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 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.27K+ 24.79% |
$1.5M - $1.72M
|
16.5K
$9.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.27KNew |
$1.5M - $1.72M
|
3.27K
$1.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.25K+ 10.01% |
$1.49M - $1.71M
|
35.8K
$21.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.24K+ 12.39% |
$1.48M - $1.7M
|
29.4K
$17.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.23K+ 5.68% |
$1.48M - $1.7M
|
60.1K
$36.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
3.22K+ 3.93% |
$1.48M - $1.69M
|
85.1K
$51.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.22KNew |
$1.48M - $1.69M
|
3.22K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
3.21KNew |
$1.47M - $1.69M
|
3.21K
$1.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3.2K+ 20.65% |
$1.47M - $1.68M
|
18.7K
$11.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
3.19K+ 2.94% |
$1.46M - $1.68M
|
112K
$67.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.18K+ 100.83% |
$1.46M - $1.67M
|
6.33K
$3.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.17K+ 10.61% |
$1.45M - $1.67M
|
33K
$20M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
3.11K+ 22.94% |
$1.43M - $1.64M
|
16.7K
$10.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
3.05K+ 35.39% |
$1.4M - $1.61M
|
11.7K
$7.06M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.04K+ 1.23% |
$1.39M - $1.6M
|
249K
$151M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.03K+ 86.68% |
$1.39M - $1.59M
|
6.52K
$3.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Arnhold LLC
|
BUY
|
- |
3.02K+ 10.77% |
$1.39M - $1.59M
|
31.1K
$18.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3.02K+ 17.5% |
$1.38M - $1.59M
|
20.2K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
3KNew |
$1.38M - $1.58M
|
3K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.97K+ 25.32% |
$1.36M - $1.56M
|
14.7K
$8.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.97K+ 11.34% |
$1.36M - $1.56M
|
29.2K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.97K+ 1.86% |
$1.36M - $1.56M
|
162K
$98.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.94KNew |
$1.35M - $1.55M
|
2.94K
$1.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.94KNew |
$1.35M - $1.54M
|
2.94K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
2.91K+ 3.37% |
$1.33M - $1.53M
|
89.3K
$54M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.9K+ 96.67% |
$1.33M - $1.53M
|
5.9K
$3.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
2.89K+ 34.03% |
$1.33M - $1.52M
|
11.4K
$6.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.88K+ 51.48% |
$1.32M - $1.51M
|
8.47K
$5.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.86K+ 89.32% |
$1.31M - $1.51M
|
6.06K
$3.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
2.86K+ 171.53% |
$1.31M - $1.5M
|
4.52K
$2.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.84K+ 41.12% |
$1.3M - $1.5M
|
9.76K
$5.91M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.83K+ 10.59% |
$1.3M - $1.49M
|
29.6K
$17.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.83K+ 16.46% |
$1.3M - $1.49M
|
20K
$12.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.81K+ 0.89% |
$1.29M - $1.48M
|
318K
$193M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.79K+ 30.34% |
$1.28M - $1.47M
|
12K
$7.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.77K+ 0.58% |
$1.27M - $1.46M
|
484K
$293M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.75K+ 9.12% |
$1.26M - $1.45M
|
32.9K
$19.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
2.74K+ 2.32% |
$1.26M - $1.44M
|
121K
$73.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.73K+ 5.87% |
$1.25M - $1.44M
|
49.2K
$29.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.73K+ 7.14% |
$1.25M - $1.44M
|
41K
$24.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
2.72KNew |
$1.24M - $1.43M
|
2.72K
$1.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.71K+ 7.33% |
$1.24M - $1.43M
|
39.6K
$24M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.7K+ 12.1% |
$1.24M - $1.42M
|
25K
$15.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.7KNew |
$1.24M - $1.42M
|
2.7K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
2.68K+ 258.9% |
$1.23M - $1.41M
|
3.71K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.63K+ 21.19% |
$1.2M - $1.38M
|
15K
$9.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.62KNew |
$1.2M - $1.38M
|
2.62K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
2.6K+ 54.42% |
$1.19M - $1.37M
|
7.38K
$4.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.59K+ 2.77% |
$1.19M - $1.36M
|
95.9K
$58M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.58K+ 22.58% |
$1.18M - $1.36M
|
14K
$8.48M
|