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
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
580New |
$266K - $305K
|
580
$353K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
577+ 4.69% |
$265K - $304K
|
12.9K
$7.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
575+ 1.82% |
$264K - $303K
|
32.2K
$19.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
575New |
$264K - $303K
|
575
$350K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
573New |
$263K - $302K
|
573
$349K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
569New |
$261K - $299K
|
569
$346K
|
|
|
Jul 25, 2023
Q2 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
566+ 4.23% |
$260K - $298K
|
14K
$8.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
565+ 35.31% |
$259K - $297K
|
2.17K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
561+ 6.91% |
$257K - $295K
|
8.69K
$5.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
550+ 6.81% |
$252K - $289K
|
8.62K
$5.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
550+ 0.63% |
$252K - $289K
|
88.2K
$53.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
548+ 43.05% |
$251K - $288K
|
1.82K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
545New |
$250K - $287K
|
545
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
541+ 702.6% |
$248K - $285K
|
618
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
540+ 32.47% |
$248K - $284K
|
2.2K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
537New |
$246K - $283K
|
537
$327K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
537+ 34.14% |
$246K - $283K
|
2.11K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
534+ 1.55% |
$245K - $281K
|
35K
$21.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
BUY
|
- |
533New |
$244K - $280K
|
533
$324K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
527+ 6.78% |
$242K - $277K
|
8.3K
$5.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
527+ 8.88% |
$242K - $277K
|
6.47K
$3.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
523New |
$240K - $275K
|
523
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
521New |
$239K - $274K
|
521
$317K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
520+ 18.05% |
$238K - $274K
|
3.4K
$2.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
520+ 4.4% |
$238K - $274K
|
12.3K
$7.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
520+ 50.34% |
$238K - $274K
|
1.55K
$945K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
519+ 14.4% |
$238K - $273K
|
4.12K
$2.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
516+ 5.1% |
$237K - $272K
|
10.6K
$6.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
509+ 24.88% |
$233K - $268K
|
2.56K
$1.55M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
509New |
$233K - $268K
|
509
$310K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
507New |
$232K - $267K
|
507
$308K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
502+ 23.47% |
$230K - $264K
|
2.64K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
496+ 1.47% |
$227K - $261K
|
34.1K
$20.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
495+ 19.13% |
$227K - $260K
|
3.08K
$1.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
490+ 35.38% |
$225K - $258K
|
1.88K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
490New |
$225K - $258K
|
490
$298K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
484+ 21.18% |
$222K - $255K
|
2.77K
$1.68M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
482+ 3.76% |
$221K - $254K
|
13.3K
$8.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
482+ 15.95% |
$221K - $254K
|
3.5K
$2.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
481New |
$221K - $253K
|
481
$293K
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
BUY
|
- |
479+ 18.92% |
$220K - $252K
|
3.01K
$1.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
479+ 3.26% |
$220K - $252K
|
15.2K
$9.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
479+ 14.21% |
$220K - $252K
|
3.85K
$2.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
475+ 1.76% |
$218K - $250K
|
27.4K
$16.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
BUY
|
- |
475New |
$218K - $250K
|
475
$289K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
471+ 53.95% |
$216K - $248K
|
1.34K
$818K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
470+ 1.92% |
$215K - $247K
|
24.9K
$15.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
470+ 2.16% |
$215K - $247K
|
22.2K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
470+ 0.78% |
$215K - $247K
|
60.7K
$36.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
466New |
$214K - $245K
|
466
$284K
|