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 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
128+ 4.87% |
$65.2K - $70.8K
|
2.76K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
128+ 8.73% |
$65.2K - $70.8K
|
1.6K
$968K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
128+ 7.63% |
$65.2K - $70.8K
|
1.81K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
127+ 0.45% |
$64.7K - $70.2K
|
28.4K
$17.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
126+ 5.28% |
$64.2K - $69.7K
|
2.51K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
125+ 0.99% |
$63.7K - $69.1K
|
12.7K
$7.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
125+ 5.13% |
$63.7K - $69.1K
|
2.56K
$1.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
124+ 7.96% |
$63.2K - $68.6K
|
1.68K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
124+ 6.35% |
$63.2K - $68.6K
|
2.08K
$1.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
123+ 0.08% |
$62.7K - $68K
|
162K
$98.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
123+ 0.77% |
$62.7K - $68K
|
16.1K
$9.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
123+ 34.17% |
$62.7K - $68K
|
483
$293K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
122+ 9.43% |
$62.2K - $67.5K
|
1.42K
$859K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
120+ 4.05% |
$61.1K - $66.4K
|
3.08K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
120+ 1.08% |
$61.1K - $66.4K
|
11.2K
$6.8M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
120+ 3.53% |
$61.1K - $66.4K
|
3.52K
$2.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
119+ 0.55% |
$60.6K - $65.8K
|
21.7K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
119+ 1.61% |
$60.6K - $65.8K
|
7.53K
$4.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
116+ 1.85% |
$59.1K - $64.1K
|
6.39K
$3.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
115+ 12.6% |
$58.6K - $63.6K
|
1.03K
$624K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
115+ 0.74% |
$58.6K - $63.6K
|
15.6K
$9.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
115+ 18.17% |
$58.6K - $63.6K
|
748
$454K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
115+ 1.58% |
$58.6K - $63.6K
|
7.39K
$4.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
112+ 0.17% |
$57.1K - $61.9K
|
64.3K
$39M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
112+ 13.02% |
$57.1K - $61.9K
|
972
$590K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
111+ 7.0% |
$56.6K - $61.4K
|
1.7K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
111+ 13.0% |
$56.6K - $61.4K
|
965
$586K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
111+ 14.18% |
$56.6K - $61.4K
|
894
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
110+ 11.96% |
$56K - $60.8K
|
1.03K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
110+ 20.68% |
$56K - $60.8K
|
642
$390K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
109+ 3.57% |
$55.5K - $60.3K
|
3.16K
$1.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
107+ 0.71% |
$54.5K - $59.2K
|
15.1K
$9.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
107+ 4.43% |
$54.5K - $59.2K
|
2.52K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
106+ 4.26% |
$54K - $58.6K
|
2.59K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
105+ 1.41% |
$53.5K - $58.1K
|
7.57K
$4.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
103+ 10.24% |
$52.5K - $57K
|
1.11K
$673K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
103+ 4.18% |
$52.5K - $57K
|
2.57K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
102+ 14.27% |
$52K - $56.4K
|
817
$496K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
100+ 7.09% |
$50.9K - $55.3K
|
1.51K
$917K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100+ 5.68% |
$50.9K - $55.3K
|
1.86K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
100+ 3.06% |
$50.9K - $55.3K
|
3.37K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$50.9K - $55.3K
|
100
$60.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
100New |
$50.9K - $55.3K
|
100
$60.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
99+ 5.25% |
$50.4K - $54.7K
|
1.98K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
99+ 2.27% |
$50.4K - $54.7K
|
4.46K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
99+ 0.67% |
$50.4K - $54.7K
|
15K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
99+ 0.95% |
$50.4K - $54.7K
|
10.5K
$6.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
98+ 17.25% |
$49.9K - $54.2K
|
666
$404K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
97+ 1.61% |
$49.4K - $53.6K
|
6.13K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
97+ 0.83% |
$49.4K - $53.6K
|
11.8K
$7.16M
|