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 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
61+ 1.3% |
$28K - $32.1K
|
4.77K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
61+ 3.52% |
$28K - $32.1K
|
1.8K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 3.78% |
$28K - $32.1K
|
1.67K
$1.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
60+ 2.22% |
$27.5K - $31.6K
|
2.76K
$1.68M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
60+ 1.74% |
$27.5K - $31.6K
|
3.51K
$2.14M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
60+ 1.25% |
$27.5K - $31.6K
|
4.87K
$2.96M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
59+ 0.75% |
$27.1K - $31K
|
7.93K
$4.82M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
59+ 2.11% |
$27.1K - $31K
|
2.85K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
59+ 1.76% |
$27.1K - $31K
|
3.41K
$2.08M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
59+ 6.74% |
$27.1K - $31K
|
935
$569K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
59+ 12.88% |
$27.1K - $31K
|
517
$315K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
58+ 0.94% |
$26.6K - $30.5K
|
6.21K
$3.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
58+ 0.42% |
$26.6K - $30.5K
|
13.9K
$8.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
57+ 1.28% |
$26.1K - $30K
|
4.5K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
57New |
$26.1K - $30K
|
57
$34.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57+ 0.96% |
$26.1K - $30K
|
6.01K
$3.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
56+ 7.65% |
$25.7K - $29.5K
|
788
$479K
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
56+ 10.31% |
$25.7K - $29.5K
|
599
$364K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
56+ 0.84% |
$25.7K - $29.5K
|
6.74K
$4.1M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
56+ 4.27% |
$25.7K - $29.5K
|
1.37K
$832K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
56+ 9.27% |
$25.7K - $29.5K
|
660
$402K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
55+ 0.7% |
$25.2K - $28.9K
|
7.96K
$4.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
55+ 0.71% |
$25.2K - $28.9K
|
7.84K
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
55+ 9.0% |
$25.2K - $28.9K
|
666
$405K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
55+ 26.83% |
$25.2K - $28.9K
|
260
$158K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
54+ 2.49% |
$24.8K - $28.4K
|
2.22K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
54+ 7.4% |
$24.8K - $28.4K
|
784
$477K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
54+ 10.53% |
$24.8K - $28.4K
|
567
$345K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
54+ 1.13% |
$24.8K - $28.4K
|
4.82K
$2.93M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
53+ 4.74% |
$24.3K - $27.9K
|
1.17K
$712K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
53+ 1.0% |
$24.3K - $27.9K
|
5.35K
$3.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
53+ 1.82% |
$24.3K - $27.9K
|
2.96K
$1.8M
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
53+ 0.7% |
$24.3K - $27.9K
|
7.67K
$4.67M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
52+ 1.97% |
$23.8K - $27.4K
|
2.7K
$1.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
52+ 2.76% |
$23.8K - $27.4K
|
1.94K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
52+ 6.27% |
$23.8K - $27.4K
|
881
$536K
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
52+ 1.19% |
$23.8K - $27.4K
|
4.41K
$2.68M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
52+ 3.47% |
$23.8K - $27.4K
|
1.55K
$943K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
51+ 7.3% |
$23.4K - $26.8K
|
750
$456K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 4.17% |
$22.9K - $26.3K
|
1.25K
$759K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
50+ 0.94% |
$22.9K - $26.3K
|
5.4K
$3.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 2.54% |
$22.9K - $26.3K
|
2.02K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
50+ 0.63% |
$22.9K - $26.3K
|
7.96K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
50+ 1.34% |
$22.9K - $26.3K
|
3.79K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
50+ 4.29% |
$22.9K - $26.3K
|
1.22K
$739K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
49+ 6.32% |
$22.5K - $25.8K
|
824
$501K
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
48+ 0.4% |
$22K - $25.3K
|
12.1K
$7.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
48+ 4.0% |
$22K - $25.3K
|
1.25K
$759K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
47+ 2.63% |
$21.5K - $24.7K
|
1.83K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
47+ 2.6% |
$21.5K - $24.7K
|
1.86K
$1.13M
|