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 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.08% |
$2.69K - $3.07K
|
7.33K
$4.23M
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
6+ 0.34% |
$2.69K - $3.07K
|
1.76K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.06% |
$2.69K - $3.07K
|
10.7K
$6.15M
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 3.68% |
$2.69K - $3.07K
|
169
$97.5K
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 1.21% |
$2.69K - $3.07K
|
502
$290K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 2.73% |
$2.24K - $2.55K
|
188
$108K
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
5+ 0.9% |
$2.24K - $2.55K
|
563
$325K
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
5+ 0.43% |
$2.24K - $2.55K
|
1.16K
$669K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5+ 0.43% |
$2.24K - $2.55K
|
1.16K
$671K
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 45.45% |
$2.24K - $2.55K
|
16
$9.23K
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
5+ 0.07% |
$2.24K - $2.55K
|
6.91K
$3.99M
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
5+ 1.09% |
$2.24K - $2.55K
|
465
$268K
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5+ 0.19% |
$2.24K - $2.55K
|
2.67K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
5+ 0.17% |
$2.24K - $2.55K
|
2.88K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5+ 0.2% |
$2.24K - $2.55K
|
2.53K
$1.46M
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4+ 0.35% |
$1.79K - $2.04K
|
1.14K
$655K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 1.79% |
$1.79K - $2.04K
|
228
$132K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
4+ 0.35% |
$1.79K - $2.04K
|
1.15K
$665K
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$1.79K - $2.04K
|
1.11K
$643K
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4+ 66.67% |
$1.79K - $2.04K
|
10
$5.77K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.11% |
$1.79K - $2.04K
|
3.65K
$2.11M
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
4+ 0.5% |
$1.79K - $2.04K
|
804
$464K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 0.8% |
$1.79K - $2.04K
|
501
$289K
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.16% |
$1.79K - $2.04K
|
2.52K
$1.45M
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
4+ 0.56% |
$1.79K - $2.04K
|
719
$415K
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4+ 0.09% |
$1.79K - $2.04K
|
4.56K
$2.63M
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4+ 0.76% |
$1.79K - $2.04K
|
528
$305K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.36% |
$1.34K - $1.53K
|
840
$485K
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3+ 0.25% |
$1.34K - $1.53K
|
1.19K
$687K
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
3+ 0.26% |
$1.34K - $1.53K
|
1.17K
$677K
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.34K - $1.53K
|
1.49K
$862K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.01% |
$1.34K - $1.53K
|
301
$174K
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
3+ 0.41% |
$1.34K - $1.53K
|
733
$423K
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3+ 0.54% |
$1.34K - $1.53K
|
554
$320K
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.4% |
$1.34K - $1.53K
|
749
$432K
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.39% |
$1.34K - $1.53K
|
770
$444K
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.34% |
$1.34K - $1.53K
|
875
$505K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.3% |
$1.34K - $1.53K
|
1K
$577K
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 1.96% |
$1.34K - $1.53K
|
156
$90K
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3+ 0.11% |
$1.34K - $1.53K
|
2.81K
$1.62M
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3+ 0.38% |
$1.34K - $1.53K
|
787
$454K
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3+ 0.51% |
$1.34K - $1.53K
|
590
$340K
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.13% |
$1.34K - $1.53K
|
2.39K
$1.38M
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3+ 0.08% |
$1.34K - $1.53K
|
3.93K
$2.27M
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$1.34K - $1.53K
|
535
$309K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 0.19% |
$1.34K - $1.53K
|
1.61K
$931K
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3+ 0.01% |
$1.34K - $1.53K
|
20.2K
$11.7M
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
3+ 0.47% |
$1.34K - $1.53K
|
643
$371K
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.35% |
$1.34K - $1.53K
|
849
$490K
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3+ 0.36% |
$1.34K - $1.53K
|
834
$481K
|