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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.01% |
$1.34K - $1.53K
|
301
$141K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
3+ 0.41% |
$1.34K - $1.53K
|
733
$342K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3+ 0.54% |
$1.34K - $1.53K
|
554
$259K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.4% |
$1.34K - $1.53K
|
749
$350K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.39% |
$1.34K - $1.53K
|
770
$360K
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.34% |
$1.34K - $1.53K
|
875
$409K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.3% |
$1.34K - $1.53K
|
1K
$467K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 1.96% |
$1.34K - $1.53K
|
156
$72.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3+ 0.11% |
$1.34K - $1.53K
|
2.81K
$1.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3+ 0.38% |
$1.34K - $1.53K
|
787
$368K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3+ 0.51% |
$1.34K - $1.53K
|
590
$276K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.13% |
$1.34K - $1.53K
|
2.39K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3+ 0.08% |
$1.34K - $1.53K
|
3.93K
$1.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$1.34K - $1.53K
|
535
$250K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 0.19% |
$1.34K - $1.53K
|
1.61K
$754K
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3+ 0.01% |
$1.34K - $1.53K
|
20.2K
$9.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
3+ 0.47% |
$1.34K - $1.53K
|
643
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.35% |
$1.34K - $1.53K
|
849
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3+ 0.36% |
$1.34K - $1.53K
|
834
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.2% |
$1.34K - $1.53K
|
1.49K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
3+ 0.37% |
$1.34K - $1.53K
|
821
$383K
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
BUY
|
- |
2+ 0.22% |
$896 - $1.02K
|
924
$432K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
2+ 0.25% |
$896 - $1.02K
|
792
$370K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.3% |
$896 - $1.02K
|
674
$315K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$896 - $1.02K
|
864
$404K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2+ 0.13% |
$896 - $1.02K
|
1.56K
$728K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.41% |
$896 - $1.02K
|
488
$228K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$896 - $1.02K
|
1.43K
$668K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.09% |
$448 - $511
|
1.09K
$507K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.41% |
$448 - $511
|
243
$113K
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$448 - $511
|
6.08K
$2.84M
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.18% |
$448 - $511
|
557
$260K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$448 - $511
|
2.22K
$1.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.17% |
$448 - $511
|
594
$277K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.64% |
$448 - $511
|
157
$73.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.09% |
$448 - $511
|
1.1K
$511K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1+ 0.03% |
$448 - $511
|
2.89K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$448 - $511
|
1.66K
$775K
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$448 - $511
|
733
$342K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$448 - $511
|
1.24K
$580K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.18% |
$448 - $511
|
568
$265K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$448 - $511
|
1.89K
$884K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.04% |
$448 - $511
|
2.39K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.13% |
$448 - $511
|
759
$354K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.09% |
$448 - $511
|
1.06K
$496K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.08% |
$448 - $511
|
1.27K
$592K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.09% |
$448 - $511
|
1.12K
$523K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.18% |
$448 - $511
|
566
$264K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.01% |
$448 - $511
|
14.4K
$6.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.49% |
$448 - $511
|
205
$95.7K
|