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 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26+ 0.29% |
$11.6K - $13.3K
|
9.08K
$4.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
26+ 0.37% |
$11.6K - $13.3K
|
7.08K
$3.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
26+ 0.64% |
$11.6K - $13.3K
|
4.08K
$1.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26+ 4.02% |
$11.6K - $13.3K
|
673
$314K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
26+ 0.08% |
$11.6K - $13.3K
|
32.9K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
26+ 4.95% |
$11.6K - $13.3K
|
551
$257K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26+ 48.15% |
$11.6K - $13.3K
|
80
$37.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
25+ 0.66% |
$11.2K - $12.8K
|
3.82K
$1.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25+ 1.47% |
$11.2K - $12.8K
|
1.73K
$808K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
25+ 1.45% |
$11.2K - $12.8K
|
1.75K
$816K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
25+ 4.07% |
$11.2K - $12.8K
|
639
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25+ 0.26% |
$11.2K - $12.8K
|
9.81K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
25+ 1.39% |
$11.2K - $12.8K
|
1.82K
$850K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
25+ 1.27% |
$11.2K - $12.8K
|
2K
$933K
|
|
|
Nov 14, 2023
Q3 2023
|
Page Arthur B
|
BUY
|
- |
25+ 0.37% |
$11.2K - $12.8K
|
6.84K
$3.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
25+ 0.28% |
$11.2K - $12.8K
|
8.85K
$4.13M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
25+ 1.3% |
$11.2K - $12.8K
|
1.94K
$908K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
24+ 0.75% |
$10.7K - $12.3K
|
3.2K
$1.5M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
24+ 0.84% |
$10.7K - $12.3K
|
2.88K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24+ 2.77% |
$10.7K - $12.3K
|
891
$416K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 1.43% |
$10.7K - $12.3K
|
1.71K
$797K
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
24+ 2.5% |
$10.7K - $12.3K
|
985
$460K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
24+ 2.4% |
$10.7K - $12.3K
|
1.02K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
24+ 4.36% |
$10.7K - $12.3K
|
574
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
24+ 4.47% |
$10.7K - $12.3K
|
561
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24+ 3.37% |
$10.7K - $12.3K
|
737
$344K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23+ 1.38% |
$10.3K - $11.8K
|
1.7K
$792K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
23+ 4.99% |
$10.3K - $11.8K
|
484
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
23+ 0.63% |
$10.3K - $11.8K
|
3.65K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
23New |
$10.3K - $11.8K
|
23
$10.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
23+ 2.32% |
$10.3K - $11.8K
|
1.01K
$474K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
22+ 2.44% |
$9.85K - $11.2K
|
923
$431K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
22+ 0.63% |
$9.85K - $11.2K
|
3.54K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
22+ 0.24% |
$9.85K - $11.2K
|
9.08K
$4.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
22+ 38.6% |
$9.85K - $11.2K
|
79
$36.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
22+ 0.78% |
$9.85K - $11.2K
|
2.85K
$1.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
22+ 5.25% |
$9.85K - $11.2K
|
441
$206K
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
22+ 0.27% |
$9.85K - $11.2K
|
8.08K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
22+ 0.92% |
$9.85K - $11.2K
|
2.42K
$1.13M
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
22+ 7.1% |
$9.85K - $11.2K
|
332
$155K
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
21+ 2.93% |
$9.4K - $10.7K
|
737
$344K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
21+ 0.72% |
$9.4K - $10.7K
|
2.94K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
21+ 3.27% |
$9.4K - $10.7K
|
663
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
21+ 4.0% |
$9.4K - $10.7K
|
546
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
21+ 3.7% |
$9.4K - $10.7K
|
588
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
21+ 4.0% |
$9.4K - $10.7K
|
546
$255K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
20+ 0.36% |
$8.96K - $10.2K
|
5.55K
$2.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
20+ 5.09% |
$8.96K - $10.2K
|
413
$193K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
20+ 1.44% |
$8.96K - $10.2K
|
1.41K
$659K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
20+ 0.66% |
$8.96K - $10.2K
|
3.07K
$1.43M
|