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 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.73K+ 1.16% |
$1.39M - $1.51M
|
239K
$141M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
2.71KNew |
$1.38M - $1.5M
|
2.71K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
2.7K+ 276.1% |
$1.38M - $1.49M
|
3.68K
$2.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.69K+ 100.3% |
$1.37M - $1.49M
|
5.38K
$3.18M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.66K+ 10.81% |
$1.36M - $1.47M
|
27.3K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.66K+ 6.47% |
$1.35M - $1.47M
|
43.7K
$25.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.63KNew |
$1.34M - $1.46M
|
2.63K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
2.61K+ 4.82% |
$1.33M - $1.44M
|
56.8K
$33.5M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2.59KNew |
$1.32M - $1.43M
|
2.59K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.57K+ 9.62% |
$1.31M - $1.42M
|
29.3K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.57K+ 12.52% |
$1.31M - $1.42M
|
23.1K
$13.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.55KNew |
$1.3M - $1.41M
|
2.55K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.55K+ 92.15% |
$1.3M - $1.41M
|
5.31K
$3.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.52K+ 7.18% |
$1.28M - $1.39M
|
37.6K
$22.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.52K+ 7.57% |
$1.28M - $1.39M
|
35.7K
$21.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
2.5K+ 8.6% |
$1.28M - $1.38M
|
31.6K
$18.7M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.49K+ 292.38% |
$1.27M - $1.38M
|
3.35K
$1.98M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.49KNew |
$1.27M - $1.38M
|
2.49K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.48K+ 202.12% |
$1.26M - $1.37M
|
3.7K
$2.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
2.46K+ 174.36% |
$1.25M - $1.36M
|
3.87K
$2.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 0.86% |
$1.25M - $1.36M
|
288K
$170M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.46KNew |
$1.25M - $1.36M
|
2.46K
$1.45M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2.45KNew |
$1.25M - $1.35M
|
2.45K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
2.44K+ 5.09% |
$1.24M - $1.35M
|
50.4K
$29.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.44KNew |
$1.24M - $1.35M
|
2.44K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
2.43KNew |
$1.24M - $1.34M
|
2.43K
$1.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.43K+ 334.94% |
$1.24M - $1.34M
|
3.15K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
2.4K+ 0.92% |
$1.22M - $1.33M
|
262K
$155M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.4K+ 1.68% |
$1.22M - $1.33M
|
145K
$85.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.39K+ 6.31% |
$1.22M - $1.32M
|
40.3K
$23.8M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
2.39K+ 11.84% |
$1.22M - $1.32M
|
22.6K
$13.3M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.38KNew |
$1.21M - $1.32M
|
2.38K
$1.41M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.37KNew |
$1.21M - $1.31M
|
2.37K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.37K+ 15.12% |
$1.2M - $1.31M
|
18K
$10.6M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.36KNew |
$1.2M - $1.3M
|
2.36K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.36K+ 79.35% |
$1.2M - $1.3M
|
5.32K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.34K+ 4.33% |
$1.19M - $1.3M
|
56.5K
$33.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.34K+ 411.82% |
$1.19M - $1.29M
|
2.9K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.32KNew |
$1.18M - $1.29M
|
2.32K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.3KNew |
$1.17M - $1.27M
|
2.3K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.3K+ 26.5% |
$1.17M - $1.27M
|
11K
$6.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.3K+ 6.35% |
$1.17M - $1.27M
|
38.5K
$22.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
2.29KNew |
$1.17M - $1.27M
|
2.29K
$1.35M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.29K+ 12.96% |
$1.16M - $1.26M
|
19.9K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.27K+ 1.98% |
$1.16M - $1.26M
|
117K
$69.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.27K+ 0.28% |
$1.16M - $1.25M
|
811K
$479M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.25KNew |
$1.15M - $1.24M
|
2.25K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Factorial Partners, LLC
|
BUY
|
- |
2.24K+ 64.74% |
$1.14M - $1.24M
|
5.7K
$3.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.24K+ 22.2% |
$1.14M - $1.24M
|
12.3K
$7.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2.23KNew |
$1.14M - $1.23M
|
2.23K
$1.32M
|