Purchases and Sales Made in Q4 2023 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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 08, 2024 Q4 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
854
+ 7.64%
$435K - $472K
12K $7.11M
Mar 29, 2024 Q4 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
848
+ 336.51%
$432K - $469K
1.1K $650K
Jan 23, 2024 Q4 2023
Coastline Trust CO

BUY
 -
844
+ 5.72%
$430K - $467K
15.6K $9.22M
Feb 07, 2024 Q4 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
844
+ 0.83%
$430K - $467K
102K $60.2M
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
843
+ 6.49%
$429K - $466K
13.8K $8.17M
Jan 29, 2024 Q4 2023
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
841
New
$428K - $465K
841 $497K
Jan 30, 2024 Q4 2023
Waldron Private Wealth LLC

BUY
 -
841
+ 7.18%
$428K - $465K
12.6K $7.42M
Aug 29, 2024 Q4 2023
Waldron Private Wealth LLC

BUY
 -
841
+ 7.18%
$428K - $465K
12.6K $7.42M
Jan 24, 2024 Q4 2023
Western Financial Corp/Ca

San Diego, CA
BUY
 -
839
+ 49.21%
$427K - $464K
2.54K $1.5M
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
834
+ 5.05%
$425K - $461K
17.4K $10.3M
Feb 02, 2024 Q4 2023
Bailard, Inc.

BUY
 -
829
+ 1.07%
$422K - $458K
78.7K $46.5M
Feb 12, 2024 Q4 2023
Clear Rock Advisors, LLC

Kerrville, TX
BUY
 -
824
New
$420K - $456K
824 $487K
Jan 12, 2024 Q4 2023
Chickasaw Capital Management LLC

BUY
 -
823
+ 100.98%
$419K - $455K
1.64K $968K
Jan 10, 2024 Q4 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
808
+ 20.03%
$412K - $447K
4.84K $2.86M
Feb 14, 2024 Q4 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
795
+ 4.74%
$405K - $440K
17.6K $10.4M
Feb 13, 2024 Q4 2023
Advisor Shares Investments LLC

Bethesda, MD
BUY
 -
791
New
$403K - $437K
791 $467K
Feb 14, 2024 Q4 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
783
+ 0.96%
$399K - $433K
82.4K $48.7M
Feb 05, 2024 Q4 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
781
+ 4.92%
$398K - $432K
16.7K $9.85M
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
779
+ 0.47%
$397K - $431K
165K $97.6M
Feb 14, 2024 Q4 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
779
+ 0.47%
$397K - $431K
165K $97.6M
Feb 06, 2024 Q4 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
768
+ 18.44%
$391K - $425K
4.93K $2.91M
Feb 08, 2024 Q4 2023
Navellier & Associates Inc

Reno, NV
BUY
 -
766
+ 48.33%
$390K - $424K
2.35K $1.39M
Feb 12, 2024 Q4 2023
Avestar Capital, LLC

BUY
 -
766
+ 14.64%
$390K - $424K
6K $3.54M
Feb 13, 2024 Q4 2023
Annex Advisory Services, LLC

BUY
 -
758
+ 2.15%
$386K - $419K
35.9K $21.2M
Feb 14, 2024 Q4 2023
Point72 Asia (Singapore) Pte. Ltd.

Singapore, U0
BUY
 -
755
New
$385K - $417K
755 $446K
Feb 13, 2024 Q4 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
751
+ 1.27%
$383K - $415K
60.1K $35.5M
Feb 13, 2024 Q4 2023
First Dallas Securities Inc.

BUY
 -
750
New
$382K - $415K
750 $443K
Jan 18, 2024 Q4 2023
Procyon Advisors, LLC

BUY
 -
749
+ 3.6%
$382K - $414K
21.6K $12.7M
Feb 08, 2024 Q4 2023
Arjuna Capital

BUY
 -
749
+ 6.0%
$382K - $414K
13.2K $7.82M
Feb 07, 2024 Q4 2023
Warther Private Wealth, LLC

Akron, OH
BUY
 -
748
+ 6.91%
$381K - $414K
11.6K $6.84M
Feb 14, 2024 Q4 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
739
+ 1.09%
$376K - $409K
68.8K $40.6M
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
737
+ 3.73%
$375K - $408K
20.5K $12.1M
Feb 06, 2024 Q4 2023
Pioneer Trust Bank N A

Salem, OR
BUY
 -
734
+ 3.01%
$374K - $406K
25.1K $14.9M
Jan 23, 2024 Q4 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
733
+ 30.13%
$373K - $405K
3.17K $1.87M
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
733
New
$373K - $405K
733 $433K
Feb 08, 2024 Q4 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
732
+ 28.2%
$373K - $405K
3.33K $1.97M
Feb 13, 2024 Q4 2023
Madden Securities Corp

BUY
 -
728
New
$371K - $403K
728 $430K
Feb 21, 2024 Q4 2023
V Square Quantitative Management LLC

Chicago, IL
BUY
 -
726
+ 34.6%
$370K - $401K
2.82K $1.67M
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

BUY
 -
722
+ 5.41%
$368K - $399K
14.1K $8.31M
Feb 15, 2024 Q4 2023
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
722
+ 0.15%
$368K - $399K
494K $292M
Feb 13, 2024 Q4 2023
Broderick Brian C

BUY
 -
713
+ 3.98%
$363K - $394K
18.6K $11M
Feb 13, 2024 Q4 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
710
+ 0.69%
$362K - $393K
103K $61.1M
Feb 13, 2024 Q4 2023
Swisher Financial Concepts, Inc.

Westerville, OH
BUY
 -
705
New
$359K - $390K
705 $417K
Jan 25, 2024 Q4 2023
Wallington Asset Management, LLC

BUY
 -
702
+ 2.02%
$358K - $388K
35.5K $21M
Feb 08, 2024 Q4 2023
Ndvr, Inc.

Boston, MA
BUY
 -
701
New
$357K - $388K
701 $414K
Feb 14, 2024 Q4 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
697
+ 0.84%
$355K - $385K
84K $49.6M
Jan 25, 2024 Q4 2023
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
694
New
$354K - $384K
694 $410K
Jan 23, 2024 Q4 2023
Webster Bank, N. A.

BUY
 -
693
+ 140.28%
$353K - $383K
1.19K $701K
Mar 19, 2024 Q4 2023
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
687
New
$350K - $380K
687 $406K

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