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 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
150+ 14.96% |
$68.8K - $78.9K
|
1.15K
$701K
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
150+ 2.62% |
$68.8K - $78.9K
|
5.87K
$3.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
150+ 0.3% |
$68.8K - $78.9K
|
49.9K
$30.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
150+ 26.5% |
$68.8K - $78.9K
|
716
$436K
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
149+ 3.61% |
$68.3K - $78.4K
|
4.28K
$2.6M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
149+ 2.11% |
$68.3K - $78.4K
|
7.2K
$4.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
148+ 1.18% |
$67.9K - $77.9K
|
12.7K
$7.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
147+ 6.65% |
$67.4K - $77.4K
|
2.36K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
146+ 4.15% |
$66.9K - $76.8K
|
3.66K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
146+ 3.52% |
$66.9K - $76.8K
|
4.29K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
146+ 2.37% |
$66.9K - $76.8K
|
6.31K
$3.84M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
145+ 0.85% |
$66.5K - $76.3K
|
17.3K
$10.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
145+ 0.13% |
$66.5K - $76.3K
|
110K
$67.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
145+ 3.37% |
$66.5K - $76.3K
|
4.45K
$2.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
145+ 0.99% |
$66.5K - $76.3K
|
14.7K
$8.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
145+ 1.14% |
$66.5K - $76.3K
|
12.8K
$7.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
145New |
$66.5K - $76.3K
|
145
$88.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
145New |
$66.5K - $76.3K
|
145
$88.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
144+ 9.57% |
$66K - $75.8K
|
1.65K
$1M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
144+ 0.84% |
$66K - $75.8K
|
17.3K
$10.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
143+ 5.03% |
$65.6K - $75.3K
|
2.99K
$1.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
141+ 0.8% |
$64.6K - $74.2K
|
17.7K
$10.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
141+ 5.2% |
$64.6K - $74.2K
|
2.86K
$1.74M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
140+ 2.23% |
$64.2K - $73.7K
|
6.42K
$3.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
140+ 11.43% |
$64.2K - $73.7K
|
1.37K
$830K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
140+ 2.59% |
$64.2K - $73.7K
|
5.54K
$3.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
140+ 1.37% |
$64.2K - $73.7K
|
10.4K
$6.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
BUY
|
- |
140+ 11.44% |
$64.2K - $73.7K
|
1.36K
$830K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
139+ 3.6% |
$63.7K - $73.1K
|
4K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
139+ 0.62% |
$63.7K - $73.1K
|
22.7K
$13.8M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
138+ 5.39% |
$63.3K - $72.6K
|
2.7K
$1.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
138+ 1.63% |
$63.3K - $72.6K
|
8.61K
$5.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
138+ 0.97% |
$63.3K - $72.6K
|
14.3K
$8.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
136+ 14.2% |
$62.4K - $71.6K
|
1.09K
$666K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
136+ 5.91% |
$62.4K - $71.6K
|
2.44K
$1.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
135+ 8.24% |
$61.9K - $71K
|
1.77K
$1.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
135+ 1.4% |
$61.9K - $71K
|
9.81K
$5.97M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
134+ 6.01% |
$61.4K - $70.5K
|
2.36K
$1.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
134+ 14.24% |
$61.4K - $70.5K
|
1.08K
$654K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
131+ 3.71% |
$60.1K - $68.9K
|
3.66K
$2.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
130+ 6.45% |
$59.6K - $68.4K
|
2.15K
$1.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
130+ 6.28% |
$59.6K - $68.4K
|
2.2K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
129+ 0.96% |
$59.1K - $67.9K
|
13.6K
$8.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
129+ 6.2% |
$59.1K - $67.9K
|
2.21K
$1.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
128+ 13.02% |
$58.7K - $67.4K
|
1.11K
$676K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
128+ 5.47% |
$58.7K - $67.4K
|
2.47K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
128+ 5.77% |
$58.7K - $67.4K
|
2.35K
$1.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
127+ 0.94% |
$58.2K - $66.8K
|
13.6K
$8.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
127+ 5.29% |
$58.2K - $66.8K
|
2.53K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
126+ 0.39% |
$57.8K - $66.3K
|
32.3K
$19.7M
|