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
|
Wesbanco Bank Inc
|
BUY
|
- |
1.39K+ 2.57% |
$636K - $730K
|
55.4K
$33.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.39KNew |
$636K - $730K
|
1.39K
$844K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.38K+ 10.08% |
$632K - $726K
|
15.1K
$9.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.37K+ 21.68% |
$628K - $721K
|
7.69K
$4.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
1.34K+ 2.12% |
$615K - $706K
|
64.5K
$39.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.34KNew |
$613K - $704K
|
1.34K
$814K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.33K+ 0.78% |
$610K - $700K
|
172K
$104M
|
|
|
Aug 08, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.32KNew |
$605K - $695K
|
1.32K
$803K
|
|
|
Dec 18, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.32KNew |
$605K - $695K
|
1.32K
$803K
|
|
|
Aug 08, 2023
Q2 2023
|
Ar Asset Management Inc
|
BUY
|
- |
1.3KNew |
$596K - $684K
|
1.3K
$791K
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
1.3K+ 10.98% |
$595K - $683K
|
13.1K
$7.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.28KNew |
$587K - $674K
|
1.28K
$779K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.28K+ 27.69% |
$585K - $671K
|
5.88K
$3.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.27K+ 81.09% |
$584K - $670K
|
2.85K
$1.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
1.26K+ 65.54% |
$575K - $660K
|
3.17K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.25K+ 43.3% |
$574K - $658K
|
4.14K
$2.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.25K+ 1644.74% |
$573K - $658K
|
1.33K
$807K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.24K+ 6.44% |
$569K - $653K
|
20.5K
$12.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.23K+ 4.85% |
$563K - $647K
|
26.6K
$16.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.21K+ 1.77% |
$553K - $635K
|
69.4K
$42.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.2KNew |
$550K - $631K
|
1.2K
$730K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.19K+ 6.62% |
$547K - $628K
|
19.2K
$11.7M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.19K+ 81.96% |
$546K - $626K
|
2.64K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.19K+ 27.25% |
$543K - $624K
|
5.53K
$3.37M
|
|
|
Jul 27, 2023
Q2 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.18K+ 27.31% |
$539K - $618K
|
5.48K
$3.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.17K+ 10.54% |
$538K - $618K
|
12.3K
$7.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.17K+ 8.42% |
$537K - $616K
|
15.1K
$9.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.16K+ 3.48% |
$532K - $610K
|
34.5K
$21M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.16K+ 25.05% |
$530K - $608K
|
5.77K
$3.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.16K+ 220.0% |
$530K - $608K
|
1.68K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.14K+ 16.38% |
$521K - $598K
|
8.08K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 11.61% |
$514K - $590K
|
10.8K
$6.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.11KNew |
$509K - $584K
|
1.11K
$675K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.1K+ 2.44% |
$505K - $580K
|
46.2K
$28.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
BUY
|
- |
1.1KNew |
$504K - $579K
|
1.1K
$669K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.1K+ 93.99% |
$502K - $576K
|
2.26K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.09K+ 2.54% |
$499K - $573K
|
44K
$26.8M
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.09KNew |
$498K - $571K
|
1.09K
$661K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.08K+ 1.16% |
$496K - $569K
|
94K
$57.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.08K+ 8.77% |
$494K - $567K
|
13.4K
$8.13M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.07K+ 37.43% |
$490K - $563K
|
3.93K
$2.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
1.07KNew |
$489K - $561K
|
1.07K
$649K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.05K+ 6.62% |
$479K - $550K
|
16.8K
$10.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.04K+ 6.07% |
$477K - $547K
|
18.2K
$11.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
1.03KNew |
$474K - $544K
|
1.03K
$629K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.02K+ 6.93% |
$469K - $539K
|
15.8K
$9.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.02KNew |
$469K - $538K
|
1.02K
$622K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.02K+ 21.53% |
$468K - $537K
|
5.76K
$3.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.01K+ 144.86% |
$465K - $534K
|
1.71K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.01K+ 17.81% |
$465K - $534K
|
6.71K
$4.08M
|