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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
160+ 6.06% |
$81.5K - $88.5K
|
2.8K
$1.47M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
157+ 1.91% |
$80K - $86.8K
|
8.39K
$4.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
157+ 1.01% |
$80K - $86.8K
|
15.7K
$8.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
156+ 0.82% |
$79.5K - $86.3K
|
19.3K
$10.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
156+ 11.06% |
$79.5K - $86.3K
|
1.57K
$820K
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
155+ 4.63% |
$79K - $85.7K
|
3.5K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
155+ 3.04% |
$79K - $85.7K
|
5.26K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
155+ 34.6% |
$79K - $85.7K
|
603
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
155+ 4.63% |
$79K - $85.7K
|
3.5K
$1.83M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
155+ 3.6% |
$79K - $85.7K
|
4.46K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
154New |
$78.5K - $85.2K
|
154
$80.6K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
153+ 16.5% |
$77.9K - $84.6K
|
1.08K
$565K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
153+ 3.65% |
$77.9K - $84.6K
|
4.35K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
153+ 18.09% |
$77.9K - $84.6K
|
999
$523K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
152+ 8.01% |
$77.4K - $84.1K
|
2.05K
$1.07M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
152New |
$77.4K - $84.1K
|
152
$79.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
151+ 73.66% |
$76.9K - $83.5K
|
356
$186K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
150+ 3.93% |
$76.4K - $82.9K
|
3.97K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
150+ 5.19% |
$76.4K - $82.9K
|
3.04K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
150+ 16.82% |
$76.4K - $82.9K
|
1.04K
$545K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
150+ 12.08% |
$76.4K - $82.9K
|
1.39K
$729K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
150+ 1.64% |
$76.4K - $82.9K
|
9.29K
$4.86M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
149+ 5.22% |
$75.9K - $82.4K
|
3K
$1.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
147+ 6.46% |
$74.9K - $81.3K
|
2.42K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
147+ 21.88% |
$74.9K - $81.3K
|
819
$429K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
145+ 21.71% |
$73.9K - $80.2K
|
813
$426K
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
144New |
$73.4K - $79.6K
|
144
$75.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
143+ 2.41% |
$72.9K - $79.1K
|
6.07K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
143+ 2.56% |
$72.9K - $79.1K
|
5.73K
$3M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
142+ 12.68% |
$72.3K - $78.5K
|
1.26K
$661K
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
142+ 2.47% |
$72.3K - $78.5K
|
5.88K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
142+ 0.83% |
$72.3K - $78.5K
|
17.2K
$9M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
141+ 2.05% |
$71.8K - $78K
|
7.03K
$3.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
140+ 5.36% |
$71.3K - $77.4K
|
2.75K
$1.44M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
140New |
$71.3K - $77.4K
|
140
$73.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
139+ 2.4% |
$70.8K - $76.9K
|
5.92K
$3.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
139+ 20.62% |
$70.8K - $76.9K
|
813
$426K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
139+ 6.48% |
$70.8K - $76.9K
|
2.29K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
138New |
$70.3K - $76.3K
|
138
$72.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
138+ 3.38% |
$70.3K - $76.3K
|
4.22K
$2.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
135+ 8.3% |
$68.8K - $74.7K
|
1.76K
$922K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
135+ 26.11% |
$68.8K - $74.7K
|
652
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
135+ 0.18% |
$68.8K - $74.7K
|
74K
$38.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
134+ 4.88% |
$68.3K - $74.1K
|
2.88K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
134+ 30.11% |
$68.3K - $74.1K
|
579
$303K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
133+ 6.47% |
$67.8K - $73.5K
|
2.19K
$1.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
133+ 1.74% |
$67.8K - $73.5K
|
7.77K
$4.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
132+ 6.87% |
$67.3K - $73K
|
2.05K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
132+ 4.72% |
$67.3K - $73K
|
2.93K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
132+ 6.39% |
$67.3K - $73K
|
2.2K
$1.15M
|