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 31, 2023
Q2 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.2K- 2.9% |
$1.47M - $1.69M
|
107K
$32.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-3.22K- 8.01% |
$1.48M - $1.7M
|
37K
$11.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.29K- 13.47% |
$1.51M - $1.73M
|
21.1K
$6.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.29K- 16.92% |
$1.51M - $1.73M
|
16.2K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.3K- 0.2% |
$1.51M - $1.74M
|
1.66M
$506M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.34K- 1.73% |
$1.53M - $1.76M
|
190K
$57.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.35K- 11.75% |
$1.54M - $1.76M
|
25.2K
$7.69M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.45K- 13.62% |
$1.58M - $1.81M
|
21.8K
$6.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.54K- 5.14% |
$1.62M - $1.86M
|
65.3K
$20M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-3.58K- 44.51% |
$1.64M - $1.88M
|
4.46K
$1.36M
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-3.65K- 28.84% |
$1.67M - $1.92M
|
9.01K
$2.75M
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-3.65K- 28.84% |
$1.67M - $1.92M
|
9.01K
$2.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-3.71KClosed |
$1.7M - $1.95M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.73K- 11.75% |
$1.71M - $1.96M
|
28K
$8.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.73K- 28.05% |
$1.71M - $1.96M
|
9.57K
$2.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.75K- 5.14% |
$1.72M - $1.97M
|
69.1K
$21.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-3.77K- 60.76% |
$1.73M - $1.99M
|
2.44K
$745K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-3.77K- 0.97% |
$1.73M - $1.99M
|
384K
$117M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.79K- 83.32% |
$1.74M - $2M
|
759
$232K
|
|
|
Jul 27, 2023
Q2 2023
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-3.8K- 28.97% |
$1.74M - $2M
|
9.32K
$2.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.82K- 19.33% |
$1.75M - $2.01M
|
15.9K
$4.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.88K- 6.66% |
$1.78M - $2.04M
|
54.4K
$16.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
SELL
|
- |
-3.88K- 11.87% |
$1.78M - $2.04M
|
28.8K
$8.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-4.07K- 81.84% |
$1.87M - $2.14M
|
904
$276K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-4.23K- 68.09% |
$1.94M - $2.23M
|
1.98K
$606K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.31K- 40.19% |
$1.97M - $2.27M
|
6.41K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.33K- 3.64% |
$1.98M - $2.28M
|
114K
$35M
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-4.38K- 68.01% |
$2.01M - $2.3M
|
2.06K
$630K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.4K- 10.39% |
$2.02M - $2.31M
|
37.9K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.49K- 1.96% |
$2.06M - $2.36M
|
225K
$68.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.52K- 13.45% |
$2.07M - $2.38M
|
29.1K
$8.9M
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.54K- 1.1% |
$2.08M - $2.39M
|
407K
$124M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-4.57K- 5.59% |
$2.09M - $2.4M
|
77K
$23.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.58K- 9.96% |
$2.1M - $2.41M
|
41.3K
$12.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.76K- 63.09% |
$2.18M - $2.5M
|
2.78K
$851K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.77K- 3.85% |
$2.18M - $2.51M
|
119K
$36.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.8K- 2.85% |
$2.2M - $2.52M
|
163K
$49.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.83K- 56.71% |
$2.22M - $2.54M
|
3.69K
$1.13M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.85K- 55.82% |
$2.22M - $2.55M
|
3.84K
$1.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.94K- 5.49% |
$2.27M - $2.6M
|
85.1K
$26M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-4.99K- 78.63% |
$2.29M - $2.63M
|
1.36K
$415K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-5.02K- 14.4% |
$2.3M - $2.64M
|
29.9K
$9.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-5.1K- 2.89% |
$2.34M - $2.68M
|
171K
$52.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.26K- 2.94% |
$2.41M - $2.77M
|
173K
$53M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5.26K- 9.25% |
$2.41M - $2.77M
|
51.6K
$15.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.28K- 44.84% |
$2.42M - $2.78M
|
6.49K
$1.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-5.35K- 8.04% |
$2.45M - $2.81M
|
61.1K
$18.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-5.41K- 0.22% |
$2.48M - $2.85M
|
2.41M
$738M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.48K- 32.11% |
$2.51M - $2.89M
|
11.6K
$3.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-5.6K- 8.14% |
$2.57M - $2.95M
|
63.2K
$19.3M
|