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 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
181+ 2.73% |
$81K - $92.5K
|
6.82K
$3.96M
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
180+ 1.02% |
$80.6K - $92K
|
17.9K
$10.4M
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
179+ 0.78% |
$80.1K - $91.5K
|
23.2K
$13.5M
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
177+ 8.43% |
$79.3K - $90.4K
|
2.28K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
176+ 11.88% |
$78.8K - $89.9K
|
1.66K
$962K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
175+ 0.91% |
$78.4K - $89.4K
|
19.4K
$11.3M
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
174+ 1.71% |
$77.9K - $88.9K
|
10.3K
$6.01M
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
174+ 1.48% |
$77.9K - $88.9K
|
11.9K
$6.93M
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
174+ 3.74% |
$77.9K - $88.9K
|
4.83K
$2.8M
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
173+ 0.86% |
$77.5K - $88.4K
|
20.4K
$11.8M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
173+ 2.39% |
$77.5K - $88.4K
|
7.41K
$4.3M
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
173+ 1.86% |
$77.5K - $88.4K
|
9.48K
$5.5M
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
171+ 0.29% |
$76.6K - $87.4K
|
60.1K
$34.9M
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
171+ 3.82% |
$76.6K - $87.4K
|
4.65K
$2.7M
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
170+ 0.66% |
$76.1K - $86.9K
|
25.7K
$14.9M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
170+ 22.73% |
$76.1K - $86.9K
|
918
$533K
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
169+ 3.21% |
$75.7K - $86.3K
|
5.43K
$3.15M
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
169+ 8.01% |
$75.7K - $86.3K
|
2.28K
$1.32M
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
166+ 5.53% |
$74.3K - $84.8K
|
3.17K
$1.84M
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
165+ 1.84% |
$73.9K - $84.3K
|
9.14K
$5.31M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
164+ 5.83% |
$73.4K - $83.8K
|
2.98K
$1.73M
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
161+ 4.64% |
$72.1K - $82.3K
|
3.63K
$2.11M
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
161+ 3.29% |
$72.1K - $82.3K
|
5.06K
$2.94M
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
161+ 1.33% |
$72.1K - $82.3K
|
12.2K
$7.1M
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
161+ 4.64% |
$72.1K - $82.3K
|
3.63K
$2.11M
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
160+ 1.94% |
$71.6K - $81.7K
|
8.4K
$4.88M
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
159+ 0.63% |
$71.2K - $81.2K
|
25.3K
$14.7M
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
159+ 10.4% |
$71.2K - $81.2K
|
1.69K
$980K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
157+ 0.71% |
$70.3K - $80.2K
|
22.4K
$13M
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
157+ 0.81% |
$70.3K - $80.2K
|
19.7K
$11.4M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
155+ 30.39% |
$69.4K - $79.2K
|
665
$386K
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
154+ 6.31% |
$69K - $78.7K
|
2.59K
$1.51M
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
153+ 2.02% |
$68.5K - $78.2K
|
7.73K
$4.49M
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
153+ 3.39% |
$68.5K - $78.2K
|
4.66K
$2.71M
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
150+ 8.24% |
$67.2K - $76.6K
|
1.97K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
150+ 25.77% |
$67.2K - $76.6K
|
732
$425K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
150+ 1.69% |
$67.2K - $76.6K
|
9.02K
$5.24M
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
150New |
$67.2K - $76.6K
|
150
$87.1K
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
150+ 12.65% |
$67.2K - $76.6K
|
1.34K
$776K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
150+ 8.42% |
$67.2K - $76.6K
|
1.93K
$1.12M
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
149+ 1.88% |
$66.7K - $76.1K
|
8.07K
$4.69M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
147+ 24.5% |
$65.8K - $75.1K
|
747
$434K
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
147+ 15.98% |
$65.8K - $75.1K
|
1.07K
$619K
|
|
Nov 07, 2023
Q3 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
141+ 7.86% |
$63.1K - $72K
|
1.94K
$1.12M
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
141+ 0.83% |
$63.1K - $72K
|
17K
$9.89M
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
141+ 5.33% |
$63.1K - $72K
|
2.79K
$1.62M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
140+ 2.75% |
$62.7K - $71.5K
|
5.23K
$3.04M
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
140+ 48.28% |
$62.7K - $71.5K
|
430
$250K
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
140+ 7.36% |
$62.7K - $71.5K
|
2.04K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
140+ 2.52% |
$62.7K - $71.5K
|
5.69K
$3.3M
|