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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.58K+ 22.58% |
$1.18M - $1.36M
|
14K
$7.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.56K+ 228.52% |
$1.18M - $1.35M
|
3.69K
$1.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.52K+ 102.74% |
$1.15M - $1.32M
|
4.96K
$2.65M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.51K+ 41.44% |
$1.15M - $1.32M
|
8.58K
$4.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.5K+ 7338.24% |
$1.14M - $1.31M
|
2.53K
$1.35M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
2.46KNew |
$1.13M - $1.3M
|
2.46K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.39K+ 14.51% |
$1.1M - $1.26M
|
18.9K
$10.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.39K+ 2.52% |
$1.1M - $1.26M
|
97.3K
$51.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.38K+ 25.87% |
$1.09M - $1.25M
|
11.6K
$6.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.34K+ 1.92% |
$1.07M - $1.23M
|
124K
$66.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.34K+ 9.42% |
$1.07M - $1.23M
|
27.1K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
2.31K+ 22.5% |
$1.06M - $1.22M
|
12.6K
$6.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
2.31K+ 52.99% |
$1.06M - $1.22M
|
6.68K
$3.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
2.31KNew |
$1.06M - $1.21M
|
2.31K
$1.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.27K+ 18.43% |
$1.04M - $1.19M
|
14.6K
$7.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.27K+ 29.02% |
$1.04M - $1.19M
|
10.1K
$5.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
2.25KNew |
$1.03M - $1.18M
|
2.25K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.24K+ 38.27% |
$1.03M - $1.18M
|
8.11K
$4.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.22K+ 48.09% |
$1.02M - $1.17M
|
6.83K
$3.64M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.22K+ 4.58% |
$1.02M - $1.17M
|
50.6K
$27M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.2K+ 5.09% |
$1.01M - $1.16M
|
45.4K
$24.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.19KNew |
$1M - $1.15M
|
2.19K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.18K+ 141.88% |
$997K - $1.14M
|
3.71K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.16K+ 2.9% |
$990K - $1.14M
|
76.8K
$41M
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
2.15KNew |
$986K - $1.13M
|
2.15K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
2.14KNew |
$983K - $1.13M
|
2.14K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.14KNew |
$981K - $1.13M
|
2.14K
$1.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.11K+ 14.21% |
$967K - $1.11M
|
16.9K
$9.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.11K+ 3.68% |
$965K - $1.11M
|
59.4K
$31.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.09K+ 2.94% |
$959K - $1.1M
|
73.3K
$39.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.08K+ 10.2% |
$953K - $1.09M
|
22.5K
$12M
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
2.07K+ 2.53% |
$949K - $1.09M
|
83.8K
$44.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.06K+ 12.9% |
$944K - $1.08M
|
18K
$9.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.05K+ 70.54% |
$941K - $1.08M
|
4.96K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
2.05K+ 18.2% |
$939K - $1.08M
|
13.3K
$7.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.05K+ 32.32% |
$938K - $1.08M
|
8.37K
$4.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.04K+ 6.13% |
$935K - $1.07M
|
35.3K
$18.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.04K+ 6.71% |
$934K - $1.07M
|
32.4K
$17.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.01K+ 286.16% |
$920K - $1.06M
|
2.71K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
2K+ 5.22% |
$918K - $1.05M
|
40.4K
$21.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2K+ 5.83% |
$916K - $1.05M
|
36.3K
$19.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.98K+ 2.16% |
$909K - $1.04M
|
93.6K
$50M
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.97K+ 1.05% |
$904K - $1.04M
|
189K
$101M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.97KNew |
$903K - $1.04M
|
1.97K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Factorial Partners, LLC
|
BUY
|
- |
1.96K+ 130.67% |
$899K - $1.03M
|
3.46K
$1.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.96KNew |
$897K - $1.03M
|
1.96K
$1.04M
|
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.95KNew |
$895K - $1.03M
|
1.95K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.93K+ 2.96% |
$884K - $1.01M
|
67.1K
$35.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.84K+ 2.59% |
$843K - $968K
|
72.8K
$38.8M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.83KNew |
$837K - $960K
|
1.83K
$974K
|