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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
51+ 7.75% |
$22.8K - $26.1K
|
709
$331K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
50+ 5.23% |
$22.4K - $25.5K
|
1.01K
$470K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
50New |
$22.4K - $25.5K
|
50
$23.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
50+ 0.52% |
$22.4K - $25.5K
|
9.62K
$4.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
50+ 0.99% |
$22.4K - $25.5K
|
5.09K
$2.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
49+ 28.82% |
$21.9K - $25K
|
219
$102K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
48New |
$21.5K - $24.5K
|
48
$22.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
48+ 48.98% |
$21.5K - $24.5K
|
146
$68.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
48+ 10.39% |
$21.5K - $24.5K
|
510
$238K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
47+ 2.44% |
$21K - $24K
|
1.97K
$920K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
47+ 0.98% |
$21K - $24K
|
4.85K
$2.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
47+ 3.27% |
$21K - $24K
|
1.49K
$694K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
47+ 1.04% |
$21K - $24K
|
4.55K
$2.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
47+ 1.16% |
$21K - $24K
|
4.12K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
47+ 0.37% |
$21K - $24K
|
12.7K
$5.95M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
46+ 16.37% |
$20.6K - $23.5K
|
327
$153K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
46+ 4.89% |
$20.6K - $23.5K
|
987
$461K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46+ 3.91% |
$20.6K - $23.5K
|
1.22K
$571K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
45+ 8.33% |
$20.1K - $23K
|
585
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
45+ 1.61% |
$20.1K - $23K
|
2.84K
$1.32M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
45+ 5.21% |
$20.1K - $23K
|
909
$425K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
44+ 1.72% |
$19.7K - $22.5K
|
2.6K
$1.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
44New |
$19.7K - $22.5K
|
44
$20.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
44+ 1.1% |
$19.7K - $22.5K
|
4.05K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
44+ 2.86% |
$19.7K - $22.5K
|
1.58K
$738K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
43+ 0.84% |
$19.3K - $22K
|
5.18K
$2.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
42+ 5.1% |
$18.8K - $21.5K
|
866
$404K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
42+ 0.91% |
$18.8K - $21.5K
|
4.67K
$2.18M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
41+ 1.81% |
$18.4K - $20.9K
|
2.31K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
41+ 11.58% |
$18.4K - $20.9K
|
395
$184K
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
41+ 6.5% |
$18.4K - $20.9K
|
672
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
40+ 8.32% |
$17.9K - $20.4K
|
521
$243K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
40+ 0.32% |
$17.9K - $20.4K
|
12.6K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
40+ 1.38% |
$17.9K - $20.4K
|
2.94K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
39+ 0.47% |
$17.5K - $19.9K
|
8.37K
$3.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
39+ 7.07% |
$17.5K - $19.9K
|
591
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
39+ 1.37% |
$17.5K - $19.9K
|
2.88K
$1.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
38+ 6.42% |
$17K - $19.4K
|
630
$294K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
38+ 3.64% |
$17K - $19.4K
|
1.08K
$506K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
38+ 5.21% |
$17K - $19.4K
|
767
$358K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
38+ 1.4% |
$17K - $19.4K
|
2.75K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
37+ 0.1% |
$16.6K - $18.9K
|
38K
$17.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
37+ 1.43% |
$16.6K - $18.9K
|
2.63K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
37+ 2.43% |
$16.6K - $18.9K
|
1.56K
$728K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
37+ 7.71% |
$16.6K - $18.9K
|
517
$241K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
37+ 5.05% |
$16.6K - $18.9K
|
770
$360K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
37+ 2.07% |
$16.6K - $18.9K
|
1.83K
$853K
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
BUY
|
- |
36+ 2.34% |
$16.1K - $18.4K
|
1.58K
$736K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
36+ 6.03% |
$16.1K - $18.4K
|
633
$296K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
36+ 4.63% |
$16.1K - $18.4K
|
813
$380K
|