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 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.56K- 1.24% |
$717K - $822K
|
125K
$38.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.58K- 5.37% |
$726K - $834K
|
27.9K
$8.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.59K- 5.9% |
$727K - $835K
|
25.3K
$7.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.59K- 6.21% |
$727K - $835K
|
24K
$7.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.59K- 12.16% |
$729K - $837K
|
11.5K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.6K- 74.35% |
$735K - $844K
|
553
$169K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.61K- 4.09% |
$739K - $848K
|
37.8K
$11.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.62K- 4.19% |
$741K - $850K
|
37K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.62K- 2.28% |
$743K - $853K
|
69.4K
$21.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.63K- 3.72% |
$746K - $856K
|
42.1K
$12.9M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.63K- 3.72% |
$746K - $856K
|
42.1K
$12.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.64K- 8.61% |
$750K - $861K
|
17.4K
$5.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.65K- 9.27% |
$758K - $870K
|
16.2K
$4.94M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.66K- 38.93% |
$759K - $871K
|
2.6K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1.66K- 7.45% |
$759K - $871K
|
20.6K
$6.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.66K- 5.83% |
$762K - $874K
|
26.9K
$8.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.67K- 62.55% |
$763K - $876K
|
997
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 0.36% |
$766K - $879K
|
456K
$140M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.7K- 6.76% |
$778K - $892K
|
23.4K
$7.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.71K- 12.93% |
$784K - $900K
|
11.5K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-1.75K- 7.92% |
$802K - $921K
|
20.4K
$6.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.78K- 12.23% |
$814K - $934K
|
12.7K
$3.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.78K- 21.78% |
$817K - $938K
|
6.41K
$1.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-1.79K- 23.66% |
$818K - $939K
|
5.76K
$1.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.79K- 12.69% |
$819K - $940K
|
12.3K
$3.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-1.79K- 50.78% |
$821K - $942K
|
1.74K
$530K
|
|
|
Aug 14, 2023
Q2 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-1.81K- 2.41% |
$830K - $953K
|
73.4K
$22.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.82K- 35.03% |
$832K - $955K
|
3.37K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.84K- 2.95% |
$844K - $968K
|
60.6K
$18.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.87K- 14.44% |
$857K - $984K
|
11.1K
$3.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.87K- 3.71% |
$857K - $984K
|
48.6K
$14.8M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.87K- 14.44% |
$857K - $984K
|
11.1K
$3.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.89K- 62.94% |
$864K - $992K
|
1.11K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.9K- 32.07% |
$870K - $998K
|
4.02K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Focused Investors LLC
|
SELL
|
- |
-1.95K- 0.48% |
$894K - $1.03M
|
407K
$124M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2K- 2.48% |
$916K - $1.05M
|
78.6K
$24M
|
|
|
Aug 10, 2023
Q2 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-2K- 6.17% |
$917K - $1.05M
|
30.4K
$9.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 49.58% |
$928K - $1.07M
|
2.06K
$629K
|
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-2.04K- 35.83% |
$933K - $1.07M
|
3.65K
$1.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.07K- 3.75% |
$950K - $1.09M
|
53.2K
$16.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.07K- 4.38% |
$950K - $1.09M
|
45.2K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.09K- 15.8% |
$957K - $1.1M
|
11.1K
$3.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.15K- 19.35% |
$984K - $1.13M
|
8.95K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.15K- 4.16% |
$985K - $1.13M
|
49.5K
$15.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.21K- 5.45% |
$1.01M - $1.16M
|
38.2K
$11.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.22K- 3.96% |
$1.02M - $1.17M
|
53.7K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.27K- 37.13% |
$1.04M - $1.2M
|
3.85K
$1.18M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.27K- 37.13% |
$1.04M - $1.2M
|
3.85K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.3K- 20.92% |
$1.06M - $1.21M
|
8.71K
$2.66M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-2.31K- 4.5% |
$1.06M - $1.22M
|
49.1K
$15M
|