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
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.88KNew |
$844K - $963K
|
1.88K
$1.11M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.88K+ 5.81% |
$844K - $963K
|
34.3K
$20.2M
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.84K+ 12.11% |
$826K - $942K
|
17.1K
$10.1M
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
1.82K+ 68.94% |
$815K - $930K
|
4.46K
$2.63M
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 225.31% |
$805K - $919K
|
2.6K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.8K+ 61.23% |
$805K - $918K
|
4.73K
$2.79M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.79K+ 9.3% |
$803K - $917K
|
21.1K
$12.4M
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.79KNew |
$802K - $916K
|
1.79K
$1.06M
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
BUY
|
- |
1.79K+ 137.69% |
$801K - $915K
|
3.09K
$1.82M
|
|
Nov 14, 2023
Q3 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.79KNew |
$801K - $914K
|
1.79K
$1.05M
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
1.77K+ 9.72% |
$793K - $905K
|
20K
$11.8M
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.75K+ 3.06% |
$785K - $896K
|
59.1K
$34.8M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.74K+ 22.41% |
$780K - $891K
|
9.52K
$5.61M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.73K+ 16.04% |
$775K - $884K
|
12.5K
$7.37M
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.72KNew |
$768K - $877K
|
1.72K
$1.01M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.7K+ 4.69% |
$762K - $869K
|
38K
$22.4M
|
|
Oct 25, 2023
Q3 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.7K+ 15.07% |
$759K - $866K
|
12.9K
$7.62M
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.68KNew |
$753K - $859K
|
1.68K
$990K
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.68K+ 21.85% |
$752K - $858K
|
9.37K
$5.52M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
1.68K+ 219.48% |
$752K - $858K
|
2.44K
$1.44M
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
1.66K+ 29.81% |
$743K - $848K
|
7.23K
$4.26M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.65K+ 4.32% |
$737K - $841K
|
39.7K
$23.4M
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.63K+ 44.01% |
$731K - $834K
|
5.34K
$3.15M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.63K+ 38.24% |
$730K - $833K
|
5.89K
$3.47M
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
BUY
|
- |
1.61K+ 9.91% |
$723K - $825K
|
17.9K
$10.5M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.58K+ 4.9% |
$708K - $808K
|
33.8K
$19.9M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.58K+ 4.9% |
$708K - $808K
|
33.8K
$19.9M
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.58K+ 14.32% |
$707K - $807K
|
12.6K
$7.43M
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.58KNew |
$707K - $807K
|
1.58K
$931K
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.58K+ 3.01% |
$706K - $806K
|
53.9K
$31.8M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 0.64% |
$698K - $797K
|
244K
$144M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.55K+ 17.38% |
$694K - $792K
|
10.5K
$6.17M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.55K+ 0.36% |
$694K - $792K
|
436K
$257M
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
BUY
|
- |
1.55K+ 19.41% |
$692K - $789K
|
9.51K
$5.6M
|
|
Nov 14, 2023
Q3 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.54KNew |
$689K - $786K
|
1.54K
$906K
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.53K+ 69.9% |
$684K - $781K
|
3.71K
$2.19M
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.52KNew |
$680K - $776K
|
1.52K
$894K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.51K+ 1.61% |
$677K - $773K
|
95.5K
$56.2M
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
1.5KNew |
$672K - $766K
|
1.5K
$884K
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.49KNew |
$668K - $762K
|
1.49K
$878K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.48K+ 0.09% |
$664K - $758K
|
1.58M
$932M
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
1.48K+ 42.17% |
$661K - $754K
|
4.98K
$2.93M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.47K+ 29.44% |
$657K - $750K
|
6.46K
$3.8M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.47KNew |
$657K - $750K
|
1.47K
$864K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.46K+ 8.68% |
$654K - $746K
|
18.3K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45K+ 6.47% |
$651K - $742K
|
23.9K
$14.1M
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.45K+ 6.94% |
$647K - $739K
|
22.3K
$13.1M
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.43K+ 43.16% |
$641K - $732K
|
4.75K
$2.8M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.43K+ 82.25% |
$641K - $732K
|
3.17K
$1.87M
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.42KNew |
$637K - $727K
|
1.42K
$838K
|