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 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.67K+ 30.35% |
$850K - $923K
|
7.17K
$4.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.65K+ 9.02% |
$841K - $913K
|
20K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.65K+ 1.67% |
$840K - $911K
|
101K
$59.4M
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
1.64KNew |
$838K - $909K
|
1.64K
$971K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 8.27% |
$832K - $904K
|
21.4K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.63KNew |
$829K - $900K
|
1.63K
$961K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
1.58KNew |
$802K - $871K
|
1.58K
$931K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.57KNew |
$801K - $870K
|
1.57K
$929K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
1.57K+ 4.84% |
$798K - $866K
|
33.9K
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.56KNew |
$796K - $864K
|
1.56K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.56K+ 87.26% |
$796K - $864K
|
3.35K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.56KNew |
$795K - $863K
|
1.56K
$922K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.54K+ 36.23% |
$786K - $853K
|
5.8K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.54KNew |
$784K - $850K
|
1.54K
$909K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.53K+ 4.46% |
$781K - $847K
|
35.9K
$21.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.53K+ 14.24% |
$778K - $844K
|
12.3K
$7.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.5K+ 20.31% |
$766K - $832K
|
8.91K
$5.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.5K+ 4.16% |
$764K - $829K
|
37.6K
$22.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.49K+ 278.99% |
$758K - $822K
|
2.02K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.48K+ 24.26% |
$753K - $817K
|
7.57K
$4.47M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.47KNew |
$750K - $814K
|
1.47K
$870K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.47K+ 31.45% |
$747K - $811K
|
6.13K
$3.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.46KNew |
$746K - $810K
|
1.46K
$865K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.46KNew |
$745K - $809K
|
1.46K
$864K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.46K+ 22.46% |
$742K - $805K
|
7.94K
$4.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.44K+ 2.49% |
$732K - $795K
|
59.1K
$34.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.43KNew |
$731K - $793K
|
1.43K
$847K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 9.26% |
$730K - $792K
|
16.9K
$9.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.42K+ 0.93% |
$723K - $785K
|
154K
$91.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.41K+ 12.56% |
$720K - $781K
|
12.7K
$7.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4K+ 11.75% |
$715K - $776K
|
13.3K
$7.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.4K+ 9.64% |
$714K - $775K
|
15.9K
$9.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.4K+ 0.47% |
$714K - $775K
|
297K
$176M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.4KNew |
$712K - $773K
|
1.4K
$826K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.38K+ 188.27% |
$703K - $763K
|
2.11K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.38K+ 40.43% |
$703K - $763K
|
4.79K
$2.83M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.38K+ 40.43% |
$703K - $763K
|
4.79K
$2.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.38K+ 7.51% |
$702K - $762K
|
19.7K
$11.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.37K+ 5.22% |
$700K - $759K
|
27.7K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.37KNew |
$698K - $758K
|
1.37K
$810K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.37K+ 810.65% |
$698K - $758K
|
1.54K
$909K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.37KNew |
$697K - $756K
|
1.37K
$808K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.36K+ 5.41% |
$695K - $754K
|
26.6K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.35K+ 8.19% |
$689K - $748K
|
17.9K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.34KNew |
$684K - $743K
|
1.34K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
BUY
|
- |
1.33K+ 6.54% |
$680K - $738K
|
21.7K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.33KNew |
$679K - $737K
|
1.33K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.33K+ 9.88% |
$679K - $737K
|
14.8K
$8.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.33KNew |
$678K - $736K
|
1.33K
$786K
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.33KNew |
$677K - $735K
|
1.33K
$785K
|