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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
442+ 15.48% |
$198K - $226K
|
3.3K
$1.7M
|
|
|
Jun 14, 2024
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
440+ 0.93% |
$197K - $225K
|
47.7K
$24.6M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
438+ 2.91% |
$196K - $224K
|
15.5K
$8M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
437+ 19.1% |
$196K - $223K
|
2.73K
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
437New |
$196K - $223K
|
437
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
435New |
$195K - $222K
|
435
$224K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
434+ 2.9% |
$194K - $222K
|
15.4K
$7.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
431+ 2.16% |
$193K - $220K
|
20.4K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
430New |
$193K - $220K
|
430
$222K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
429New |
$192K - $219K
|
429
$221K
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
429New |
$192K - $219K
|
429
$221K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
428New |
$192K - $219K
|
428
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
428+ 66.05% |
$192K - $219K
|
1.08K
$555K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
427+ 7.26% |
$191K - $218K
|
6.31K
$3.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
426New |
$191K - $218K
|
426
$220K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
422+ 43.11% |
$189K - $216K
|
1.4K
$723K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
421+ 11.24% |
$189K - $215K
|
4.17K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
421+ 2.56% |
$189K - $215K
|
16.9K
$8.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
420+ 0.01% |
$188K - $215K
|
3.45M
$1.78B
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
419+ 15.56% |
$188K - $214K
|
3.11K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
419New |
$188K - $214K
|
419
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
418+ 39.58% |
$187K - $214K
|
1.47K
$760K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
417+ 6.44% |
$187K - $213K
|
6.89K
$3.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
417New |
$187K - $213K
|
417
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
417New |
$187K - $213K
|
417
$215K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
416+ 4.98% |
$186K - $213K
|
8.77K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
416New |
$186K - $213K
|
416
$215K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
415New |
$186K - $212K
|
415
$214K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
415+ 0.77% |
$186K - $212K
|
54.5K
$28.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
414New |
$185K - $212K
|
414
$214K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
414New |
$185K - $212K
|
414
$214K
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
414New |
$185K - $212K
|
414
$214K
|
|
|
Nov 06, 2023
Q3 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
412+ 2.85% |
$184K - $211K
|
14.9K
$7.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
412New |
$184K - $211K
|
412
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
412New |
$184K - $211K
|
412
$212K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
410+ 63.47% |
$184K - $209K
|
1.06K
$545K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
410+ 3.98% |
$184K - $209K
|
10.7K
$5.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
408New |
$183K - $208K
|
408
$210K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
407New |
$182K - $208K
|
407
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
407New |
$182K - $208K
|
407
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
407+ 8.69% |
$182K - $208K
|
5.09K
$2.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
406+ 19.25% |
$182K - $207K
|
2.52K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
406New |
$182K - $207K
|
406
$209K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
406+ 13.25% |
$182K - $207K
|
3.47K
$1.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
405+ 27.95% |
$181K - $207K
|
1.85K
$956K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
405New |
$181K - $207K
|
405
$209K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
404+ 6.65% |
$181K - $206K
|
6.48K
$3.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
403New |
$180K - $206K
|
403
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
403New |
$180K - $206K
|
403
$208K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
401New |
$180K - $205K
|
401
$207K
|