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 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-150- 3.46% |
$68.8K - $78.9K
|
4.18K
$2.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-151- 2.61% |
$69.2K - $79.5K
|
5.64K
$3.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-151- 16.05% |
$69.2K - $79.5K
|
790
$486K
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-152- 4.53% |
$69.7K - $80K
|
3.2K
$1.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-153- 2.4% |
$70.1K - $80.5K
|
6.22K
$3.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Merlin Capital LLC
|
SELL
|
- |
-153- 17.13% |
$70.1K - $80.5K
|
740
$456K
|
|
|
Jul 13, 2023
Q2 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-155- 0.91% |
$71.1K - $81.6K
|
16.9K
$10.4M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-155- 19.6% |
$71.1K - $81.6K
|
636
$392K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-155- 2.0% |
$71.1K - $81.6K
|
7.58K
$4.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-155- 1.21% |
$71.1K - $81.6K
|
12.7K
$7.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-156- 0.04% |
$71.5K - $82.1K
|
415K
$256M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-156- 1.12% |
$71.5K - $82.1K
|
13.8K
$8.52M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-159- 4.21% |
$72.9K - $83.7K
|
3.62K
$2.23M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-161- 1.26% |
$73.8K - $84.7K
|
12.6K
$7.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-164- 11.12% |
$75.2K - $86.3K
|
1.31K
$807K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-165- 2.9% |
$75.7K - $86.8K
|
5.53K
$3.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-165- 3.07% |
$75.7K - $86.8K
|
5.21K
$3.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-165- 3.23% |
$75.7K - $86.8K
|
4.94K
$3.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-166- 0.39% |
$76.1K - $87.4K
|
42.6K
$26.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-167- 21.41% |
$76.6K - $87.9K
|
613
$377K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-168- 0.79% |
$77K - $88.4K
|
21.1K
$13M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-169- 1.14% |
$77.5K - $88.9K
|
14.6K
$8.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-170- 0.63% |
$77.9K - $89.5K
|
26.7K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-170- 1.79% |
$77.9K - $89.5K
|
9.31K
$5.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-170- 10.77% |
$77.9K - $89.5K
|
1.41K
$868K
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-172- 14.64% |
$78.9K - $90.5K
|
1K
$618K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-175- 2.75% |
$80.2K - $92.1K
|
6.19K
$3.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-175- 2.68% |
$80.2K - $92.1K
|
6.35K
$3.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-176- 1.18% |
$80.7K - $92.6K
|
14.8K
$9.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-177- 7.18% |
$81.2K - $93.1K
|
2.29K
$1.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-177- 3.57% |
$81.2K - $93.1K
|
4.78K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-177- 2.27% |
$81.2K - $93.1K
|
7.62K
$4.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-178- 2.12% |
$81.6K - $93.7K
|
8.23K
$5.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-179- 4.88% |
$82.1K - $94.2K
|
3.49K
$2.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-180- 17.77% |
$82.5K - $94.7K
|
833
$513K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-180- 16.2% |
$82.5K - $94.7K
|
931
$573K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-181- 2.7% |
$83K - $95.2K
|
6.53K
$4.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-185- 2.28% |
$84.8K - $97.4K
|
7.94K
$4.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-187- 20.44% |
$85.7K - $98.4K
|
728
$448K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-188- 7.63% |
$86.2K - $98.9K
|
2.28K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-188- 2.72% |
$86.2K - $98.9K
|
6.72K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-190- 1.55% |
$87.1K - $100K
|
12.1K
$7.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-192- 0.08% |
$88K - $101K
|
226K
$139M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-192- 0.62% |
$88K - $101K
|
30.6K
$18.9M
|
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-194- 11.9% |
$88.9K - $102K
|
1.44K
$884K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-197- 4.43% |
$90.3K - $104K
|
4.25K
$2.61M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-198- 7.49% |
$90.8K - $104K
|
2.45K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-199- 8.49% |
$91.2K - $105K
|
2.14K
$1.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-200- 6.23% |
$91.7K - $105K
|
3.01K
$1.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-200- 10.78% |
$91.7K - $105K
|
1.66K
$1.02M
|