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 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
650
+ 11.28%
$291K - $332K
6.41K $3.31M
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
649
+ 20.34%
$291K - $332K
3.84K $1.98M
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
640
+ 4.91%
$287K - $327K
13.7K $7.06M
Nov 01, 2023 Q3 2023
Independent Family Office, LLC

BUY
 -
636
New
$285K - $325K
636 $328K
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
635
+ 17.13%
$284K - $324K
4.34K $2.24M
Nov 06, 2023 Q3 2023
Souders Financial Advisors

BUY
 -
634
+ 6.13%
$284K - $324K
11K $5.66M
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
631
+ 5.69%
$283K - $322K
11.7K $6.04M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
631
+ 2.65%
$283K - $322K
24.5K $12.6M
Aug 29, 2024 Q3 2023
Waldron Private Wealth LLC

BUY
 -
631
+ 5.69%
$283K - $322K
11.7K $6.04M
Nov 14, 2023 Q3 2023
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
630
+ 0.74%
$282K - $322K
85.8K $44.3M
Nov 13, 2023 Q3 2023
Notis Mc Conarty Edward

BUY
 -
624
+ 9.62%
$279K - $319K
7.11K $3.67M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
622
+ 2.1%
$279K - $318K
30.2K $15.6M
Nov 14, 2023 Q3 2023
Lakeshore Financial Planning, Inc.

St. Clair Shores, MI
BUY
 -
621
New
$278K - $317K
621 $320K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
619
+ 0.57%
$277K - $316K
108K $55.9M
Oct 24, 2023 Q3 2023
Legacy Cg, LLC

Plano, TX
BUY
 -
614
+ 7.4%
$275K - $314K
8.92K $4.6M
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
614
New
$275K - $314K
614 $317K
Dec 05, 2024 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
613
New
$274K - $313K
613 $316K
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
608
+ 5.73%
$272K - $311K
11.2K $5.79M
Nov 13, 2023 Q3 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
605
+ 5.24%
$271K - $309K
12.2K $6.27M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
602
+ 6.94%
$270K - $308K
9.28K $4.79M
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
601
New
$269K - $307K
601 $310K
Nov 13, 2023 Q3 2023
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
600
+ 56.93%
$269K - $307K
1.65K $853K
Oct 11, 2023 Q3 2023
Birch Capital Management, LLC

BUY
 -
594
+ 9.55%
$266K - $303K
6.81K $3.51M
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
590
+ 39.65%
$264K - $301K
2.08K $1.07M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
589
+ 33.37%
$264K - $301K
2.35K $1.21M
Nov 03, 2023 Q3 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
588
+ 31.87%
$263K - $300K
2.43K $1.25M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
577
New
$258K - $295K
577 $298K
Oct 31, 2023 Q3 2023
Leeward Financial Partners, LLC

BUY
 -
575
+ 10.38%
$257K - $294K
6.12K $3.15M
Nov 03, 2023 Q3 2023
Centric Wealth Management

BUY
 -
574
+ 9.48%
$257K - $293K
6.63K $3.42M
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
574
+ 3.85%
$257K - $293K
15.5K $7.99M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
571
+ 63.16%
$256K - $292K
1.48K $761K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
566
+ 19.89%
$253K - $289K
3.41K $1.76M
Nov 06, 2023 Q3 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
560
+ 97.73%
$251K - $286K
1.13K $584K
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

BUY
 -
557
+ 1.41%
$249K - $285K
40.2K $20.7M
Oct 31, 2023 Q3 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
552
New
$247K - $282K
552 $285K
Nov 13, 2023 Q3 2023
Aigen Investment Management, LP

BUY
 -
552
New
$247K - $282K
552 $285K
Nov 07, 2023 Q3 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
546
+ 1.84%
$244K - $279K
30.2K $15.6M
Nov 13, 2023 Q3 2023
Blue Investment Partners LLC

Alamo, CA
BUY
 -
545
New
$244K - $278K
545 $281K
Nov 13, 2023 Q3 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
545
+ 116.95%
$244K - $278K
1.01K $521K
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
540
+ 17.26%
$242K - $276K
3.67K $1.89M
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
540
+ 11.2%
$242K - $276K
5.36K $2.76M
Oct 26, 2023 Q3 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
539
+ 40.25%
$241K - $275K
1.88K $969K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
536
+ 2.68%
$240K - $274K
20.5K $10.6M
Nov 02, 2023 Q3 2023
Convergence Investment Partners, LLC

BUY
 -
535
+ 28.47%
$240K - $273K
2.41K $1.25M
Oct 23, 2023 Q3 2023
Ledge Wealth Management, Inc.

BUY
 -
533
+ 13.48%
$239K - $272K
4.49K $2.31M
Oct 25, 2023 Q3 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
533
New
$239K - $272K
533 $275K
Nov 14, 2023 Q3 2023
Palisade Capital Management LLC

Fort Lee, NJ
BUY
 -
533
New
$239K - $272K
533 $275K
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
531
+ 14.75%
$238K - $271K
4.13K $2.13M
May 17, 2024 Q3 2023
Cim, LLC

BUY
 -
530
+ 1.66%
$237K - $271K
32.4K $16.7M

Track Institutional and Insider Activities on UNH

Follow UNITEDHEALTH GROUP INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells UNH shares.

Notify only if

Insider Trading

Get notified when an Unitedhealth Group Inc insider buys or sells UNH shares.

Notify only if

News

Receive news related to UNITEDHEALTH GROUP INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on UNH