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
Jan 26, 2024 Q4 2023
Aspiriant, LLC

BUY
 -
686
+ 13.41%
$349K - $379K
5.8K $3.43M
Feb 08, 2024 Q4 2023
Inceptionr LLC

Lafayette, CA
BUY
 -
684
New
$348K - $378K
684 $404K
Jan 18, 2024 Q4 2023
Ocean Capital Management, LLC

BUY
 -
682
+ 5.27%
$347K - $377K
13.6K $8.05M
Feb 05, 2024 Q4 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
682
+ 3.47%
$347K - $377K
20.4K $12M
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
682
New
$347K - $377K
682 $403K
Feb 15, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
681
+ 3.48%
$347K - $377K
20.2K $12M
Jan 22, 2024 Q4 2023
Perfromance Wealth Partners, LLC

BUY
 -
676
+ 8.98%
$344K - $374K
8.2K $4.85M
Feb 09, 2024 Q4 2023
Trium Capital LLP

London, X0
BUY
 -
672
+ 5.29%
$342K - $372K
13.4K $7.91M
Jan 24, 2024 Q4 2023
Cypress Capital Group

BUY
 -
671
+ 9.66%
$342K - $371K
7.62K $4.5M
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
671
New
$342K - $371K
671 $396K
Feb 14, 2024 Q4 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
666
New
$339K - $368K
666 $394K
Feb 20, 2024 Q4 2023
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
661
New
$337K - $366K
661 $391K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
659
New
$336K - $364K
659 $389K
Mar 15, 2024 Q4 2023
Skyline Advisors, Inc.

Bellingham, WA
BUY
 -
657
New
$335K - $363K
657 $388K
Feb 14, 2024 Q4 2023
Beck Mack & Oliver LLC

New York, NY
BUY
 -
652
+ 61.57%
$332K - $361K
1.71K $1.01M
Jan 04, 2024 Q4 2023
Trust CO Of Toledo Na

Holland, OH
BUY
 -
651
+ 14.26%
$332K - $360K
5.22K $3.08M
Jan 24, 2024 Q4 2023
Canal Capital Management, LLC

BUY
 -
651
+ 5.87%
$332K - $360K
11.7K $6.93M
Feb 14, 2024 Q4 2023
Scientech Research LLC

Jersey City, NJ
BUY
 -
650
New
$331K - $359K
650 $384K
Jan 30, 2024 Q4 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
649
New
$331K - $359K
649 $383K
Feb 14, 2024 Q4 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
649
+ 14.09%
$331K - $359K
5.25K $3.1M
Feb 14, 2024 Q4 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
648
New
$330K - $358K
648 $383K
Feb 02, 2024 Q4 2023
Xr Securities LLC

BUY
 -
646
+ 140.74%
$329K - $357K
1.11K $653K
Jan 18, 2024 Q4 2023
Compton Wealth Advisory Group, LLC

BUY
 -
645
+ 8.35%
$329K - $357K
8.37K $4.95M
Jan 30, 2024 Q4 2023
Private Client Services, LLC

Louisville, KY
BUY
 -
642
New
$327K - $355K
642 $379K
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
639
+ 6.89%
$326K - $353K
9.91K $5.85M
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
637
New
$325K - $352K
637 $376K
Feb 13, 2024 Q4 2023
1858 Wealth Management, LLC

Akron, OH
BUY
 -
637
New
$325K - $352K
637 $376K
Jan 31, 2024 Q4 2023
Stephenson & Company, Inc.

San Clemente, CA
BUY
 -
633
New
$322K - $350K
633 $374K
Apr 02, 2024 Q4 2023
Imz Advisory Inc

Boca Raton, FL
BUY
 -
632
New
$322K - $349K
632 $373K
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
631
New
$321K - $349K
631 $373K
Jan 04, 2024 Q4 2023
Green Alpha Advisors, LLC

BUY
 -
630
New
$321K - $348K
630 $372K
Feb 12, 2024 Q4 2023
Zions Bancorporation, N.A.

BUY
 -
625
+ 3.92%
$318K - $346K
16.6K $9.8M
Feb 12, 2024 Q4 2023
Acorn Creek Capital LLC

Fort Collins, CO
BUY
 -
624
New
$318K - $345K
624 $369K
Jan 17, 2024 Q4 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
621
+ 3.05%
$316K - $343K
21K $12.4M
Feb 06, 2024 Q4 2023
Clifford Swan Investment Counsel LLC

BUY
 -
621
+ 1.42%
$316K - $343K
44.4K $26.2M
Jan 08, 2024 Q4 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
620
+ 11.27%
$316K - $343K
6.12K $3.62M
Feb 06, 2024 Q4 2023
Maryland State Retirement & Pension System

BUY
 -
620
+ 0.87%
$316K - $343K
72.2K $42.7M
Jan 10, 2024 Q4 2023
Wealth Alliance Advisory Group, LLC

BUY
 -
619
+ 24.18%
$315K - $342K
3.18K $1.88M
Jan 11, 2024 Q4 2023
Avity Investment Management Inc.

BUY
 -
618
New
$315K - $342K
618 $365K
Jan 19, 2024 Q4 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
616
+ 12.07%
$314K - $341K
5.72K $3.38M
Jan 17, 2024 Q4 2023
Red Door Wealth Management, LLC

BUY
 -
615
+ 4.34%
$313K - $340K
14.8K $8.73M
Jan 23, 2024 Q4 2023
Advisory Alpha, LLC

BUY
 -
614
+ 22.43%
$313K - $340K
3.35K $1.98M
Feb 06, 2024 Q4 2023
Provence Wealth Management Group

BUY
 -
614
+ 33.12%
$313K - $340K
2.47K $1.46M
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
612
+ 7.32%
$312K - $338K
8.97K $5.3M
Feb 14, 2024 Q4 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
609
New
$310K - $337K
609 $360K
Mar 14, 2024 Q4 2023
Yeomans Consulting Group, Inc.

Marietta, GA
BUY
 -
608
New
$310K - $336K
608 $359K
Jan 17, 2024 Q4 2023
Columbia Trust CO 01012016

BUY
 -
604
+ 12.99%
$308K - $334K
5.25K $3.1M
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
604
+ 43.42%
$308K - $334K
2K $1.18M
Feb 01, 2024 Q4 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
598
+ 2.23%
$305K - $331K
27.4K $16.2M

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