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 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
273+ 7.45% |
$122K - $139K
|
3.94K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
273+ 30.47% |
$122K - $139K
|
1.17K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
273+ 14.96% |
$122K - $139K
|
2.1K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
272+ 1.08% |
$122K - $139K
|
25.5K
$13.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
271+ 4.79% |
$121K - $138K
|
5.93K
$3.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
269+ 3.1% |
$120K - $137K
|
8.95K
$4.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
267+ 8.96% |
$120K - $136K
|
3.25K
$1.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
262+ 10.08% |
$117K - $134K
|
2.86K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
261+ 4.76% |
$117K - $133K
|
5.74K
$3.06M
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
260+ 6.88% |
$116K - $133K
|
4.04K
$2.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
260+ 16.35% |
$116K - $133K
|
1.85K
$987K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
260+ 3.16% |
$116K - $133K
|
8.49K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
259+ 0.1% |
$116K - $132K
|
260K
$139M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
257+ 1.43% |
$115K - $131K
|
18.2K
$9.72M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
256+ 10.86% |
$115K - $131K
|
2.61K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
256+ 5.93% |
$115K - $131K
|
4.57K
$2.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
255+ 3.83% |
$114K - $130K
|
6.92K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
255+ 8.61% |
$114K - $130K
|
3.22K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
255+ 2.38% |
$114K - $130K
|
11K
$5.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
254+ 44.64% |
$114K - $130K
|
823
$439K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
252+ 41.18% |
$113K - $129K
|
864
$461K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
252+ 8.37% |
$113K - $129K
|
3.26K
$1.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
252+ 2.77% |
$113K - $129K
|
9.35K
$4.99M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
252+ 17.67% |
$113K - $129K
|
1.68K
$895K
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
250+ 9.59% |
$112K - $128K
|
2.86K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
248+ 0.41% |
$111K - $127K
|
60.9K
$32.5M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
247+ 15.0% |
$111K - $126K
|
1.89K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
245+ 4.25% |
$110K - $125K
|
6K
$3.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
245+ 19.49% |
$110K - $125K
|
1.5K
$801K
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
245+ 6.99% |
$110K - $125K
|
3.75K
$2M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
241+ 1.26% |
$108K - $123K
|
19.4K
$10.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
241+ 2.89% |
$108K - $123K
|
8.59K
$4.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
240+ 1.32% |
$107K - $123K
|
18.5K
$9.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
239+ 2.46% |
$107K - $122K
|
9.95K
$5.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
239+ 3.4% |
$107K - $122K
|
7.27K
$3.88M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
238+ 4.11% |
$107K - $122K
|
6.03K
$3.22M
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
238+ 38.14% |
$107K - $122K
|
862
$460K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
238+ 35.36% |
$107K - $122K
|
911
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
236+ 18.85% |
$106K - $121K
|
1.49K
$794K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
235+ 9.52% |
$105K - $120K
|
2.7K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
234+ 1.6% |
$105K - $120K
|
14.9K
$7.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
234+ 32.68% |
$105K - $120K
|
950
$507K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
233+ 1.68% |
$104K - $119K
|
14.1K
$7.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
BUY
|
- |
232+ 3.84% |
$104K - $119K
|
6.27K
$3.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
229+ 4.1% |
$103K - $117K
|
5.82K
$3.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
228+ 5.41% |
$102K - $116K
|
4.44K
$2.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
228+ 4.0% |
$102K - $116K
|
5.93K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
227+ 3.97% |
$102K - $116K
|
5.94K
$3.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
226+ 2.03% |
$101K - $115K
|
11.4K
$6.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
226+ 2.46% |
$101K - $115K
|
9.4K
$5.01M
|