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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
8+ 0.03% |
$3.58K - $4.09K
|
24.7K
$11.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
7+ 1.02% |
$3.13K - $3.58K
|
691
$323K
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
7+ 0.97% |
$3.13K - $3.58K
|
732
$342K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7+ 0.66% |
$3.13K - $3.58K
|
1.07K
$502K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
7+ 9.86% |
$3.13K - $3.58K
|
78
$36.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
7+ 0.04% |
$3.13K - $3.58K
|
16.3K
$7.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
7+ 0.5% |
$3.13K - $3.58K
|
1.42K
$661K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
7+ 1.31% |
$3.13K - $3.58K
|
542
$253K
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
7+ 0.13% |
$3.13K - $3.58K
|
5.51K
$2.57M
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.8% |
$3.13K - $3.58K
|
878
$410K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6+ 3.26% |
$2.69K - $3.07K
|
190
$88.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
6+ 0.07% |
$2.69K - $3.07K
|
8.74K
$4.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
6+ 0.02% |
$2.69K - $3.07K
|
29.9K
$13.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6+ 1.42% |
$2.69K - $3.07K
|
429
$200K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6+ 0.49% |
$2.69K - $3.07K
|
1.24K
$579K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
6+ 0.4% |
$2.69K - $3.07K
|
1.51K
$703K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
6+ 1.08% |
$2.69K - $3.07K
|
562
$262K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6+ 2.36% |
$2.69K - $3.07K
|
260
$121K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6+ 0.79% |
$2.69K - $3.07K
|
770
$360K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.08% |
$2.69K - $3.07K
|
7.33K
$3.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
6+ 0.34% |
$2.69K - $3.07K
|
1.76K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.06% |
$2.69K - $3.07K
|
10.7K
$4.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 3.68% |
$2.69K - $3.07K
|
169
$78.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 1.21% |
$2.69K - $3.07K
|
502
$234K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 2.73% |
$2.24K - $2.55K
|
188
$87.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
5+ 0.9% |
$2.24K - $2.55K
|
563
$263K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
5+ 0.43% |
$2.24K - $2.55K
|
1.16K
$542K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5+ 0.43% |
$2.24K - $2.55K
|
1.16K
$543K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 45.45% |
$2.24K - $2.55K
|
16
$7.47K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
5+ 0.07% |
$2.24K - $2.55K
|
6.91K
$3.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
5+ 1.09% |
$2.24K - $2.55K
|
465
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5+ 0.19% |
$2.24K - $2.55K
|
2.67K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
5+ 0.17% |
$2.24K - $2.55K
|
2.88K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5+ 0.2% |
$2.24K - $2.55K
|
2.53K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4+ 0.35% |
$1.79K - $2.04K
|
1.14K
$530K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 1.79% |
$1.79K - $2.04K
|
228
$106K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
4+ 0.35% |
$1.79K - $2.04K
|
1.15K
$539K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$1.79K - $2.04K
|
1.11K
$520K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4+ 66.67% |
$1.79K - $2.04K
|
10
$4.67K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.11% |
$1.79K - $2.04K
|
3.65K
$1.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
4+ 0.5% |
$1.79K - $2.04K
|
804
$376K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 0.8% |
$1.79K - $2.04K
|
501
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.16% |
$1.79K - $2.04K
|
2.52K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
4+ 0.56% |
$1.79K - $2.04K
|
719
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4+ 0.09% |
$1.79K - $2.04K
|
4.56K
$2.13M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4+ 0.76% |
$1.79K - $2.04K
|
528
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.36% |
$1.34K - $1.53K
|
840
$392K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3+ 0.25% |
$1.34K - $1.53K
|
1.19K
$556K
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
3+ 0.26% |
$1.34K - $1.53K
|
1.17K
$548K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.34K - $1.53K
|
1.49K
$698K
|