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 10, 2023 Q2 2023
Telemus Capital, LLC

BUY
 -
266
+ 1.43%
$122K - $140K
18.8K $5.76M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
265
+ 1.74%
$121K - $139K
15.5K $4.74M
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
263
+ 16.4%
$121K - $138K
1.87K $571K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
263
+ 1.33%
$121K - $138K
20K $6.11M
Feb 13, 2025 Q2 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
262
+ 22.98%
$120K - $138K
1.4K $428K
Aug 23, 2023 Q2 2023
Dunhill Financial, LLC

London, X0
BUY
 -
261
New
$120K - $137K
261 $79.8K
Aug 21, 2023 Q2 2023
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
259
+ 1.63%
$119K - $136K
16.2K $4.94M
Jul 11, 2023 Q2 2023
Mjp Associates Inc

BUY
 -
258
+ 9.48%
$118K - $136K
2.98K $911K
Aug 10, 2023 Q2 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
258
+ 7.32%
$118K - $136K
3.78K $1.16M
Jul 07, 2023 Q2 2023
Anderson Hoagland & CO

BUY
 -
255
+ 4.8%
$117K - $134K
5.57K $1.7M
Aug 09, 2023 Q2 2023
Burney CO

Reston, VA
BUY
 -
254
+ 0.54%
$116K - $134K
47.3K $14.4M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
253
+ 5.43%
$116K - $133K
4.91K $1.5M
Sep 12, 2023 Q2 2023
Dcm Advisors, LLC

New York, NY
BUY
 -
253
+ 16.43%
$116K - $133K
1.79K $548K
Nov 07, 2023 Q2 2023
Cheviot Value Management, LLC

BUY
 -
252
+ 35.54%
$116K - $133K
961 $294K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
251
+ 2.97%
$115K - $132K
8.69K $2.66M
Aug 03, 2023 Q2 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
250
+ 54.7%
$115K - $132K
707 $216K
Aug 07, 2023 Q2 2023
Investment Partners, Ltd.

BUY
 -
250
+ 10.62%
$115K - $132K
2.6K $796K
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
249
+ 6.8%
$114K - $131K
3.91K $1.2M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
247
+ 7.47%
$113K - $130K
3.55K $1.09M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
247
+ 7.47%
$113K - $130K
3.55K $1.09M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
246
+ 2.56%
$113K - $129K
9.85K $3.01M
Aug 14, 2023 Q2 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
246
+ 7.28%
$113K - $129K
3.62K $1.11M
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
245
+ 37.46%
$112K - $129K
899 $275K
Jul 27, 2023 Q2 2023
Colton Groome Financial Advisors, LLC

BUY
 -
244
+ 13.06%
$112K - $128K
2.11K $645K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
244
+ 13.31%
$112K - $128K
2.08K $635K
Aug 14, 2023 Q2 2023
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
243
+ 3.26%
$111K - $128K
7.7K $2.35M
Jul 25, 2023 Q2 2023
Nat West Group PLC

BUY
 -
242
+ 3.13%
$111K - $127K
7.96K $2.43M
Aug 03, 2023 Q2 2023
Evergreen Wealth Management, LLC

Williamston, MI
BUY
 -
242
+ 13.99%
$111K - $127K
1.97K $603K
Aug 14, 2023 Q2 2023
Marco Investment Management LLC

BUY
 -
242
+ 0.66%
$111K - $127K
36.9K $11.3M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
241
+ 3.41%
$110K - $127K
7.3K $2.23M
Aug 03, 2023 Q2 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
240
+ 2.24%
$110K - $126K
11K $3.35M
Aug 03, 2023 Q2 2023
Gouws Capital LLC

BUY
 -
238
+ 3.09%
$109K - $125K
7.94K $2.43M
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
238
+ 4.59%
$109K - $125K
5.42K $1.66M
Jul 19, 2023 Q2 2023
Tfg Advisers LLC

BUY
 -
234
+ 2.88%
$107K - $123K
8.35K $2.55M
Aug 11, 2023 Q2 2023
Hyperion Capital Advisors LP

New York, NY
BUY
 -
234
+ 1.02%
$107K - $123K
23.3K $7.11M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
229
+ 5.96%
$105K - $121K
4.07K $1.25M
Jul 24, 2023 Q2 2023
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
228
+ 13.28%
$105K - $120K
1.95K $594K
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
228
+ 0.46%
$105K - $120K
50K $15.3M
Aug 07, 2023 Q2 2023
Cfo4 Life Group, LLC

BUY
 -
226
+ 5.98%
$104K - $119K
4K $1.22M
Aug 14, 2023 Q2 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
226
+ 18.07%
$104K - $119K
1.48K $451K
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
224
+ 4.94%
$103K - $118K
4.76K $1.46M
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
224
+ 6.42%
$103K - $118K
3.71K $1.13M
Aug 04, 2023 Q2 2023
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
223
+ 10.6%
$102K - $117K
2.33K $711K
Aug 07, 2023 Q2 2023
Bcgm Wealth Management, LLC

BUY
 -
222
+ 7.28%
$102K - $117K
3.27K $1M
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
221
+ 14.9%
$101K - $116K
1.7K $521K
Jul 13, 2023 Q2 2023
Gateway Investment Advisers LLC

BUY
 -
218
+ 0.08%
$100K - $115K
264K $80.7M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
217
+ 2.23%
$99.5K - $114K
9.93K $3.03M
Jul 27, 2023 Q2 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
215
+ 151.41%
$98.6K - $113K
357 $109K
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
215
+ 6.24%
$98.6K - $113K
3.66K $1.12M

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