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 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
322+ 2.95% |
$144K - $165K
|
11.2K
$6M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
321+ 5.95% |
$144K - $164K
|
5.72K
$3.05M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
319+ 29.32% |
$143K - $163K
|
1.41K
$751K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
316+ 23.51% |
$141K - $161K
|
1.66K
$886K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
316+ 11.35% |
$141K - $161K
|
3.1K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
316+ 12.9% |
$141K - $161K
|
2.77K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
315+ 4.99% |
$141K - $161K
|
6.63K
$3.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
314+ 1.83% |
$141K - $160K
|
17.5K
$9.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
314+ 0.47% |
$141K - $160K
|
66.6K
$35.5M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
314+ 13.31% |
$141K - $160K
|
2.67K
$1.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
312+ 5.01% |
$140K - $159K
|
6.54K
$3.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
311+ 12.59% |
$139K - $159K
|
2.78K
$1.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
310+ 3.9% |
$139K - $158K
|
8.27K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
310+ 3.7% |
$139K - $158K
|
8.68K
$4.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
309+ 56.7% |
$138K - $158K
|
854
$456K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
309+ 5.72% |
$138K - $158K
|
5.71K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
309+ 20.0% |
$138K - $158K
|
1.85K
$989K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
308+ 185.54% |
$138K - $157K
|
474
$253K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
304+ 12.78% |
$136K - $155K
|
2.68K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
303+ 5.97% |
$136K - $155K
|
5.38K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
303+ 18.1% |
$136K - $155K
|
1.98K
$1.05M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
303+ 1.39% |
$136K - $155K
|
22.1K
$11.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
302+ 56.87% |
$135K - $154K
|
833
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
302+ 1.87% |
$135K - $154K
|
16.5K
$8.78M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
300+ 2.33% |
$134K - $153K
|
13.2K
$7.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
297+ 1.25% |
$133K - $152K
|
24K
$12.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
293+ 4.65% |
$131K - $150K
|
6.59K
$3.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
293+ 7.98% |
$131K - $150K
|
3.97K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
293+ 19.69% |
$131K - $150K
|
1.78K
$950K
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
291+ 4.61% |
$130K - $149K
|
6.61K
$3.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
290+ 1.01% |
$130K - $148K
|
29.1K
$15.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
289+ 2.16% |
$129K - $148K
|
13.7K
$7.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
289+ 27.71% |
$129K - $148K
|
1.33K
$711K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
286+ 5.55% |
$128K - $146K
|
5.44K
$2.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
286+ 5.49% |
$128K - $146K
|
5.5K
$2.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
285+ 175.93% |
$128K - $146K
|
447
$238K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
283+ 12.43% |
$127K - $145K
|
2.56K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
283+ 7.94% |
$127K - $145K
|
3.85K
$2.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
283+ 8.85% |
$127K - $145K
|
3.48K
$1.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
283+ 0.55% |
$127K - $145K
|
52K
$27.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
281+ 13.54% |
$126K - $144K
|
2.36K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
281+ 19.66% |
$126K - $144K
|
1.71K
$912K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
281+ 2.92% |
$126K - $144K
|
9.9K
$5.28M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
279+ 22.46% |
$125K - $143K
|
1.52K
$811K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
278+ 18.65% |
$124K - $142K
|
1.77K
$944K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
276+ 10.51% |
$124K - $141K
|
2.9K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
275+ 2.02% |
$123K - $141K
|
13.9K
$7.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
275+ 5.54% |
$123K - $141K
|
5.24K
$2.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
274+ 7.63% |
$123K - $140K
|
3.87K
$2.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
273+ 2.04% |
$122K - $139K
|
13.6K
$7.27M
|