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 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
47+ 0.51% |
$21.5K - $24.7K
|
9.31K
$5.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 38.21% |
$21.5K - $24.7K
|
170
$103K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
46New |
$21.1K - $24.2K
|
46
$28K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
45+ 4.04% |
$20.6K - $23.7K
|
1.16K
$705K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
45+ 3.92% |
$20.6K - $23.7K
|
1.19K
$725K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
45+ 0.23% |
$20.6K - $23.7K
|
20K
$12.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
45+ 4.63% |
$20.6K - $23.7K
|
1.02K
$618K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
45+ 5.84% |
$20.6K - $23.7K
|
815
$496K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
45+ 8.24% |
$20.6K - $23.7K
|
591
$360K
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
45+ 3.18% |
$20.6K - $23.7K
|
1.46K
$889K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
45+ 0.52% |
$20.6K - $23.7K
|
8.76K
$5.33M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
44+ 1.98% |
$20.2K - $23.2K
|
2.27K
$1.38M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
44+ 4.64% |
$20.2K - $23.2K
|
992
$604K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
44+ 2.85% |
$20.2K - $23.2K
|
1.59K
$967K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
44+ 5.9% |
$20.2K - $23.2K
|
790
$481K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
44+ 4.87% |
$20.2K - $23.2K
|
948
$577K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
43+ 0.34% |
$19.7K - $22.6K
|
12.6K
$7.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
43+ 3.9% |
$19.7K - $22.6K
|
1.15K
$697K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
43+ 8.45% |
$19.7K - $22.6K
|
552
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
43+ 2.44% |
$19.7K - $22.6K
|
1.81K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
42+ 0.85% |
$19.3K - $22.1K
|
5.01K
$3.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
41+ 0.8% |
$18.8K - $21.6K
|
5.16K
$3.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
41+ 2.38% |
$18.8K - $21.6K
|
1.77K
$1.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
40+ 2.1% |
$18.3K - $21K
|
1.94K
$1.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Davis Rea Ltd.
|
BUY
|
- |
40+ 0.33% |
$18.3K - $21K
|
12.3K
$7.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
40+ 0.75% |
$18.3K - $21K
|
5.36K
$3.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
40+ 11.43% |
$18.3K - $21K
|
390
$237K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
39+ 2.18% |
$17.9K - $20.5K
|
1.83K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
39+ 6.61% |
$17.9K - $20.5K
|
629
$383K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
39+ 5.17% |
$17.9K - $20.5K
|
793
$482K
|
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
39+ 0.47% |
$17.9K - $20.5K
|
8.35K
$5.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
38+ 1.57% |
$17.4K - $20K
|
2.47K
$1.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
38+ 3.63% |
$17.4K - $20K
|
1.09K
$660K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
38+ 5.52% |
$17.4K - $20K
|
726
$442K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
38+ 0.03% |
$17.4K - $20K
|
141K
$85.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
38+ 2.11% |
$17.4K - $20K
|
1.84K
$1.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
37+ 1.44% |
$17K - $19.5K
|
2.61K
$1.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
37+ 0.98% |
$17K - $19.5K
|
3.8K
$2.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
37+ 1.54% |
$17K - $19.5K
|
2.44K
$1.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
37+ 0.43% |
$17K - $19.5K
|
8.73K
$5.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37+ 5.34% |
$17K - $19.5K
|
730
$444K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
37+ 5.01% |
$17K - $19.5K
|
776
$472K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
37+ 4.19% |
$17K - $19.5K
|
921
$560K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
36+ 1.15% |
$16.5K - $18.9K
|
3.18K
$1.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
35+ 6.34% |
$16K - $18.4K
|
587
$357K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
35+ 7.64% |
$16K - $18.4K
|
493
$300K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 2.37% |
$16K - $18.4K
|
1.51K
$919K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
35+ 3.4% |
$16K - $18.4K
|
1.06K
$647K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
34+ 2.31% |
$15.6K - $17.9K
|
1.5K
$915K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
34+ 4.11% |
$15.6K - $17.9K
|
862
$524K
|