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 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1+ 0.16% |
$448 - $511
|
628
$293K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$448 - $511
|
4.93K
$2.3M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.11% |
$448 - $511
|
916
$428K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.26% |
$448 - $511
|
384
$179K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.13% |
$448 - $511
|
794
$371K
|
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.22% |
$448 - $511
|
458
$214K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.41% |
$448 - $511
|
242
$113K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$448 - $511
|
3.06K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$448 - $511
|
924
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.06% |
$448 - $511
|
1.81K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.14% |
$448 - $511
|
716
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1+ 0.13% |
$448 - $511
|
759
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1+ 0.15% |
$448 - $511
|
683
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.19% |
$448 - $511
|
532
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.15% |
$448 - $511
|
668
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1+ 0.18% |
$448 - $511
|
544
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$448 - $511
|
69K
$32.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.11% |
$448 - $511
|
948
$443K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-1- 0.19% |
$448 - $511
|
532
$248K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1- 0.05% |
$448 - $511
|
1.9K
$886K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1- 0.15% |
$448 - $511
|
658
$307K
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1- 0.11% |
$448 - $511
|
948
$443K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-1- 0.01% |
$448 - $511
|
12.1K
$5.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1- 0.16% |
$448 - $511
|
640
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1- 0.02% |
$448 - $511
|
5.89K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1- 0.24% |
$448 - $511
|
414
$193K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.21% |
$896 - $1.02K
|
939
$439K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-2- 0.6% |
$896 - $1.02K
|
331
$155K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.06% |
$896 - $1.02K
|
3.31K
$1.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-2- 0.13% |
$896 - $1.02K
|
1.55K
$722K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2- 0.01% |
$896 - $1.02K
|
15.5K
$7.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.23% |
$896 - $1.02K
|
881
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2- 0.38% |
$896 - $1.02K
|
521
$243K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3- -0.0% |
$1.34K - $1.53K
|
64.2K
$30M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3- 0.06% |
$1.34K - $1.53K
|
4.65K
$2.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-3- 0.03% |
$1.34K - $1.53K
|
9.56K
$4.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3- 0.12% |
$1.34K - $1.53K
|
2.44K
$1.14M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-4- 0.82% |
$1.79K - $2.04K
|
483
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-4- 0.79% |
$1.79K - $2.04K
|
505
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4- 0.45% |
$1.79K - $2.04K
|
884
$413K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4- 0.5% |
$1.79K - $2.04K
|
796
$372K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4- 0.13% |
$1.79K - $2.04K
|
3.05K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4- 0.42% |
$1.79K - $2.04K
|
959
$448K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4- 0.11% |
$1.79K - $2.04K
|
3.64K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-4- 0.21% |
$1.79K - $2.04K
|
1.9K
$888K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-4- 0.21% |
$1.79K - $2.04K
|
1.93K
$902K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-4- 0.06% |
$1.79K - $2.04K
|
6.61K
$3.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 2.29% |
$1.79K - $2.04K
|
171
$79.9K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4- 0.42% |
$1.79K - $2.04K
|
959
$448K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-5- 0.26% |
$2.24K - $2.55K
|
1.94K
$906K
|