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 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11+ 0.01% |
$4.93K - $5.62K
|
75.6K
$43.6M
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
11+ 0.58% |
$4.93K - $5.62K
|
1.9K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
11+ 0.16% |
$4.93K - $5.62K
|
6.77K
$3.9M
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.88% |
$4.48K - $5.11K
|
1.15K
$662K
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
10+ 1.25% |
$4.48K - $5.11K
|
812
$469K
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
10+ 0.09% |
$4.48K - $5.11K
|
11.1K
$6.4M
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 3.83% |
$4.48K - $5.11K
|
271
$156K
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
10+ 0.93% |
$4.48K - $5.11K
|
1.08K
$625K
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
10+ 0.07% |
$4.48K - $5.11K
|
13.8K
$7.96M
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
10+ 1.43% |
$4.48K - $5.11K
|
707
$408K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 2.86% |
$4.48K - $5.11K
|
360
$208K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
10+ 0.11% |
$4.48K - $5.11K
|
9.22K
$5.32M
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
10+ 2.31% |
$4.48K - $5.11K
|
442
$255K
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10+ 1.74% |
$4.48K - $5.11K
|
584
$337K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
9+ 33.33% |
$4.03K - $4.6K
|
36
$20.8K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
9+ 1.4% |
$4.03K - $4.6K
|
652
$376K
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
9+ 0.74% |
$4.03K - $4.6K
|
1.23K
$707K
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
9+ 0.07% |
$4.03K - $4.6K
|
12.7K
$7.34M
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9+ 0.75% |
$4.03K - $4.6K
|
1.21K
$699K
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
9+ 1.05% |
$4.03K - $4.6K
|
866
$500K
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
9+ 0.17% |
$4.03K - $4.6K
|
5.29K
$3.05M
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
9+ 0.27% |
$4.03K - $4.6K
|
3.37K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
9+ 0.09% |
$4.03K - $4.6K
|
10.2K
$5.91M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
9+ 0.01% |
$4.03K - $4.6K
|
121K
$69.7M
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
8+ 0.23% |
$3.58K - $4.09K
|
3.44K
$1.99M
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 1.04% |
$3.58K - $4.09K
|
779
$450K
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
8+ 0.57% |
$3.58K - $4.09K
|
1.4K
$808K
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
8+ 0.21% |
$3.58K - $4.09K
|
3.76K
$2.17M
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8+ 1.17% |
$3.58K - $4.09K
|
692
$399K
|
|
Nov 13, 2023
Q3 2023
|
Merlin Capital LLC
|
BUY
|
- |
8+ 1.08% |
$3.58K - $4.09K
|
748
$432K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8+ 0.52% |
$3.58K - $4.09K
|
1.54K
$889K
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
8+ 0.7% |
$3.58K - $4.09K
|
1.15K
$661K
|
|
Dec 06, 2023
Q3 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
8+ 0.03% |
$3.58K - $4.09K
|
24.7K
$14.3M
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
7+ 1.02% |
$3.13K - $3.58K
|
691
$399K
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
7+ 0.97% |
$3.13K - $3.58K
|
732
$422K
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7+ 0.66% |
$3.13K - $3.58K
|
1.07K
$620K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
7+ 9.86% |
$3.13K - $3.58K
|
78
$45K
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
7+ 0.04% |
$3.13K - $3.58K
|
16.3K
$9.42M
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
7+ 0.5% |
$3.13K - $3.58K
|
1.42K
$817K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
7+ 1.31% |
$3.13K - $3.58K
|
542
$313K
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7+ 0.13% |
$3.13K - $3.58K
|
5.51K
$3.18M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6+ 3.26% |
$2.69K - $3.07K
|
190
$110K
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
6+ 0.07% |
$2.69K - $3.07K
|
8.74K
$5.04M
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
6+ 0.02% |
$2.69K - $3.07K
|
29.9K
$17.2M
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6+ 1.42% |
$2.69K - $3.07K
|
429
$248K
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6+ 0.49% |
$2.69K - $3.07K
|
1.24K
$716K
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
6+ 0.4% |
$2.69K - $3.07K
|
1.51K
$869K
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
6+ 1.08% |
$2.69K - $3.07K
|
562
$324K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6+ 2.36% |
$2.69K - $3.07K
|
260
$150K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6+ 0.79% |
$2.69K - $3.07K
|
770
$444K
|