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
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.2% |
$1.34K - $1.53K
|
1.49K
$858K
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
3+ 0.37% |
$1.34K - $1.53K
|
821
$474K
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
BUY
|
- |
2+ 0.22% |
$896 - $1.02K
|
924
$533K
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
2+ 0.25% |
$896 - $1.02K
|
792
$457K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.3% |
$896 - $1.02K
|
674
$389K
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$896 - $1.02K
|
864
$499K
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2+ 0.13% |
$896 - $1.02K
|
1.56K
$900K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.41% |
$896 - $1.02K
|
488
$282K
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$896 - $1.02K
|
1.43K
$826K
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$448 - $511
|
1.09K
$627K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.41% |
$448 - $511
|
243
$140K
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$448 - $511
|
6.08K
$3.51M
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.18% |
$448 - $511
|
557
$321K
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$448 - $511
|
2.22K
$1.28M
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.17% |
$448 - $511
|
594
$343K
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.64% |
$448 - $511
|
157
$90.6K
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.09% |
$448 - $511
|
1.1K
$632K
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1+ 0.03% |
$448 - $511
|
2.89K
$1.67M
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$448 - $511
|
1.66K
$957K
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$448 - $511
|
733
$423K
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$448 - $511
|
1.24K
$717K
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.18% |
$448 - $511
|
568
$328K
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$448 - $511
|
1.89K
$1.09M
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.04% |
$448 - $511
|
2.39K
$1.38M
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.13% |
$448 - $511
|
759
$438K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.09% |
$448 - $511
|
1.06K
$612K
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.08% |
$448 - $511
|
1.27K
$732K
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.09% |
$448 - $511
|
1.12K
$646K
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.18% |
$448 - $511
|
566
$327K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.01% |
$448 - $511
|
14.4K
$8.3M
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.49% |
$448 - $511
|
205
$118K
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1+ 0.16% |
$448 - $511
|
628
$362K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$448 - $511
|
4.93K
$2.85M
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.11% |
$448 - $511
|
916
$529K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.26% |
$448 - $511
|
384
$222K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.13% |
$448 - $511
|
794
$458K
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.22% |
$448 - $511
|
458
$264K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.41% |
$448 - $511
|
242
$140K
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$448 - $511
|
3.06K
$1.76M
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$448 - $511
|
924
$533K
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.06% |
$448 - $511
|
1.81K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.14% |
$448 - $511
|
716
$413K
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1+ 0.13% |
$448 - $511
|
759
$438K
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1+ 0.15% |
$448 - $511
|
683
$394K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.19% |
$448 - $511
|
532
$307K
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.15% |
$448 - $511
|
668
$385K
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1+ 0.18% |
$448 - $511
|
544
$314K
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$448 - $511
|
69K
$39.8M
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.11% |
$448 - $511
|
948
$547K
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-1- 0.19% |
$448 - $511
|
532
$307K
|