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 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
14+ 1.45% |
$6.27K - $7.15K
|
979
$505K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
14+ 3.13% |
$6.27K - $7.15K
|
461
$238K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
14+ 0.53% |
$6.27K - $7.15K
|
2.67K
$1.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
14+ 0.26% |
$6.27K - $7.15K
|
5.5K
$2.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
14+ 3.13% |
$6.27K - $7.15K
|
461
$238K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
14+ 2.14% |
$6.27K - $7.15K
|
668
$345K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
13+ 10.92% |
$5.82K - $6.64K
|
132
$68.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 2.16% |
$5.82K - $6.64K
|
615
$317K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
12+ 1.78% |
$5.37K - $6.13K
|
685
$353K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
12+ 1.01% |
$5.37K - $6.13K
|
1.21K
$622K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
12+ 0.06% |
$5.37K - $6.13K
|
18.8K
$9.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
12+ 0.66% |
$5.37K - $6.13K
|
1.84K
$950K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
12+ 2.75% |
$5.37K - $6.13K
|
449
$232K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
11+ 1.19% |
$4.93K - $5.62K
|
932
$481K
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
11+ 0.76% |
$4.93K - $5.62K
|
1.46K
$751K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11+ 1.58% |
$4.93K - $5.62K
|
708
$365K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11+ 0.01% |
$4.93K - $5.62K
|
75.6K
$39M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
11+ 0.58% |
$4.93K - $5.62K
|
1.9K
$982K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
11+ 0.16% |
$4.93K - $5.62K
|
6.77K
$3.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.88% |
$4.48K - $5.11K
|
1.15K
$592K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
10+ 1.25% |
$4.48K - $5.11K
|
812
$419K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
10+ 0.09% |
$4.48K - $5.11K
|
11.1K
$5.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 3.83% |
$4.48K - $5.11K
|
271
$140K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
10+ 0.93% |
$4.48K - $5.11K
|
1.08K
$559K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
10+ 0.07% |
$4.48K - $5.11K
|
13.8K
$7.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
10+ 1.43% |
$4.48K - $5.11K
|
707
$365K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 2.86% |
$4.48K - $5.11K
|
360
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
10+ 0.11% |
$4.48K - $5.11K
|
9.22K
$4.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
10+ 2.31% |
$4.48K - $5.11K
|
442
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10+ 1.74% |
$4.48K - $5.11K
|
584
$301K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
9+ 33.33% |
$4.03K - $4.6K
|
36
$18.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
9+ 1.4% |
$4.03K - $4.6K
|
652
$336K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
9+ 0.74% |
$4.03K - $4.6K
|
1.23K
$632K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
9+ 0.07% |
$4.03K - $4.6K
|
12.7K
$6.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9+ 0.75% |
$4.03K - $4.6K
|
1.21K
$625K
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
9+ 1.05% |
$4.03K - $4.6K
|
866
$447K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
9+ 0.17% |
$4.03K - $4.6K
|
5.29K
$2.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
9+ 0.27% |
$4.03K - $4.6K
|
3.37K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
9+ 0.09% |
$4.03K - $4.6K
|
10.2K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
9+ 0.01% |
$4.03K - $4.6K
|
121K
$62.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
8+ 0.23% |
$3.58K - $4.09K
|
3.44K
$1.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 1.04% |
$3.58K - $4.09K
|
779
$402K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
8+ 0.57% |
$3.58K - $4.09K
|
1.4K
$723K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
8+ 0.21% |
$3.58K - $4.09K
|
3.76K
$1.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8+ 1.17% |
$3.58K - $4.09K
|
692
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Merlin Capital LLC
|
BUY
|
- |
8+ 1.08% |
$3.58K - $4.09K
|
748
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8+ 0.52% |
$3.58K - $4.09K
|
1.54K
$794K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
8+ 0.7% |
$3.58K - $4.09K
|
1.15K
$591K
|
|
|
Dec 06, 2023
Q3 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
8+ 0.03% |
$3.58K - $4.09K
|
24.7K
$12.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
7+ 1.02% |
$3.13K - $3.58K
|
691
$356K
|