+ 50.49% |
$2.69M - $2.92M
|
15.7K
$8.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5.23KNew |
$2.66M - $2.89M
|
5.23K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
5.19K+ 97.23% |
$2.64M - $2.87M
|
10.5K
$5.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.14K+ 3.81% |
$2.62M - $2.84M
|
140K
$74.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.11K+ 10.32% |
$2.6M - $2.83M
|
54.6K
$29.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.09K+ 14.85% |
$2.59M - $2.82M
|
39.4K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.06K+ 3.43% |
$2.58M - $2.8M
|
153K
$81.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
5.02K+ 6.34% |
$2.56M - $2.78M
|
84.3K
$45M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
5.02KNew |
$2.56M - $2.78M
|
5.02K
$2.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
5.01KNew |
$2.55M - $2.77M
|
5.01K
$2.67M
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
5KNew |
$2.55M - $2.76M
|
5K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4.96KNew |
$2.52M - $2.74M
|
4.96K
$2.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.9KNew |
$2.49M - $2.71M
|
4.9K
$2.61M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.88K+ 127.76% |
$2.49M - $2.7M
|
8.7K
$4.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.88K+ 128.01% |
$2.48M - $2.7M
|
8.69K
$4.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
4.87KNew |
$2.48M - $2.69M
|
4.87K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.82K+ 69.59% |
$2.46M - $2.67M
|
11.7K
$6.27M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
4.81KNew |
$2.45M - $2.66M
|
4.81K
$2.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.77KNew |
$2.43M - $2.64M
|
4.77K
$2.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.76K+ 3.85% |
$2.43M - $2.63M
|
128K
$68.4M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.74KNew |
$2.41M - $2.62M
|
4.74K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4.73KNew |
$2.41M - $2.62M
|
4.73K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
4.71K+ 323.11% |
$2.4M - $2.61M
|
6.17K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.63KNew |
$2.36M - $2.56M
|
4.63K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.62K+ 90.84% |
$2.35M - $2.56M
|
9.71K
$5.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
4.6K+ 50.22% |
$2.34M - $2.54M
|
13.8K
$7.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.58K+ 27.15% |
$2.34M - $2.53M
|
21.5K
$11.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
4.57KNew |
$2.33M - $2.53M
|
4.57K
$2.44M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.56KNew |
$2.32M - $2.52M
|
4.56K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
4.55KNew |
$2.32M - $2.52M
|
4.55K
$2.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.52K+ 366.8% |
$2.3M - $2.5M
|
5.75K
$3.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.52KNew |
$2.3M - $2.5M
|
4.52K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
4.51K+ 102.43% |
$2.3M - $2.49M
|
8.92K
$4.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Covea Finance
|
BUY
|
- |
4.5K+ 11.57% |
$2.29M - $2.49M
|
43.4K
$23.2M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
4.49KNew |
$2.29M - $2.49M
|
4.49K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$2.29M - $2.48M
|
4.49K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
4.47K+ 65.22% |
$2.28M - $2.47M
|
11.3K
$6.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.46KNew |
$2.27M - $2.46M
|
4.46K
$2.38M
|