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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
90+ 11.51% |
$40.3K - $46K
|
872
$506K
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
90+ 19.11% |
$40.3K - $46K
|
561
$326K
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
89+ 70.08% |
$39.8K - $45.5K
|
216
$125K
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
89+ 3.41% |
$39.8K - $45.5K
|
2.7K
$1.57M
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
88+ 10.54% |
$39.4K - $45K
|
923
$536K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
88+ 2.21% |
$39.4K - $45K
|
4.06K
$2.36M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
88+ 19.69% |
$39.4K - $45K
|
535
$311K
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
88+ 20.05% |
$39.4K - $45K
|
527
$306K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
87New |
$39K - $44.5K
|
87
$50.5K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
87+ 2.87% |
$39K - $44.5K
|
3.12K
$1.81M
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
87+ 2.96% |
$39K - $44.5K
|
3.03K
$1.76M
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
86+ 2.53% |
$38.5K - $43.9K
|
3.49K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
85+ 2.45% |
$38.1K - $43.4K
|
3.56K
$2.07M
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
84+ 0.42% |
$37.6K - $42.9K
|
20.1K
$11.7M
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
84+ 5.33% |
$37.6K - $42.9K
|
1.66K
$964K
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
84+ 4.37% |
$37.6K - $42.9K
|
2.01K
$1.17M
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
82+ 2.05% |
$36.7K - $41.9K
|
4.08K
$2.37M
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
82+ 2.67% |
$36.7K - $41.9K
|
3.16K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
82+ 10.39% |
$36.7K - $41.9K
|
871
$506K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
82+ 26.62% |
$36.7K - $41.9K
|
390
$226K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
81+ 8.08% |
$36.3K - $41.4K
|
1.08K
$629K
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
81+ 3.28% |
$36.3K - $41.4K
|
2.55K
$1.48M
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
80+ 3.25% |
$35.8K - $40.9K
|
2.54K
$1.48M
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
80+ 17.74% |
$35.8K - $40.9K
|
531
$308K
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
80+ 0.22% |
$35.8K - $40.9K
|
37K
$21.5M
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
80+ 14.41% |
$35.8K - $40.9K
|
635
$369K
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
80+ 5.01% |
$35.8K - $40.9K
|
1.68K
$974K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80+ 1.69% |
$35.8K - $40.9K
|
4.81K
$2.79M
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
77+ 0.66% |
$34.5K - $39.3K
|
11.7K
$6.79M
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
77+ 1.51% |
$34.5K - $39.3K
|
5.19K
$3.01M
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
77+ 17.54% |
$34.5K - $39.3K
|
516
$300K
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
76+ 7.54% |
$34K - $38.8K
|
1.08K
$629K
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
75+ 1.84% |
$33.6K - $38.3K
|
4.16K
$2.41M
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
75+ 12.78% |
$33.6K - $38.3K
|
662
$384K
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
75+ 0.72% |
$33.6K - $38.3K
|
10.5K
$6.07M
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
75+ 2.98% |
$33.6K - $38.3K
|
2.59K
$1.5M
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
74+ 0.84% |
$33.1K - $37.8K
|
8.92K
$5.18M
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
74+ 2.3% |
$33.1K - $37.8K
|
3.29K
$1.91M
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
73+ 10.28% |
$32.7K - $37.3K
|
783
$455K
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
73+ 14.87% |
$32.7K - $37.3K
|
564
$327K
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
73+ 1.53% |
$32.7K - $37.3K
|
4.84K
$2.81M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
73+ 18.2% |
$32.7K - $37.3K
|
474
$275K
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
73+ 10.07% |
$32.7K - $37.3K
|
798
$463K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
73+ 1.67% |
$32.7K - $37.3K
|
4.44K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
73New |
$32.7K - $37.3K
|
73
$42.4K
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
72+ 16.82% |
$32.2K - $36.8K
|
500
$290K
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
72+ 6.16% |
$32.2K - $36.8K
|
1.24K
$720K
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72+ 81.82% |
$32.2K - $36.8K
|
160
$92.9K
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
72+ 0.11% |
$32.2K - $36.8K
|
64.3K
$37.4M
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
72+ 1.84% |
$32.2K - $36.8K
|
3.98K
$2.31M
|