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 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
186+ 0.54% |
$94.8K - $103K
|
34.8K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
186+ 6.08% |
$94.8K - $103K
|
3.25K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
185+ 5.97% |
$94.3K - $102K
|
3.28K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
185+ 18.08% |
$94.3K - $102K
|
1.21K
$563K
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
184+ 10.28% |
$93.7K - $102K
|
1.97K
$921K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
182+ 20.9% |
$92.7K - $101K
|
1.05K
$491K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
182+ 6.78% |
$92.7K - $101K
|
2.87K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
182+ 1.81% |
$92.7K - $101K
|
10.3K
$4.78M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
182+ 26.84% |
$92.7K - $101K
|
860
$401K
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
181+ 0.73% |
$92.2K - $100K
|
24.9K
$11.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
180+ 1.72% |
$91.7K - $99.5K
|
10.7K
$4.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
179+ 2.19% |
$91.2K - $99K
|
8.35K
$3.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
179New |
$91.2K - $99K
|
179
$83.5K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
178+ 16.17% |
$90.7K - $98.4K
|
1.28K
$597K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
177New |
$90.2K - $97.9K
|
177
$82.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
177+ 0.91% |
$90.2K - $97.9K
|
19.6K
$9.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
176+ 1.88% |
$89.7K - $97.3K
|
9.52K
$4.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
176+ 4.59% |
$89.7K - $97.3K
|
4.01K
$1.87M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
174+ 1.97% |
$88.6K - $96.2K
|
9.03K
$4.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
174+ 4.68% |
$88.6K - $96.2K
|
3.89K
$1.81M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
173New |
$88.1K - $95.7K
|
173
$80.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
173+ 6.88% |
$88.1K - $95.7K
|
2.69K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
172+ 1.4% |
$87.6K - $95.1K
|
12.5K
$5.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
172+ 23.59% |
$87.6K - $95.1K
|
901
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
172+ 2.26% |
$87.6K - $95.1K
|
7.8K
$3.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
171+ 13.78% |
$87.1K - $94.6K
|
1.41K
$659K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
171+ 11.5% |
$87.1K - $94.6K
|
1.66K
$773K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
171+ 11.24% |
$87.1K - $94.6K
|
1.69K
$789K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
170+ 5.27% |
$86.6K - $94K
|
3.4K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
169+ 1.76% |
$86.1K - $93.5K
|
9.79K
$4.56M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
169+ 5.56% |
$86.1K - $93.5K
|
3.21K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
169+ 0.61% |
$86.1K - $93.5K
|
27.8K
$13M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
168+ 15.51% |
$85.6K - $92.9K
|
1.25K
$583K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
167+ 10.67% |
$85.1K - $92.3K
|
1.73K
$808K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
167+ 17.27% |
$85.1K - $92.3K
|
1.13K
$529K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
166New |
$84.6K - $91.8K
|
166
$77.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
166+ 1.27% |
$84.6K - $91.8K
|
13.3K
$6.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
165+ 18.35% |
$84.1K - $91.2K
|
1.06K
$496K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
165+ 4.46% |
$84.1K - $91.2K
|
3.86K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
165+ 2.38% |
$84.1K - $91.2K
|
7.09K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
164+ 5.1% |
$83.6K - $90.7K
|
3.38K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
163+ 326.0% |
$83K - $90.1K
|
213
$99.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
163+ 6.36% |
$83K - $90.1K
|
2.73K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
163+ 2.49% |
$83K - $90.1K
|
6.71K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
163+ 4.38% |
$83K - $90.1K
|
3.89K
$1.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
162+ 18.06% |
$82.5K - $89.6K
|
1.06K
$494K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
162+ 2.49% |
$82.5K - $89.6K
|
6.66K
$3.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
161+ 1.11% |
$82K - $89K
|
14.7K
$6.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
161+ 0.25% |
$82K - $89K
|
63.7K
$29.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
160+ 20.7% |
$81.5K - $88.5K
|
933
$435K
|