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 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
524+ 10.58% |
$235K - $268K
|
5.48K
$2.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
524New |
$235K - $268K
|
524
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
520+ 24.41% |
$233K - $266K
|
2.65K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
519+ 3.19% |
$232K - $265K
|
16.8K
$8.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
507+ 14.91% |
$227K - $259K
|
3.91K
$2.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
507+ 11.0% |
$227K - $259K
|
5.12K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
507+ 6.58% |
$227K - $259K
|
8.21K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
503+ 11.24% |
$225K - $257K
|
4.98K
$2.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
501+ 4.57% |
$224K - $256K
|
11.5K
$6.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
500+ 9.9% |
$224K - $255K
|
5.55K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Samjo Capital LLC
|
BUY
|
- |
500New |
$224K - $255K
|
500
$267K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
497+ 0.68% |
$223K - $254K
|
73.8K
$39.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
497+ 400.81% |
$223K - $254K
|
621
$331K
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
495+ 9.89% |
$222K - $253K
|
5.5K
$2.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
493+ 4.3% |
$221K - $252K
|
11.9K
$6.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
493+ 70.03% |
$221K - $252K
|
1.2K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
492+ 23.75% |
$220K - $251K
|
2.56K
$1.37M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
492+ 22.84% |
$220K - $251K
|
2.65K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
491+ 2.61% |
$220K - $251K
|
19.3K
$10.3M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
487+ 2.38% |
$218K - $249K
|
21K
$11.2M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
487New |
$218K - $249K
|
487
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
486+ 11.78% |
$218K - $248K
|
4.61K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
482New |
$216K - $246K
|
482
$257K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
481+ 44.37% |
$215K - $246K
|
1.57K
$835K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
479+ 15.71% |
$214K - $245K
|
3.53K
$1.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
476+ 22.92% |
$213K - $243K
|
2.55K
$1.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
474+ 21.46% |
$212K - $242K
|
2.68K
$1.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
473+ 9.64% |
$212K - $242K
|
5.38K
$2.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
473+ 12.34% |
$212K - $242K
|
4.31K
$2.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
473+ 35.59% |
$212K - $242K
|
1.8K
$961K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
471New |
$211K - $241K
|
471
$251K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
470New |
$210K - $240K
|
470
$251K
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
464New |
$208K - $237K
|
464
$248K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
464+ 4.24% |
$208K - $237K
|
11.4K
$6.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
464New |
$208K - $237K
|
464
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
464+ 6.3% |
$208K - $237K
|
7.82K
$4.17M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
461+ 21.93% |
$206K - $236K
|
2.56K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
460New |
$206K - $235K
|
460
$245K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
457New |
$205K - $233K
|
457
$244K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
455New |
$204K - $232K
|
455
$243K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
454+ 29.37% |
$203K - $232K
|
2K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
453New |
$203K - $231K
|
453
$242K
|
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
452+ 8.01% |
$202K - $231K
|
6.09K
$3.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
448New |
$201K - $229K
|
448
$239K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
447+ 9.12% |
$200K - $228K
|
5.35K
$2.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
447New |
$200K - $228K
|
447
$238K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
445New |
$199K - $227K
|
445
$237K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
445+ 1.69% |
$199K - $227K
|
26.8K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
443+ 4.86% |
$198K - $226K
|
9.56K
$5.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
442+ 15.48% |
$198K - $226K
|
3.3K
$1.76M
|