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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-977- 3.94% |
$448K - $514K
|
23.8K
$7.28M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-986- 14.42% |
$452K - $519K
|
5.85K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-993- 5.04% |
$455K - $523K
|
18.7K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-994- 52.18% |
$456K - $523K
|
911
$278K
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.01K- 67.24% |
$462K - $530K
|
491
$150K
|
|
|
Aug 09, 2023
Q2 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-1.05K- 0.91% |
$480K - $551K
|
114K
$34.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.07K- 0.44% |
$490K - $563K
|
242K
$74.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-1.08K- 1.12% |
$493K - $566K
|
95K
$29M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.08K- 2.89% |
$495K - $568K
|
36.3K
$11.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
SELL
|
- |
-1.14K- 31.47% |
$525K - $602K
|
2.49K
$761K
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
SELL
|
- |
-1.18K- 25.3% |
$541K - $620K
|
3.48K
$1.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.2K- 22.7% |
$549K - $630K
|
4.08K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
SELL
|
- |
-1.2K- 37.5% |
$550K - $631K
|
2K
$611K
|
|
|
May 07, 2025
Q2 2023
|
Symmetry Investments LP
|
SELL
|
- |
-1.2K- 37.5% |
$550K - $631K
|
2K
$611K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.2K- 1.52% |
$552K - $633K
|
78.2K
$23.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.22K- 2.91% |
$558K - $641K
|
40.6K
$12.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.22K- 23.54% |
$561K - $644K
|
3.97K
$1.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.24K- 3.42% |
$569K - $653K
|
35K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Pavadi Capital LLC
New York, NY |
SELL
|
- |
-1.24K- 12.69% |
$569K - $653K
|
8.54K
$2.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 20.63% |
$572K - $657K
|
4.8K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-1.28K- 14.4% |
$588K - $675K
|
7.63K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 24.15% |
$592K - $679K
|
4.06K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.29K- 3.06% |
$592K - $680K
|
40.9K
$12.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 4.59% |
$595K - $683K
|
26.9K
$8.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.32K- 0.24% |
$604K - $693K
|
542K
$166M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.32K- 12.54% |
$605K - $694K
|
9.2K
$2.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.33K- 9.37% |
$609K - $699K
|
12.9K
$3.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.33K- 3.66% |
$611K - $701K
|
35.1K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.37K- 0.09% |
$628K - $721K
|
1.52M
$466M
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
SELL
|
- |
-1.37K- 13.03% |
$629K - $722K
|
9.15K
$2.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 10.56% |
$630K - $723K
|
11.6K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.38K- 1.95% |
$634K - $727K
|
69.6K
$21.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.38K- 10.07% |
$635K - $728K
|
12.4K
$3.78M
|
|
|
Aug 17, 2023
Q2 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-1.39K- 19.86% |
$636K - $730K
|
5.6K
$1.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.41K- 1.83% |
$646K - $741K
|
75.6K
$23.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-1.41K- 0.73% |
$646K - $741K
|
191K
$58.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.42K- 1.85% |
$649K - $745K
|
75.1K
$23M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.42K- 16.08% |
$652K - $748K
|
7.42K
$2.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.44K- 1.91% |
$662K - $760K
|
74.3K
$22.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.45K- 10.28% |
$666K - $764K
|
12.7K
$3.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.46K- 42.96% |
$669K - $768K
|
1.94K
$592K
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.48K- 24.19% |
$680K - $781K
|
4.65K
$1.42M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.49K- 19.06% |
$681K - $781K
|
6.31K
$1.93M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.49K- 88.43% |
$683K - $784K
|
195
$59.6K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-1.49K- 20.79% |
$684K - $785K
|
5.69K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.5K- 26.03% |
$688K - $789K
|
4.26K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-1.5K- 37.5% |
$688K - $789K
|
2.5K
$764K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-1.52K- 20.14% |
$696K - $798K
|
6.02K
$1.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-1.53K- 9.34% |
$701K - $805K
|
14.8K
$4.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-1.54K- 9.13% |
$708K - $812K
|
15.4K
$4.7M
|