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 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
36+ 4.99% |
$16.1K - $18.4K
|
758
$354K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
36New |
$16.1K - $18.4K
|
36
$16.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
36+ 5.89% |
$16.1K - $18.4K
|
647
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
35+ 0.22% |
$15.7K - $17.9K
|
16K
$7.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
35+ 2.91% |
$15.7K - $17.9K
|
1.24K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
35+ 0.35% |
$15.7K - $17.9K
|
10.1K
$4.71M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.88% |
$15.7K - $17.9K
|
1.25K
$585K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35+ 13.46% |
$15.7K - $17.9K
|
295
$138K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
34+ 1.26% |
$15.2K - $17.4K
|
2.73K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
34New |
$15.2K - $17.4K
|
34
$15.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34+ 1.81% |
$15.2K - $17.4K
|
1.91K
$892K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
34+ 1.82% |
$15.2K - $17.4K
|
1.9K
$888K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
34+ 1.18% |
$15.2K - $17.4K
|
2.92K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
33+ 0.2% |
$14.8K - $16.9K
|
16.7K
$7.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
33+ 1.73% |
$14.8K - $16.9K
|
1.94K
$905K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
33+ 0.71% |
$14.8K - $16.9K
|
4.65K
$2.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
33+ 0.61% |
$14.8K - $16.9K
|
5.48K
$2.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
33+ 2.18% |
$14.8K - $16.9K
|
1.54K
$721K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
32+ 1.19% |
$14.3K - $16.3K
|
2.73K
$1.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
32+ 3.73% |
$14.3K - $16.3K
|
891
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
32+ 0.37% |
$14.3K - $16.3K
|
8.74K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
32+ 3.5% |
$14.3K - $16.3K
|
946
$442K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
32+ 6.18% |
$14.3K - $16.3K
|
550
$257K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
31+ 0.52% |
$13.9K - $15.8K
|
6.02K
$2.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
31+ 2.19% |
$13.9K - $15.8K
|
1.45K
$675K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
31+ 0.21% |
$13.9K - $15.8K
|
14.9K
$6.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
31+ 3.04% |
$13.9K - $15.8K
|
1.05K
$490K
|
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
BUY
|
- |
30+ 3.46% |
$13.4K - $15.3K
|
898
$419K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30+ 1.69% |
$13.4K - $15.3K
|
1.8K
$842K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
30+ 7.75% |
$13.4K - $15.3K
|
417
$195K
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
30+ 1.29% |
$13.4K - $15.3K
|
2.36K
$1.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30+ 1.16% |
$13.4K - $15.3K
|
2.62K
$1.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
30+ 1.03% |
$13.4K - $15.3K
|
2.95K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
30+ 0.88% |
$13.4K - $15.3K
|
3.44K
$1.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
30+ 5.03% |
$13.4K - $15.3K
|
627
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
BUY
|
- |
30+ 0.29% |
$13.4K - $15.3K
|
10.5K
$4.92M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
30+ 1.09% |
$13.4K - $15.3K
|
2.78K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
29+ 0.98% |
$13K - $14.8K
|
2.98K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
29+ 1.16% |
$13K - $14.8K
|
2.53K
$1.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Scharf Investments, LLC
|
BUY
|
- |
28+ 0.84% |
$12.5K - $14.3K
|
3.35K
$1.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
28+ 0.06% |
$12.5K - $14.3K
|
44.9K
$21M
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
28+ 0.83% |
$12.5K - $14.3K
|
3.41K
$1.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
28+ 1.48% |
$12.5K - $14.3K
|
1.91K
$894K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
28+ 1.7% |
$12.5K - $14.3K
|
1.67K
$782K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
28+ 1.93% |
$12.5K - $14.3K
|
1.48K
$689K
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
27+ 1.11% |
$12.1K - $13.8K
|
2.46K
$1.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
27+ 5.81% |
$12.1K - $13.8K
|
492
$230K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27+ 14.67% |
$12.1K - $13.8K
|
211
$98.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
27New |
$12.1K - $13.8K
|
27
$12.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
27+ 5.88% |
$12.1K - $13.8K
|
486
$227K
|