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 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
212+ 9.69% |
$94.9K - $108K
|
2.4K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
212+ 0.84% |
$94.9K - $108K
|
25.4K
$14.7M
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
211+ 12.67% |
$94.5K - $108K
|
1.88K
$1.09M
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
210+ 0.87% |
$94K - $107K
|
24.4K
$14.1M
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
208+ 2.42% |
$93.1K - $106K
|
8.82K
$5.12M
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
208+ 4.64% |
$93.1K - $106K
|
4.69K
$2.72M
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
208+ 23.91% |
$93.1K - $106K
|
1.08K
$626K
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
206+ 2.46% |
$92.2K - $105K
|
8.59K
$4.99M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
206+ 23.15% |
$92.2K - $105K
|
1.1K
$636K
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
206+ 16.08% |
$92.2K - $105K
|
1.49K
$863K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
206+ 0.39% |
$92.2K - $105K
|
53.4K
$31M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
204+ 6.77% |
$91.3K - $104K
|
3.22K
$1.87M
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
203+ 3.27% |
$90.9K - $104K
|
6.42K
$3.72M
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
202+ 8.32% |
$90.4K - $103K
|
2.63K
$1.53M
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
202+ 1.75% |
$90.4K - $103K
|
11.7K
$6.8M
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
202New |
$90.4K - $103K
|
202
$117K
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
201+ 10.33% |
$90K - $103K
|
2.15K
$1.25M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
201+ 4.46% |
$90K - $103K
|
4.71K
$2.73M
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
200+ 7.07% |
$89.6K - $102K
|
3.03K
$1.76M
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 21.95% |
$89.6K - $102K
|
1.11K
$645K
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
200+ 18.42% |
$89.6K - $102K
|
1.29K
$747K
|
|
Nov 03, 2023
Q3 2023
|
Alta Advisers LTD
|
BUY
|
- |
200+ 8.33% |
$89.6K - $102K
|
2.6K
$1.51M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
200+ 2.6% |
$89.6K - $102K
|
7.88K
$4.57M
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
200+ 32.47% |
$89.6K - $102K
|
816
$474K
|
|
Nov 13, 2023
Q3 2023
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
200+ 0.86% |
$89.6K - $102K
|
23.5K
$13.6M
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
199+ 0.62% |
$89.1K - $102K
|
32.2K
$18.7M
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
198+ 1.97% |
$88.7K - $101K
|
10.2K
$5.95M
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
198+ 6.91% |
$88.7K - $101K
|
3.06K
$1.78M
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
197+ 2.7% |
$88.2K - $101K
|
7.5K
$4.35M
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
195+ 3.29% |
$87.3K - $99.6K
|
6.12K
$3.55M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
194+ 8.0% |
$86.9K - $99.1K
|
2.62K
$1.52M
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
194+ 9.94% |
$86.9K - $99.1K
|
2.15K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
194+ 0.47% |
$86.9K - $99.1K
|
41.8K
$24.2M
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
194+ 9.94% |
$86.9K - $99.1K
|
2.15K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
193+ 0.19% |
$86.4K - $98.6K
|
101K
$58.4M
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
193+ 2.4% |
$86.4K - $98.6K
|
8.23K
$4.78M
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
193+ 2.89% |
$86.4K - $98.6K
|
6.86K
$3.98M
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
192+ 13.78% |
$86K - $98.1K
|
1.59K
$920K
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
192+ 1.78% |
$86K - $98.1K
|
11K
$6.37M
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
190+ 3.83% |
$85.1K - $97.1K
|
5.15K
$2.99M
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
188+ 11.03% |
$84.2K - $96.1K
|
1.89K
$1.1M
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
187+ 5.04% |
$83.7K - $95.5K
|
3.9K
$2.26M
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
186+ 1.67% |
$83.3K - $95K
|
11.3K
$6.56M
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
185+ 0.53% |
$82.8K - $94.5K
|
34.8K
$20.2M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
185+ 31.79% |
$82.8K - $94.5K
|
767
$445K
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
182+ 33.46% |
$81.5K - $93K
|
726
$421K
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
182+ 16.34% |
$81.5K - $93K
|
1.3K
$752K
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
182+ 17.17% |
$81.5K - $93K
|
1.24K
$721K
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
182+ 1.24% |
$81.5K - $93K
|
14.9K
$8.64M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
181+ 3.65% |
$81K - $92.5K
|
5.14K
$2.99M
|