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 07, 2023 Q2 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
177
+ 6.74%
$81.2K - $93.1K
2.8K $1.7M
Jul 13, 2023 Q2 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
176
+ 12.56%
$80.7K - $92.6K
1.58K $959K
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
176
+ 1.15%
$80.7K - $92.6K
15.5K $9.44M
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
176
+ 0.53%
$80.7K - $92.6K
33.4K $20.3M
Aug 09, 2023 Q2 2023
Merlin Capital LLC

BUY
 -
175
+ 24.37%
$80.2K - $92.1K
893 $543K
Aug 14, 2023 Q2 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
175
+ 0.44%
$80.2K - $92.1K
39.8K $24.2M
Aug 08, 2023 Q2 2023
Harvest Volatility Management LLC

BUY
 -
174
+ 3.16%
$79.8K - $91.6K
5.67K $3.45M
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
173
+ 30.14%
$79.3K - $91K
747 $454K
Aug 15, 2023 Q2 2023
Crestwood Advisors Group LLC

BUY
 -
173
+ 19.12%
$79.3K - $91K
1.08K $656K
Jul 10, 2023 Q2 2023
Thompson Investment Management, Inc.

BUY
 -
172
+ 1.13%
$78.9K - $90.5K
15.3K $9.33M
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
169
+ 198.82%
$77.5K - $88.9K
254 $155K
Aug 11, 2023 Q2 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
169
+ 15.85%
$77.5K - $88.9K
1.24K $751K
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
169
+ 0.49%
$77.5K - $88.9K
34.8K $21.2M
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
168
+ 1.38%
$77K - $88.4K
12.4K $7.52M
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
168
+ 24.03%
$77K - $88.4K
867 $527K
Aug 07, 2023 Q2 2023
Live Oak Private Wealth LLC

BUY
 -
167
+ 0.73%
$76.6K - $87.9K
23K $14M
Aug 14, 2023 Q2 2023
Boston Family Office LLC

Boston, MA
BUY
 -
166
+ 4.8%
$76.1K - $87.4K
3.63K $2.21M
Jul 12, 2023 Q2 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
164
+ 12.85%
$75.2K - $86.3K
1.44K $876K
Jul 18, 2023 Q2 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
164
+ 6.71%
$75.2K - $86.3K
2.61K $1.59M
Aug 02, 2023 Q2 2023
Sitrin Capital Management LLC

BUY
 -
163
+ 1.85%
$74.7K - $85.8K
8.97K $5.45M
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

BUY
 -
163
+ 34.83%
$74.7K - $85.8K
631 $384K
Jul 11, 2023 Q2 2023
Capital Investment Services Of America, Inc.

BUY
 -
162
+ 26.64%
$74.3K - $85.2K
770 $468K
Jul 13, 2023 Q2 2023
Iam Advisory, LLC

BUY
 -
162
+ 5.0%
$74.3K - $85.2K
3.4K $2.07M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
162
+ 3.55%
$74.3K - $85.2K
4.73K $2.88M
Jul 18, 2023 Q2 2023
Integrated Investment Consultants, LLC

BUY
 -
161
+ 11.1%
$73.8K - $84.7K
1.61K $980K
Aug 08, 2023 Q2 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
161
+ 30.78%
$73.8K - $84.7K
684 $416K
Jul 13, 2023 Q2 2023
Twelve Points Wealth Management LLC

BUY
 -
160
+ 20.1%
$73.4K - $84.2K
956 $582K
Jul 13, 2023 Q2 2023
Congress Park Capital LLC

BUY
 -
160
+ 12.6%
$73.4K - $84.2K
1.43K $870K
Jul 20, 2023 Q2 2023
Revolve Wealth Partners, LLC

BUY
 -
160
+ 3.51%
$73.4K - $84.2K
4.71K $2.87M
Aug 11, 2023 Q2 2023
Puzo Michael J

BUY
 -
160
+ 1.38%
$73.4K - $84.2K
11.8K $7.16M
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
160
+ 6.66%
$73.4K - $84.2K
2.56K $1.56M
Aug 10, 2023 Q2 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
158
+ 0.8%
$72.4K - $83.1K
20K $12.1M
Jul 21, 2023 Q2 2023
Plimoth Trust CO LLC

BUY
 -
157
+ 1.79%
$72K - $82.6K
8.95K $5.44M
Jul 26, 2023 Q2 2023
Kesler, Norman & Wride, LLC

BUY
 -
157
+ 0.91%
$72K - $82.6K
17.5K $10.6M
Aug 09, 2023 Q2 2023
Arjuna Capital

BUY
 -
157
+ 1.28%
$72K - $82.6K
12.4K $7.53M
Aug 11, 2023 Q2 2023
German American Bancorp, Inc.

Jasper, IN
BUY
 -
156
+ 0.53%
$71.5K - $82.1K
29.7K $18.1M
Aug 14, 2023 Q2 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
156
+ 1.96%
$71.5K - $82.1K
8.13K $4.95M
Jul 17, 2023 Q2 2023
Chesley Taft & Associates LLC

BUY
 -
155
+ 0.26%
$71.1K - $81.6K
58.8K $35.8M
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
155
+ 7.43%
$71.1K - $81.6K
2.24K $1.36M
Jul 24, 2023 Q2 2023
Wealth Management Partners, LLC

BUY
 -
155
+ 6.34%
$71.1K - $81.6K
2.6K $1.58M
Aug 09, 2023 Q2 2023
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
155
+ 5.65%
$71.1K - $81.6K
2.9K $1.76M
Jul 31, 2023 Q2 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
154
+ 13.0%
$70.6K - $81K
1.34K $815K
Aug 11, 2023 Q2 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
154
+ 3.02%
$70.6K - $81K
5.26K $3.2M
Jul 24, 2023 Q2 2023
Meridian Financial Partners LLC

BUY
 -
153
+ 6.22%
$70.1K - $80.5K
2.61K $1.59M
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
153
New
$70.1K - $80.5K
153 $93.1K
Aug 11, 2023 Q2 2023
Cyrus J. Lawrence, LLC

BUY
 -
153
+ 0.94%
$70.1K - $80.5K
16.3K $9.95M
Jul 26, 2023 Q2 2023
Alera Investment Advisors, LLC

BUY
 -
152
+ 4.76%
$69.7K - $80K
3.35K $2.04M
Jul 28, 2023 Q2 2023
Middleton & CO Inc

BUY
 -
151
+ 0.52%
$69.2K - $79.5K
29.1K $17.7M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
151
+ 4.32%
$69.2K - $79.5K
3.65K $2.22M

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