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 02, 2023 Q3 2023
Alpha Family Trust

Los Angeles, CA
BUY
 -
150
+ 8.24%
$67.2K - $76.6K
1.97K $936K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
150
+ 25.77%
$67.2K - $76.6K
732 $348K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
150
+ 1.69%
$67.2K - $76.6K
9.02K $4.28M
Oct 31, 2023 Q3 2023
Selway Asset Management

Boise, ID
BUY
 -
150
New
$67.2K - $76.6K
150 $71.2K
Nov 01, 2023 Q3 2023
Telos Capital Management, Inc.

BUY
 -
150
+ 12.65%
$67.2K - $76.6K
1.34K $635K
Nov 02, 2023 Q3 2023
Wealth Trust Axiom LLC

BUY
 -
150
+ 8.42%
$67.2K - $76.6K
1.93K $917K
Oct 17, 2023 Q3 2023
New Hampshire Trust

Concord, NH
BUY
 -
149
+ 1.88%
$66.7K - $76.1K
8.07K $3.83M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
147
+ 24.5%
$65.8K - $75.1K
747 $355K
Nov 13, 2023 Q3 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
147
+ 15.98%
$65.8K - $75.1K
1.07K $507K
Nov 07, 2023 Q3 2023
Riverpark Capital Management LLC

New York, NY
BUY
 -
141
+ 7.86%
$63.1K - $72K
1.94K $919K
Nov 09, 2023 Q3 2023
Kensington Investment Counsel, LLC

BUY
 -
141
+ 5.33%
$63.1K - $72K
2.79K $1.32M
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
140
+ 2.75%
$62.7K - $71.5K
5.23K $2.48M
Oct 26, 2023 Q3 2023
Emerald Mutual Fund Advisers Trust

BUY
 -
140
+ 48.28%
$62.7K - $71.5K
430 $204K
Nov 13, 2023 Q3 2023
Soundwatch Capital LLC

New York, NY
BUY
 -
140
+ 7.36%
$62.7K - $71.5K
2.04K $969K
Nov 14, 2023 Q3 2023
Sentinel Trust CO Lba

Houston, TX
BUY
 -
140
+ 2.52%
$62.7K - $71.5K
5.69K $2.7M
Oct 17, 2023 Q3 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
139
+ 15.41%
$62.2K - $71K
1.04K $494K
Nov 13, 2023 Q3 2023
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
139
+ 19.15%
$62.2K - $71K
865 $411K
Nov 14, 2023 Q3 2023
First Business Financial Services, Inc.

BUY
 -
139
+ 3.53%
$62.2K - $71K
4.08K $1.94M
Oct 31, 2023 Q3 2023
Optas, LLC

BUY
 -
138
+ 3.2%
$61.8K - $70.5K
4.45K $2.11M
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
138
+ 4.33%
$61.8K - $70.5K
3.32K $1.58M
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
138
New
$61.8K - $70.5K
138 $65.5K
Oct 24, 2023 Q3 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
136
+ 9.44%
$60.9K - $69.5K
1.58K $749K
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
136
+ 8.24%
$60.9K - $69.5K
1.79K $848K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
135
+ 7.23%
$60.4K - $69K
2K $951K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
135
+ 1.22%
$60.4K - $69K
11.2K $5.31M
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
135
+ 4.56%
$60.4K - $69K
3.1K $1.47M
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
134
+ 5.03%
$60K - $68.5K
2.8K $1.33M
Nov 13, 2023 Q3 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
134
+ 18.82%
$60K - $68.5K
846 $402K
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
133
+ 17.52%
$59.6K - $68K
892 $424K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
133
+ 2.83%
$59.6K - $68K
4.84K $2.3M
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
132
+ 1.79%
$59.1K - $67.4K
7.51K $3.57M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
132
+ 5.17%
$59.1K - $67.4K
2.69K $1.28M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
131
+ 0.86%
$58.7K - $66.9K
15.4K $7.33M
Nov 14, 2023 Q3 2023
Unison Asset Management LLC

BUY
 -
130
+ 1.19%
$58.2K - $66.4K
11K $5.24M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
130
+ 17.81%
$58.2K - $66.4K
860 $408K
Oct 19, 2023 Q3 2023
Chronos Wealth Management, LLC

BUY
 -
129
+ 0.76%
$57.8K - $65.9K
17K $8.08M
Oct 20, 2023 Q3 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
129
+ 1.5%
$57.8K - $65.9K
8.74K $4.15M
Nov 15, 2023 Q3 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
128
+ 16.31%
$57.3K - $65.4K
913 $434K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
126
+ 0.47%
$56.4K - $64.4K
27K $12.8M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
125
New
$56K - $63.9K
125 $59.4K
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
125
+ 6.52%
$56K - $63.9K
2.04K $970K
Nov 09, 2023 Q3 2023
S&Co Inc

Boston, MA
BUY
 -
125
+ 2.92%
$56K - $63.9K
4.4K $2.09M
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

BUY
 -
123
+ 0.62%
$55.1K - $62.8K
20K $9.51M
Oct 18, 2023 Q3 2023
La Fleur & Godfrey LLC

BUY
 -
123
+ 4.34%
$55.1K - $62.8K
2.96K $1.41M
Oct 23, 2023 Q3 2023
Atlas Private Wealth Management

BUY
 -
122
+ 1.83%
$54.6K - $62.3K
6.8K $3.23M
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
122
+ 0.92%
$54.6K - $62.3K
13.3K $6.33M
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
122
+ 6.63%
$54.6K - $62.3K
1.96K $932K
Nov 03, 2023 Q3 2023
Delta Financial Advisors LLC

BUY
 -
121
+ 3.27%
$54.2K - $61.8K
3.82K $1.81M
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
120
+ 1.82%
$53.7K - $61.3K
6.7K $3.18M

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