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
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
193
+ 0.19%
$86.4K - $98.6K
101K $53.7M
Oct 20, 2023 Q3 2023
West Branch Capital LLC

BUY
 -
193
+ 2.4%
$86.4K - $98.6K
8.23K $4.39M
Oct 26, 2023 Q3 2023
Gratus Capital LLC

BUY
 -
193
+ 2.89%
$86.4K - $98.6K
6.86K $3.66M
Nov 09, 2023 Q3 2023
Navellier & Associates Inc

Reno, NV
BUY
 -
192
+ 13.78%
$86K - $98.1K
1.59K $846K
Nov 14, 2023 Q3 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
192
+ 1.78%
$86K - $98.1K
11K $5.86M
Oct 31, 2023 Q3 2023
180 Wealth Advisors, LLC

BUY
 -
190
+ 3.83%
$85.1K - $97.1K
5.15K $2.75M
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
188
+ 11.03%
$84.2K - $96.1K
1.89K $1.01M
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

BUY
 -
187
+ 5.04%
$83.7K - $95.5K
3.9K $2.08M
Oct 13, 2023 Q3 2023
Reliant Investment Management, LLC

BUY
 -
186
+ 1.67%
$83.3K - $95K
11.3K $6.02M
Oct 30, 2023 Q3 2023
Wallington Asset Management, LLC

BUY
 -
185
+ 0.53%
$82.8K - $94.5K
34.8K $18.6M
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
182
+ 33.46%
$81.5K - $93K
726 $387K
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
182
+ 16.34%
$81.5K - $93K
1.3K $691K
Nov 01, 2023 Q3 2023
Mitchell Sinkler & Starr

BUY
 -
182
+ 17.17%
$81.5K - $93K
1.24K $663K
Nov 14, 2023 Q3 2023
Jackson Wealth Management, LLC

BUY
 -
182
+ 1.24%
$81.5K - $93K
14.9K $7.94M
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
181
+ 3.65%
$81K - $92.5K
5.14K $2.74M
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
181
+ 2.73%
$81K - $92.5K
6.82K $3.64M
Nov 07, 2023 Q3 2023
Schnieders Capital Management LLC

BUY
 -
180
+ 1.02%
$80.6K - $92K
17.9K $9.55M
Oct 23, 2023 Q3 2023
Live Oak Private Wealth LLC

BUY
 -
179
+ 0.78%
$80.1K - $91.5K
23.2K $12.4M
Nov 14, 2023 Q3 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
177
+ 8.43%
$79.3K - $90.4K
2.28K $1.21M
Nov 13, 2023 Q3 2023
Interchange Capital Partners, LLC

BUY
 -
176
+ 11.88%
$78.8K - $89.9K
1.66K $884K
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
175
+ 0.91%
$78.4K - $89.4K
19.4K $10.3M
Oct 10, 2023 Q3 2023
Mechanics Bank Trust Department

BUY
 -
174
+ 1.71%
$77.9K - $88.9K
10.3K $5.52M
Oct 31, 2023 Q3 2023
Community Bank & Trust, Waco, Texas

Waco, TX
BUY
 -
174
+ 1.48%
$77.9K - $88.9K
11.9K $6.37M
Nov 03, 2023 Q3 2023
Hartline Investment Corp

Winnetka, IL
BUY
 -
174
+ 3.74%
$77.9K - $88.9K
4.83K $2.57M
Oct 26, 2023 Q3 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
173
+ 0.86%
$77.5K - $88.4K
20.4K $10.9M
Nov 01, 2023 Q3 2023
Principle Wealth Partners LLC

BUY
 -
173
+ 2.39%
$77.5K - $88.4K
7.41K $3.95M
Nov 13, 2023 Q3 2023
Viawealth, LLC

Overland Park, KS
BUY
 -
173
+ 1.86%
$77.5K - $88.4K
9.48K $5.06M
Oct 19, 2023 Q3 2023
Campbell Newman Asset Management Inc

BUY
 -
171
+ 0.29%
$76.6K - $87.4K
60.1K $32.1M
Nov 13, 2023 Q3 2023
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
171
+ 3.82%
$76.6K - $87.4K
4.65K $2.48M
Nov 07, 2023 Q3 2023
Trillium Asset Management, LLC

Boston, MA
BUY
 -
170
+ 0.66%
$76.1K - $86.9K
25.7K $13.7M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
170
+ 22.73%
$76.1K - $86.9K
918 $490K
Nov 09, 2023 Q3 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
169
+ 3.21%
$75.7K - $86.3K
5.43K $2.89M
Nov 14, 2023 Q3 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
169
+ 8.01%
$75.7K - $86.3K
2.28K $1.22M
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
166
+ 5.53%
$74.3K - $84.8K
3.17K $1.69M
Nov 13, 2023 Q3 2023
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
165
+ 1.84%
$73.9K - $84.3K
9.14K $4.88M
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
164
+ 5.83%
$73.4K - $83.8K
2.98K $1.59M
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
161
+ 4.64%
$72.1K - $82.3K
3.63K $1.94M
Oct 16, 2023 Q3 2023
Caliber Wealth Management, LLC

BUY
 -
161
+ 3.29%
$72.1K - $82.3K
5.06K $2.7M
Oct 26, 2023 Q3 2023
Value Partners Investments Inc.

BUY
 -
161
+ 1.33%
$72.1K - $82.3K
12.2K $6.53M
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
161
+ 4.64%
$72.1K - $82.3K
3.63K $1.94M
Oct 31, 2023 Q3 2023
Mitchell & Pahl Private Wealth, LLC

BUY
 -
160
+ 1.94%
$71.6K - $81.7K
8.4K $4.48M
Nov 09, 2023 Q3 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
159
+ 0.63%
$71.2K - $81.2K
25.3K $13.5M
Nov 29, 2023 Q3 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
159
+ 10.4%
$71.2K - $81.2K
1.69K $901K
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
157
+ 0.71%
$70.3K - $80.2K
22.4K $11.9M
Nov 13, 2023 Q3 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
157
+ 0.81%
$70.3K - $80.2K
19.7K $10.5M
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
155
+ 30.39%
$69.4K - $79.2K
665 $355K
Dec 04, 2023 Q3 2023
Wt Wealth Management

BUY
 -
154
+ 6.31%
$69K - $78.7K
2.59K $1.38M
Oct 12, 2023 Q3 2023
Compton Wealth Advisory Group, LLC

BUY
 -
153
+ 2.02%
$68.5K - $78.2K
7.73K $4.12M
Nov 14, 2023 Q3 2023
Naviter Wealth, LLC

BUY
 -
153
+ 3.39%
$68.5K - $78.2K
4.66K $2.49M

Track Institutional and Insider Activities on UNH

Follow UNITEDHEALTH GROUP INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells UNH shares.

Notify only if

Insider Trading

Get notified when an Unitedhealth Group Inc insider buys or sells UNH shares.

Notify only if

News

Receive news related to UNITEDHEALTH GROUP INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on UNH