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
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1K
+ 6.82%
$450K - $513K
15.7K $8.39M
Oct 10, 2023 Q3 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
1K
+ 137.4%
$449K - $512K
1.73K $925K
Nov 13, 2023 Q3 2023
Rench Wealth Management, Inc.

Denton, TX
BUY
 -
998
+ 126.01%
$447K - $510K
1.79K $955K
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
992
+ 5.36%
$444K - $507K
19.5K $10.4M
Nov 13, 2023 Q3 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
985
+ 3.94%
$441K - $503K
26K $13.9M
Nov 13, 2023 Q3 2023
Belmont Capital, LLC

BUY
 -
980
+ 1507.69%
$439K - $501K
1.05K $558K
Nov 14, 2023 Q3 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
980
+ 27.68%
$439K - $501K
4.52K $2.41M
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
978
+ 8.64%
$438K - $500K
12.3K $6.56M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
968
+ 1.07%
$433K - $495K
91.3K $48.7M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
962
+ 8.49%
$431K - $492K
12.3K $6.56M
Nov 15, 2023 Q3 2023
Jag Capital Management, LLC

BUY
 -
950
+ 24.7%
$425K - $485K
4.8K $2.56M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
947
New
$424K - $484K
947 $505K
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
946
+ 7.16%
$424K - $483K
14.2K $7.55M
Nov 14, 2023 Q3 2023
Zwj Investment Counsel Inc

BUY
 -
941
+ 67.02%
$421K - $481K
2.35K $1.25M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
939
+ 9.08%
$420K - $480K
11.3K $6.02M
Oct 24, 2023 Q3 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
936
+ 6.42%
$419K - $478K
15.5K $8.28M
Oct 30, 2023 Q3 2023
Oak Ridge Investments LLC

BUY
 -
936
+ 2.88%
$419K - $478K
33.5K $17.9M
Nov 13, 2023 Q3 2023
Primecap Management CO

Pasadena, CA
BUY
 -
930
+ 4.87%
$416K - $475K
20K $10.7M
Nov 03, 2023 Q3 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
925
+ 49.15%
$414K - $473K
2.81K $1.5M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
917
New
$411K - $469K
917 $489K
Oct 26, 2023 Q3 2023
First Merchants Corp

BUY
 -
916
+ 2.92%
$410K - $468K
32.3K $17.2M
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
916
+ 5.8%
$410K - $468K
16.7K $8.91M
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
913
New
$409K - $466K
913 $487K
Dec 11, 2023 Q3 2023
Wesbanco Bank Inc

BUY
 -
897
+ 1.62%
$402K - $458K
56.3K $30M
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
895
+ 13.74%
$401K - $457K
7.41K $3.95M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
892
+ 13.9%
$399K - $456K
7.31K $3.9M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
890
+ 2.18%
$398K - $455K
41.8K $22.3M
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
883
+ 0.58%
$395K - $451K
153K $81.5M
Nov 14, 2023 Q3 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
883
New
$395K - $451K
883 $471K
Nov 04, 2024 Q3 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
882
+ 33.98%
$395K - $451K
3.48K $1.86M
Oct 16, 2023 Q3 2023
Trust CO Of Oklahoma

BUY
 -
874
New
$391K - $447K
874 $466K
Nov 06, 2023 Q3 2023
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
871
New
$390K - $445K
871 $465K
Oct 27, 2023 Q3 2023
Narwhal Capital Management

BUY
 -
864
+ 1.96%
$387K - $441K
45K $24M
Nov 14, 2023 Q3 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
864
+ 36.56%
$387K - $441K
3.23K $1.72M
Nov 16, 2023 Q3 2023
Jacobs Levy Equity Management, Inc

Florham Park, NJ
BUY
 -
862
New
$386K - $440K
862 $460K
Nov 06, 2023 Q3 2023
Lgt Fund Management CO Ltd.

BUY
 -
860
+ 14.58%
$385K - $439K
6.76K $3.61M
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
860
+ 40.06%
$385K - $439K
3.01K $1.6M
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
859
+ 2.52%
$385K - $439K
35K $18.7M
Oct 31, 2023 Q3 2023
Teacher Retirement System Of Texas

Austin, TX
BUY
 -
858
+ 0.3%
$384K - $438K
284K $151M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
856
+ 3.12%
$383K - $437K
28.3K $15.1M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
833
+ 141.91%
$373K - $426K
1.42K $758K
Oct 30, 2023 Q3 2023
Perfromance Wealth Partners, LLC

BUY
 -
833
+ 12.44%
$373K - $426K
7.53K $4.02M
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
832
+ 8.69%
$373K - $425K
10.4K $5.55M
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
832
+ 16640.0%
$373K - $425K
837 $447K
Nov 13, 2023 Q3 2023
Pacer Advisors, Inc.

Malvern, PA
BUY
 -
826
+ 1.41%
$370K - $422K
59.6K $31.8M
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
825
+ 43.13%
$369K - $422K
2.74K $1.46M
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
825
+ 12.95%
$369K - $422K
7.2K $3.84M
Nov 13, 2023 Q3 2023
Rodgers Brothers Inc.

Harmony, PA
BUY
 -
822
New
$368K - $420K
822 $439K
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
819
+ 2.62%
$367K - $418K
32.1K $17.1M

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