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 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
46+ 4.89% |
$20.6K - $23.5K
|
987
$573K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46+ 3.91% |
$20.6K - $23.5K
|
1.22K
$709K
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
45+ 8.33% |
$20.1K - $23K
|
585
$340K
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
45+ 1.61% |
$20.1K - $23K
|
2.84K
$1.65M
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
45+ 5.21% |
$20.1K - $23K
|
909
$528K
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
44+ 1.72% |
$19.7K - $22.5K
|
2.6K
$1.51M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
44New |
$19.7K - $22.5K
|
44
$25.5K
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
44+ 1.1% |
$19.7K - $22.5K
|
4.05K
$2.35M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
44+ 2.86% |
$19.7K - $22.5K
|
1.58K
$918K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
43+ 0.84% |
$19.3K - $22K
|
5.18K
$3.01M
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
42+ 5.1% |
$18.8K - $21.5K
|
866
$503K
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
42+ 0.91% |
$18.8K - $21.5K
|
4.67K
$2.71M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
41+ 1.81% |
$18.4K - $20.9K
|
2.31K
$1.34M
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
41+ 11.58% |
$18.4K - $20.9K
|
395
$229K
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
41+ 6.5% |
$18.4K - $20.9K
|
672
$390K
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
40+ 8.32% |
$17.9K - $20.4K
|
521
$302K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
40+ 0.32% |
$17.9K - $20.4K
|
12.6K
$7.32M
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
40+ 1.38% |
$17.9K - $20.4K
|
2.94K
$1.71M
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
39+ 0.47% |
$17.5K - $19.9K
|
8.37K
$4.86M
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
39+ 7.07% |
$17.5K - $19.9K
|
591
$343K
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
39+ 1.37% |
$17.5K - $19.9K
|
2.88K
$1.67M
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
38+ 6.42% |
$17K - $19.4K
|
630
$366K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
38+ 3.64% |
$17K - $19.4K
|
1.08K
$629K
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
38+ 5.21% |
$17K - $19.4K
|
767
$445K
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
38+ 1.4% |
$17K - $19.4K
|
2.75K
$1.59M
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
37+ 0.1% |
$16.6K - $18.9K
|
38K
$22.1M
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
37+ 1.43% |
$16.6K - $18.9K
|
2.63K
$1.53M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
37+ 2.43% |
$16.6K - $18.9K
|
1.56K
$904K
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
37+ 7.71% |
$16.6K - $18.9K
|
517
$300K
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
37+ 5.05% |
$16.6K - $18.9K
|
770
$447K
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
37+ 2.07% |
$16.6K - $18.9K
|
1.83K
$1.06M
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
BUY
|
- |
36+ 2.34% |
$16.1K - $18.4K
|
1.58K
$915K
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
36+ 6.03% |
$16.1K - $18.4K
|
633
$367K
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
36+ 4.63% |
$16.1K - $18.4K
|
813
$472K
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
36+ 4.99% |
$16.1K - $18.4K
|
758
$440K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
36New |
$16.1K - $18.4K
|
36
$20.9K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
36+ 5.89% |
$16.1K - $18.4K
|
647
$376K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
35+ 0.22% |
$15.7K - $17.9K
|
16K
$9.27M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 2.91% |
$15.7K - $17.9K
|
1.24K
$718K
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
35+ 0.35% |
$15.7K - $17.9K
|
10.1K
$5.85M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.88% |
$15.7K - $17.9K
|
1.25K
$727K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35+ 13.46% |
$15.7K - $17.9K
|
295
$171K
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
34+ 1.26% |
$15.2K - $17.4K
|
2.73K
$1.58M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
34New |
$15.2K - $17.4K
|
34
$19.7K
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34+ 1.81% |
$15.2K - $17.4K
|
1.91K
$1.11M
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
34+ 1.82% |
$15.2K - $17.4K
|
1.9K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
34+ 1.18% |
$15.2K - $17.4K
|
2.92K
$1.69M
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
33+ 0.2% |
$14.8K - $16.9K
|
16.7K
$9.67M
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
33+ 1.73% |
$14.8K - $16.9K
|
1.94K
$1.13M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
33+ 0.71% |
$14.8K - $16.9K
|
4.65K
$2.7M
|