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 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
34+ 0.55% |
$15.6K - $17.9K
|
6.22K
$3.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
34+ 6.92% |
$15.6K - $17.9K
|
525
$320K
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
34+ 1.57% |
$15.6K - $17.9K
|
2.21K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
34+ 1.42% |
$15.6K - $17.9K
|
2.43K
$1.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
33+ 0.47% |
$15.1K - $17.4K
|
7.12K
$4.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
33+ 6.03% |
$15.1K - $17.4K
|
580
$354K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
32+ 0.85% |
$14.7K - $16.8K
|
3.78K
$2.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
32+ 1.15% |
$14.7K - $16.8K
|
2.81K
$1.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
32+ 0.31% |
$14.7K - $16.8K
|
10.2K
$6.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
32+ 4.76% |
$14.7K - $16.8K
|
704
$430K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
32+ 6.72% |
$14.7K - $16.8K
|
508
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
32+ 1.06% |
$14.7K - $16.8K
|
3.06K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
32+ 4.18% |
$14.7K - $16.8K
|
798
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
32+ 0.72% |
$14.7K - $16.8K
|
4.48K
$2.73M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
31+ 34.44% |
$14.2K - $16.3K
|
121
$73.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31+ 5.32% |
$14.2K - $16.3K
|
614
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
31+ 0.17% |
$14.2K - $16.3K
|
18.8K
$11.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
30+ 10.34% |
$13.8K - $15.8K
|
320
$195K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
30+ 2.18% |
$13.8K - $15.8K
|
1.4K
$857K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
30+ 1.53% |
$13.8K - $15.8K
|
1.99K
$1.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
30+ 2.91% |
$13.8K - $15.8K
|
1.06K
$647K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
30+ 3.8% |
$13.8K - $15.8K
|
819
$500K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
30+ 3.22% |
$13.8K - $15.8K
|
963
$588K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
30+ 0.83% |
$13.8K - $15.8K
|
3.65K
$2.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
30+ 5.35% |
$13.8K - $15.8K
|
591
$361K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
30+ 0.36% |
$13.8K - $15.8K
|
8.45K
$5.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
30+ 4.59% |
$13.8K - $15.8K
|
684
$417K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
30+ 0.69% |
$13.8K - $15.8K
|
4.37K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
30+ 8.82% |
$13.8K - $15.8K
|
370
$226K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 5.14% |
$13.3K - $15.3K
|
593
$362K
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
29+ 0.47% |
$13.3K - $15.3K
|
6.22K
$3.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
29+ 3.25% |
$13.3K - $15.3K
|
920
$561K
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
29+ 1.32% |
$13.3K - $15.3K
|
2.23K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
29+ 0.3% |
$13.3K - $15.3K
|
9.79K
$5.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
29+ 0.65% |
$13.3K - $15.3K
|
4.52K
$2.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
28+ 0.56% |
$12.8K - $14.7K
|
5K
$3.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
28+ 3.26% |
$12.8K - $14.7K
|
888
$542K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
28+ 3.08% |
$12.8K - $14.7K
|
938
$572K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
28+ 19.44% |
$12.8K - $14.7K
|
172
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
28+ 0.87% |
$12.8K - $14.7K
|
3.24K
$1.98M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
28+ 1.62% |
$12.8K - $14.7K
|
1.76K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
27+ 0.28% |
$12.4K - $14.2K
|
9.64K
$5.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
27+ 0.91% |
$12.4K - $14.2K
|
3K
$1.83M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
27+ 27.0% |
$12.4K - $14.2K
|
127
$77.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
26+ 3.62% |
$11.9K - $13.7K
|
745
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
26+ 0.94% |
$11.9K - $13.7K
|
2.79K
$1.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
25+ 1.68% |
$11.5K - $13.2K
|
1.51K
$924K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
25+ 0.77% |
$11.5K - $13.2K
|
3.29K
$2.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
25New |
$11.5K - $13.2K
|
25
$15.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
25+ 0.12% |
$11.5K - $13.2K
|
21.6K
$13.1M
|