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 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
457New |
$210K - $240K
|
457
$265K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
456+ 8.88% |
$209K - $240K
|
5.59K
$3.25M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
453+ 6.01% |
$208K - $238K
|
7.99K
$4.64M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
451New |
$207K - $237K
|
451
$262K
|
|
Aug 14, 2023
Q2 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
450+ 24.77% |
$206K - $237K
|
2.27K
$1.32M
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
449+ 1.73% |
$206K - $236K
|
26.4K
$15.3M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
449New |
$206K - $236K
|
449
$261K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
447New |
$205K - $235K
|
447
$260K
|
|
Aug 03, 2023
Q2 2023
|
Paralel Advisors LLC
|
BUY
|
- |
445+ 12.51% |
$204K - $234K
|
4K
$2.32M
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
445+ 2.3% |
$204K - $234K
|
19.8K
$11.5M
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
444+ 5.07% |
$204K - $234K
|
9.2K
$5.34M
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
439New |
$201K - $231K
|
439
$255K
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
438New |
$201K - $230K
|
438
$254K
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
437New |
$200K - $230K
|
437
$254K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
437+ 4.27% |
$200K - $230K
|
10.7K
$6.2M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
437+ 9.35% |
$200K - $230K
|
5.11K
$2.97M
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
435+ 5.71% |
$199K - $229K
|
8.05K
$4.68M
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
433+ 0.22% |
$199K - $228K
|
195K
$113M
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
BUY
|
- |
433+ 3.58% |
$199K - $228K
|
12.5K
$7.27M
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
432+ 0.77% |
$198K - $227K
|
56.5K
$32.8M
|
|
Aug 11, 2023
Q2 2023
|
Unison Asset Management LLC
|
BUY
|
- |
431+ 4.11% |
$198K - $227K
|
10.9K
$6.33M
|
|
Aug 14, 2023
Q2 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
430+ 2.06% |
$197K - $226K
|
21.3K
$12.4M
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
429+ 3.31% |
$197K - $226K
|
13.4K
$7.77M
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
428New |
$196K - $225K
|
428
$248K
|
|
Jul 24, 2023
Q2 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
424+ 0.71% |
$194K - $223K
|
60K
$34.8M
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
424New |
$194K - $223K
|
424
$246K
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
423New |
$194K - $223K
|
423
$246K
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
421+ 0.12% |
$193K - $222K
|
343K
$199M
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
420New |
$193K - $221K
|
420
$244K
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
420+ 4.26% |
$193K - $221K
|
10.3K
$5.97M
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
BUY
|
- |
419New |
$192K - $220K
|
419
$243K
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
419New |
$192K - $220K
|
419
$243K
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
417+ 30.37% |
$191K - $219K
|
1.79K
$1.04M
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
416+ 2.93% |
$191K - $219K
|
14.6K
$8.49M
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
415+ 0.98% |
$190K - $218K
|
43K
$24.9M
|
|
Aug 01, 2023
Q2 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
415+ 1.43% |
$190K - $218K
|
29.4K
$17.1M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
415New |
$190K - $218K
|
415
$241K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
409+ 11.95% |
$188K - $215K
|
3.83K
$2.22M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
408+ 0.62% |
$187K - $215K
|
66.3K
$38.5M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
403+ 26.69% |
$185K - $212K
|
1.91K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
403+ 0.91% |
$185K - $212K
|
44.9K
$26.1M
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
401+ 20.54% |
$184K - $211K
|
2.35K
$1.37M
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
401+ 6.61% |
$184K - $211K
|
6.47K
$3.76M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
401+ 2.5% |
$184K - $211K
|
16.5K
$9.56M
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
400+ 0.16% |
$183K - $210K
|
250K
$145M
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
394+ 35.43% |
$181K - $207K
|
1.51K
$874K
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
394+ 7.34% |
$181K - $207K
|
5.77K
$3.35M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
391+ 9.06% |
$179K - $206K
|
4.71K
$2.73M
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
391+ 15.38% |
$179K - $206K
|
2.93K
$1.7M
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
386+ 57.44% |
$177K - $203K
|
1.06K
$614K
|