Purchases and Sales Made in Q2 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
808New |
$370K - $425K
|
808
$451K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
806+ 15.23% |
$370K - $424K
|
6.1K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
806+ 2.55% |
$370K - $424K
|
32.4K
$18.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
803+ 5.22% |
$368K - $423K
|
16.2K
$9.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
802New |
$368K - $422K
|
802
$447K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
799+ 28.23% |
$366K - $420K
|
3.63K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
799+ 1.84% |
$366K - $420K
|
44.3K
$24.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
799+ 1.84% |
$366K - $420K
|
44.1K
$24.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
796+ 4.57% |
$365K - $419K
|
18.2K
$10.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
793+ 16.15% |
$364K - $417K
|
5.7K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
792New |
$363K - $417K
|
792
$442K
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
789+ 8.83% |
$362K - $415K
|
9.73K
$5.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
789+ 21.22% |
$362K - $415K
|
4.51K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
789+ 6.96% |
$362K - $415K
|
12.1K
$6.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
788New |
$361K - $415K
|
788
$440K
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
788New |
$361K - $415K
|
788
$440K
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
785New |
$360K - $413K
|
785
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
779+ 0.73% |
$357K - $410K
|
108K
$60.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
777New |
$356K - $409K
|
777
$433K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
773New |
$354K - $407K
|
773
$431K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
769+ 12.98% |
$353K - $405K
|
6.69K
$3.73M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
768+ 2.46% |
$352K - $404K
|
32K
$17.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
768+ 136.9% |
$352K - $404K
|
1.33K
$741K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
767+ 7.26% |
$352K - $404K
|
11.3K
$6.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
763+ 4.73% |
$350K - $402K
|
16.9K
$9.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
759+ 4.82% |
$348K - $399K
|
16.5K
$9.21M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
759+ 3.46% |
$348K - $399K
|
22.7K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
750+ 9.93% |
$344K - $395K
|
8.3K
$4.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
746+ 5.13% |
$342K - $393K
|
15.3K
$8.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
745+ 3.66% |
$342K - $392K
|
21.1K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
743+ 12.2% |
$341K - $391K
|
6.83K
$3.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
BUY
|
- |
739+ 10.23% |
$339K - $389K
|
7.96K
$4.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
739+ 17.88% |
$339K - $389K
|
4.87K
$2.72M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
739+ 17.86% |
$339K - $389K
|
4.88K
$2.72M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
734+ 4.88% |
$337K - $386K
|
15.8K
$8.81M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
733+ 11.68% |
$336K - $386K
|
7.01K
$3.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
732+ 68.93% |
$336K - $385K
|
1.79K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
732+ 3.31% |
$336K - $385K
|
22.9K
$12.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
731+ 3.3% |
$335K - $385K
|
22.9K
$12.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
730+ 1.79% |
$335K - $384K
|
41.5K
$23.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
730New |
$335K - $384K
|
730
$407K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
728+ 7.59% |
$334K - $383K
|
10.3K
$5.75M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
723+ 12.96% |
$331K - $380K
|
6.3K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
720+ 84.11% |
$330K - $379K
|
1.58K
$879K
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
719New |
$330K - $378K
|
719
$401K
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
BUY
|
- |
716New |
$328K - $377K
|
716
$399K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
715New |
$328K - $376K
|
715
$399K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
714+ 7.91% |
$327K - $376K
|
9.74K
$5.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
706+ 6.1% |
$324K - $372K
|
12.3K
$6.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
705+ 4.3% |
$323K - $371K
|
17.1K
$9.53M
|