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
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
46+ 5.76% |
$23.4K - $25.4K
|
844
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
46New |
$23.4K - $25.4K
|
46
$27.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
45+ 6.01% |
$22.9K - $24.9K
|
794
$469K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
45+ 1.83% |
$22.9K - $24.9K
|
2.5K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
45+ 2.08% |
$22.9K - $24.9K
|
2.21K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
45New |
$22.9K - $24.9K
|
45
$26.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
45+ 7.98% |
$22.9K - $24.9K
|
609
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
45+ 5.4% |
$22.9K - $24.9K
|
879
$519K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
45+ 4.48% |
$22.9K - $24.9K
|
1.05K
$620K
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
45+ 7.98% |
$22.9K - $24.9K
|
609
$360K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
45New |
$22.9K - $24.9K
|
45
$26.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
44+ 1.67% |
$22.4K - $24.3K
|
2.67K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
44+ 1.26% |
$22.4K - $24.3K
|
3.53K
$2.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
44+ 2.79% |
$22.4K - $24.3K
|
1.62K
$957K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
44+ 2.58% |
$22.4K - $24.3K
|
1.75K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
44+ 2.04% |
$22.4K - $24.3K
|
2.2K
$1.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
43+ 7.6% |
$21.9K - $23.8K
|
609
$360K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
43+ 2.19% |
$21.9K - $23.8K
|
2.01K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
43+ 1.32% |
$21.9K - $23.8K
|
3.3K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
43+ 5.0% |
$21.9K - $23.8K
|
903
$534K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
42+ 0.74% |
$21.4K - $23.2K
|
5.7K
$3.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
42+ 2.99% |
$21.4K - $23.2K
|
1.45K
$854K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
41+ 3.86% |
$20.9K - $22.7K
|
1.1K
$651K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
40+ 0.66% |
$20.4K - $22.1K
|
6.06K
$3.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
40+ 148.15% |
$20.4K - $22.1K
|
67
$39.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
40+ 5.19% |
$20.4K - $22.1K
|
810
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
40+ 0.87% |
$20.4K - $22.1K
|
4.66K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.14% |
$20.4K - $22.1K
|
29.3K
$17.3M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
40+ 3.03% |
$20.4K - $22.1K
|
1.36K
$804K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
39+ 1.98% |
$19.9K - $21.6K
|
2.01K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
39+ 2.28% |
$19.9K - $21.6K
|
1.75K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
39+ 0.6% |
$19.9K - $21.6K
|
6.56K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
39+ 2.44% |
$19.9K - $21.6K
|
1.64K
$966K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
38+ 3.98% |
$19.4K - $21K
|
993
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
38+ 3.18% |
$19.4K - $21K
|
1.23K
$728K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
37+ 60.66% |
$18.9K - $20.5K
|
98
$57.9K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
37+ 1.29% |
$18.9K - $20.5K
|
2.92K
$1.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
36+ 5.35% |
$18.3K - $19.9K
|
709
$419K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.55% |
$18.3K - $19.9K
|
6.59K
$3.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
36+ 2.37% |
$18.3K - $19.9K
|
1.55K
$918K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
36+ 0.66% |
$18.3K - $19.9K
|
5.51K
$3.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
36+ 0.51% |
$18.3K - $19.9K
|
7.12K
$4.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
36+ 8.63% |
$18.3K - $19.9K
|
453
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
36+ 8.11% |
$18.3K - $19.9K
|
480
$284K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
35+ 4.06% |
$17.8K - $19.4K
|
897
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
35+ 1.75% |
$17.8K - $19.4K
|
2.03K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
35+ 6.02% |
$17.8K - $19.4K
|
616
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
34+ 1.76% |
$17.3K - $18.8K
|
1.97K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
BUY
|
- |
34+ 3.53% |
$17.3K - $18.8K
|
997
$589K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
33+ 1.3% |
$16.8K - $18.2K
|
2.57K
$1.52M
|