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
Aug 04, 2023 Q2 2023
Lyell Wealth Management, LP

BUY
 -
394
+ 7.34%
$181K - $207K
5.77K $3.55M
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
391
+ 9.06%
$179K - $206K
4.71K $2.9M
Aug 14, 2023 Q2 2023
Centiva Capital, LP

New York, NY
BUY
 -
391
+ 15.38%
$179K - $206K
2.93K $1.81M
Jul 19, 2023 Q2 2023
Bcs Wealth Management

BUY
 -
386
+ 57.44%
$177K - $203K
1.06K $652K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
383
+ 18.92%
$176K - $202K
2.41K $1.48M
Jul 07, 2023 Q2 2023
Cooper Financial Group

BUY
 -
382
+ 24.89%
$175K - $201K
1.92K $1.18M
Jul 20, 2023 Q2 2023
Clarity Financial LLC

BUY
 -
381
+ 17.8%
$175K - $200K
2.52K $1.55M
Aug 01, 2023 Q2 2023
Baldwin Investment Management, LLC

BUY
 -
380
+ 15.7%
$174K - $200K
2.8K $1.72M
Aug 14, 2023 Q2 2023
Garda Capital Partners LP

Wayzata, MN
BUY
 -
380
+ 42.65%
$174K - $200K
1.27K $783K
Aug 14, 2023 Q2 2023
Morse Asset Management, Inc

Darien, CT
BUY
 -
380
+ 2.18%
$174K - $200K
17.8K $10.9M
Jul 13, 2023 Q2 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
375
+ 0.7%
$172K - $197K
54.1K $33.3M
Aug 11, 2023 Q2 2023
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
374
+ 5.12%
$171K - $197K
7.67K $4.72M
Jul 26, 2023 Q2 2023
Cypress Capital Group

BUY
 -
373
+ 4.87%
$171K - $196K
8.03K $4.95M
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
370
+ 2.64%
$170K - $195K
14.4K $8.86M
Jul 18, 2023 Q2 2023
Columbia Trust CO 01012016

BUY
 -
367
+ 8.64%
$168K - $193K
4.62K $2.84M
Aug 14, 2023 Q2 2023
Triatomic Management LP

New York, NY
BUY
 -
365
+ 173.81%
$167K - $192K
575 $354K
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
362
+ 20.28%
$166K - $190K
2.15K $1.32M
Aug 07, 2023 Q2 2023
Metis Global Partners, LLC

BUY
 -
358
+ 0.93%
$164K - $188K
38.7K $23.8M
Aug 15, 2023 Q2 2023
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
354
+ 50.57%
$162K - $186K
1.05K $649K
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
351
+ 3.79%
$161K - $185K
9.62K $5.93M
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
350
+ 1.4%
$160K - $184K
25.4K $15.6M
Aug 10, 2023 Q2 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
349
+ 17.84%
$160K - $184K
2.31K $1.42M
Jul 24, 2023 Q2 2023
Scharf Investments, LLC

BUY
 -
348
+ 11.71%
$160K - $183K
3.32K $2.05M
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
347
+ 6.47%
$159K - $183K
5.71K $3.52M
Aug 14, 2023 Q2 2023
Algert Global LLC

San Francisco, CA
BUY
 -
347
+ 6.82%
$159K - $183K
5.44K $3.35M
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
344
+ 37.07%
$158K - $181K
1.27K $783K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
344
New
$158K - $181K
344 $212K
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
343
+ 5.45%
$157K - $180K
6.64K $4.09M
Jul 25, 2023 Q2 2023
Sky Investment Group LLC

BUY
 -
338
+ 2.64%
$155K - $178K
13.2K $8.1M
Aug 14, 2023 Q2 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
335
+ 3.82%
$154K - $176K
9.09K $5.6M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
331
+ 9.76%
$152K - $174K
3.72K $2.29M
Jul 20, 2023 Q2 2023
La Fleur & Godfrey LLC

BUY
 -
328
+ 13.07%
$150K - $173K
2.84K $1.75M
Aug 02, 2023 Q2 2023
Wambolt & Associates, LLC

BUY
 -
327
+ 6.1%
$150K - $172K
5.69K $3.5M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
326
+ 7.61%
$149K - $172K
4.61K $2.84M
Jul 20, 2023 Q2 2023
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
325
+ 56.42%
$149K - $171K
901 $555K
Jul 21, 2023 Q2 2023
Mcdaniel Terry & CO

BUY
 -
325
+ 15.45%
$149K - $171K
2.43K $1.5M
Jul 31, 2023 Q2 2023
Evexia Wealth LLC

Stevens Point, WI
BUY
 -
322
+ 1.89%
$148K - $169K
17.3K $10.7M
Aug 15, 2023 Q2 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
321
+ 2.24%
$147K - $169K
14.6K $9M
Jul 18, 2023 Q2 2023
Atwood & Palmer Inc

BUY
 -
319
+ 58.11%
$146K - $168K
868 $535K
Aug 08, 2023 Q2 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
315
+ 7.54%
$144K - $166K
4.49K $2.76M
Jul 24, 2023 Q2 2023
De Dora Capital, Inc.

BUY
 -
313
+ 3.81%
$144K - $165K
8.53K $5.25M
Jul 10, 2023 Q2 2023
Cardinal Capital Management, Inc.

BUY
 -
310
+ 1.0%
$142K - $163K
31.4K $19.3M
Jul 18, 2023 Q2 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
309
+ 52.11%
$142K - $163K
902 $555K
Jul 12, 2023 Q2 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
307
+ 8.42%
$141K - $162K
3.95K $2.43M
Jul 27, 2023 Q2 2023
Wright Investors Service Inc

BUY
 -
307
+ 1.66%
$141K - $162K
18.8K $11.6M
Aug 14, 2023 Q2 2023
United Services Automobile Association

San Antonio, TX
BUY
 -
307
+ 0.28%
$141K - $162K
112K $68.7M
Aug 01, 2023 Q2 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
306
+ 9.29%
$140K - $161K
3.6K $2.22M
Jul 20, 2023 Q2 2023
Horizon Financial Services, LLC

BUY
 -
304
+ 54.38%
$139K - $160K
863 $531K
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
304
+ 1.48%
$139K - $160K
20.8K $12.8M

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