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 06, 2023 Q3 2023
Souders Financial Advisors

BUY
 -
634
+ 6.13%
$284K - $324K
11K $6.76M
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
631
+ 5.69%
$283K - $322K
11.7K $7.21M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
631
+ 2.65%
$283K - $322K
24.5K $15.1M
Aug 29, 2024 Q3 2023
Waldron Private Wealth LLC

BUY
 -
631
+ 5.69%
$283K - $322K
11.7K $7.21M
Nov 14, 2023 Q3 2023
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
630
+ 0.74%
$282K - $322K
85.8K $52.8M
Nov 01, 2023 Q3 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
624
+ 134.48%
$279K - $319K
1.09K $670K
Nov 13, 2023 Q3 2023
Notis Mc Conarty Edward

BUY
 -
624
+ 9.62%
$279K - $319K
7.11K $4.38M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
622
+ 2.1%
$279K - $318K
30.2K $18.6M
Nov 14, 2023 Q3 2023
Lakeshore Financial Planning, Inc.

St. Clair Shores, MI
BUY
 -
621
New
$278K - $317K
621 $382K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
619
+ 0.57%
$277K - $316K
108K $66.8M
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
614
New
$275K - $314K
614 $378K
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
608
+ 5.73%
$272K - $311K
11.2K $6.91M
Nov 13, 2023 Q3 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
605
+ 5.24%
$271K - $309K
12.2K $7.48M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
602
+ 6.94%
$270K - $308K
9.28K $5.71M
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
601
New
$269K - $307K
601 $370K
Nov 13, 2023 Q3 2023
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
600
+ 56.93%
$269K - $307K
1.65K $1.02M
Oct 11, 2023 Q3 2023
Birch Capital Management, LLC

BUY
 -
594
+ 9.55%
$266K - $303K
6.81K $4.19M
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
590
+ 39.65%
$264K - $301K
2.08K $1.28M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
589
+ 33.37%
$264K - $301K
2.35K $1.45M
Nov 03, 2023 Q3 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
588
+ 31.87%
$263K - $300K
2.43K $1.5M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
577
New
$258K - $295K
577 $355K
Oct 31, 2023 Q3 2023
Leeward Financial Partners, LLC

BUY
 -
575
+ 10.38%
$257K - $294K
6.12K $3.77M
Nov 03, 2023 Q3 2023
Centric Wealth Management

BUY
 -
574
+ 9.48%
$257K - $293K
6.63K $4.08M
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
574
+ 3.85%
$257K - $293K
15.5K $9.54M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
571
+ 63.16%
$256K - $292K
1.48K $908K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
566
+ 19.89%
$253K - $289K
3.41K $2.1M
Nov 06, 2023 Q3 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
560
+ 97.73%
$251K - $286K
1.13K $698K
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

BUY
 -
557
+ 1.41%
$249K - $285K
40.2K $24.7M
Oct 31, 2023 Q3 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
552
New
$247K - $282K
552 $340K
Nov 13, 2023 Q3 2023
Aigen Investment Management, LP

BUY
 -
552
New
$247K - $282K
552 $340K
Nov 07, 2023 Q3 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
546
+ 1.84%
$244K - $279K
30.2K $18.6M
Nov 13, 2023 Q3 2023
Blue Investment Partners LLC

Alamo, CA
BUY
 -
545
New
$244K - $278K
545 $336K
Nov 13, 2023 Q3 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
545
+ 116.95%
$244K - $278K
1.01K $623K
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
540
+ 17.26%
$242K - $276K
3.67K $2.26M
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
540
+ 11.2%
$242K - $276K
5.36K $3.3M
Oct 26, 2023 Q3 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
539
+ 40.25%
$241K - $275K
1.88K $1.16M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
536
+ 2.68%
$240K - $274K
20.5K $12.7M
Nov 02, 2023 Q3 2023
Convergence Investment Partners, LLC

BUY
 -
535
+ 28.47%
$240K - $273K
2.41K $1.49M
Oct 23, 2023 Q3 2023
Ledge Wealth Management, Inc.

BUY
 -
533
+ 13.48%
$239K - $272K
4.49K $2.76M
Oct 25, 2023 Q3 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
533
New
$239K - $272K
533 $328K
Nov 14, 2023 Q3 2023
Palisade Capital Management LLC

Fort Lee, NJ
BUY
 -
533
New
$239K - $272K
533 $328K
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
531
+ 14.75%
$238K - $271K
4.13K $2.54M
May 17, 2024 Q3 2023
Cim, LLC

BUY
 -
530
+ 1.66%
$237K - $271K
32.4K $19.9M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
528
+ 6.47%
$236K - $270K
8.69K $5.35M
Oct 20, 2023 Q3 2023
Signet Investment Advisory Group, Inc.

BUY
 -
524
+ 10.58%
$235K - $268K
5.48K $3.37M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
524
New
$235K - $268K
524 $323K
Nov 09, 2023 Q3 2023
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
520
+ 24.41%
$233K - $266K
2.65K $1.63M
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
519
+ 3.19%
$232K - $265K
16.8K $10.3M
Oct 16, 2023 Q3 2023
Independence Bank Of Kentucky

BUY
 -
507
+ 14.91%
$227K - $259K
3.91K $2.41M

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