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 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
114+ 1.56% |
$51K - $58.2K
|
7.4K
$4.3M
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
114+ 21.8% |
$51K - $58.2K
|
637
$370K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
114+ 9.8% |
$51K - $58.2K
|
1.28K
$741K
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
112+ 4.24% |
$50.1K - $57.2K
|
2.75K
$1.6M
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
110+ 12.61% |
$49.3K - $56.2K
|
982
$570K
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
109+ 10.06% |
$48.8K - $55.7K
|
1.19K
$693K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
107+ 0.98% |
$47.9K - $54.7K
|
11K
$6.39M
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
107+ 0.86% |
$47.9K - $54.7K
|
12.5K
$7.25M
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
107+ 5.39% |
$47.9K - $54.7K
|
2.09K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
107+ 27.51% |
$47.9K - $54.7K
|
496
$288K
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
106+ 14.42% |
$47.5K - $54.2K
|
841
$488K
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
106+ 1.62% |
$47.5K - $54.2K
|
6.64K
$3.86M
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
104+ 2.74% |
$46.6K - $53.1K
|
3.9K
$2.26M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
103+ 1.93% |
$46.1K - $52.6K
|
5.43K
$3.15M
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
103+ 6.2% |
$46.1K - $52.6K
|
1.76K
$1.02M
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
103+ 3.06% |
$46.1K - $52.6K
|
3.47K
$2.01M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
103+ 3.96% |
$46.1K - $52.6K
|
2.7K
$1.57M
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
102+ 3.68% |
$45.7K - $52.1K
|
2.87K
$1.67M
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
102+ 3.22% |
$45.7K - $52.1K
|
3.27K
$1.9M
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
102+ 15.32% |
$45.7K - $52.1K
|
768
$446K
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
102+ 5.3% |
$45.7K - $52.1K
|
2.03K
$1.18M
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
101+ 9.4% |
$45.2K - $51.6K
|
1.18K
$683K
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
100+ 10.35% |
$44.8K - $51.1K
|
1.07K
$619K
|
|
Nov 08, 2023
Q3 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
100+ 8.8% |
$44.8K - $51.1K
|
1.24K
$718K
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
100+ 2.4% |
$44.8K - $51.1K
|
4.27K
$2.48M
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
100+ 7.25% |
$44.8K - $51.1K
|
1.48K
$859K
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
100+ 11.04% |
$44.8K - $51.1K
|
1.01K
$584K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
100+ 13.23% |
$44.8K - $51.1K
|
856
$497K
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 3.1% |
$44.8K - $51.1K
|
3.33K
$1.93M
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
99+ 8.91% |
$44.3K - $50.6K
|
1.21K
$702K
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
99+ 2.01% |
$44.3K - $50.6K
|
5.01K
$2.91M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
98+ 0.79% |
$43.9K - $50.1K
|
12.4K
$7.22M
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
98+ 3.22% |
$43.9K - $50.1K
|
3.14K
$1.82M
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
97+ 1.2% |
$43.4K - $49.6K
|
8.17K
$4.75M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
96+ 16.24% |
$43K - $49K
|
687
$399K
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
96+ 20.21% |
$43K - $49K
|
571
$331K
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
95+ 6.5% |
$42.5K - $48.5K
|
1.56K
$904K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
94+ 3.46% |
$42.1K - $48K
|
2.81K
$1.63M
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
93+ 9.38% |
$41.6K - $47.5K
|
1.09K
$630K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
92+ 12.01% |
$41.2K - $47K
|
858
$498K
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
92+ 3.73% |
$41.2K - $47K
|
2.56K
$1.48M
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
92+ 2.93% |
$41.2K - $47K
|
3.24K
$1.88M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
92+ 0.84% |
$41.2K - $47K
|
11.1K
$6.43M
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
92+ 7.17% |
$41.2K - $47K
|
1.38K
$799K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
91+ 4.47% |
$40.7K - $46.5K
|
2.13K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
91+ 18.57% |
$40.7K - $46.5K
|
581
$337K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
91+ 9100.0% |
$40.7K - $46.5K
|
92
$53.4K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
91+ 2.78% |
$40.7K - $46.5K
|
3.36K
$1.95M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
90+ 7.87% |
$40.3K - $46K
|
1.23K
$716K
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
90+ 3.26% |
$40.3K - $46K
|
2.85K
$1.66M
|