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 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-67- 9.05% |
$30.7K - $35.3K
|
673
$391K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-68- 4.98% |
$31.2K - $35.8K
|
1.3K
$753K
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-69- 1.82% |
$31.6K - $36.3K
|
3.71K
$2.16M
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-70- 13.78% |
$32.1K - $36.8K
|
438
$254K
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-70- 2.79% |
$32.1K - $36.8K
|
2.44K
$1.42M
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-70- 5.7% |
$32.1K - $36.8K
|
1.16K
$672K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-70- 7.05% |
$32.1K - $36.8K
|
923
$536K
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-71- 0.28% |
$32.6K - $37.4K
|
25.2K
$14.6M
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-71- 1.51% |
$32.6K - $37.4K
|
4.64K
$2.7M
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-71- 1.53% |
$32.6K - $37.4K
|
4.56K
$2.65M
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-72- 10.99% |
$33K - $37.9K
|
583
$338K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-73- 2.35% |
$33.5K - $38.4K
|
3.03K
$1.76M
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-73- 5.57% |
$33.5K - $38.4K
|
1.24K
$718K
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-73- 11.97% |
$33.5K - $38.4K
|
537
$312K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-74- 2.09% |
$33.9K - $38.9K
|
3.47K
$2.02M
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-74- 2.09% |
$33.9K - $38.9K
|
3.47K
$2.02M
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-75- 2.71% |
$34.4K - $39.5K
|
2.69K
$1.56M
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-75- 3.84% |
$34.4K - $39.5K
|
1.88K
$1.09M
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-75- 1.47% |
$34.4K - $39.5K
|
5.04K
$2.92M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-75- 9.52% |
$34.4K - $39.5K
|
713
$414K
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-77- 3.02% |
$35.3K - $40.5K
|
2.47K
$1.43M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-78- 1.55% |
$35.8K - $41K
|
4.96K
$2.88M
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-79- 0.98% |
$36.2K - $41.6K
|
7.94K
$4.61M
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-80- 7.47% |
$36.7K - $42.1K
|
991
$575K
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-81- 5.57% |
$37.1K - $42.6K
|
1.37K
$797K
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-82- 0.24% |
$37.6K - $43.2K
|
34.6K
$20.1M
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-83- 1.53% |
$38.1K - $43.7K
|
5.33K
$3.09M
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-83- 1.98% |
$38.1K - $43.7K
|
4.11K
$2.39M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-84- 8.69% |
$38.5K - $44.2K
|
883
$513K
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-84- 4.21% |
$38.5K - $44.2K
|
1.91K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-84- 4.86% |
$38.5K - $44.2K
|
1.65K
$956K
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-85- 13.3% |
$39K - $44.7K
|
554
$322K
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-85- 0.81% |
$39K - $44.7K
|
10.4K
$6.02M
|
|
Aug 03, 2023
Q2 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-87- 5.55% |
$39.9K - $45.8K
|
1.48K
$860K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-87- 11.57% |
$39.9K - $45.8K
|
665
$386K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-88- 0.79% |
$40.3K - $46.3K
|
11K
$6.41M
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-89- 2.1% |
$40.8K - $46.8K
|
4.15K
$2.41M
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-89- 0.21% |
$40.8K - $46.8K
|
43.2K
$25.1M
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-89- 5.0% |
$40.8K - $46.8K
|
1.69K
$982K
|
|
Aug 08, 2023
Q2 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-89- 0.99% |
$40.8K - $46.8K
|
8.94K
$5.19M
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-90- 3.3% |
$41.3K - $47.4K
|
2.64K
$1.53M
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-91- 3.4% |
$41.7K - $47.9K
|
2.59K
$1.5M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-92- 1.01% |
$42.2K - $48.4K
|
9.05K
$5.25M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-92- 5.7% |
$42.2K - $48.4K
|
1.52K
$883K
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-92- 8.5% |
$42.2K - $48.4K
|
990
$575K
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-93- 8.45% |
$42.6K - $48.9K
|
1.01K
$585K
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-93- 0.82% |
$42.6K - $48.9K
|
11.3K
$6.55M
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-93- 1.42% |
$42.6K - $48.9K
|
6.45K
$3.74M
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-93- 3.35% |
$42.6K - $48.9K
|
2.68K
$1.56M
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-94- 4.19% |
$43.1K - $49.5K
|
2.15K
$1.25M
|