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 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
13+ 0.29% |
$6.62K - $7.19K
|
4.49K
$2.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
12+ 1.91% |
$6.11K - $6.64K
|
641
$296K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
12+ 1.08% |
$6.11K - $6.64K
|
1.13K
$520K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
12+ 2.63% |
$6.11K - $6.64K
|
469
$216K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11+ 0.53% |
$5.6K - $6.08K
|
2.07K
$956K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
11+ 1.38% |
$5.6K - $6.08K
|
807
$372K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 5.21% |
$5.6K - $6.08K
|
222
$102K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
11+ 14.1% |
$5.6K - $6.08K
|
89
$41.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11+ 2.02% |
$5.6K - $6.08K
|
556
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11+ 0.68% |
$5.6K - $6.08K
|
1.63K
$750K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 1.25% |
$5.6K - $6.08K
|
894
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
11+ 1.44% |
$5.6K - $6.08K
|
775
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
11+ 0.36% |
$5.6K - $6.08K
|
3.04K
$1.4M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11+ 8.66% |
$5.6K - $6.08K
|
138
$63.7K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
11+ 1.21% |
$5.6K - $6.08K
|
920
$425K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
10+ 0.94% |
$5.09K - $5.53K
|
1.08K
$497K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
10+ 0.29% |
$5.09K - $5.53K
|
3.42K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
10+ 0.35% |
$5.09K - $5.53K
|
2.87K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
10+ 0.06% |
$5.09K - $5.53K
|
16.7K
$7.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
10+ 0.81% |
$5.09K - $5.53K
|
1.25K
$575K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
10+ 0.65% |
$5.09K - $5.53K
|
1.54K
$710K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
10+ 1.19% |
$5.09K - $5.53K
|
847
$391K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
10+ 2.4% |
$5.09K - $5.53K
|
426
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.81% |
$5.09K - $5.53K
|
561
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10+ 0.13% |
$5.09K - $5.53K
|
7.79K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10+ 1.52% |
$5.09K - $5.53K
|
669
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10+ 1.7% |
$5.09K - $5.53K
|
598
$276K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
9+ 0.62% |
$4.59K - $4.98K
|
1.45K
$671K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9+ 0.74% |
$4.59K - $4.98K
|
1.23K
$566K
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
9+ 0.14% |
$4.59K - $4.98K
|
6.62K
$3.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 1.98% |
$4.59K - $4.98K
|
464
$214K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9+ 0.36% |
$4.59K - $4.98K
|
2.48K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
9+ 1.81% |
$4.59K - $4.98K
|
505
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
9+ 0.76% |
$4.59K - $4.98K
|
1.2K
$552K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9+ 0.52% |
$4.59K - $4.98K
|
1.73K
$799K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.26% |
$4.59K - $4.98K
|
3.53K
$1.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
8+ 0.19% |
$4.08K - $4.42K
|
4.21K
$1.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
8+ 1.96% |
$4.08K - $4.42K
|
416
$192K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
8+ 1.05% |
$4.08K - $4.42K
|
767
$354K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8+ 1.86% |
$4.08K - $4.42K
|
437
$202K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
8+ 0.41% |
$4.08K - $4.42K
|
1.94K
$895K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8New |
$4.08K - $4.42K
|
8
$3.69K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
8+ 0.12% |
$4.08K - $4.42K
|
6.69K
$3.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
7+ 0.75% |
$3.57K - $3.87K
|
939
$433K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
7+ 0.27% |
$3.57K - $3.87K
|
2.56K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7+ 0.99% |
$3.57K - $3.87K
|
715
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
7+ 0.67% |
$3.57K - $3.87K
|
1.06K
$488K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
7+ 1.25% |
$3.57K - $3.87K
|
567
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.83% |
$3.57K - $3.87K
|
853
$394K
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
7+ 0.89% |
$3.57K - $3.87K
|
794
$366K
|