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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
100+ 21.88% |
$45.8K - $52.6K
|
557
$323K
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
100+ 10.05% |
$45.8K - $52.6K
|
1.1K
$636K
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
100+ 0.55% |
$45.8K - $52.6K
|
18.2K
$10.6M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
99+ 2.68% |
$45.4K - $52.1K
|
3.79K
$2.2M
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
98+ 18.88% |
$44.9K - $51.6K
|
617
$358K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
98+ 1.03% |
$44.9K - $51.6K
|
9.62K
$5.59M
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
96+ 0.51% |
$44K - $50.5K
|
19K
$11M
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
95+ 2.87% |
$43.6K - $50K
|
3.41K
$1.98M
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
95+ 8.83% |
$43.6K - $50K
|
1.17K
$680K
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
95+ 4.12% |
$43.6K - $50K
|
2.4K
$1.39M
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
94+ 1.97% |
$43.1K - $49.5K
|
4.86K
$2.82M
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
94+ 0.01% |
$43.1K - $49.5K
|
1.18M
$684M
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
94+ 17.54% |
$43.1K - $49.5K
|
630
$366K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
94+ 7.67% |
$43.1K - $49.5K
|
1.32K
$766K
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
91+ 7.67% |
$41.7K - $47.9K
|
1.28K
$741K
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
90+ 8.09% |
$41.3K - $47.4K
|
1.2K
$698K
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
90+ 0.81% |
$41.3K - $47.4K
|
11.2K
$6.53M
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
BUY
|
- |
89+ 1.09% |
$40.8K - $46.8K
|
8.26K
$4.8M
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
89+ 0.56% |
$40.8K - $46.8K
|
16K
$9.28M
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
89+ 0.92% |
$40.8K - $46.8K
|
9.73K
$5.65M
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
88+ 9.16% |
$40.3K - $46.3K
|
1.05K
$609K
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
88+ 4.85% |
$40.3K - $46.3K
|
1.9K
$1.1M
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
87+ 1.49% |
$39.9K - $45.8K
|
5.93K
$3.44M
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
87+ 4.84% |
$39.9K - $45.8K
|
1.89K
$1.09M
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
86+ 1.7% |
$39.4K - $45.3K
|
5.14K
$2.98M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
86+ 9.81% |
$39.4K - $45.3K
|
963
$559K
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
85+ 4.94% |
$39K - $44.7K
|
1.81K
$1.05M
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
85+ 0.65% |
$39K - $44.7K
|
13.2K
$7.67M
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
85+ 3.05% |
$39K - $44.7K
|
2.87K
$1.67M
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
84+ 240.0% |
$38.5K - $44.2K
|
119
$69.1K
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
84+ 4.44% |
$38.5K - $44.2K
|
1.98K
$1.15M
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
84+ 0.57% |
$38.5K - $44.2K
|
14.9K
$8.64M
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
82+ 0.54% |
$37.6K - $43.2K
|
15.3K
$8.9M
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
82+ 0.28% |
$37.6K - $43.2K
|
29K
$16.8M
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
81+ 12.0% |
$37.1K - $42.6K
|
756
$439K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
81+ 8.43% |
$37.1K - $42.6K
|
1.04K
$605K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
81New |
$37.1K - $42.6K
|
81
$47K
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
80+ 0.97% |
$36.7K - $42.1K
|
8.33K
$4.84M
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
80+ 12.94% |
$36.7K - $42.1K
|
698
$405K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
80+ 2.78% |
$36.7K - $42.1K
|
2.96K
$1.72M
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
79+ 17.14% |
$36.2K - $41.6K
|
540
$313K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
78+ 2.52% |
$35.8K - $41K
|
3.18K
$1.84M
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
78+ 0.55% |
$35.8K - $41K
|
14.3K
$8.28M
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
77+ 1.64% |
$35.3K - $40.5K
|
4.77K
$2.77M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
76+ 5.45% |
$34.8K - $40K
|
1.47K
$853K
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
75+ 1.32% |
$34.4K - $39.5K
|
5.75K
$3.34M
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
75+ 13.99% |
$34.4K - $39.5K
|
611
$355K
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
75+ 5.5% |
$34.4K - $39.5K
|
1.44K
$835K
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
75+ 14.65% |
$34.4K - $39.5K
|
587
$341K
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
75+ 8.84% |
$34.4K - $39.5K
|
923
$536K
|