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 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
346+ 5.08% |
$176K - $191K
|
7.16K
$4.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
345+ 9.49% |
$176K - $191K
|
3.98K
$2.35M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
345+ 9.49% |
$176K - $191K
|
3.98K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
344+ 4.05% |
$175K - $190K
|
8.84K
$5.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
343+ 20.5% |
$175K - $190K
|
2.02K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
342+ 2.06% |
$174K - $189K
|
16.9K
$10M
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
342New |
$174K - $189K
|
342
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
342+ 9.61% |
$174K - $189K
|
3.9K
$2.3M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
340+ 5.56% |
$173K - $188K
|
6.45K
$3.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
340+ 1.75% |
$173K - $188K
|
19.7K
$11.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
338+ 0.56% |
$172K - $187K
|
60.5K
$35.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
338+ 5.1% |
$172K - $187K
|
6.97K
$4.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
335+ 8.59% |
$171K - $185K
|
4.23K
$2.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
335+ 5.48% |
$171K - $185K
|
6.45K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
335+ 3.4% |
$171K - $185K
|
10.2K
$6.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
333+ 3.61% |
$170K - $184K
|
9.55K
$5.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
333+ 1.47% |
$170K - $184K
|
23K
$13.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
331+ 7.97% |
$169K - $183K
|
4.49K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
331New |
$169K - $183K
|
331
$196K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
331+ 75.74% |
$169K - $183K
|
768
$454K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
328+ 3.11% |
$167K - $181K
|
10.9K
$6.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
327+ 5.1% |
$167K - $181K
|
6.74K
$3.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
326+ 2.9% |
$166K - $180K
|
11.5K
$6.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
326+ 5.57% |
$166K - $180K
|
6.18K
$3.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
324+ 13.57% |
$165K - $179K
|
2.71K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
324+ 15.98% |
$165K - $179K
|
2.35K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
324+ 7.03% |
$165K - $179K
|
4.93K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
323+ 0.79% |
$165K - $179K
|
41.2K
$24.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
322+ 9.36% |
$164K - $178K
|
3.76K
$2.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
322+ 4.44% |
$164K - $178K
|
7.58K
$4.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
320+ 2.34% |
$163K - $177K
|
14K
$8.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
319+ 0.99% |
$163K - $176K
|
32.4K
$19.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
319New |
$163K - $176K
|
319
$188K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
318+ 1.43% |
$162K - $176K
|
22.6K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
318+ 8.1% |
$162K - $176K
|
4.25K
$2.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
313+ 6.41% |
$159K - $173K
|
5.19K
$3.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
313+ 1.69% |
$159K - $173K
|
18.8K
$11.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
312+ 10.32% |
$159K - $173K
|
3.34K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
312New |
$159K - $173K
|
312
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
312+ 1.8% |
$159K - $173K
|
17.7K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
311+ 11.51% |
$158K - $172K
|
3.01K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
311+ 34.33% |
$158K - $172K
|
1.22K
$719K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
308+ 6.33% |
$157K - $170K
|
5.17K
$3.06M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
307+ 15.4% |
$156K - $170K
|
2.3K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
307+ 24.82% |
$156K - $170K
|
1.54K
$912K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
306+ 5.62% |
$156K - $169K
|
5.75K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
306+ 4.88% |
$156K - $169K
|
6.57K
$3.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
300+ 0.69% |
$153K - $166K
|
43.8K
$25.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
300New |
$153K - $166K
|
300
$177K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
300+ 5.58% |
$153K - $166K
|
5.68K
$3.36M
|