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 |
---|---|---|---|---|---|---|---|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-828- 2.54% |
$380K - $436K
|
31.8K
$18.5M
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-831- 3.12% |
$381K - $437K
|
25.8K
$15M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-833- 2.76% |
$382K - $438K
|
29.3K
$17M
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-834- 91.55% |
$382K - $439K
|
77
$44.7K
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-835- 4.44% |
$383K - $439K
|
18K
$10.4M
|
|
Jul 19, 2023
Q2 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-845- 23.69% |
$387K - $445K
|
2.72K
$1.58M
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-855- 23.4% |
$392K - $450K
|
2.8K
$1.62M
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-856- 3.8% |
$392K - $450K
|
21.7K
$12.6M
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-875- 7.13% |
$401K - $460K
|
11.4K
$6.62M
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-877- 18.15% |
$402K - $462K
|
3.96K
$2.3M
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-877- 37.04% |
$402K - $462K
|
1.49K
$866K
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-882- 64.24% |
$404K - $464K
|
491
$285K
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-888- 3.52% |
$407K - $467K
|
24.4K
$14.1M
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-895- 5.55% |
$410K - $471K
|
15.2K
$8.84M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-899- 59.97% |
$412K - $473K
|
600
$348K
|
|
Aug 15, 2023
Q2 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-902- 7.23% |
$414K - $475K
|
11.6K
$6.72M
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-904- 8.97% |
$414K - $476K
|
9.17K
$5.33M
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-921- 35.68% |
$422K - $485K
|
1.66K
$964K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-926- 0.87% |
$425K - $487K
|
106K
$61.3M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-930- 4.24% |
$426K - $489K
|
21K
$12.2M
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-938- 1.48% |
$430K - $494K
|
62.4K
$36.2M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-948- 36.53% |
$435K - $499K
|
1.65K
$956K
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-949- 13.43% |
$435K - $499K
|
6.12K
$3.55M
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-975- 4.54% |
$447K - $513K
|
20.5K
$11.9M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-977- 3.94% |
$448K - $514K
|
23.8K
$13.8M
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-986- 14.42% |
$452K - $519K
|
5.85K
$3.4M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-993- 5.04% |
$455K - $523K
|
18.7K
$10.9M
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-994- 52.18% |
$456K - $523K
|
911
$529K
|
|
Aug 09, 2023
Q2 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-1.05K- 0.91% |
$480K - $551K
|
114K
$66.1M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.07K- 0.44% |
$490K - $563K
|
242K
$141M
|
|
Aug 11, 2023
Q2 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-1.08K- 1.12% |
$493K - $566K
|
95K
$55.1M
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.08K- 2.89% |
$495K - $568K
|
36.3K
$21.1M
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
SELL
|
- |
-1.14K- 31.47% |
$525K - $602K
|
2.49K
$1.45M
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
SELL
|
- |
-1.18K- 25.3% |
$541K - $620K
|
3.48K
$2.02M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.2K- 22.7% |
$549K - $630K
|
4.08K
$2.37M
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
SELL
|
- |
-1.2K- 37.5% |
$550K - $631K
|
2K
$1.16M
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.2K- 1.52% |
$552K - $633K
|
78.2K
$45.4M
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.22K- 2.91% |
$558K - $641K
|
40.6K
$23.6M
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.22K- 23.54% |
$561K - $644K
|
3.97K
$2.31M
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.24K- 3.42% |
$569K - $653K
|
35K
$20.3M
|
|
Aug 14, 2023
Q2 2023
|
Pavadi Capital LLC
New York, NY |
SELL
|
- |
-1.24K- 12.69% |
$569K - $653K
|
8.54K
$4.95M
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 20.63% |
$572K - $657K
|
4.8K
$2.79M
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-1.28K- 14.4% |
$588K - $675K
|
7.63K
$4.43M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 24.15% |
$592K - $679K
|
4.06K
$2.35M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.29K- 3.06% |
$592K - $680K
|
40.9K
$23.7M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 4.59% |
$595K - $683K
|
26.9K
$15.6M
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.32K- 0.24% |
$604K - $693K
|
542K
$315M
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.32K- 12.54% |
$605K - $694K
|
9.2K
$5.34M
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.33K- 9.37% |
$609K - $699K
|
12.9K
$7.47M
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.33K- 3.66% |
$611K - $701K
|
35.1K
$20.4M
|