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 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
249+ 8.51% |
$127K - $138K
|
3.18K
$1.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
245+ 3.31% |
$125K - $135K
|
7.65K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
245+ 11.79% |
$125K - $135K
|
2.32K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
242+ 12.24% |
$123K - $134K
|
2.22K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
241+ 3.25% |
$123K - $133K
|
7.66K
$4.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
240New |
$122K - $133K
|
240
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
240+ 38.28% |
$122K - $133K
|
867
$512K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
239+ 22.63% |
$122K - $132K
|
1.3K
$765K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
237+ 6.97% |
$121K - $131K
|
3.64K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
236+ 3.0% |
$120K - $131K
|
8.11K
$4.79M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
235+ 14.42% |
$120K - $130K
|
1.87K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
235+ 0.9% |
$120K - $130K
|
26.2K
$15.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
234+ 1.65% |
$119K - $129K
|
14.4K
$8.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
234+ 12.09% |
$119K - $129K
|
2.17K
$1.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
233+ 14.13% |
$119K - $129K
|
1.88K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
232+ 6.04% |
$118K - $128K
|
4.07K
$2.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
230+ 8.57% |
$117K - $127K
|
2.91K
$1.72M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
229+ 16.16% |
$117K - $127K
|
1.65K
$973K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
229+ 48.31% |
$117K - $127K
|
703
$415K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
229+ 1.18% |
$117K - $127K
|
19.6K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
227+ 2.01% |
$116K - $126K
|
11.5K
$6.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
225+ 1.01% |
$115K - $124K
|
22.4K
$13.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
225+ 20.89% |
$115K - $124K
|
1.3K
$769K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
225+ 55.42% |
$115K - $124K
|
631
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
223+ 1.5% |
$114K - $123K
|
15.1K
$8.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
222+ 1.81% |
$113K - $123K
|
12.5K
$7.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
221+ 40.77% |
$113K - $122K
|
763
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
221+ 6.7% |
$113K - $122K
|
3.52K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
220+ 2.49% |
$112K - $122K
|
9.07K
$5.36M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
220+ 0.7% |
$112K - $122K
|
31.7K
$18.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
216+ 6.97% |
$110K - $119K
|
3.32K
$1.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
215+ 1.72% |
$110K - $119K
|
12.7K
$7.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
212+ 17.86% |
$108K - $117K
|
1.4K
$827K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
211+ 1.08% |
$107K - $117K
|
19.7K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
211+ 0.64% |
$107K - $117K
|
33.3K
$19.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
211+ 21.55% |
$107K - $117K
|
1.19K
$703K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
211+ 19.39% |
$107K - $117K
|
1.3K
$768K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
210+ 17.03% |
$107K - $116K
|
1.44K
$853K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
210+ 2.3% |
$107K - $116K
|
9.35K
$5.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
210+ 51.09% |
$107K - $116K
|
621
$367K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
210+ 4.36% |
$107K - $116K
|
5.03K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
208+ 9.08% |
$106K - $115K
|
2.5K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
208+ 5.73% |
$106K - $115K
|
3.84K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
208+ 0.63% |
$106K - $115K
|
33.1K
$19.6M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
208+ 5.73% |
$106K - $115K
|
3.84K
$2.27M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
207+ 1.7% |
$105K - $114K
|
12.3K
$7.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
206+ 2.86% |
$105K - $114K
|
7.4K
$4.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
205+ 3.35% |
$104K - $113K
|
6.33K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
205+ 20.28% |
$104K - $113K
|
1.22K
$718K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
205+ 4.4% |
$104K - $113K
|
4.86K
$2.87M
|