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
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.01K+ 6.65% |
$465K - $534K
|
16.3K
$9.89M
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.01K+ 0.47% |
$463K - $531K
|
215K
$131M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
1K+ 24.81% |
$460K - $528K
|
5.05K
$3.07M
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
BUY
|
- |
1KNew |
$459K - $527K
|
1K
$610K
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1KNew |
$458K - $526K
|
1K
$608K
|
|
Aug 11, 2023
Q2 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
1KNew |
$458K - $526K
|
1K
$608K
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1K+ 108.81% |
$458K - $526K
|
1.92K
$1.17M
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
983+ 1.55% |
$451K - $517K
|
64.2K
$39.1M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
981+ 1.33% |
$450K - $516K
|
74.9K
$45.5M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
970+ 7.93% |
$445K - $510K
|
13.2K
$8.03M
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
968+ 11.3% |
$444K - $509K
|
9.53K
$5.8M
|
|
Jul 31, 2023
Q2 2023
|
Palmer Knight CO
|
BUY
|
- |
963New |
$442K - $507K
|
963
$586K
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
960+ 12.93% |
$440K - $505K
|
8.38K
$5.1M
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
956+ 2.66% |
$438K - $503K
|
36.9K
$22.4M
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
952+ 6.6% |
$436K - $501K
|
15.4K
$9.36M
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
951+ 391.36% |
$436K - $500K
|
1.19K
$726K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
942+ 3.11% |
$432K - $496K
|
31.2K
$19M
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
935+ 38.07% |
$429K - $492K
|
3.39K
$2.06M
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
935New |
$429K - $492K
|
935
$569K
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
928+ 4.07% |
$425K - $488K
|
23.7K
$14.4M
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
926+ 9.81% |
$425K - $487K
|
10.4K
$6.3M
|
|
Aug 14, 2023
Q2 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
923+ 21.98% |
$423K - $486K
|
5.12K
$3.12M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
922+ 23.64% |
$423K - $485K
|
4.82K
$2.93M
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
922+ 54.3% |
$423K - $485K
|
2.62K
$1.59M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
920+ 8.69% |
$422K - $484K
|
11.5K
$7M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
920+ 5.12% |
$422K - $484K
|
18.9K
$11.5M
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
915New |
$420K - $482K
|
915
$557K
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
911+ 0.3% |
$418K - $479K
|
303K
$184M
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
904+ 34.28% |
$414K - $476K
|
3.54K
$2.15M
|
|
Aug 11, 2023
Q2 2023
|
Manchester Global Management (Uk) LTD
London, X0 |
BUY
|
- |
900+ 1.26% |
$413K - $474K
|
72.5K
$44.1M
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
899+ 27.65% |
$412K - $473K
|
4.15K
$2.52M
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
898+ 5.06% |
$412K - $473K
|
18.7K
$11.4M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
893+ 146.15% |
$409K - $470K
|
1.5K
$915K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
888+ 29.32% |
$407K - $467K
|
3.92K
$2.38M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
885+ 3.63% |
$406K - $466K
|
25.2K
$15.4M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
877+ 13.58% |
$402K - $462K
|
7.33K
$4.46M
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
867+ 83.53% |
$398K - $456K
|
1.91K
$1.16M
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
857New |
$393K - $451K
|
857
$521K
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
850+ 6.82% |
$390K - $447K
|
13.3K
$8.1M
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
846+ 8.03% |
$388K - $445K
|
11.4K
$6.92M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
843+ 19.67% |
$387K - $444K
|
5.13K
$3.12M
|
|
Aug 07, 2023
Q2 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
841+ 15.11% |
$386K - $443K
|
6.41K
$3.9M
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
839+ 4.85% |
$385K - $442K
|
18.1K
$11M
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
837+ 4.51% |
$384K - $440K
|
19.4K
$11.8M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
827+ 6.05% |
$379K - $435K
|
14.5K
$8.82M
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
825+ 1.98% |
$378K - $434K
|
42.6K
$25.9M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
825+ 4.52% |
$378K - $434K
|
19.1K
$11.6M
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
819+ 21.52% |
$376K - $431K
|
4.62K
$2.81M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
816+ 34.26% |
$374K - $429K
|
3.2K
$1.95M
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
810+ 1.87% |
$371K - $426K
|
44.1K
$26.8M
|