Purchases and Sales Made in Q3 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
1.42K+ 4.82% |
$636K - $726K
|
30.9K
$18.2M
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.42K+ 61.56% |
$635K - $725K
|
3.72K
$2.19M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.42K+ 270.04% |
$634K - $723K
|
1.94K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.41K+ 65.95% |
$633K - $722K
|
3.56K
$2.1M
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
1.39K+ 13.79% |
$624K - $712K
|
11.5K
$6.77M
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.39K+ 99.86% |
$623K - $711K
|
2.78K
$1.64M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.39K+ 26.98% |
$621K - $708K
|
6.52K
$3.84M
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.38K+ 70.62% |
$619K - $706K
|
3.34K
$1.97M
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.38K+ 4.14% |
$617K - $704K
|
34.7K
$20.4M
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.38K+ 1678.05% |
$616K - $703K
|
1.46K
$859K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.37K+ 2.95% |
$615K - $702K
|
47.9K
$28.2M
|
|
Nov 14, 2023
Q3 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.37K+ 23.82% |
$614K - $700K
|
7.13K
$4.2M
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.37K+ 125.71% |
$613K - $699K
|
2.46K
$1.45M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.37K+ 0.6% |
$612K - $698K
|
231K
$136M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 1.31% |
$608K - $694K
|
105K
$61.9M
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.35K+ 45.04% |
$606K - $691K
|
4.36K
$2.57M
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.34K+ 34.78% |
$602K - $687K
|
5.21K
$3.07M
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.34KNew |
$599K - $684K
|
1.34K
$788K
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
1.34K+ 95.29% |
$598K - $682K
|
2.74K
$1.61M
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.33K+ 123.65% |
$597K - $681K
|
2.41K
$1.42M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.32K+ 9.22% |
$591K - $674K
|
15.6K
$9.21M
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.31KNew |
$587K - $670K
|
1.31K
$772K
|
|
Nov 14, 2023
Q3 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.31K+ 13.52% |
$585K - $667K
|
11K
$6.46M
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.29K+ 1.07% |
$579K - $661K
|
122K
$71.9M
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.29K+ 39.39% |
$578K - $659K
|
4.57K
$2.69M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.29K+ 76.67% |
$577K - $658K
|
2.97K
$1.75M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.29K+ 72.04% |
$577K - $658K
|
3.08K
$1.81M
|
|
Nov 08, 2023
Q3 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
1.29K+ 0.31% |
$576K - $658K
|
416K
$245M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.28K+ 10.19% |
$574K - $655K
|
13.8K
$8.16M
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.27K+ 4.73% |
$569K - $649K
|
28.1K
$16.6M
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.27K+ 17.74% |
$567K - $647K
|
8.4K
$4.95M
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.26KNew |
$562K - $642K
|
1.26K
$740K
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 60.79% |
$560K - $639K
|
3.31K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
BUY
|
- |
1.25K+ 9.99% |
$560K - $639K
|
13.8K
$8.11M
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
BUY
|
- |
1.25K+ 5.43% |
$557K - $636K
|
24.2K
$14.2M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 12.79% |
$551K - $629K
|
10.9K
$6.39M
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.23KNew |
$549K - $626K
|
1.23K
$722K
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.22K+ 83.21% |
$548K - $625K
|
2.7K
$1.59M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.22K+ 23.69% |
$544K - $621K
|
6.34K
$3.74M
|
|
Oct 31, 2023
Q3 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.21K+ 831.72% |
$540K - $616K
|
1.35K
$796K
|
|
Nov 14, 2023
Q3 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.2KNew |
$537K - $613K
|
1.2K
$707K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
1.2KNew |
$537K - $613K
|
1.2K
$706K
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.2K+ 2.12% |
$536K - $611K
|
57.6K
$34M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.19K+ 106.61% |
$534K - $610K
|
2.31K
$1.36M
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.18K+ 7.27% |
$526K - $600K
|
17.3K
$10.2M
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.17K+ 6.13% |
$525K - $599K
|
20.3K
$12M
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.17K+ 8.11% |
$522K - $595K
|
15.5K
$9.15M
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.17K+ 14.56% |
$522K - $595K
|
9.16K
$5.4M
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.16K+ 6.24% |
$521K - $595K
|
19.8K
$11.7M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.16KNew |
$520K - $593K
|
1.16K
$684K
|