Purchases and Sales Made in Q3 2023 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
819
+ 2.62%
$367K - $418K
32.1K $15.3M
Oct 10, 2023 Q3 2023
Hall Capital Management CO Inc

BUY
 -
816
+ 22.3%
$365K - $417K
4.48K $2.13M
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
814
+ 1.37%
$364K - $416K
60.2K $28.6M
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
811
New
$363K - $414K
811 $385K
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
807
+ 16.57%
$361K - $412K
5.68K $2.7M
Nov 02, 2023 Q3 2023
Bank Pictet & Cie (Asia) LTD

BUY
 -
804
+ 12.1%
$360K - $411K
7.45K $3.54M
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
804
+ 2.28%
$360K - $411K
36.1K $17.1M
Nov 14, 2023 Q3 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
785
+ 4.97%
$351K - $401K
16.6K $7.87M
Nov 06, 2023 Q3 2023
Donoghue Forlines LLC

BUY
 -
783
+ 99.37%
$351K - $400K
1.57K $746K
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
781
+ 5.41%
$350K - $399K
15.2K $7.23M
Oct 31, 2023 Q3 2023
Southern Capital Advisors, LLC

BUY
 -
768
New
$344K - $392K
768 $365K
Oct 31, 2024 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
758
+ 14.75%
$339K - $387K
5.9K $2.8M
Nov 13, 2023 Q3 2023
Morse Asset Management, Inc

Darien, CT
BUY
 -
757
+ 4.26%
$339K - $387K
18.5K $8.8M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
754
+ 1639.13%
$338K - $385K
800 $380K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
753
+ 2.83%
$337K - $385K
27.3K $13M
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
750
New
$336K - $383K
750 $356K
Nov 14, 2023 Q3 2023
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
750
New
$336K - $383K
750 $356K
Nov 02, 2023 Q3 2023
Pictet & Cie (Europe) Sa

BUY
 -
747
+ 0.38%
$334K - $382K
200K $94.8M
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
742
+ 0.46%
$332K - $379K
160K $76.2M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
736
+ 3.87%
$330K - $376K
19.8K $9.38M
Nov 02, 2023 Q3 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
728
+ 4.8%
$326K - $372K
15.9K $7.55M
Nov 07, 2023 Q3 2023
Leuthold Group, LLC

BUY
 -
725
+ 2.98%
$325K - $370K
25.1K $11.9M
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

BUY
 -
725
+ 28.62%
$325K - $370K
3.26K $1.55M
Oct 11, 2023 Q3 2023
Trinity Legacy Partners, LLC

BUY
 -
713
+ 7.68%
$319K - $364K
10K $4.75M
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
712
New
$319K - $364K
712 $338K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
711
+ 3.56%
$318K - $363K
20.7K $9.82M
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
710
New
$318K - $363K
710 $337K
Oct 30, 2023 Q3 2023
Qcm Cayman, Ltd.

BUY
 -
699
New
$313K - $357K
699 $332K
Oct 13, 2023 Q3 2023
Cmh Wealth Management LLC

BUY
 -
694
+ 5.22%
$311K - $355K
14K $6.65M
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
693
+ 11.85%
$310K - $354K
6.54K $3.11M
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
692
+ 66.86%
$310K - $354K
1.73K $820K
Nov 09, 2023 Q3 2023
Heritage Investors Management Corp

BUY
 -
691
+ 1.07%
$309K - $353K
65.3K $31M
Nov 13, 2023 Q3 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
690
+ 3.27%
$309K - $353K
21.8K $10.3M
Nov 13, 2024 Q3 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
690
+ 3.27%
$309K - $353K
21.8K $10.3M
Oct 26, 2023 Q3 2023
Emerald Advisers, LLC

BUY
 -
687
+ 50.22%
$308K - $351K
2.06K $976K
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
686
+ 29.15%
$307K - $350K
3.04K $1.44M
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
685
+ 4.04%
$307K - $350K
17.6K $8.37M
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
678
New
$304K - $346K
678 $322K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
677
+ 11.51%
$303K - $346K
6.56K $3.12M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
676
+ 4.46%
$303K - $345K
15.8K $7.52M
Oct 27, 2023 Q3 2023
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
674
New
$302K - $344K
674 $320K
Oct 10, 2023 Q3 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
672
+ 54.19%
$301K - $343K
1.91K $908K
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
672
+ 18.52%
$301K - $343K
4.3K $2.04M
Nov 13, 2023 Q3 2023
Geller Advisors LLC

New York, NY
BUY
 -
672
+ 14.43%
$301K - $343K
5.33K $2.53M
Nov 08, 2023 Q3 2023
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
670
+ 11.43%
$300K - $342K
6.53K $3.1M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
667
+ 6.3%
$299K - $341K
11.3K $5.34M
Nov 13, 2023 Q3 2023
Landaas & CO

Milwaukee, WI
BUY
 -
659
New
$295K - $337K
659 $313K
Nov 13, 2023 Q3 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
655
+ 7.12%
$293K - $335K
9.85K $4.68M
Nov 13, 2023 Q3 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
653
+ 4.24%
$292K - $334K
16K $7.62M

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