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 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
28+ 1.7% |
$12.5K - $14.3K
|
1.67K
$438K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
28+ 1.93% |
$12.5K - $14.3K
|
1.48K
$386K
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
27+ 1.11% |
$12.1K - $13.8K
|
2.46K
$645K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
27+ 5.81% |
$12.1K - $13.8K
|
492
$129K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27+ 14.67% |
$12.1K - $13.8K
|
211
$55.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
27New |
$12.1K - $13.8K
|
27
$7.06K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
27+ 5.88% |
$12.1K - $13.8K
|
486
$127K
|
|
|
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
$2.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
26+ 0.37% |
$11.6K - $13.3K
|
7.08K
$1.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
26+ 0.64% |
$11.6K - $13.3K
|
4.08K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26+ 4.02% |
$11.6K - $13.3K
|
673
$176K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
26+ 0.08% |
$11.6K - $13.3K
|
32.9K
$8.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
26+ 4.95% |
$11.6K - $13.3K
|
551
$144K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26+ 48.15% |
$11.6K - $13.3K
|
80
$20.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
25+ 0.66% |
$11.2K - $12.8K
|
3.82K
$998K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25+ 1.47% |
$11.2K - $12.8K
|
1.73K
$453K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
25+ 1.45% |
$11.2K - $12.8K
|
1.75K
$457K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
25+ 4.07% |
$11.2K - $12.8K
|
639
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
25+ 0.26% |
$11.2K - $12.8K
|
9.81K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
25+ 1.39% |
$11.2K - $12.8K
|
1.82K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
25+ 1.27% |
$11.2K - $12.8K
|
2K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Page Arthur B
|
BUY
|
- |
25+ 0.37% |
$11.2K - $12.8K
|
6.84K
$1.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
25+ 0.28% |
$11.2K - $12.8K
|
8.85K
$2.32M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
25+ 1.3% |
$11.2K - $12.8K
|
1.94K
$508K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
24+ 0.75% |
$10.7K - $12.3K
|
3.2K
$838K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
24+ 0.84% |
$10.7K - $12.3K
|
2.88K
$753K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24+ 2.77% |
$10.7K - $12.3K
|
891
$233K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 1.43% |
$10.7K - $12.3K
|
1.71K
$446K
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
24+ 2.5% |
$10.7K - $12.3K
|
985
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
24+ 2.4% |
$10.7K - $12.3K
|
1.02K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
24+ 4.36% |
$10.7K - $12.3K
|
574
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
24+ 4.47% |
$10.7K - $12.3K
|
561
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24+ 3.37% |
$10.7K - $12.3K
|
737
$193K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23+ 1.38% |
$10.3K - $11.8K
|
1.7K
$443K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
23+ 4.99% |
$10.3K - $11.8K
|
484
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
23+ 0.63% |
$10.3K - $11.8K
|
3.65K
$954K
|
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
23New |
$10.3K - $11.8K
|
23
$6.02K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
23+ 2.32% |
$10.3K - $11.8K
|
1.01K
$265K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
22+ 2.44% |
$9.85K - $11.2K
|
923
$241K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
22+ 0.63% |
$9.85K - $11.2K
|
3.54K
$926K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
22+ 0.24% |
$9.85K - $11.2K
|
9.08K
$2.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
22+ 38.6% |
$9.85K - $11.2K
|
79
$20.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
22+ 0.78% |
$9.85K - $11.2K
|
2.85K
$745K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
22+ 5.25% |
$9.85K - $11.2K
|
441
$115K
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
22+ 0.27% |
$9.85K - $11.2K
|
8.08K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
22+ 0.92% |
$9.85K - $11.2K
|
2.42K
$633K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
22+ 7.1% |
$9.85K - $11.2K
|
332
$86.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
- |
21+ 2.93% |
$9.4K - $10.7K
|
737
$193K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
21+ 0.72% |
$9.4K - $10.7K
|
2.94K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
21+ 3.27% |
$9.4K - $10.7K
|
663
$173K
|