Purchases and Sales Made in Q2 2023 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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 01, 2023 Q2 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
306
+ 9.29%
$140K - $161K
3.6K $2.19M
Jul 20, 2023 Q2 2023
Horizon Financial Services, LLC

BUY
 -
304
+ 54.38%
$139K - $160K
863 $525K
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
304
+ 1.48%
$139K - $160K
20.8K $12.7M
Aug 14, 2023 Q2 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
304
+ 9.58%
$139K - $160K
3.48K $2.11M
Aug 14, 2023 Q2 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
302
+ 48.09%
$138K - $159K
930 $566K
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

BUY
 -
301
+ 2.08%
$138K - $158K
14.8K $8.98M
Aug 04, 2023 Q2 2023
Sonata Capital Group Inc

BUY
 -
300
+ 33.44%
$138K - $158K
1.2K $728K
Aug 11, 2023 Q2 2023
First Pacific Advisors, LP

Los Angeles, CA
BUY
 -
300
+ 19.87%
$138K - $158K
1.81K $1.1M
Aug 14, 2023 Q2 2023
Fosun International LTD

BUY
 -
300
+ 5.69%
$138K - $158K
5.57K $3.39M
Aug 14, 2023 Q2 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
300
+ 1.17%
$138K - $158K
25.8K $15.7M
Jul 31, 2023 Q2 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
299
+ 71.7%
$137K - $157K
716 $436K
Aug 07, 2023 Q2 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
299
+ 1.59%
$137K - $157K
19.1K $11.6M
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
299
+ 9.96%
$137K - $157K
3.3K $2.01M
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
297
+ 13.58%
$136K - $156K
2.48K $1.51M
Aug 15, 2023 Q2 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
296
+ 1.38%
$136K - $156K
21.7K $13.2M
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
295
+ 37.92%
$135K - $155K
1.07K $653K
Jul 06, 2023 Q2 2023
Centre Asset Management, LLC

BUY
 -
293
+ 2.69%
$134K - $154K
11.2K $6.81M
Aug 10, 2023 Q2 2023
Lowe Brockenbrough & CO Inc

BUY
 -
292
+ 0.96%
$134K - $154K
30.7K $18.7M
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
292
+ 0.49%
$134K - $154K
60.1K $36.6M
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
290
+ 10.96%
$133K - $153K
2.94K $1.79M
Jul 28, 2023 Q2 2023
Bank Of New Hampshire

BUY
 -
290
+ 2.81%
$133K - $153K
10.6K $6.46M
Aug 10, 2023 Q2 2023
Emerald Mutual Fund Advisers Trust

BUY
 -
290
New
$133K - $153K
290 $176K
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
289
+ 13.37%
$133K - $152K
2.45K $1.49M
Jul 31, 2023 Q2 2023
Sargent Investment Group, LLC

BUY
 -
289
+ 12.54%
$133K - $152K
2.59K $1.58M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
289
+ 1.0%
$133K - $152K
29.3K $17.8M
Aug 14, 2023 Q2 2023
Dempze Nancy E

BUY
 -
289
+ 5.03%
$133K - $152K
6.04K $3.67M
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
288
+ 12.64%
$132K - $152K
2.57K $1.56M
Jan 30, 2024 Q2 2023
Dgs Capital Management, LLC

BUY
 -
288
+ 15.88%
$132K - $152K
2.1K $1.28M
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
287
+ 9.89%
$132K - $151K
3.19K $1.94M
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
286
+ 11.31%
$131K - $151K
2.82K $1.71M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
286
+ 4.84%
$131K - $151K
6.19K $3.77M
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
284
+ 9.93%
$130K - $149K
3.14K $1.91M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
281
+ 4.52%
$129K - $148K
6.5K $3.95M
Jul 10, 2023 Q2 2023
Castle Rock Wealth Management, LLC

BUY
 -
278
+ 15.18%
$127K - $146K
2.11K $1.28M
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
278
+ 2.17%
$127K - $146K
13.1K $7.96M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
278
+ 2.76%
$127K - $146K
10.3K $6.29M
Aug 14, 2023 Q2 2023
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
276
+ 1.51%
$127K - $145K
18.6K $11.3M
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
275
+ 8.09%
$126K - $145K
3.67K $2.23M
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
275
+ 54.24%
$126K - $145K
782 $476K
Jul 25, 2023 Q2 2023
Albert D Mason Inc

BUY
 -
274
+ 46.13%
$126K - $144K
868 $528K
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
274
+ 1.71%
$126K - $144K
16.3K $9.9M
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
271
+ 1.85%
$124K - $143K
14.9K $9.07M
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
271
+ 35.1%
$124K - $143K
1.04K $635K
Jul 21, 2023 Q2 2023
Salomon & Ludwin, LLC

BUY
 -
270
+ 23.2%
$124K - $142K
1.43K $872K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
270
+ 57.32%
$124K - $142K
741 $451K
Jul 10, 2023 Q2 2023
Telemus Capital, LLC

BUY
 -
266
+ 1.43%
$122K - $140K
18.8K $11.5M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
265
+ 1.74%
$121K - $139K
15.5K $9.43M
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
263
+ 16.4%
$121K - $138K
1.87K $1.14M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
263
+ 1.33%
$121K - $138K
20K $12.2M

Track Institutional and Insider Activities on UNH

Follow UNITEDHEALTH GROUP INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells UNH shares.

Notify only if

Insider Trading

Get notified when an Unitedhealth Group Inc insider buys or sells UNH shares.

Notify only if

News

Receive news related to UNITEDHEALTH GROUP INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on UNH