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 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-380- 5.97% |
$174K - $200K
|
5.99K
$3.48M
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-380- 17.08% |
$174K - $200K
|
1.85K
$1.07M
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-381- 1.54% |
$175K - $200K
|
24.3K
$14.1M
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-385- 5.56% |
$177K - $203K
|
6.54K
$3.79M
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-386- 3.1% |
$177K - $203K
|
12.1K
$7M
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-388- 4.94% |
$178K - $204K
|
7.47K
$4.33M
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-394- 25.97% |
$181K - $207K
|
1.12K
$652K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-397- 0.27% |
$182K - $209K
|
148K
$86.2M
|
|
Aug 01, 2023
Q2 2023
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-397- 0.83% |
$182K - $209K
|
47.7K
$27.7M
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-399- 2.25% |
$183K - $210K
|
17.3K
$10.1M
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-410- 13.96% |
$188K - $216K
|
2.53K
$1.47M
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-411- 0.91% |
$188K - $216K
|
44.5K
$25.8M
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-414- 13.77% |
$190K - $218K
|
2.59K
$1.51M
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-418- 1.93% |
$192K - $220K
|
21.2K
$12.3M
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-422- 15.95% |
$193K - $222K
|
2.22K
$1.29M
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-427- 6.06% |
$196K - $225K
|
6.62K
$3.84M
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-430- 2.34% |
$197K - $226K
|
18K
$10.4M
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-440- 2.69% |
$202K - $232K
|
15.9K
$9.25M
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-440Closed |
$202K - $232K
|
0
$0
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-445- 3.01% |
$204K - $234K
|
14.4K
$8.33M
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-448- 1.55% |
$205K - $236K
|
28.5K
$16.5M
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-450- 32.14% |
$206K - $237K
|
950
$552K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-452- 27.38% |
$207K - $238K
|
1.2K
$696K
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-457- 13.09% |
$210K - $240K
|
3.03K
$1.76M
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-459- 31.06% |
$210K - $242K
|
1.02K
$592K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-470- 27.61% |
$215K - $247K
|
1.23K
$715K
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-472- 6.48% |
$216K - $248K
|
6.82K
$3.96M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-473- 15.46% |
$217K - $249K
|
2.59K
$1.5M
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-475- 2.78% |
$218K - $250K
|
16.6K
$9.64M
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-477- 8.47% |
$219K - $251K
|
5.15K
$2.99M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-480- 1.02% |
$220K - $253K
|
46.5K
$27M
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-487- 1.39% |
$223K - $256K
|
34.5K
$20M
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-493- 7.24% |
$226K - $259K
|
6.32K
$3.67M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-493- 9.57% |
$226K - $259K
|
4.66K
$2.7M
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-500- 11.11% |
$229K - $263K
|
4K
$2.32M
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-502- 1.11% |
$230K - $264K
|
44.9K
$26M
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-505- 9.52% |
$232K - $266K
|
4.8K
$2.79M
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-508- 8.53% |
$233K - $267K
|
5.45K
$3.16M
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-515- 1.97% |
$236K - $271K
|
25.6K
$14.8M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-520- 0.4% |
$238K - $274K
|
129K
$75M
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-527- 30.73% |
$242K - $277K
|
1.19K
$690K
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-529- 1.23% |
$243K - $278K
|
42.3K
$24.6M
|
|
Jul 20, 2023
Q2 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-532- 1.33% |
$244K - $280K
|
39.4K
$22.9M
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
SELL
|
- |
-534- 48.33% |
$245K - $281K
|
571
$331K
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-535- 1.32% |
$245K - $282K
|
40K
$23.2M
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-536- 33.09% |
$246K - $282K
|
1.08K
$629K
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-544- 2.78% |
$249K - $286K
|
19K
$11M
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-545- 20.98% |
$250K - $287K
|
2.05K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-550- 3.59% |
$252K - $289K
|
14.8K
$8.58M
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-554- 1.59% |
$254K - $292K
|
34.2K
$19.9M
|