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 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.87K- 14.44% |
$857K - $984K
|
11.1K
$6.53M
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.87K- 3.71% |
$857K - $984K
|
48.6K
$28.6M
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.87K- 14.44% |
$857K - $984K
|
11.1K
$6.53M
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.89K- 62.94% |
$864K - $992K
|
1.11K
$654K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.9K- 32.07% |
$870K - $998K
|
4.02K
$2.37M
|
|
Jul 25, 2023
Q2 2023
|
Focused Investors LLC
|
SELL
|
- |
-1.95K- 0.48% |
$894K - $1.03M
|
407K
$240M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2K- 2.48% |
$916K - $1.05M
|
78.6K
$46.3M
|
|
Aug 10, 2023
Q2 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-2K- 6.17% |
$917K - $1.05M
|
30.4K
$17.9M
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 49.58% |
$928K - $1.07M
|
2.06K
$1.21M
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-2.04K- 35.83% |
$933K - $1.07M
|
3.65K
$2.15M
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.07K- 3.75% |
$950K - $1.09M
|
53.2K
$31.3M
|
|
Aug 03, 2023
Q2 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.07K- 4.38% |
$950K - $1.09M
|
45.2K
$26.6M
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.09K- 15.8% |
$957K - $1.1M
|
11.1K
$6.56M
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.15K- 19.35% |
$984K - $1.13M
|
8.95K
$5.27M
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.15K- 4.16% |
$985K - $1.13M
|
49.5K
$29.2M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.21K- 5.45% |
$1.01M - $1.16M
|
38.2K
$22.5M
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.22K- 3.96% |
$1.02M - $1.17M
|
53.7K
$31.6M
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.27K- 37.13% |
$1.04M - $1.2M
|
3.85K
$2.27M
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.27K- 37.13% |
$1.04M - $1.2M
|
3.85K
$2.27M
|
|
Aug 11, 2023
Q2 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.3K- 20.92% |
$1.06M - $1.21M
|
8.71K
$5.13M
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-2.31K- 4.5% |
$1.06M - $1.22M
|
49.1K
$29M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.33K- 16.07% |
$1.07M - $1.22M
|
12.2K
$7.16M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.35K- 2.28% |
$1.08M - $1.23M
|
100K
$59.1M
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-2.35K- 20.6% |
$1.08M - $1.24M
|
9.07K
$5.34M
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.36K- 70.19% |
$1.08M - $1.24M
|
1K
$589K
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-2.36K- 9.33% |
$1.08M - $1.24M
|
22.9K
$13.5M
|
|
Aug 15, 2023
Q2 2023
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-2.36K- 2.02% |
$1.08M - $1.24M
|
115K
$67.5M
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.36K- 72.99% |
$1.08M - $1.24M
|
875
$515K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.38K- 58.23% |
$1.09M - $1.25M
|
1.71K
$1M
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.39K- 2.36% |
$1.09M - $1.26M
|
98.8K
$58.2M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.39K- 0.9% |
$1.1M - $1.26M
|
263K
$155M
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.4K- 6.98% |
$1.1M - $1.26M
|
32K
$18.8M
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.41K- 2.94% |
$1.1M - $1.27M
|
79.4K
$46.8M
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.46K- 3.36% |
$1.13M - $1.3M
|
70.8K
$41.7M
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.47K- 0.14% |
$1.13M - $1.3M
|
1.81M
$1.07B
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.5K- 2.01% |
$1.14M - $1.31M
|
122K
$71.8M
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2.5K- 62.5% |
$1.15M - $1.32M
|
1.5K
$884K
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.53K- 18.42% |
$1.16M - $1.33M
|
11.2K
$6.61M
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.54K- 58.43% |
$1.16M - $1.34M
|
1.81K
$1.06M
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-2.55K- 69.65% |
$1.17M - $1.34M
|
1.11K
$656K
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.59K- 60.92% |
$1.19M - $1.36M
|
1.66K
$977K
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.59K- 8.0% |
$1.19M - $1.36M
|
29.8K
$17.5M
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.62K- 42.31% |
$1.2M - $1.38M
|
3.57K
$2.1M
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.62K- 42.31% |
$1.2M - $1.38M
|
3.57K
$2.1M
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.63K- 56.01% |
$1.21M - $1.38M
|
2.07K
$1.22M
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.65K- 6.36% |
$1.21M - $1.39M
|
39K
$23M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.65K- 3.04% |
$1.22M - $1.4M
|
84.6K
$49.9M
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2.68K- 85.74% |
$1.23M - $1.41M
|
446
$263K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.7K- 2.12% |
$1.24M - $1.42M
|
125K
$73.4M
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.74K- 3.7% |
$1.26M - $1.44M
|
71.2K
$42M
|