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
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
58+ 3.5% |
$26K - $29.6K
|
1.72K
$997K
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
BUY
|
- |
58+ 0.28% |
$26K - $29.6K
|
20.4K
$11.8M
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
58+ 0.88% |
$26K - $29.6K
|
6.68K
$3.88M
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
57+ 10.92% |
$25.5K - $29.1K
|
579
$336K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
57+ 3.42% |
$25.5K - $29.1K
|
1.72K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
57New |
$25.5K - $29.1K
|
57
$33.1K
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
57+ 2.25% |
$25.5K - $29.1K
|
2.59K
$1.5M
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
56+ 2.14% |
$25.1K - $28.6K
|
2.67K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
56+ 2.89% |
$25.1K - $28.6K
|
1.99K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
56+ 5.92% |
$25.1K - $28.6K
|
1K
$582K
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
56+ 8.62% |
$25.1K - $28.6K
|
706
$410K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
55+ 0.11% |
$24.6K - $28.1K
|
50.6K
$29.4M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
55+ 1.72% |
$24.6K - $28.1K
|
3.24K
$1.88M
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
55+ 2.09% |
$24.6K - $28.1K
|
2.69K
$1.56M
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
55+ 0.4% |
$24.6K - $28.1K
|
13.7K
$7.94M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
55+ 8.9% |
$24.6K - $28.1K
|
673
$391K
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
55+ 5.48% |
$24.6K - $28.1K
|
1.06K
$615K
|
|
Nov 14, 2023
Q3 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
54+ 6.18% |
$24.2K - $27.6K
|
928
$539K
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
53+ 2.2% |
$23.7K - $27.1K
|
2.46K
$1.43M
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
53+ 3.89% |
$23.7K - $27.1K
|
1.42K
$823K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
53+ 0.44% |
$23.7K - $27.1K
|
12.2K
$7.07M
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
53+ 1.06% |
$23.7K - $27.1K
|
5.06K
$2.94M
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
53+ 0.07% |
$23.7K - $27.1K
|
79.5K
$46.2M
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
52+ 0.8% |
$23.3K - $26.6K
|
6.57K
$3.81M
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
52+ 2.25% |
$23.3K - $26.6K
|
2.36K
$1.37M
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
52+ 0.31% |
$23.3K - $26.6K
|
16.7K
$9.67M
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
52+ 2.93% |
$23.3K - $26.6K
|
1.83K
$1.06M
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
51+ 0.19% |
$22.8K - $26.1K
|
26.7K
$15.5M
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
51+ 1.12% |
$22.8K - $26.1K
|
4.6K
$2.67M
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
51+ 1.83% |
$22.8K - $26.1K
|
2.84K
$1.65M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
51+ 340.0% |
$22.8K - $26.1K
|
66
$38.3K
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
51+ 2.81% |
$22.8K - $26.1K
|
1.87K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
51+ 1.86% |
$22.8K - $26.1K
|
2.8K
$1.62M
|
|
Nov 14, 2023
Q3 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
51+ 0.06% |
$22.8K - $26.1K
|
89.3K
$51.8M
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
51+ 7.75% |
$22.8K - $26.1K
|
709
$412K
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
50+ 5.23% |
$22.4K - $25.5K
|
1.01K
$584K
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
50New |
$22.4K - $25.5K
|
50
$29K
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
50+ 0.52% |
$22.4K - $25.5K
|
9.62K
$5.58M
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
50+ 0.99% |
$22.4K - $25.5K
|
5.09K
$2.95M
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
49+ 28.82% |
$21.9K - $25K
|
219
$127K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
48New |
$21.5K - $24.5K
|
48
$27.9K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
48+ 48.98% |
$21.5K - $24.5K
|
146
$84.8K
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
48+ 10.39% |
$21.5K - $24.5K
|
510
$296K
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
47+ 2.44% |
$21K - $24K
|
1.97K
$1.14M
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
47+ 0.98% |
$21K - $24K
|
4.85K
$2.81M
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
47+ 3.27% |
$21K - $24K
|
1.49K
$863K
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
47+ 1.04% |
$21K - $24K
|
4.55K
$2.64M
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
47+ 1.16% |
$21K - $24K
|
4.12K
$2.39M
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
47+ 0.37% |
$21K - $24K
|
12.7K
$7.39M
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
46+ 16.37% |
$20.6K - $23.5K
|
327
$190K
|