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 12, 2023 Q3 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
400
New
$179K - $204K
400 $213K
Oct 18, 2023 Q3 2023
O'Keefe Stevens Advisory, Inc.

BUY
 -
400
New
$179K - $204K
400 $213K
Nov 30, 2023 Q3 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
400
New
$179K - $204K
400 $213K
Oct 10, 2023 Q3 2023
Harbor Group, Inc.

BUY
 -
399
New
$179K - $204K
399 $213K
Oct 13, 2023 Q3 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
398
New
$178K - $203K
398 $212K
Oct 24, 2023 Q3 2023
Francis Financial, Inc.

New York, NY
BUY
 -
398
New
$178K - $203K
398 $212K
Nov 06, 2023 Q3 2023
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
398
New
$178K - $203K
398 $212K
Oct 13, 2023 Q3 2023
Seneca House Advisors

BUY
 -
397
New
$178K - $203K
397 $212K
Nov 06, 2023 Q3 2023
Wambolt & Associates, LLC

BUY
 -
394
+ 6.93%
$176K - $201K
6.08K $3.24M
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
393
New
$176K - $201K
393 $210K
Oct 18, 2023 Q3 2023
Roman Butler Fullerton & CO

BUY
 -
392
+ 35.0%
$176K - $200K
1.51K $807K
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
391
+ 11.35%
$175K - $200K
3.84K $2.05M
Nov 14, 2023 Q3 2023
Menard Financial Group LLC

Houston, TX
BUY
 -
391
+ 10.15%
$175K - $200K
4.24K $2.26M
Nov 14, 2023 Q3 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
387
+ 9.17%
$173K - $198K
4.61K $2.46M
Nov 07, 2023 Q3 2023
Mader & Shannon Wealth Management, Inc.

BUY
 -
386
+ 2.73%
$173K - $197K
14.5K $7.76M
Oct 23, 2023 Q3 2023
Maryland State Retirement & Pension System

BUY
 -
384
+ 0.54%
$172K - $196K
71.6K $38.2M
Oct 10, 2023 Q3 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
383
+ 48.48%
$171K - $196K
1.17K $626K
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
383
+ 5.92%
$171K - $196K
6.85K $3.65M
Dec 04, 2023 Q3 2023
Trust CO

BUY
 -
381
+ 1088.57%
$171K - $195K
416 $222K
Nov 14, 2023 Q3 2023
Cannell & Co.

New York, NY
BUY
 -
380
+ 21.35%
$170K - $194K
2.16K $1.15M
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
379
+ 9.47%
$170K - $194K
4.38K $2.34M
Nov 13, 2023 Q3 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
379
+ 3.33%
$170K - $194K
11.8K $6.27M
Oct 26, 2023 Q3 2023
Middleton & CO Inc

BUY
 -
378
+ 1.3%
$169K - $193K
29.5K $15.7M
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
378
+ 2.32%
$169K - $193K
16.6K $8.88M
Oct 17, 2023 Q3 2023
Btc Capital Management, Inc.

BUY
 -
375
+ 2.58%
$168K - $192K
14.9K $7.96M
Nov 14, 2023 Q3 2023
Night Owl Capital Management, LLC

Greenwich, CT
BUY
 -
375
+ 0.79%
$168K - $192K
48K $25.6M
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
370
+ 4.46%
$166K - $189K
8.67K $4.63M
Oct 17, 2023 Q3 2023
S.E.E.D. Planning Group LLC

BUY
 -
367
+ 5.24%
$164K - $188K
7.38K $3.93M
Oct 05, 2023 Q3 2023
Mirador Capital Partners LP

BUY
 -
365
+ 3.71%
$163K - $186K
10.2K $5.45M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
364
+ 4.56%
$163K - $186K
8.36K $4.46M
Nov 13, 2023 Q3 2023
Brasada Capital Management, LP

Houston, TX
BUY
 -
364
+ 8.53%
$163K - $186K
4.63K $2.47M
Oct 13, 2023 Q3 2023
Buckingham Capital Management, Inc.

BUY
 -
361
+ 1.45%
$162K - $184K
25.3K $13.5M
Nov 13, 2023 Q3 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
360
+ 0.36%
$161K - $184K
99.1K $52.9M
Oct 31, 2023 Q3 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
358
+ 1.04%
$160K - $183K
34.8K $18.6M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
357
+ 5.94%
$160K - $182K
6.36K $3.4M
Oct 25, 2023 Q3 2023
Means Investment Co., Inc.

BUY
 -
352
+ 6.58%
$158K - $180K
5.7K $3.04M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
349
+ 5.37%
$156K - $178K
6.84K $3.65M
Oct 09, 2024 Q3 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
348
+ 15.09%
$156K - $178K
2.65K $1.42M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
344
+ 34.13%
$154K - $176K
1.35K $721K
Nov 07, 2023 Q3 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
343
+ 0.24%
$154K - $175K
141K $75.3M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
343
+ 22.13%
$154K - $175K
1.89K $1.01M
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
343
+ 8.6%
$154K - $175K
4.33K $2.31M
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
342
+ 8.73%
$153K - $175K
4.26K $2.27M
Dec 14, 2023 Q3 2023
One River Asset Management, LLC

Stamford, CT
BUY
 -
336
+ 172.31%
$150K - $172K
531 $283K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
335
+ 9.43%
$150K - $171K
3.89K $2.07M
Oct 18, 2023 Q3 2023
De Dora Capital, Inc.

BUY
 -
326
+ 3.82%
$146K - $167K
8.85K $4.72M
Oct 25, 2023 Q3 2023
Everhart Financial Group, Inc.

BUY
 -
326
+ 11.1%
$146K - $167K
3.26K $1.74M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
326
+ 2.17%
$146K - $167K
15.3K $8.18M
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
322
+ 2.93%
$144K - $165K
11.3K $6.04M

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