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 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
96+ 16.24% |
$43K - $49K
|
687
$326K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
96+ 20.21% |
$43K - $49K
|
571
$271K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
95+ 6.5% |
$42.5K - $48.5K
|
1.56K
$740K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
94+ 3.46% |
$42.1K - $48K
|
2.81K
$1.34M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
93+ 9.38% |
$41.6K - $47.5K
|
1.09K
$515K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
92+ 12.01% |
$41.2K - $47K
|
858
$408K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
92+ 3.73% |
$41.2K - $47K
|
2.56K
$1.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
92+ 2.93% |
$41.2K - $47K
|
3.24K
$1.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
92+ 0.84% |
$41.2K - $47K
|
11.1K
$5.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
92+ 7.17% |
$41.2K - $47K
|
1.38K
$654K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
91+ 4.47% |
$40.7K - $46.5K
|
2.13K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
91+ 18.57% |
$40.7K - $46.5K
|
581
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
91+ 9100.0% |
$40.7K - $46.5K
|
92
$43.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
91+ 2.78% |
$40.7K - $46.5K
|
3.36K
$1.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
90+ 7.87% |
$40.3K - $46K
|
1.23K
$586K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
90+ 3.26% |
$40.3K - $46K
|
2.85K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
90+ 11.51% |
$40.3K - $46K
|
872
$414K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
90+ 19.11% |
$40.3K - $46K
|
561
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
89+ 70.08% |
$39.8K - $45.5K
|
216
$103K
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
89+ 3.41% |
$39.8K - $45.5K
|
2.7K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
88+ 10.54% |
$39.4K - $45K
|
923
$438K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
88+ 2.21% |
$39.4K - $45K
|
4.06K
$1.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
88+ 19.69% |
$39.4K - $45K
|
535
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
88+ 20.05% |
$39.4K - $45K
|
527
$250K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
87New |
$39K - $44.5K
|
87
$41.3K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
87+ 2.87% |
$39K - $44.5K
|
3.12K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
87+ 2.96% |
$39K - $44.5K
|
3.03K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
86+ 2.53% |
$38.5K - $43.9K
|
3.49K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
85+ 2.45% |
$38.1K - $43.4K
|
3.56K
$1.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
84+ 0.42% |
$37.6K - $42.9K
|
20.1K
$9.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
84+ 5.33% |
$37.6K - $42.9K
|
1.66K
$789K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
84+ 4.37% |
$37.6K - $42.9K
|
2.01K
$954K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
82+ 2.05% |
$36.7K - $41.9K
|
4.08K
$1.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
82+ 2.67% |
$36.7K - $41.9K
|
3.16K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
82+ 10.39% |
$36.7K - $41.9K
|
871
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
82+ 26.62% |
$36.7K - $41.9K
|
390
$185K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
81+ 8.08% |
$36.3K - $41.4K
|
1.08K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
81+ 3.28% |
$36.3K - $41.4K
|
2.55K
$1.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
80+ 3.25% |
$35.8K - $40.9K
|
2.54K
$1.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
80+ 17.74% |
$35.8K - $40.9K
|
531
$252K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
80+ 0.22% |
$35.8K - $40.9K
|
37K
$17.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
80+ 14.41% |
$35.8K - $40.9K
|
635
$302K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
80+ 5.01% |
$35.8K - $40.9K
|
1.68K
$797K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80+ 1.69% |
$35.8K - $40.9K
|
4.81K
$2.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
77+ 0.66% |
$34.5K - $39.3K
|
11.7K
$5.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
77+ 1.51% |
$34.5K - $39.3K
|
5.19K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
77+ 17.54% |
$34.5K - $39.3K
|
516
$245K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
76+ 7.54% |
$34K - $38.8K
|
1.08K
$515K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
75+ 1.84% |
$33.6K - $38.3K
|
4.16K
$1.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
75+ 12.78% |
$33.6K - $38.3K
|
662
$314K
|