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 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
125+ 2.48% |
$57.3K - $65.8K
|
5.17K
$3.14M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
124+ 275.56% |
$56.9K - $65.3K
|
169
$103K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
124+ 4.59% |
$56.9K - $65.3K
|
2.83K
$1.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
124+ 4.08% |
$56.9K - $65.3K
|
3.17K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
124+ 2.44% |
$56.9K - $65.3K
|
5.2K
$3.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
123+ 1.67% |
$56.4K - $64.7K
|
7.48K
$4.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
122+ 11.28% |
$55.9K - $64.2K
|
1.2K
$732K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
122+ 0.24% |
$55.9K - $64.2K
|
50.6K
$30.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
121+ 2.65% |
$55.5K - $63.7K
|
4.68K
$2.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
120+ 7.31% |
$55K - $63.1K
|
1.76K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
120+ 17.14% |
$55K - $63.1K
|
820
$499K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
119+ 5.13% |
$54.6K - $62.6K
|
2.44K
$1.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
119+ 9.13% |
$54.6K - $62.6K
|
1.42K
$866K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
119+ 2.01% |
$54.6K - $62.6K
|
6.05K
$3.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
118+ 1.71% |
$54.1K - $62.1K
|
7.03K
$4.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
118+ 6.53% |
$54.1K - $62.1K
|
1.93K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
118+ 7.21% |
$54.1K - $62.1K
|
1.75K
$1.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
117+ 3.97% |
$53.6K - $61.6K
|
3.06K
$1.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
117+ 0.76% |
$53.6K - $61.6K
|
15.4K
$9.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
117+ 1.11% |
$53.6K - $61.6K
|
10.6K
$6.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
117+ 5.57% |
$53.6K - $61.6K
|
2.22K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
116+ 0.22% |
$53.2K - $61K
|
51.8K
$31.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
116+ 0.81% |
$53.2K - $61K
|
14.4K
$8.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
115+ 4.3% |
$52.7K - $60.5K
|
2.79K
$1.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
115+ 3.8% |
$52.7K - $60.5K
|
3.15K
$1.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
115+ 69.28% |
$52.7K - $60.5K
|
281
$171K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
115+ 9.0% |
$52.7K - $60.5K
|
1.39K
$847K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
115+ 2.32% |
$52.7K - $60.5K
|
5.08K
$3.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
114+ 12.65% |
$52.3K - $60K
|
1.02K
$618K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
114+ 21.27% |
$52.3K - $60K
|
650
$395K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
113+ 3.6% |
$51.8K - $59.5K
|
3.26K
$1.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
112+ 1.42% |
$51.4K - $58.9K
|
8K
$4.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
112+ 1.15% |
$51.4K - $58.9K
|
9.81K
$5.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
111+ 2.1% |
$50.9K - $58.4K
|
5.41K
$3.29M
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
110+ 4.35% |
$50.4K - $57.9K
|
2.64K
$1.61M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
110+ 39.01% |
$50.4K - $57.9K
|
392
$238K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
110+ 7.06% |
$50.4K - $57.9K
|
1.67K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
110+ 1.24% |
$50.4K - $57.9K
|
8.98K
$5.46M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
109+ 10.48% |
$50K - $57.4K
|
1.15K
$699K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
109+ 5.39% |
$50K - $57.4K
|
2.13K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
109+ 0.62% |
$50K - $57.4K
|
17.7K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
109+ 21.21% |
$50K - $57.4K
|
623
$379K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
108+ 2.38% |
$49.5K - $56.8K
|
4.65K
$2.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
108+ 11.34% |
$49.5K - $56.8K
|
1.06K
$645K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
106+ 3.86% |
$48.6K - $55.8K
|
2.86K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
106+ 13.33% |
$48.6K - $55.8K
|
901
$548K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
106+ 1.38% |
$48.6K - $55.8K
|
7.79K
$4.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
105+ 17.36% |
$48.1K - $55.3K
|
710
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
104+ 15.76% |
$47.7K - $54.7K
|
764
$465K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
103+ 2.32% |
$47.2K - $54.2K
|
4.54K
$2.76M
|