Purchases and Sales Made in Q3 2023 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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 10, 2023 Q3 2023
Navalign, LLC

BUY
 -
1.2K
New
$537K - $613K
1.2K $640K
Oct 10, 2023 Q3 2023
Maple Capital Management, Inc.

BUY
 -
1.2K
+ 2.12%
$536K - $611K
57.6K $30.8M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
1.19K
+ 106.61%
$534K - $610K
2.31K $1.23M
Nov 08, 2023 Q3 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
1.18K
+ 7.27%
$526K - $600K
17.3K $9.26M
Oct 23, 2023 Q3 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
1.17K
+ 6.13%
$525K - $599K
20.3K $10.8M
Oct 18, 2023 Q3 2023
Timber Creek Capital Management LLC

BUY
 -
1.17K
+ 8.11%
$522K - $595K
15.5K $8.29M
Oct 27, 2023 Q3 2023
Veriti Management LLC

BUY
 -
1.17K
+ 14.56%
$522K - $595K
9.16K $4.89M
Nov 07, 2023 Q3 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
1.16K
+ 6.24%
$521K - $595K
19.8K $10.6M
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
1.16K
New
$520K - $593K
1.16K $619K
Nov 14, 2023 Q3 2023
Elo Mutual Pension Insurance CO

BUY
 -
1.16K
+ 1.51%
$518K - $592K
77.9K $41.6M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
1.15K
+ 7.84%
$516K - $589K
15.9K $8.46M
Aug 28, 2024 Q3 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
1.15K
+ 6.17%
$516K - $589K
19.8K $10.6M
Nov 14, 2023 Q3 2023
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
1.15K
+ 12.04%
$515K - $588K
10.7K $5.71M
Oct 27, 2023 Q3 2023
Princeton Global Asset Management LLC

BUY
 -
1.15K
+ 5.76%
$513K - $585K
21K $11.2M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1.14K
+ 1.75%
$512K - $585K
66.6K $35.5M
Oct 23, 2023 Q3 2023
Suncoast Equity Management

BUY
 -
1.14K
+ 1.88%
$510K - $582K
61.7K $32.9M
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
1.14K
+ 6.62%
$510K - $582K
18.4K $9.79M
Nov 07, 2023 Q3 2023
Moody Aldrich Partners LLC

BUY
 -
1.14K
New
$510K - $581K
1.14K $607K
Oct 30, 2023 Q3 2023
Little House Capital LLC

Braintree, MA
BUY
 -
1.13K
+ 15.37%
$507K - $579K
8.5K $4.54M
Oct 18, 2023 Q3 2023
Boston Trust Walden Corp

BUY
 -
1.13K
+ 0.37%
$507K - $578K
304K $162M
Nov 14, 2023 Q3 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
1.13K
+ 9.3%
$505K - $576K
13.2K $7.07M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
1.13K
New
$504K - $575K
1.13K $601K
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
1.11K
+ 24.89%
$498K - $569K
5.59K $2.98M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.11K
+ 39.96%
$498K - $568K
3.9K $2.08M
Oct 30, 2023 Q3 2023
Blue Chip Partners, Inc.

BUY
 -
1.11K
+ 2.21%
$496K - $566K
51.1K $27.3M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
1.09K
+ 22.26%
$490K - $559K
6.01K $3.21M
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
1.09K
+ 17.65%
$489K - $558K
7.29K $3.89M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
1.09K
+ 16.72%
$489K - $558K
7.62K $4.07M
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
1.09K
+ 4.61%
$486K - $554K
24.6K $13.1M
Nov 15, 2023 Q3 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
1.08K
+ 15.86%
$485K - $554K
7.92K $4.22M
Nov 09, 2023 Q3 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
1.08K
+ 65.97%
$484K - $552K
2.72K $1.45M
Nov 13, 2023 Q3 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
1.08K
New
$482K - $550K
1.08K $574K
Oct 19, 2023 Q3 2023
Vahanian & Associates Financial Planning Inc.

BUY
 -
1.07K
New
$480K - $547K
1.07K $571K
Oct 31, 2023 Q3 2023
Fagan Associates, Inc.

BUY
 -
1.07K
+ 28.81%
$479K - $546K
4.78K $2.55M
Oct 30, 2023 Q3 2023
Evexia Wealth LLC

Stevens Point, WI
BUY
 -
1.06K
+ 6.14%
$476K - $544K
18.4K $9.82M
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
1.06K
+ 10.91%
$476K - $543K
10.8K $5.76M
Nov 14, 2023 Q3 2023
Legacy Advisors, LLC

BUY
 -
1.06K
+ 7.27%
$476K - $543K
15.7K $8.36M
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1.06K
+ 4.65%
$472K - $539K
23.8K $12.7M
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
1.05K
+ 16.71%
$472K - $539K
7.36K $3.93M
Nov 08, 2023 Q3 2023
Platform Technology Partners

BUY
 -
1.05K
+ 25.37%
$471K - $538K
5.2K $2.78M
Oct 12, 2023 Q3 2023
Radnor Capital Management, LLC

BUY
 -
1.05K
+ 28.12%
$470K - $536K
4.78K $2.55M
Nov 14, 2023 Q3 2023
State Of Wyoming

Cheyenne, WY
BUY
 -
1.04K
+ 46.15%
$467K - $533K
3.3K $1.76M
Nov 21, 2023 Q3 2023
Brown Shipley& CO LTD

London, X0
BUY
 -
1.04K
+ 9.41%
$465K - $531K
12.1K $6.44M
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
1.04K
+ 5.72%
$464K - $529K
19.2K $10.2M
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
1.03K
+ 27.59%
$460K - $525K
4.75K $2.53M
Nov 02, 2023 Q3 2023
Novare Capital Management LLC

BUY
 -
1.01K
+ 2.44%
$454K - $518K
42.5K $22.7M
Nov 14, 2023 Q3 2023
Puzo Michael J

BUY
 -
1.01K
+ 8.61%
$454K - $518K
12.8K $6.82M
Nov 09, 2023 Q3 2023
Clifford Swan Investment Counsel LLC

BUY
 -
1.01K
+ 2.36%
$453K - $517K
43.8K $23.4M
Nov 08, 2023 Q3 2023
Horizon Family Wealth, Inc.

BUY
 -
1.01K
New
$450K - $514K
1.01K $537K

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