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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10.3K+ 1.68% |
$4.74M - $5.44M
|
627K
$334M
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
10.3K+ 2.57% |
$4.73M - $5.43M
|
413K
$220M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 1.57% |
$4.73M - $5.43M
|
668K
$356M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.1K+ 325.84% |
$4.63M - $5.32M
|
13.2K
$7.04M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
10K+ 426.94% |
$4.61M - $5.29M
|
12.4K
$6.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
10KNew |
$4.58M - $5.26M
|
10K
$5.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
10KNew |
$4.58M - $5.26M
|
10K
$5.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
9.91K+ 8.41% |
$4.54M - $5.22M
|
128K
$68.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
9.9K+ 8.17% |
$4.54M - $5.21M
|
131K
$69.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
9.85K+ 8.99% |
$4.52M - $5.18M
|
119K
$63.7M
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
9.79K+ 782.96% |
$4.49M - $5.15M
|
11K
$5.89M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
9.75KNew |
$4.47M - $5.13M
|
9.75K
$5.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
9.74K+ 16.44% |
$4.47M - $5.13M
|
69K
$36.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
9.7K+ 11.33% |
$4.45M - $5.1M
|
95.3K
$50.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
9.45K+ 1.43% |
$4.33M - $4.97M
|
672K
$358M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
9.45K+ 1.43% |
$4.33M - $4.97M
|
672K
$358M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.38K+ 14.72% |
$4.3M - $4.93M
|
73.1K
$39M
|
|
|
Jul 07, 2023
Q2 2023
|
Covea Finance
|
BUY
|
- |
9.1KNew |
$4.17M - $4.79M
|
9.1K
$4.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.06K+ 3.14% |
$4.16M - $4.77M
|
297K
$159M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
9.04K+ 1344.64% |
$4.14M - $4.76M
|
9.71K
$5.18M
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
BUY
|
- |
9.03K+ 5.85% |
$4.14M - $4.75M
|
163K
$87.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.83K+ 64.21% |
$4.05M - $4.65M
|
22.6K
$12M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
8.81K+ 5.0% |
$4.04M - $4.63M
|
185K
$98.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.76K+ 1.53% |
$4.02M - $4.61M
|
583K
$311M
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
8.58K+ 9.1% |
$3.93M - $4.51M
|
103K
$54.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8.33K+ 89.52% |
$3.82M - $4.38M
|
17.6K
$9.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.29K+ 6.64% |
$3.8M - $4.36M
|
133K
$71.1M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.14K+ 24.02% |
$3.73M - $4.29M
|
42K
$22.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.94K+ 5.22% |
$3.64M - $4.18M
|
160K
$85.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.94K+ 140.32% |
$3.64M - $4.18M
|
13.6K
$7.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
7.77K+ 796.92% |
$3.56M - $4.09M
|
8.75K
$4.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
7.6K+ 7.94% |
$3.48M - $4M
|
103K
$55.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
7.36K+ 0.94% |
$3.37M - $3.87M
|
787K
$420M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.24K+ 20.31% |
$3.32M - $3.81M
|
42.9K
$22.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
7.2K+ 5.45% |
$3.3M - $3.79M
|
139K
$74.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
7.14KNew |
$3.27M - $3.76M
|
7.14K
$3.81M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
7.06KNew |
$3.24M - $3.71M
|
7.06K
$3.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
7.05K+ 75.64% |
$3.23M - $3.71M
|
16.4K
$8.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.02K+ 8.98% |
$3.22M - $3.69M
|
85.2K
$45.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
7K+ 6.29% |
$3.21M - $3.68M
|
118K
$63.1M
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
7K+ 6.29% |
$3.21M - $3.68M
|
118K
$63.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.99K+ 733.58% |
$3.21M - $3.68M
|
7.94K
$4.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.97K+ 1.48% |
$3.19M - $3.67M
|
477K
$255M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
6.91K+ 11.4% |
$3.17M - $3.63M
|
67.5K
$36M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.89K+ 12.17% |
$3.16M - $3.62M
|
63.5K
$33.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.88K+ 78.43% |
$3.15M - $3.62M
|
15.7K
$8.35M
|
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
BUY
|
- |
6.86K+ 8.09% |
$3.14M - $3.61M
|
91.7K
$48.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
6.8K+ 10.59% |
$3.12M - $3.58M
|
71K
$37.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6.77K+ 3.43% |
$3.1M - $3.56M
|
204K
$109M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.65K+ 16.28% |
$3.05M - $3.5M
|
47.5K
$25.3M
|