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 |
---|---|---|---|---|---|---|---|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
25+ 1.3% |
$11.2K - $12.8K
|
1.94K
$1.12M
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
24+ 0.75% |
$10.7K - $12.3K
|
3.2K
$1.85M
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
24+ 0.84% |
$10.7K - $12.3K
|
2.88K
$1.66M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24+ 2.77% |
$10.7K - $12.3K
|
891
$514K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 1.43% |
$10.7K - $12.3K
|
1.71K
$985K
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
24+ 2.5% |
$10.7K - $12.3K
|
985
$568K
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
24+ 2.4% |
$10.7K - $12.3K
|
1.02K
$591K
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
24+ 4.36% |
$10.7K - $12.3K
|
574
$331K
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
24+ 4.47% |
$10.7K - $12.3K
|
561
$324K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24+ 3.37% |
$10.7K - $12.3K
|
737
$425K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23+ 1.38% |
$10.3K - $11.8K
|
1.7K
$978K
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
23+ 4.99% |
$10.3K - $11.8K
|
484
$279K
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
23+ 0.63% |
$10.3K - $11.8K
|
3.65K
$2.1M
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
23New |
$10.3K - $11.8K
|
23
$13.3K
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
23+ 2.32% |
$10.3K - $11.8K
|
1.01K
$585K
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
22+ 2.44% |
$9.85K - $11.2K
|
923
$533K
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
22+ 0.63% |
$9.85K - $11.2K
|
3.54K
$2.04M
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
22+ 0.24% |
$9.85K - $11.2K
|
9.08K
$5.24M
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
22+ 38.6% |
$9.85K - $11.2K
|
79
$45.6K
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
22+ 0.78% |
$9.85K - $11.2K
|
2.85K
$1.64M
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
22+ 5.25% |
$9.85K - $11.2K
|
441
$254K
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
22+ 0.27% |
$9.85K - $11.2K
|
8.08K
$4.66M
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
22+ 0.92% |
$9.85K - $11.2K
|
2.42K
$1.4M
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
22+ 7.1% |
$9.85K - $11.2K
|
332
$192K
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
21+ 2.93% |
$9.4K - $10.7K
|
737
$425K
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
21+ 0.72% |
$9.4K - $10.7K
|
2.94K
$1.7M
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
21+ 3.27% |
$9.4K - $10.7K
|
663
$383K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
21+ 4.0% |
$9.4K - $10.7K
|
546
$315K
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
21+ 3.7% |
$9.4K - $10.7K
|
588
$339K
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
21+ 4.0% |
$9.4K - $10.7K
|
546
$315K
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
20+ 0.36% |
$8.96K - $10.2K
|
5.55K
$3.2M
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
20+ 5.09% |
$8.96K - $10.2K
|
413
$238K
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
20+ 1.44% |
$8.96K - $10.2K
|
1.41K
$814K
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
20+ 0.66% |
$8.96K - $10.2K
|
3.07K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
20+ 0.31% |
$8.96K - $10.2K
|
6.52K
$3.76M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20+ 1.67% |
$8.96K - $10.2K
|
1.22K
$703K
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
20+ 2.87% |
$8.96K - $10.2K
|
718
$414K
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19+ 0.93% |
$8.51K - $9.71K
|
2.06K
$1.19M
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
19+ 3.41% |
$8.51K - $9.71K
|
577
$333K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19+ 1.59% |
$8.51K - $9.71K
|
1.22K
$702K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
19+ 0.78% |
$8.51K - $9.71K
|
2.46K
$1.42M
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
19+ 0.05% |
$8.51K - $9.71K
|
35K
$20.2M
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
19+ 0.04% |
$8.51K - $9.71K
|
44.3K
$25.6M
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
19+ 0.26% |
$8.51K - $9.71K
|
7.29K
$4.21M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
19New |
$8.51K - $9.71K
|
19
$11K
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
19+ 0.24% |
$8.51K - $9.71K
|
7.81K
$4.51M
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
19+ 0.67% |
$8.51K - $9.71K
|
2.87K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
19+ 1.13% |
$8.51K - $9.71K
|
1.7K
$978K
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
18+ 0.84% |
$8.06K - $9.2K
|
2.16K
$1.25M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18+ 1.37% |
$8.06K - $9.2K
|
1.34K
$770K
|