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 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
78+ 0.55% |
$35.8K - $41K
|
14.3K
$8.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
77+ 1.64% |
$35.3K - $40.5K
|
4.77K
$2.9M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
76+ 5.45% |
$34.8K - $40K
|
1.47K
$894K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
75+ 1.32% |
$34.4K - $39.5K
|
5.75K
$3.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
75+ 13.99% |
$34.4K - $39.5K
|
611
$372K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
75+ 5.5% |
$34.4K - $39.5K
|
1.44K
$875K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
75+ 14.65% |
$34.4K - $39.5K
|
587
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
75+ 8.84% |
$34.4K - $39.5K
|
923
$562K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
75+ 10.03% |
$34.4K - $39.5K
|
823
$501K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
74+ 3.15% |
$33.9K - $38.9K
|
2.43K
$1.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
74+ 0.52% |
$33.9K - $38.9K
|
14.4K
$8.75M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
74+ 10.35% |
$33.9K - $38.9K
|
789
$480K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
73+ 8.17% |
$33.5K - $38.4K
|
966
$588K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
73+ 1.39% |
$33.5K - $38.4K
|
5.32K
$3.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
73+ 4.18% |
$33.5K - $38.4K
|
1.82K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
73+ 23.55% |
$33.5K - $38.4K
|
383
$233K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
72+ 0.76% |
$33K - $37.9K
|
9.57K
$5.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
72+ 1.7% |
$33K - $37.9K
|
4.31K
$2.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
72+ 8.61% |
$33K - $37.9K
|
908
$552K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
72+ 6.46% |
$33K - $37.9K
|
1.19K
$722K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
71+ 0.52% |
$32.6K - $37.4K
|
13.6K
$8.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
71+ 6.2% |
$32.6K - $37.4K
|
1.22K
$740K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
71+ 2.73% |
$32.6K - $37.4K
|
2.67K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
71+ 1.05% |
$32.6K - $37.4K
|
6.82K
$4.15M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
71+ 2.73% |
$32.6K - $37.4K
|
2.67K
$1.62M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
BUY
|
- |
70+ 11.97% |
$32.1K - $36.8K
|
655
$398K
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
70New |
$32.1K - $36.8K
|
70
$42.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 3.4% |
$32.1K - $36.8K
|
2.13K
$1.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
69+ 8.1% |
$31.6K - $36.3K
|
921
$560K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
69+ 3.12% |
$31.6K - $36.3K
|
2.28K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
69+ 2.6% |
$31.6K - $36.3K
|
2.72K
$1.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
69+ 14.81% |
$31.6K - $36.3K
|
535
$325K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
68+ 1.04% |
$31.2K - $35.8K
|
6.58K
$4M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
68+ 1.4% |
$31.2K - $35.8K
|
4.94K
$3M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
68+ 2.5% |
$31.2K - $35.8K
|
2.78K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
68+ 1.7% |
$31.2K - $35.8K
|
4.07K
$2.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
67+ 1.41% |
$30.7K - $35.3K
|
4.81K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
67+ 1.14% |
$30.7K - $35.3K
|
5.96K
$3.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
66+ 2.0% |
$30.3K - $34.7K
|
3.37K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
66+ 6.9% |
$30.3K - $34.7K
|
1.02K
$622K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
66+ 3.88% |
$30.3K - $34.7K
|
1.77K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
66+ 3.29% |
$30.3K - $34.7K
|
2.07K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
65+ 0.5% |
$29.8K - $34.2K
|
13K
$7.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
64+ 1.31% |
$29.3K - $33.7K
|
4.95K
$3.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
64+ 6.35% |
$29.3K - $33.7K
|
1.07K
$652K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
64+ 20.38% |
$29.3K - $33.7K
|
378
$230K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
62+ 8.91% |
$28.4K - $32.6K
|
758
$461K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
62+ 9.09% |
$28.4K - $32.6K
|
744
$453K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
62+ 3.87% |
$28.4K - $32.6K
|
1.67K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
61+ 3.11% |
$28K - $32.1K
|
2.02K
$1.23M
|