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 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.05K+ 1.76% |
$533K - $579K
|
60.7K
$36.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.05K+ 5.72% |
$533K - $578K
|
19.3K
$11.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
1.04K+ 14.31% |
$530K - $576K
|
8.32K
$5.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.04K+ 33.81% |
$528K - $573K
|
4.1K
$2.49M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.03KNew |
$523K - $567K
|
1.03K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.03K+ 5.03% |
$522K - $567K
|
21.4K
$13M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
1.02KNew |
$521K - $566K
|
1.02K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
BUY
|
- |
1.01K+ 7.91% |
$516K - $560K
|
13.8K
$8.37M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.01KNew |
$515K - $558K
|
1.01K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
1.01KNew |
$514K - $558K
|
1.01K
$612K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.01K+ 25.74% |
$513K - $556K
|
4.91K
$2.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1K+ 53.18% |
$510K - $554K
|
2.89K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Iyo Bank, Ltd.
|
BUY
|
- |
990+ 31.43% |
$504K - $547K
|
4.14K
$2.51M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
989New |
$504K - $547K
|
989
$600K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
988+ 6.65% |
$503K - $546K
|
15.8K
$9.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
987+ 69.36% |
$503K - $546K
|
2.41K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
986+ 96.48% |
$502K - $545K
|
2.01K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
986+ 7.68% |
$502K - $545K
|
13.8K
$8.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
979+ 54.97% |
$499K - $541K
|
2.76K
$1.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
970+ 1.46% |
$494K - $536K
|
67.6K
$41M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
968New |
$493K - $535K
|
968
$587K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
968+ 97.09% |
$493K - $535K
|
1.97K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
957+ 188.02% |
$488K - $529K
|
1.47K
$890K
|
|
|
Feb 07, 2024
Q4 2023
|
Times Square Capital Management, LLC
|
BUY
|
- |
950New |
$484K - $525K
|
950
$576K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
950New |
$484K - $525K
|
950
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
950+ 0.59% |
$484K - $525K
|
161K
$97.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
938+ 16.51% |
$478K - $519K
|
6.62K
$4.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
934New |
$476K - $516K
|
934
$567K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
927New |
$472K - $513K
|
927
$562K
|
|
|
Feb 13, 2024
Q4 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
925+ 12.98% |
$471K - $511K
|
8.05K
$4.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
922+ 1.11% |
$470K - $510K
|
84.1K
$51M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
920+ 8.52% |
$469K - $509K
|
11.7K
$7.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
907+ 12.76% |
$462K - $502K
|
8.02K
$4.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
907New |
$462K - $502K
|
907
$550K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
906+ 91.24% |
$462K - $501K
|
1.9K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
905New |
$461K - $500K
|
905
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
904+ 1.24% |
$461K - $500K
|
74K
$44.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
903+ 3.35% |
$460K - $499K
|
27.9K
$16.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
896+ 23.9% |
$456K - $495K
|
4.65K
$2.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
894+ 13.11% |
$455K - $494K
|
7.71K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
893+ 121.17% |
$455K - $494K
|
1.63K
$989K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
891New |
$454K - $493K
|
891
$541K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
888New |
$452K - $491K
|
888
$539K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
885+ 5.07% |
$451K - $489K
|
18.3K
$11.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
880New |
$448K - $487K
|
880
$534K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
876New |
$446K - $484K
|
876
$532K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
874+ 3.15% |
$445K - $483K
|
28.6K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
868+ 60.7% |
$442K - $480K
|
2.3K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
867+ 100.0% |
$442K - $479K
|
1.73K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
865New |
$441K - $478K
|
865
$525K
|