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 |
---|---|---|---|---|---|---|---|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
253+ 16.43% |
$116K - $133K
|
1.79K
$1.04M
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
252+ 35.54% |
$116K - $133K
|
961
$558K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
251+ 2.97% |
$115K - $132K
|
8.69K
$5.05M
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
250+ 54.7% |
$115K - $132K
|
707
$410K
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
250+ 10.62% |
$115K - $132K
|
2.6K
$1.51M
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
249+ 6.8% |
$114K - $131K
|
3.91K
$2.27M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
247+ 7.47% |
$113K - $130K
|
3.55K
$2.06M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
247+ 7.47% |
$113K - $130K
|
3.55K
$2.06M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
246+ 2.56% |
$113K - $129K
|
9.85K
$5.72M
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
246+ 7.28% |
$113K - $129K
|
3.62K
$2.1M
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
245+ 37.46% |
$112K - $129K
|
899
$522K
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
244+ 13.06% |
$112K - $128K
|
2.11K
$1.23M
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
244+ 13.31% |
$112K - $128K
|
2.08K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
243+ 3.26% |
$111K - $128K
|
7.7K
$4.47M
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
BUY
|
- |
242+ 3.13% |
$111K - $127K
|
7.96K
$4.62M
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
242+ 13.99% |
$111K - $127K
|
1.97K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
242+ 0.66% |
$111K - $127K
|
36.9K
$21.4M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
241+ 3.41% |
$110K - $127K
|
7.3K
$4.24M
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
240+ 2.24% |
$110K - $126K
|
11K
$6.36M
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
BUY
|
- |
238+ 3.09% |
$109K - $125K
|
7.94K
$4.61M
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
238+ 4.59% |
$109K - $125K
|
5.42K
$3.15M
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
234+ 2.88% |
$107K - $123K
|
8.35K
$4.85M
|
|
Aug 11, 2023
Q2 2023
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
234+ 1.02% |
$107K - $123K
|
23.3K
$13.5M
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
229+ 5.96% |
$105K - $121K
|
4.07K
$2.37M
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
228+ 13.28% |
$105K - $120K
|
1.95K
$1.13M
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
228+ 0.46% |
$105K - $120K
|
50K
$29M
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
226+ 5.98% |
$104K - $119K
|
4K
$2.32M
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
226+ 18.07% |
$104K - $119K
|
1.48K
$857K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
224+ 4.94% |
$103K - $118K
|
4.76K
$2.76M
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
224+ 6.42% |
$103K - $118K
|
3.71K
$2.15M
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
223+ 10.6% |
$102K - $117K
|
2.33K
$1.35M
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
222+ 7.28% |
$102K - $117K
|
3.27K
$1.9M
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
221+ 14.9% |
$101K - $116K
|
1.7K
$989K
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
218+ 0.08% |
$100K - $115K
|
264K
$153M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
217+ 2.23% |
$99.5K - $114K
|
9.93K
$5.76M
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
215+ 151.41% |
$98.6K - $113K
|
357
$207K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
215+ 6.24% |
$98.6K - $113K
|
3.66K
$2.13M
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
214+ 24.6% |
$98.1K - $113K
|
1.08K
$629K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
214+ 13.6% |
$98.1K - $113K
|
1.79K
$1.04M
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
212+ 3.0% |
$97.2K - $112K
|
7.29K
$4.23M
|
|
Aug 11, 2023
Q2 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
212+ 1.49% |
$97.2K - $112K
|
14.5K
$8.4M
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
210+ 36.4% |
$96.3K - $111K
|
787
$457K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
210+ 9.18% |
$96.3K - $111K
|
2.5K
$1.45M
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
210+ 11.12% |
$96.3K - $111K
|
2.1K
$1.22M
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
210+ 36.4% |
$96.3K - $111K
|
787
$457K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
209+ 5.97% |
$95.8K - $110K
|
3.71K
$2.15M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
209+ 1.84% |
$95.8K - $110K
|
11.6K
$6.73M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
208+ 6.43% |
$95.4K - $109K
|
3.44K
$2M
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
206+ 3.38% |
$94.4K - $108K
|
6.3K
$3.66M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
205+ 21.86% |
$94K - $108K
|
1.14K
$664K
|