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
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.2KNew |
$1.12M - $1.22M
|
2.2K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.2K+ 15.79% |
$1.12M - $1.22M
|
16.1K
$9.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
2.19K+ 876.8% |
$1.12M - $1.21M
|
2.44K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.19K+ 10.04% |
$1.12M - $1.21M
|
24K
$14.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
2.17K+ 43.58% |
$1.1M - $1.2M
|
7.13K
$4.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.14K+ 38.26% |
$1.09M - $1.19M
|
7.74K
$4.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.14KNew |
$1.09M - $1.19M
|
2.14K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.14K+ 3826.79% |
$1.09M - $1.19M
|
2.2K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.14KNew |
$1.09M - $1.18M
|
2.14K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.11KNew |
$1.07M - $1.17M
|
2.11K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.1K+ 5.16% |
$1.07M - $1.16M
|
42.9K
$25.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
2.1K+ 18.24% |
$1.07M - $1.16M
|
13.6K
$8.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
BUY
|
- |
2.07K+ 8.58% |
$1.06M - $1.15M
|
26.2K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
2.07K+ 0.96% |
$1.05M - $1.14M
|
217K
$128M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.07KNew |
$1.05M - $1.14M
|
2.07K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.06K+ 16.44% |
$1.05M - $1.14M
|
14.6K
$8.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.04K+ 66.51% |
$1.04M - $1.13M
|
5.11K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.04KNew |
$1.04M - $1.13M
|
2.04K
$1.2M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 6.27% |
$1.03M - $1.12M
|
34.4K
$20.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
2KNew |
$1.02M - $1.11M
|
2K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
2K+ 11.82% |
$1.02M - $1.11M
|
18.9K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.99KNew |
$1.01M - $1.1M
|
1.99K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.99K+ 9.42% |
$1.01M - $1.1M
|
23.1K
$13.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.99K+ 8.97% |
$1.01M - $1.1M
|
24.1K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.98K+ 3.64% |
$1.01M - $1.1M
|
56.5K
$33.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.97K+ 10.19% |
$1M - $1.09M
|
21.3K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.95K+ 23.52% |
$993K - $1.08M
|
10.2K
$6.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.95KNew |
$992K - $1.08M
|
1.95K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 3.3% |
$991K - $1.08M
|
60.9K
$36M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.94K+ 59.86% |
$989K - $1.07M
|
5.19K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
1.93K+ 32.46% |
$981K - $1.06M
|
7.86K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.92K+ 28.01% |
$977K - $1.06M
|
8.76K
$5.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.91KNew |
$971K - $1.05M
|
1.91K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.88K+ 50.08% |
$958K - $1.04M
|
5.64K
$3.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.87K+ 23.04% |
$954K - $1.04M
|
10K
$5.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.87K+ 0.84% |
$951K - $1.03M
|
223K
$132M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.86K+ 17.18% |
$948K - $1.03M
|
12.7K
$7.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.84KNew |
$939K - $1.02M
|
1.84K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.8KNew |
$917K - $995K
|
1.8K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.8K+ 2.18% |
$916K - $994K
|
84.2K
$49.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.76KNew |
$898K - $974K
|
1.76K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.74K+ 2.96% |
$884K - $960K
|
60.4K
$35.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
1.72K+ 28.66% |
$877K - $952K
|
7.73K
$4.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
1.72KNew |
$877K - $952K
|
1.72K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.72KNew |
$876K - $951K
|
1.72K
$1.02M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.72K+ 57.1% |
$875K - $949K
|
4.72K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.7KNew |
$868K - $942K
|
1.7K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.68K+ 33.16% |
$857K - $930K
|
6.76K
$3.99M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.67KNew |
$853K - $926K
|
1.67K
$989K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.67K+ 4.94% |
$852K - $925K
|
35.5K
$21M
|