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 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
210+ 9.18% |
$96.3K - $111K
|
2.5K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
210+ 11.12% |
$96.3K - $111K
|
2.1K
$1.28M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
210+ 36.4% |
$96.3K - $111K
|
787
$479K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
209+ 5.97% |
$95.8K - $110K
|
3.71K
$2.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
209+ 1.84% |
$95.8K - $110K
|
11.6K
$7.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
208+ 6.43% |
$95.4K - $109K
|
3.44K
$2.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
206+ 3.38% |
$94.4K - $108K
|
6.3K
$3.83M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
205+ 21.86% |
$94K - $108K
|
1.14K
$695K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
205+ 7.21% |
$94K - $108K
|
3.05K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
205+ 3.66% |
$94K - $108K
|
5.8K
$3.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
204+ 16.44% |
$93.5K - $107K
|
1.45K
$879K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
204+ 19.69% |
$93.5K - $107K
|
1.24K
$754K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
203+ 2.86% |
$93.1K - $107K
|
7.3K
$4.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
203+ 1.48% |
$93.1K - $107K
|
13.9K
$8.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
202+ 12.46% |
$92.6K - $106K
|
1.82K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
202+ 4.11% |
$92.6K - $106K
|
5.11K
$3.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
201+ 1.07% |
$92.2K - $106K
|
19K
$11.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
200+ 14.86% |
$91.7K - $105K
|
1.55K
$941K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
BUY
|
- |
200+ 29.2% |
$91.7K - $105K
|
885
$538K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
200+ 4.11% |
$91.7K - $105K
|
5.07K
$3.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
200+ 10.85% |
$91.7K - $105K
|
2.04K
$1.24M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
200New |
$91.7K - $105K
|
200
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
199+ 4.79% |
$91.2K - $105K
|
4.36K
$2.65M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
199+ 195.1% |
$91.2K - $105K
|
301
$183K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
198+ 6.43% |
$90.8K - $104K
|
3.28K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
197+ 30.08% |
$90.3K - $104K
|
852
$518K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
197+ 1.87% |
$90.3K - $104K
|
10.7K
$6.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
BUY
|
- |
196+ 0.73% |
$89.9K - $103K
|
26.9K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
195+ 3.89% |
$89.4K - $103K
|
5.21K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
194+ 39.27% |
$88.9K - $102K
|
688
$419K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
193+ 24.55% |
$88.5K - $102K
|
979
$596K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
193+ 4.5% |
$88.5K - $102K
|
4.48K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
192+ 0.4% |
$88K - $101K
|
47.7K
$29M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
190+ 6.56% |
$87.1K - $100K
|
3.09K
$1.88M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
190+ 0.36% |
$87.1K - $100K
|
52.3K
$31.8M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
187+ 15.98% |
$85.7K - $98.4K
|
1.36K
$826K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
187+ 18.72% |
$85.7K - $98.4K
|
1.19K
$722K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
185+ 2.04% |
$84.8K - $97.4K
|
9.26K
$5.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
184+ 7.05% |
$84.4K - $96.8K
|
2.79K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
184+ 3.46% |
$84.4K - $96.8K
|
5.5K
$3.35M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
183+ 2.33% |
$83.9K - $96.3K
|
8.04K
$4.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
182+ 3.19% |
$83.4K - $95.8K
|
5.88K
$3.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
182+ 7.4% |
$83.4K - $95.8K
|
2.64K
$1.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
182+ 3.73% |
$83.4K - $95.8K
|
5.06K
$3.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
181+ 2.95% |
$83K - $95.2K
|
6.32K
$3.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
181+ 19.3% |
$83K - $95.2K
|
1.12K
$681K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
180+ 6.1% |
$82.5K - $94.7K
|
3.13K
$1.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
180New |
$82.5K - $94.7K
|
180
$110K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
178+ 0.92% |
$81.6K - $93.7K
|
19.5K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
178+ 24.18% |
$81.6K - $93.7K
|
914
$556K
|