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 14, 2023 Q2 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
304
+ 9.58%
$139K - $160K
3.48K $2.14M
Aug 14, 2023 Q2 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
302
+ 48.09%
$138K - $159K
930 $573K
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

BUY
 -
301
+ 2.08%
$138K - $158K
14.8K $9.09M
Aug 04, 2023 Q2 2023
Sonata Capital Group Inc

BUY
 -
300
+ 33.44%
$138K - $158K
1.2K $737K
Aug 11, 2023 Q2 2023
First Pacific Advisors, LP

Los Angeles, CA
BUY
 -
300
+ 19.87%
$138K - $158K
1.81K $1.11M
Aug 14, 2023 Q2 2023
Fosun International LTD

BUY
 -
300
+ 5.69%
$138K - $158K
5.57K $3.43M
Aug 14, 2023 Q2 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
300
+ 1.17%
$138K - $158K
25.8K $15.9M
Aug 14, 2023 Q2 2023
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
300
New
$138K - $158K
300 $185K
Jul 31, 2023 Q2 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
299
+ 71.7%
$137K - $157K
716 $441K
Aug 07, 2023 Q2 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
299
+ 1.59%
$137K - $157K
19.1K $11.8M
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
297
+ 13.58%
$136K - $156K
2.48K $1.53M
Aug 15, 2023 Q2 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
296
+ 1.38%
$136K - $156K
21.7K $13.4M
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
295
+ 37.92%
$135K - $155K
1.07K $661K
Jul 06, 2023 Q2 2023
Centre Asset Management, LLC

BUY
 -
293
+ 2.69%
$134K - $154K
11.2K $6.89M
Aug 10, 2023 Q2 2023
Lowe Brockenbrough & CO Inc

BUY
 -
292
+ 0.96%
$134K - $154K
30.7K $18.9M
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
292
+ 0.49%
$134K - $154K
60.1K $37M
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
290
+ 10.96%
$133K - $153K
2.94K $1.81M
Jul 28, 2023 Q2 2023
Bank Of New Hampshire

BUY
 -
290
+ 2.81%
$133K - $153K
10.6K $6.54M
Aug 10, 2023 Q2 2023
Emerald Mutual Fund Advisers Trust

BUY
 -
290
New
$133K - $153K
290 $179K
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
289
+ 13.37%
$133K - $152K
2.45K $1.51M
Jul 31, 2023 Q2 2023
Sargent Investment Group, LLC

BUY
 -
289
+ 12.54%
$133K - $152K
2.59K $1.6M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
289
+ 1.0%
$133K - $152K
29.3K $18.1M
Aug 14, 2023 Q2 2023
Dempze Nancy E

BUY
 -
289
+ 5.03%
$133K - $152K
6.04K $3.72M
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
288
+ 12.64%
$132K - $152K
2.57K $1.58M
Jan 30, 2024 Q2 2023
Dgs Capital Management, LLC

BUY
 -
288
+ 15.88%
$132K - $152K
2.1K $1.29M
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
287
+ 9.89%
$132K - $151K
3.19K $1.96M
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
286
+ 11.31%
$131K - $151K
2.82K $1.73M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
286
+ 4.84%
$131K - $151K
6.19K $3.81M
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
284
+ 9.93%
$130K - $149K
3.14K $1.94M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
281
+ 4.52%
$129K - $148K
6.5K $4M
Jul 10, 2023 Q2 2023
Castle Rock Wealth Management, LLC

BUY
 -
278
+ 15.18%
$127K - $146K
2.11K $1.3M
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
278
+ 2.17%
$127K - $146K
13.1K $8.06M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
278
+ 2.76%
$127K - $146K
10.3K $6.37M
Aug 14, 2023 Q2 2023
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
276
+ 1.51%
$127K - $145K
18.6K $11.5M
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
275
+ 8.09%
$126K - $145K
3.67K $2.26M
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
275
+ 54.24%
$126K - $145K
782 $482K
Jul 25, 2023 Q2 2023
Albert D Mason Inc

BUY
 -
274
+ 46.13%
$126K - $144K
868 $535K
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
274
+ 1.71%
$126K - $144K
16.3K $10M
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
271
+ 1.85%
$124K - $143K
14.9K $9.18M
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
271
+ 35.1%
$124K - $143K
1.04K $642K
Jul 21, 2023 Q2 2023
Salomon & Ludwin, LLC

BUY
 -
270
+ 23.2%
$124K - $142K
1.43K $883K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
270
+ 57.32%
$124K - $142K
741 $456K
Jul 10, 2023 Q2 2023
Telemus Capital, LLC

BUY
 -
266
+ 1.43%
$122K - $140K
18.8K $11.6M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
265
+ 1.74%
$121K - $139K
15.5K $9.54M
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
263
+ 16.4%
$121K - $138K
1.87K $1.15M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
263
+ 1.33%
$121K - $138K
20K $12.3M
Aug 23, 2023 Q2 2023
Dunhill Financial, LLC

London, X0
BUY
 -
261
New
$120K - $137K
261 $161K
Aug 21, 2023 Q2 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
259
+ 1.63%
$119K - $136K
16.2K $9.95M
Jul 11, 2023 Q2 2023
Mjp Associates Inc

BUY
 -
258
+ 9.48%
$118K - $136K
2.98K $1.84M

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