Purchases and Sales Made in Q2 2023 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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
Jul 11, 2023 Q2 2023
Buckingham Capital Management, Inc.

BUY
 -
470
+ 1.92%
$215K - $247K
24.9K $7.61M
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
470
+ 2.16%
$215K - $247K
22.2K $6.79M
Aug 14, 2023 Q2 2023
Guardian Capital LP

Toronto, A6
BUY
 -
470
+ 0.78%
$215K - $247K
60.7K $18.6M
Aug 03, 2023 Q2 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
466
New
$214K - $245K
466 $142K
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
465
+ 6.78%
$213K - $245K
7.32K $2.24M
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

BUY
 -
464
+ 7.47%
$213K - $244K
6.68K $2.04M
Jul 26, 2023 Q2 2023
Beam Wealth Advisors, Inc.

BUY
 -
461
New
$211K - $243K
461 $141K
Aug 10, 2023 Q2 2023
Seaview Investment Managers LLC

BUY
 -
460
+ 3.66%
$211K - $242K
13K $3.98M
Jul 31, 2023 Q2 2023
Parnassus Investments, LLC

BUY
 -
459
+ 67.7%
$210K - $242K
1.14K $347K
Aug 14, 2023 Q2 2023
Nomura Holdings Inc

Tokyo, M0
BUY
 -
459
+ 6.3%
$210K - $242K
7.74K $2.37M
Aug 08, 2023 Q2 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
457
New
$210K - $240K
457 $140K
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
456
+ 8.88%
$209K - $240K
5.59K $1.71M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
453
+ 6.01%
$208K - $238K
7.99K $2.44M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
451
New
$207K - $237K
451 $138K
Aug 14, 2023 Q2 2023
Eisler Capital (Us) LLC

New York, NY
BUY
 -
450
+ 24.77%
$206K - $237K
2.27K $693K
Jul 19, 2023 Q2 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
449
+ 1.73%
$206K - $236K
26.4K $8.06M
Jul 20, 2023 Q2 2023
Aj Wealth Strategies, LLC

BUY
 -
449
New
$206K - $236K
449 $137K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
447
New
$205K - $235K
447 $137K
Aug 03, 2023 Q2 2023
Paralel Advisors LLC

BUY
 -
445
+ 12.51%
$204K - $234K
4K $1.22M
Aug 10, 2023 Q2 2023
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
445
+ 2.3%
$204K - $234K
19.8K $6.05M
Aug 09, 2023 Q2 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
444
+ 5.07%
$204K - $234K
9.2K $2.81M
Aug 08, 2023 Q2 2023
Gsb Wealth Management, LLC

BUY
 -
439
New
$201K - $231K
439 $134K
Aug 08, 2023 Q2 2023
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
438
New
$201K - $230K
438 $134K
Jul 21, 2023 Q2 2023
Montz Harcus Wealth Management LLC

BUY
 -
437
New
$200K - $230K
437 $134K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
437
+ 4.27%
$200K - $230K
10.7K $3.26M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
437
+ 9.35%
$200K - $230K
5.11K $1.56M
Aug 07, 2023 Q2 2023
Forefront Wealth Management Inc.

BUY
 -
435
+ 5.71%
$199K - $229K
8.05K $2.46M
Aug 07, 2023 Q2 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
433
+ 0.22%
$199K - $228K
195K $59.7M
Aug 11, 2023 Q2 2023
Kidder Stephen W

BUY
 -
433
+ 3.58%
$199K - $228K
12.5K $3.83M
Jul 14, 2023 Q2 2023
Maple Capital Management, Inc.

BUY
 -
432
+ 0.77%
$198K - $227K
56.5K $17.3M
Aug 11, 2023 Q2 2023
Unison Asset Management LLC

BUY
 -
431
+ 4.11%
$198K - $227K
10.9K $3.33M
Aug 14, 2023 Q2 2023
Scholtz & Company, LLC

Stamford, CT
BUY
 -
430
+ 2.06%
$197K - $226K
21.3K $6.5M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
429
+ 3.31%
$197K - $226K
13.4K $4.09M
Jul 17, 2023 Q2 2023
Centennial Wealth Advisory LLC

BUY
 -
428
New
$196K - $225K
428 $131K
Jul 24, 2023 Q2 2023
Campbell Newman Asset Management Inc

BUY
 -
424
+ 0.71%
$194K - $223K
60K $18.3M
Aug 10, 2023 Q2 2023
Barr E S & CO

Lexington, KY
BUY
 -
424
New
$194K - $223K
424 $130K
Aug 10, 2023 Q2 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
423
New
$194K - $223K
423 $129K
Aug 04, 2023 Q2 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
421
+ 0.12%
$193K - $222K
343K $105M
Jul 26, 2023 Q2 2023
Peak Financial Management, Inc.

BUY
 -
420
New
$193K - $221K
420 $128K
Aug 08, 2023 Q2 2023
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
420
+ 4.26%
$193K - $221K
10.3K $3.14M
Jul 13, 2023 Q2 2023
Verde Capital Management

BUY
 -
419
New
$192K - $220K
419 $128K
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

BUY
 -
419
New
$192K - $220K
419 $128K
Aug 08, 2023 Q2 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
417
+ 30.37%
$191K - $219K
1.79K $547K
Jul 31, 2023 Q2 2023
Blue Fin Capital, Inc.

BUY
 -
416
+ 2.93%
$191K - $219K
14.6K $4.47M
Jul 20, 2023 Q2 2023
Mill Capital Management, LLC

BUY
 -
415
+ 0.98%
$190K - $218K
43K $13.1M
Aug 01, 2023 Q2 2023
Foyston, Gordon, & Payne Inc

Toronto, A6
BUY
 -
415
+ 1.43%
$190K - $218K
29.4K $9M
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
415
New
$190K - $218K
415 $127K
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
409
+ 11.95%
$188K - $215K
3.83K $1.17M
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
408
+ 0.62%
$187K - $215K
66.3K $20.3M

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