Purchases and Sales Made in Q3 2023 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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 23, 2023 Q3 2023
Cornerstone Wealth Advisors, Inc.

BUY
 -
62
+ 2.64%
$27.8K - $31.7K
2.41K $1.13M
Nov 08, 2023 Q3 2023
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
62
+ 0.06%
$27.8K - $31.7K
100K $46.9M
Oct 27, 2023 Q3 2023
Astoria Portfolio Advisors Llc.

BUY
 -
61
+ 3.35%
$27.3K - $31.2K
1.88K $880K
Nov 06, 2023 Q3 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
61
+ 1.21%
$27.3K - $31.2K
5.1K $2.38M
Nov 07, 2023 Q3 2023
Madison Wealth Management

Cincinnati, OH
BUY
 -
61
+ 0.44%
$27.3K - $31.2K
13.9K $6.51M
Nov 13, 2023 Q3 2023
Weik Capital Management

Wyomissing, PA
BUY
 -
61
+ 0.59%
$27.3K - $31.2K
10.4K $4.87M
Nov 13, 2023 Q3 2023
Prestige Wealth Management Group LLC

BUY
 -
61
+ 1.71%
$27.3K - $31.2K
3.63K $1.7M
Apr 26, 2024 Q3 2023
Prestige Wealth Management Group LLC

BUY
 -
61
+ 1.71%
$27.3K - $31.2K
3.63K $1.7M
Oct 19, 2023 Q3 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
60
+ 3.37%
$26.9K - $30.7K
1.84K $859K
Oct 16, 2023 Q3 2023
Wood Trust Financial Corp

BUY
 -
59
+ 0.27%
$26.4K - $30.1K
21.6K $10.1M
Nov 08, 2023 Q3 2023
United Bank

Vienna, VA
BUY
 -
59
+ 10.67%
$26.4K - $30.1K
612 $286K
Nov 13, 2023 Q3 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
59
+ 5.15%
$26.4K - $30.1K
1.2K $562K
Oct 10, 2023 Q3 2023
Ccg Wealth Management, LLC

BUY
 -
58
+ 9.03%
$26K - $29.6K
700 $327K
Oct 19, 2023 Q3 2023
Mill Capital Management, LLC

BUY
 -
58
+ 0.14%
$26K - $29.6K
43K $20.1M
Oct 30, 2023 Q3 2023
Red Cedar Investment Management, LLC

BUY
 -
58
+ 0.93%
$26K - $29.6K
6.27K $2.93M
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
58
+ 3.5%
$26K - $29.6K
1.72K $802K
Nov 13, 2023 Q3 2023
Somerville Kurt F

BUY
 -
58
+ 0.28%
$26K - $29.6K
20.4K $9.53M
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
58
+ 0.88%
$26K - $29.6K
6.68K $3.12M
Oct 31, 2023 Q3 2023
Stockman Wealth Management, Inc.

BUY
 -
57
+ 10.92%
$25.5K - $29.1K
579 $270K
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
57
+ 3.42%
$25.5K - $29.1K
1.72K $804K
Nov 13, 2023 Q3 2023
Knott David M Jr

Syosset, NY
BUY
 -
57
New
$25.5K - $29.1K
57 $26.6K
Nov 14, 2023 Q3 2023
Financial Advisors Network, Inc.

BUY
 -
57
+ 2.25%
$25.5K - $29.1K
2.59K $1.21M
Oct 20, 2023 Q3 2023
Meridian Financial Partners LLC

BUY
 -
56
+ 2.14%
$25.1K - $28.6K
2.67K $1.25M
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
56
+ 2.89%
$25.1K - $28.6K
1.99K $931K
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
56
+ 5.92%
$25.1K - $28.6K
1K $468K
Nov 14, 2023 Q3 2023
Wealth Dimensions Group, Ltd.

BUY
 -
56
+ 8.62%
$25.1K - $28.6K
706 $330K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
55
+ 0.11%
$24.6K - $28.1K
50.6K $23.7M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
55
+ 1.72%
$24.6K - $28.1K
3.24K $1.52M
Oct 27, 2023 Q3 2023
First National Bank Of Hutchinson

BUY
 -
55
+ 2.09%
$24.6K - $28.1K
2.69K $1.26M
Nov 01, 2023 Q3 2023
Vanguard Capital Wealth Advisors

BUY
 -
55
+ 0.4%
$24.6K - $28.1K
13.7K $6.39M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
55
+ 8.9%
$24.6K - $28.1K
673 $314K
Nov 13, 2023 Q3 2023
Beck Mack & Oliver LLC

New York, NY
BUY
 -
55
+ 5.48%
$24.6K - $28.1K
1.06K $495K
Nov 14, 2023 Q3 2023
Whitford Management LLC

New York, NY
BUY
 -
54
+ 6.18%
$24.2K - $27.6K
928 $433K
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
53
+ 2.2%
$23.7K - $27.1K
2.46K $1.15M
Oct 23, 2023 Q3 2023
Baxter Bros Inc

BUY
 -
53
+ 3.89%
$23.7K - $27.1K
1.42K $662K
Nov 14, 2023 Q3 2023
Lake Street Advisors Group, LLC

BUY
 -
53
+ 0.44%
$23.7K - $27.1K
12.2K $5.68M
Nov 15, 2023 Q3 2023
Rb Capital Management, LLC

BUY
 -
53
+ 1.06%
$23.7K - $27.1K
5.06K $2.36M
Nov 21, 2023 Q3 2023
Auxier Asset Management

Aurora, OR
BUY
 -
53
+ 0.07%
$23.7K - $27.1K
79.5K $37.1M
Oct 10, 2023 Q3 2023
Parisi Gray Wealth Management

BUY
 -
52
+ 0.8%
$23.3K - $26.6K
6.57K $3.07M
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
52
+ 2.25%
$23.3K - $26.6K
2.36K $1.1M
Nov 03, 2023 Q3 2023
Mitchell Capital Management CO

BUY
 -
52
+ 0.31%
$23.3K - $26.6K
16.7K $7.78M
Nov 14, 2023 Q3 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
52
+ 2.93%
$23.3K - $26.6K
1.83K $853K
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
51
+ 0.19%
$22.8K - $26.1K
26.7K $12.5M
Oct 25, 2023 Q3 2023
Oak Asset Management, LLC

BUY
 -
51
+ 1.12%
$22.8K - $26.1K
4.6K $2.15M
Oct 31, 2023 Q3 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
51
+ 1.83%
$22.8K - $26.1K
2.84K $1.33M
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
51
+ 340.0%
$22.8K - $26.1K
66 $30.8K
Nov 07, 2023 Q3 2023
Cookson Peirce & CO Inc

BUY
 -
51
+ 2.81%
$22.8K - $26.1K
1.87K $871K
Nov 14, 2023 Q3 2023
Cornerstone Advisory, LLC

BUY
 -
51
+ 1.86%
$22.8K - $26.1K
2.8K $1.31M
Nov 14, 2023 Q3 2023
Bowie Capital Management, LLC

Richardson, TX
BUY
 -
51
+ 0.06%
$22.8K - $26.1K
89.3K $41.7M

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