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 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
139+ 15.41% |
$62.2K - $71K
|
1.04K
$604K
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
139+ 19.15% |
$62.2K - $71K
|
865
$502K
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
139+ 3.53% |
$62.2K - $71K
|
4.08K
$2.37M
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
138+ 3.2% |
$61.8K - $70.5K
|
4.45K
$2.58M
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
138+ 4.33% |
$61.8K - $70.5K
|
3.32K
$1.93M
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
138New |
$61.8K - $70.5K
|
138
$80.1K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
136+ 9.44% |
$60.9K - $69.5K
|
1.58K
$915K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
136+ 8.24% |
$60.9K - $69.5K
|
1.79K
$1.04M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
135+ 7.23% |
$60.4K - $69K
|
2K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
135+ 1.22% |
$60.4K - $69K
|
11.2K
$6.49M
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
135+ 4.56% |
$60.4K - $69K
|
3.1K
$1.8M
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
134+ 5.03% |
$60K - $68.5K
|
2.8K
$1.62M
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
134+ 18.82% |
$60K - $68.5K
|
846
$491K
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
133+ 17.52% |
$59.6K - $68K
|
892
$518K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
133+ 2.83% |
$59.6K - $68K
|
4.84K
$2.81M
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
132+ 1.79% |
$59.1K - $67.4K
|
7.51K
$4.36M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
132+ 5.17% |
$59.1K - $67.4K
|
2.69K
$1.56M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
131+ 0.86% |
$58.7K - $66.9K
|
15.4K
$8.96M
|
|
Nov 14, 2023
Q3 2023
|
Unison Asset Management LLC
|
BUY
|
- |
130+ 1.19% |
$58.2K - $66.4K
|
11K
$6.41M
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
130+ 17.81% |
$58.2K - $66.4K
|
860
$499K
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
129+ 0.76% |
$57.8K - $65.9K
|
17K
$9.88M
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
129+ 1.5% |
$57.8K - $65.9K
|
8.74K
$5.07M
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
128+ 16.31% |
$57.3K - $65.4K
|
913
$530K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
126+ 0.47% |
$56.4K - $64.4K
|
27K
$15.7M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
125New |
$56K - $63.9K
|
125
$72.6K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
125+ 6.52% |
$56K - $63.9K
|
2.04K
$1.19M
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
125+ 2.92% |
$56K - $63.9K
|
4.4K
$2.56M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
123+ 0.62% |
$55.1K - $62.8K
|
20K
$11.6M
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
123+ 4.34% |
$55.1K - $62.8K
|
2.96K
$1.72M
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
122+ 1.83% |
$54.6K - $62.3K
|
6.8K
$3.95M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
122+ 0.92% |
$54.6K - $62.3K
|
13.3K
$7.74M
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
122+ 6.63% |
$54.6K - $62.3K
|
1.96K
$1.14M
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
121+ 3.27% |
$54.2K - $61.8K
|
3.82K
$2.22M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
120+ 1.82% |
$53.7K - $61.3K
|
6.7K
$3.89M
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
120+ 4.29% |
$53.7K - $61.3K
|
2.92K
$1.69M
|
|
Nov 06, 2023
Q3 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
120+ 0.95% |
$53.7K - $61.3K
|
12.7K
$7.38M
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
120+ 18.58% |
$53.7K - $61.3K
|
766
$445K
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
119+ 0.38% |
$53.3K - $60.8K
|
31.7K
$18.4M
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
119+ 0.38% |
$53.3K - $60.8K
|
31.7K
$18.4M
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
118+ 14.97% |
$52.8K - $60.3K
|
906
$526K
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
118+ 5.05% |
$52.8K - $60.3K
|
2.45K
$1.42M
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
117+ 1.49% |
$52.4K - $59.8K
|
7.96K
$4.62M
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
117+ 2.69% |
$52.4K - $59.8K
|
4.47K
$2.6M
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
116+ 4.79% |
$51.9K - $59.3K
|
2.54K
$1.47M
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
116+ 2.61% |
$51.9K - $59.3K
|
4.56K
$2.65M
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
116+ 1.78% |
$51.9K - $59.3K
|
6.65K
$3.86M
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
116+ 13.23% |
$51.9K - $59.3K
|
993
$576K
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
115+ 0.96% |
$51.5K - $58.8K
|
12.1K
$7.02M
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
115+ 1.99% |
$51.5K - $58.8K
|
5.88K
$3.41M
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
115+ 47.33% |
$51.5K - $58.8K
|
358
$208K
|