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
Nov 14, 2023 Q3 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
226
+ 2.46%
$101K - $115K
9.4K $5.01M
Nov 08, 2023 Q3 2023
Bcgm Wealth Management, LLC

BUY
 -
225
+ 6.88%
$101K - $115K
3.5K $1.87M
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
225
+ 4.61%
$101K - $115K
5.1K $2.72M
Oct 11, 2023 Q3 2023
Platte River Wealth Advisors, LLC

BUY
 -
224
+ 3.82%
$100K - $114K
6.09K $3.25M
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
223
+ 3.27%
$99.8K - $114K
7.05K $3.76M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
223
+ 6.75%
$99.8K - $114K
3.53K $1.88M
Oct 06, 2023 Q3 2023
West Wealth Group, LLC

BUY
 -
222
+ 37.25%
$99.4K - $113K
818 $436K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
222
+ 8.02%
$99.4K - $113K
2.99K $1.6M
Nov 07, 2023 Q3 2023
Darwin Advisors, LLC

BUY
 -
221
+ 3.83%
$99K - $113K
5.99K $3.2M
Oct 31, 2023 Q3 2023
Mizuho Securities Co. Ltd.

BUY
 -
220
New
$98.5K - $112K
220 $117K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
217
+ 0.3%
$97.2K - $111K
72.3K $38.6M
Nov 13, 2023 Q3 2023
Icw Investment Advisors LLC

Scottsdale, AZ
BUY
 -
217
+ 13.01%
$97.2K - $111K
1.89K $1.01M
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
215
+ 20.06%
$96.3K - $110K
1.29K $687K
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

BUY
 -
214
+ 3.84%
$95.8K - $109K
5.78K $3.09M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
213
+ 14.74%
$95.4K - $109K
1.66K $885K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
212
+ 9.69%
$94.9K - $108K
2.4K $1.28M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
212
+ 0.84%
$94.9K - $108K
25.4K $13.5M
Oct 04, 2023 Q3 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
211
+ 12.67%
$94.5K - $108K
1.88K $1M
Oct 10, 2023 Q3 2023
Abner Herrman & Brock LLC

BUY
 -
210
+ 0.87%
$94K - $107K
24.4K $13M
Oct 30, 2023 Q3 2023
Capital Insight Partners, LLC

BUY
 -
208
+ 2.42%
$93.1K - $106K
8.82K $4.71M
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
208
+ 4.64%
$93.1K - $106K
4.69K $2.5M
Nov 09, 2023 Q3 2023
Fi3 Financial Advisors, LLC

BUY
 -
208
+ 23.91%
$93.1K - $106K
1.08K $575K
Oct 10, 2023 Q3 2023
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
206
+ 2.46%
$92.2K - $105K
8.59K $4.58M
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
206
+ 23.15%
$92.2K - $105K
1.1K $585K
Nov 13, 2023 Q3 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
206
+ 16.08%
$92.2K - $105K
1.49K $793K
Nov 15, 2023 Q3 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
206
+ 0.39%
$92.2K - $105K
53.4K $28.5M
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
204
+ 6.77%
$91.3K - $104K
3.22K $1.72M
Oct 12, 2023 Q3 2023
Capital City Trust CO

BUY
 -
203
+ 3.27%
$90.9K - $104K
6.42K $3.42M
Nov 06, 2023 Q3 2023
E Rn Financial, LLC

BUY
 -
202
+ 8.32%
$90.4K - $103K
2.63K $1.4M
Nov 13, 2023 Q3 2023
Meridian Wealth Advisors, LLC

BUY
 -
202
+ 1.75%
$90.4K - $103K
11.7K $6.25M
Aug 29, 2024 Q3 2023
University Of Texas

BUY
 -
202
New
$90.4K - $103K
202 $108K
Oct 19, 2023 Q3 2023
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
201
+ 10.33%
$90K - $103K
2.15K $1.14M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
201
+ 4.46%
$90K - $103K
4.71K $2.51M
Oct 10, 2023 Q3 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
200
+ 7.07%
$89.6K - $102K
3.03K $1.61M
Oct 23, 2023 Q3 2023
Sustainable Insight Capital Management, LLC

New York, NY
BUY
 -
200
+ 21.95%
$89.6K - $102K
1.11K $593K
Oct 30, 2023 Q3 2023
Pathway Financial Advisors LLC

BUY
 -
200
+ 18.42%
$89.6K - $102K
1.29K $686K
Nov 03, 2023 Q3 2023
Alta Advisers LTD

BUY
 -
200
+ 8.33%
$89.6K - $102K
2.6K $1.39M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
200
+ 2.6%
$89.6K - $102K
7.88K $4.2M
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
200
+ 32.47%
$89.6K - $102K
816 $435K
Nov 13, 2023 Q3 2023
Hyperion Capital Advisors LP

New York, NY
BUY
 -
200
+ 0.86%
$89.6K - $102K
23.5K $12.5M
Oct 10, 2023 Q3 2023
Neville Rodie & Shaw Inc

BUY
 -
199
+ 0.62%
$89.1K - $102K
32.2K $17.2M
Oct 25, 2023 Q3 2023
Chatham Capital Group, Inc.

BUY
 -
198
+ 1.97%
$88.7K - $101K
10.2K $5.47M
Oct 31, 2023 Q3 2023
Peterson Financial Group, Inc.

BUY
 -
198
+ 6.91%
$88.7K - $101K
3.06K $1.63M
Oct 17, 2023 Q3 2023
Advocate Group LLC

BUY
 -
197
+ 2.7%
$88.2K - $101K
7.5K $4M
Oct 19, 2023 Q3 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
195
+ 3.29%
$87.3K - $99.6K
6.12K $3.27M
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
194
+ 8.0%
$86.9K - $99.1K
2.62K $1.4M
Nov 06, 2023 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
194
+ 9.94%
$86.9K - $99.1K
2.15K $1.14M
Nov 13, 2023 Q3 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
194
+ 0.47%
$86.9K - $99.1K
41.8K $22.3M
Apr 25, 2024 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
194
+ 9.94%
$86.9K - $99.1K
2.15K $1.14M

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