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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
309+ 5.72% |
$138K - $158K
|
5.71K
$3.32M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
309+ 20.0% |
$138K - $158K
|
1.85K
$1.08M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
308+ 185.54% |
$138K - $157K
|
474
$275K
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
304+ 12.78% |
$136K - $155K
|
2.68K
$1.56M
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
303+ 5.97% |
$136K - $155K
|
5.38K
$3.12M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
303+ 18.1% |
$136K - $155K
|
1.98K
$1.15M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
303+ 1.39% |
$136K - $155K
|
22.1K
$12.9M
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
302+ 56.87% |
$135K - $154K
|
833
$484K
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
302+ 1.87% |
$135K - $154K
|
16.5K
$9.56M
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
300+ 2.33% |
$134K - $153K
|
13.2K
$7.65M
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
297+ 1.25% |
$133K - $152K
|
24K
$13.9M
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
293+ 4.65% |
$131K - $150K
|
6.59K
$3.83M
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
293+ 7.98% |
$131K - $150K
|
3.97K
$2.3M
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
293+ 19.69% |
$131K - $150K
|
1.78K
$1.03M
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
291+ 4.61% |
$130K - $149K
|
6.61K
$3.84M
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
290+ 1.01% |
$130K - $148K
|
29.1K
$16.9M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
289+ 2.16% |
$129K - $148K
|
13.7K
$7.94M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
289+ 27.71% |
$129K - $148K
|
1.33K
$773K
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
286+ 5.55% |
$128K - $146K
|
5.44K
$3.16M
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
286+ 5.49% |
$128K - $146K
|
5.5K
$3.19M
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
285+ 175.93% |
$128K - $146K
|
447
$260K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
283+ 12.43% |
$127K - $145K
|
2.56K
$1.49M
|
|
Oct 25, 2023
Q3 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
283+ 7.94% |
$127K - $145K
|
3.85K
$2.23M
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
283+ 8.85% |
$127K - $145K
|
3.48K
$2.02M
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
283+ 0.55% |
$127K - $145K
|
52K
$30.2M
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
281+ 13.54% |
$126K - $144K
|
2.36K
$1.37M
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
281+ 19.66% |
$126K - $144K
|
1.71K
$993K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
281+ 2.92% |
$126K - $144K
|
9.9K
$5.75M
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
279+ 22.46% |
$125K - $143K
|
1.52K
$883K
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
278+ 18.65% |
$124K - $142K
|
1.77K
$1.03M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
276+ 10.51% |
$124K - $141K
|
2.9K
$1.68M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
275+ 2.02% |
$123K - $141K
|
13.9K
$8.05M
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
275+ 5.54% |
$123K - $141K
|
5.24K
$3.04M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
274+ 7.63% |
$123K - $140K
|
3.87K
$2.24M
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
273+ 2.04% |
$122K - $139K
|
13.6K
$7.91M
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
273+ 7.45% |
$122K - $139K
|
3.94K
$2.29M
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
273+ 30.47% |
$122K - $139K
|
1.17K
$679K
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
273+ 14.96% |
$122K - $139K
|
2.1K
$1.22M
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
272+ 1.08% |
$122K - $139K
|
25.5K
$14.8M
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
271+ 4.79% |
$121K - $138K
|
5.93K
$3.44M
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
269+ 3.1% |
$120K - $137K
|
8.95K
$5.2M
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
267+ 8.96% |
$120K - $136K
|
3.25K
$1.89M
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
262+ 10.08% |
$117K - $134K
|
2.86K
$1.66M
|
|
Nov 08, 2023
Q3 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
261+ 4.76% |
$117K - $133K
|
5.74K
$3.33M
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
260+ 6.88% |
$116K - $133K
|
4.04K
$2.34M
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
260+ 16.35% |
$116K - $133K
|
1.85K
$1.07M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
260+ 3.16% |
$116K - $133K
|
8.49K
$4.93M
|
|
Nov 14, 2023
Q3 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
259+ 0.1% |
$116K - $132K
|
260K
$151M
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
257+ 1.43% |
$115K - $131K
|
18.2K
$10.6M
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
256+ 10.86% |
$115K - $131K
|
2.61K
$1.52M
|