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 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
700+ 37.39% |
$321K - $368K
|
2.57K
$1.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
700+ 0.29% |
$321K - $368K
|
243K
$150M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
691+ 42.76% |
$317K - $364K
|
2.31K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
691+ 4.84% |
$317K - $364K
|
15K
$9.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
691+ 3.02% |
$317K - $364K
|
23.5K
$14.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
690+ 1.08% |
$316K - $363K
|
64.6K
$39.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
689+ 5.11% |
$316K - $363K
|
14.2K
$8.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Broderick Brian C
|
BUY
|
- |
689+ 4.42% |
$316K - $363K
|
16.3K
$10M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
685+ 40.44% |
$314K - $360K
|
2.38K
$1.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
685New |
$314K - $360K
|
685
$422K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
684+ 25.97% |
$314K - $360K
|
3.32K
$2.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
683+ 83.29% |
$313K - $359K
|
1.5K
$926K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
679+ 3.7% |
$311K - $357K
|
19K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
675+ 0.23% |
$309K - $355K
|
289K
$178M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
666+ 11.39% |
$305K - $350K
|
6.51K
$4.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
664+ 5.89% |
$304K - $349K
|
11.9K
$7.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
662+ 5.2% |
$304K - $348K
|
13.4K
$8.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
662+ 2.1% |
$304K - $348K
|
32.3K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
662+ 72.43% |
$304K - $348K
|
1.58K
$971K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
662+ 2.1% |
$304K - $348K
|
32.3K
$19.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
657+ 5.92% |
$301K - $346K
|
11.8K
$7.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
654+ 4.22% |
$300K - $344K
|
16.1K
$9.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
654New |
$300K - $344K
|
654
$403K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
649+ 2.71% |
$298K - $342K
|
24.6K
$15.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
646New |
$296K - $340K
|
646
$398K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
645+ 3.45% |
$296K - $339K
|
19.3K
$11.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
638+ 50.63% |
$293K - $336K
|
1.9K
$1.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
635+ 1.8% |
$291K - $334K
|
36K
$22.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
627New |
$287K - $330K
|
627
$386K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
623+ 14.28% |
$286K - $328K
|
4.99K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
623+ 28.13% |
$286K - $328K
|
2.84K
$1.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
619+ 3.74% |
$284K - $326K
|
17.2K
$10.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
619+ 20.09% |
$284K - $326K
|
3.7K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
618+ 16.02% |
$283K - $325K
|
4.48K
$2.76M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
617+ 130.72% |
$283K - $325K
|
1.09K
$671K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
615+ 6.09% |
$282K - $324K
|
10.7K
$6.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
612+ 16.97% |
$281K - $322K
|
4.22K
$2.6M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
611+ 96.83% |
$280K - $322K
|
1.24K
$765K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
608+ 27.26% |
$279K - $320K
|
2.84K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
607+ 3.37% |
$278K - $319K
|
18.6K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
600+ 0.94% |
$275K - $316K
|
64.3K
$39.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
596+ 6.27% |
$273K - $314K
|
10.1K
$6.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
594+ 1.38% |
$272K - $313K
|
43.8K
$26.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
593+ 0.42% |
$272K - $312K
|
141K
$86.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
590New |
$271K - $310K
|
590
$363K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
583New |
$267K - $307K
|
583
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
582+ 5.97% |
$267K - $306K
|
10.3K
$6.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
582+ 5.59% |
$267K - $306K
|
11K
$6.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
580New |
$266K - $305K
|
580
$357K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
577+ 4.69% |
$265K - $304K
|
12.9K
$7.93M
|