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 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.8K+ 4.61% |
$827K - $949K
|
40.9K
$24.9M
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.77K+ 10.56% |
$810K - $929K
|
18.5K
$11.3M
|
|
Aug 11, 2023
Q2 2023
|
11 Capital Partners LP
New York, NY |
BUY
|
- |
1.76K+ 5.14% |
$809K - $928K
|
36.1K
$22M
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.75K+ 7.9% |
$801K - $920K
|
23.9K
$14.5M
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.74K+ 2.43% |
$799K - $917K
|
73.5K
$44.7M
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.74K+ 20.63% |
$798K - $916K
|
10.2K
$6.19M
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.73K+ 69.37% |
$793K - $910K
|
4.22K
$2.57M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.71K+ 21.62% |
$785K - $901K
|
9.63K
$5.86M
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.71K+ 3.97% |
$782K - $897K
|
44.7K
$27.2M
|
|
Aug 14, 2023
Q2 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
1.7K+ 23.05% |
$779K - $895K
|
9.08K
$5.52M
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.7K+ 5.89% |
$779K - $894K
|
30.6K
$18.6M
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1.7K+ 15.12% |
$777K - $892K
|
12.9K
$7.85M
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.69K+ 2.88% |
$776K - $890K
|
60.5K
$36.8M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 450.94% |
$771K - $885K
|
2.06K
$1.25M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.68K+ 12.46% |
$770K - $884K
|
15.2K
$9.23M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.68K+ 22.28% |
$769K - $883K
|
9.21K
$5.6M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.66K+ 25.25% |
$763K - $876K
|
8.25K
$5.02M
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.61K+ 52.67% |
$737K - $846K
|
4.66K
$2.83M
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.61K+ 3493.48% |
$737K - $846K
|
1.65K
$1.01M
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
1.59K+ 0.32% |
$731K - $839K
|
504K
$306M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.59KNew |
$729K - $837K
|
1.59K
$967K
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
1.56K+ 33.39% |
$717K - $823K
|
6.25K
$3.8M
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.54KNew |
$707K - $812K
|
1.54K
$939K
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.52K+ 30.92% |
$696K - $799K
|
6.43K
$3.91M
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.51K+ 100.93% |
$694K - $797K
|
3.01K
$1.83M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.51K+ 16.32% |
$694K - $796K
|
10.8K
$6.56M
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1.51K+ 17.37% |
$691K - $793K
|
10.2K
$6.2M
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.5K+ 0.56% |
$688K - $789K
|
268K
$163M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.49K+ 84.39% |
$684K - $785K
|
3.26K
$1.98M
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.49K+ 59.15% |
$682K - $783K
|
4K
$2.43M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.49K+ 7.05% |
$681K - $782K
|
22.6K
$13.7M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.48K+ 2.06% |
$680K - $781K
|
73.5K
$44.7M
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.48KNew |
$680K - $780K
|
1.48K
$902K
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1.48KNew |
$676K - $776K
|
1.48K
$897K
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.47K+ 34.4% |
$675K - $775K
|
5.76K
$3.5M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 19.27% |
$675K - $775K
|
9.12K
$5.55M
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.46K+ 7.94% |
$671K - $770K
|
19.9K
$12.1M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.46KNew |
$670K - $769K
|
1.46K
$889K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.46K+ 19.57% |
$670K - $769K
|
8.93K
$5.43M
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$664K - $763K
|
1.45K
$882K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.43K+ 28.7% |
$656K - $753K
|
6.42K
$3.9M
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
1.43KNew |
$655K - $752K
|
1.43K
$869K
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.43K+ 51.22% |
$655K - $751K
|
4.22K
$2.56M
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.42K+ 65.94% |
$651K - $747K
|
3.57K
$2.17M
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.42K+ 65.94% |
$651K - $747K
|
3.57K
$2.17M
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
1.41K+ 5.82% |
$648K - $744K
|
25.7K
$15.6M
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.41KNew |
$646K - $741K
|
1.41K
$857K
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
1.4KNew |
$642K - $737K
|
1.4K
$852K
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.39K+ 54.4% |
$637K - $731K
|
3.95K
$2.4M
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.39K+ 2.42% |
$636K - $730K
|
58.8K
$35.8M
|