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 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
120+ 4.29% |
$53.7K - $61.3K
|
2.92K
$1.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
120+ 0.95% |
$53.7K - $61.3K
|
12.7K
$6.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
120+ 18.58% |
$53.7K - $61.3K
|
766
$364K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
119+ 0.38% |
$53.3K - $60.8K
|
31.7K
$15M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
119+ 0.38% |
$53.3K - $60.8K
|
31.7K
$15M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
118+ 14.97% |
$52.8K - $60.3K
|
906
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
118+ 5.05% |
$52.8K - $60.3K
|
2.45K
$1.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
117+ 1.49% |
$52.4K - $59.8K
|
7.96K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
117+ 2.69% |
$52.4K - $59.8K
|
4.47K
$2.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
116+ 4.79% |
$51.9K - $59.3K
|
2.54K
$1.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
116+ 2.61% |
$51.9K - $59.3K
|
4.56K
$2.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
116+ 1.78% |
$51.9K - $59.3K
|
6.65K
$3.16M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
116+ 13.23% |
$51.9K - $59.3K
|
993
$472K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
115+ 0.96% |
$51.5K - $58.8K
|
12.1K
$5.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
115+ 1.99% |
$51.5K - $58.8K
|
5.88K
$2.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
115+ 47.33% |
$51.5K - $58.8K
|
358
$170K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
114+ 1.56% |
$51K - $58.2K
|
7.4K
$3.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
114+ 21.8% |
$51K - $58.2K
|
637
$303K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
114+ 9.8% |
$51K - $58.2K
|
1.28K
$607K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
112+ 4.24% |
$50.1K - $57.2K
|
2.75K
$1.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
110+ 12.61% |
$49.3K - $56.2K
|
982
$466K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
109+ 10.06% |
$48.8K - $55.7K
|
1.19K
$567K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
107+ 0.98% |
$47.9K - $54.7K
|
11K
$5.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
107+ 0.86% |
$47.9K - $54.7K
|
12.5K
$5.93M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
107+ 5.39% |
$47.9K - $54.7K
|
2.09K
$994K
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
107+ 27.51% |
$47.9K - $54.7K
|
496
$236K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
106+ 14.42% |
$47.5K - $54.2K
|
841
$399K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
106+ 1.62% |
$47.5K - $54.2K
|
6.64K
$3.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
104+ 2.74% |
$46.6K - $53.1K
|
3.9K
$1.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
103+ 1.93% |
$46.1K - $52.6K
|
5.43K
$2.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
103+ 6.2% |
$46.1K - $52.6K
|
1.76K
$837K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
103+ 3.06% |
$46.1K - $52.6K
|
3.47K
$1.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
103+ 3.96% |
$46.1K - $52.6K
|
2.7K
$1.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
102+ 3.68% |
$45.7K - $52.1K
|
2.87K
$1.36M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
102+ 3.22% |
$45.7K - $52.1K
|
3.27K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
102+ 15.32% |
$45.7K - $52.1K
|
768
$365K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
102+ 5.3% |
$45.7K - $52.1K
|
2.03K
$963K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
101+ 9.4% |
$45.2K - $51.6K
|
1.18K
$559K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
100+ 10.35% |
$44.8K - $51.1K
|
1.07K
$506K
|
|
|
Nov 08, 2023
Q3 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
100+ 8.8% |
$44.8K - $51.1K
|
1.24K
$588K
|
|
|
Nov 13, 2023
Q3 2023
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
100+ 2.4% |
$44.8K - $51.1K
|
4.27K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
100+ 7.25% |
$44.8K - $51.1K
|
1.48K
$702K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
100+ 11.04% |
$44.8K - $51.1K
|
1.01K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
100+ 13.23% |
$44.8K - $51.1K
|
856
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 3.1% |
$44.8K - $51.1K
|
3.33K
$1.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
99+ 8.91% |
$44.3K - $50.6K
|
1.21K
$575K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
99+ 2.01% |
$44.3K - $50.6K
|
5.01K
$2.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
98+ 0.79% |
$43.9K - $50.1K
|
12.4K
$5.91M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
98+ 3.22% |
$43.9K - $50.1K
|
3.14K
$1.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
97+ 1.2% |
$43.4K - $49.6K
|
8.17K
$3.88M
|