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 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
73+ 1.53% |
$32.7K - $37.3K
|
4.84K
$2.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
73+ 18.2% |
$32.7K - $37.3K
|
474
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
73+ 10.07% |
$32.7K - $37.3K
|
798
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
73+ 1.67% |
$32.7K - $37.3K
|
4.44K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
73New |
$32.7K - $37.3K
|
73
$45K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
72+ 16.82% |
$32.2K - $36.8K
|
500
$308K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
72+ 6.16% |
$32.2K - $36.8K
|
1.24K
$764K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72+ 81.82% |
$32.2K - $36.8K
|
160
$98.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
72+ 0.11% |
$32.2K - $36.8K
|
64.3K
$39.6M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
72+ 1.84% |
$32.2K - $36.8K
|
3.98K
$2.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
72+ 1.33% |
$32.2K - $36.8K
|
5.5K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Gouws Capital LLC
|
BUY
|
- |
72+ 0.91% |
$32.2K - $36.8K
|
8.01K
$4.93M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
72+ 81.82% |
$32.2K - $36.8K
|
160
$98.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
71+ 1.96% |
$31.8K - $36.3K
|
3.7K
$2.28M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
71+ 0.41% |
$31.8K - $36.3K
|
17.4K
$10.7M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
70+ 1.11% |
$31.3K - $35.8K
|
6.37K
$3.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
70+ 4.62% |
$31.3K - $35.8K
|
1.58K
$975K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
70+ 4.62% |
$31.3K - $35.8K
|
1.59K
$977K
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
70+ 0.53% |
$31.3K - $35.8K
|
13.2K
$8.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
70+ 7.75% |
$31.3K - $35.8K
|
973
$599K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
69+ 8.98% |
$30.9K - $35.3K
|
837
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
69+ 6.87% |
$30.9K - $35.3K
|
1.07K
$661K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
67+ 5.81% |
$30K - $34.2K
|
1.22K
$751K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
67+ 1.35% |
$30K - $34.2K
|
5.03K
$3.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
67+ 15.12% |
$30K - $34.2K
|
510
$314K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
67+ 0.35% |
$30K - $34.2K
|
19.4K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
67+ 15.99% |
$30K - $34.2K
|
486
$299K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
66+ 3.26% |
$29.6K - $33.7K
|
2.09K
$1.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
66+ 2.69% |
$29.6K - $33.7K
|
2.52K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
66+ 13.66% |
$29.6K - $33.7K
|
549
$338K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
66+ 4.39% |
$29.6K - $33.7K
|
1.57K
$966K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
65+ 7.58% |
$29.1K - $33.2K
|
922
$568K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
65+ 2.16% |
$29.1K - $33.2K
|
3.07K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
65+ 14.67% |
$29.1K - $33.2K
|
508
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
65New |
$29.1K - $33.2K
|
65
$40K
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
65+ 6.17% |
$29.1K - $33.2K
|
1.12K
$688K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
65+ 13.37% |
$29.1K - $33.2K
|
551
$339K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
64+ 5.0% |
$28.7K - $32.7K
|
1.34K
$828K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
64+ 4.35% |
$28.7K - $32.7K
|
1.54K
$945K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
64+ 0.79% |
$28.7K - $32.7K
|
8.19K
$5.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
64+ 3.78% |
$28.7K - $32.7K
|
1.76K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 8.64% |
$28.7K - $32.7K
|
805
$496K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
63+ 4.18% |
$28.2K - $32.2K
|
1.57K
$966K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
63+ 26.14% |
$28.2K - $32.2K
|
304
$187K
|
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
62+ 2.64% |
$27.8K - $31.7K
|
2.41K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
62+ 0.06% |
$27.8K - $31.7K
|
100K
$61.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
61+ 3.35% |
$27.3K - $31.2K
|
1.88K
$1.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
61+ 1.21% |
$27.3K - $31.2K
|
5.1K
$3.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
61+ 0.44% |
$27.3K - $31.2K
|
13.9K
$8.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
61+ 0.59% |
$27.3K - $31.2K
|
10.4K
$6.42M
|