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 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
20+ 0.31% |
$8.96K - $10.2K
|
6.52K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20+ 1.67% |
$8.96K - $10.2K
|
1.22K
$629K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
20+ 2.87% |
$8.96K - $10.2K
|
718
$370K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19+ 0.93% |
$8.51K - $9.71K
|
2.06K
$1.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
19+ 3.41% |
$8.51K - $9.71K
|
577
$298K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19+ 1.59% |
$8.51K - $9.71K
|
1.22K
$628K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
19+ 0.78% |
$8.51K - $9.71K
|
2.46K
$1.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
19+ 0.05% |
$8.51K - $9.71K
|
35K
$18.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
19+ 0.04% |
$8.51K - $9.71K
|
44.3K
$22.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
19+ 0.26% |
$8.51K - $9.71K
|
7.29K
$3.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
19New |
$8.51K - $9.71K
|
19
$9.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
19+ 0.24% |
$8.51K - $9.71K
|
7.81K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
19+ 0.67% |
$8.51K - $9.71K
|
2.87K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
19+ 1.13% |
$8.51K - $9.71K
|
1.7K
$874K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
18+ 0.84% |
$8.06K - $9.2K
|
2.16K
$1.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18+ 1.37% |
$8.06K - $9.2K
|
1.34K
$689K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
18+ 1.09% |
$8.06K - $9.2K
|
1.67K
$863K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
18+ 0.2% |
$8.06K - $9.2K
|
9.17K
$4.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
18+ 2.05% |
$8.06K - $9.2K
|
896
$462K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
18+ 0.69% |
$8.06K - $9.2K
|
2.62K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
18+ 0.3% |
$8.06K - $9.2K
|
6.06K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
18+ 0.53% |
$8.06K - $9.2K
|
3.4K
$1.75M
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
17+ 0.17% |
$7.61K - $8.69K
|
9.75K
$5.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
17+ 3.88% |
$7.61K - $8.69K
|
455
$235K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17+ 0.03% |
$7.61K - $8.69K
|
62.4K
$32.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
17+ 0.52% |
$7.61K - $8.69K
|
3.26K
$1.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
17+ 2.34% |
$7.61K - $8.69K
|
745
$384K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
17+ 2.03% |
$7.61K - $8.69K
|
853
$440K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17+ 0.89% |
$7.61K - $8.69K
|
1.92K
$991K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
17+ 0.27% |
$7.61K - $8.69K
|
6.34K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
17+ 2.01% |
$7.61K - $8.69K
|
864
$446K
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
17+ 2.26% |
$7.61K - $8.69K
|
768
$396K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
16+ 1.37% |
$7.16K - $8.17K
|
1.19K
$612K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
16+ 2.59% |
$7.16K - $8.17K
|
633
$326K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
16+ 0.78% |
$7.16K - $8.17K
|
2.07K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
16+ 0.36% |
$7.16K - $8.17K
|
4.42K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
16+ 0.43% |
$7.16K - $8.17K
|
3.78K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
16+ 0.15% |
$7.16K - $8.17K
|
10.4K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16+ 4.32% |
$7.16K - $8.17K
|
386
$199K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
16+ 3.77% |
$7.16K - $8.17K
|
440
$227K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
15+ 0.52% |
$6.72K - $7.66K
|
2.91K
$1.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
15+ 2.05% |
$6.72K - $7.66K
|
745
$384K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
15+ 1.26% |
$6.72K - $7.66K
|
1.21K
$623K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
15+ 2.79% |
$6.72K - $7.66K
|
552
$285K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15+ 0.74% |
$6.72K - $7.66K
|
2.03K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15+ 0.16% |
$6.72K - $7.66K
|
9.56K
$4.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15+ 0.13% |
$6.72K - $7.66K
|
11.5K
$5.95M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
14+ 1.16% |
$6.27K - $7.15K
|
1.22K
$628K
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
14+ 1.73% |
$6.27K - $7.15K
|
823
$424K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
14+ 1.19% |
$6.27K - $7.15K
|
1.19K
$613K
|