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 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 1.27% |
$2.55K - $2.76K
|
398
$235K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
5+ 0.29% |
$2.55K - $2.76K
|
1.72K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 3.21% |
$2.55K - $2.76K
|
161
$95.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 3.45% |
$2.55K - $2.76K
|
150
$88.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.93% |
$2.55K - $2.76K
|
542
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5+ 0.2% |
$2.55K - $2.76K
|
2.55K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5+ 1.26% |
$2.55K - $2.76K
|
402
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 0.16% |
$2.55K - $2.76K
|
3.14K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5+ 2.18% |
$2.55K - $2.76K
|
234
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5+ 0.28% |
$2.55K - $2.76K
|
1.77K
$1.05M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4+ 0.59% |
$2.04K - $2.21K
|
677
$400K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.27% |
$2.04K - $2.21K
|
1.51K
$892K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4+ 0.35% |
$2.04K - $2.21K
|
1.15K
$677K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.27% |
$2.04K - $2.21K
|
1.5K
$885K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
4+ 0.31% |
$2.04K - $2.21K
|
1.28K
$757K
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3+ 0.46% |
$1.53K - $1.66K
|
660
$390K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
3+ 0.5% |
$1.53K - $1.66K
|
606
$358K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
3+ 0.44% |
$1.53K - $1.66K
|
688
$407K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.34% |
$1.53K - $1.66K
|
878
$519K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3New |
$1.53K - $1.66K
|
3
$1.77K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3+ 0.35% |
$1.53K - $1.66K
|
867
$512K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3+ 0.06% |
$1.53K - $1.66K
|
4.83K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 15.79% |
$1.53K - $1.66K
|
22
$13K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.18% |
$1.53K - $1.66K
|
1.68K
$991K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$1.53K - $1.66K
|
738
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3+ 0.67% |
$1.53K - $1.66K
|
453
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.7% |
$1.53K - $1.66K
|
433
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
3New |
$1.53K - $1.66K
|
3
$1.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
3+ 0.47% |
$1.53K - $1.66K
|
642
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.39% |
$1.53K - $1.66K
|
779
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
3New |
$1.53K - $1.66K
|
3
$1.77K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.36% |
$1.02K - $1.11K
|
559
$330K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.24% |
$1.02K - $1.11K
|
842
$498K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.5% |
$1.02K - $1.11K
|
401
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.2% |
$1.02K - $1.11K
|
1K
$592K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.22% |
$1.02K - $1.11K
|
893
$528K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2+ 0.02% |
$1.02K - $1.11K
|
9.08K
$5.36M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
2+ 0.07% |
$1.02K - $1.11K
|
2.85K
$1.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.18% |
$1.02K - $1.11K
|
1.09K
$643K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$1.02K - $1.11K
|
1.2K
$706K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2+ 0.44% |
$1.02K - $1.11K
|
453
$268K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2+ 0.08% |
$1.02K - $1.11K
|
2.39K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.02% |
$1.02K - $1.11K
|
11.1K
$6.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.44% |
$1.02K - $1.11K
|
460
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.4% |
$1.02K - $1.11K
|
504
$298K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.22% |
$509 - $553
|
451
$266K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1+ 0.22% |
$509 - $553
|
455
$269K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.25% |
$509 - $553
|
399
$236K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.21% |
$509 - $553
|
469
$277K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1+ 0.15% |
$509 - $553
|
669
$395K
|