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
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25New |
$11.5K - $13.2K
|
25
$15.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
25+ 4.93% |
$11.5K - $13.2K
|
532
$325K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
25+ 1.42% |
$11.5K - $13.2K
|
1.78K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 0.87% |
$11.5K - $13.2K
|
2.9K
$1.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
24New |
$11K - $12.6K
|
24
$14.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
24+ 2.91% |
$11K - $12.6K
|
850
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
24+ 4.81% |
$11K - $12.6K
|
523
$319K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
23+ 1.64% |
$10.5K - $12.1K
|
1.43K
$872K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
23+ 4.76% |
$10.5K - $12.1K
|
506
$309K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 1.39% |
$10.5K - $12.1K
|
1.68K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
23+ 5.13% |
$10.5K - $12.1K
|
471
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
23+ 2.72% |
$10.5K - $12.1K
|
870
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
23+ 1.52% |
$10.5K - $12.1K
|
1.54K
$938K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 0.91% |
$10.5K - $12.1K
|
2.55K
$1.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
22+ 1.69% |
$10.1K - $11.6K
|
1.32K
$808K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
22+ 0.82% |
$10.1K - $11.6K
|
2.69K
$1.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22+ 0.65% |
$10.1K - $11.6K
|
3.42K
$2.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
22+ 4.72% |
$10.1K - $11.6K
|
488
$298K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
22+ 3.83% |
$10.1K - $11.6K
|
597
$364K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
21+ 2.13% |
$9.63K - $11.1K
|
1.01K
$615K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
21+ 0.73% |
$9.63K - $11.1K
|
2.89K
$1.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
21+ 2.96% |
$9.63K - $11.1K
|
730
$445K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
21+ 2.84% |
$9.63K - $11.1K
|
761
$464K
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
21+ 0.14% |
$9.63K - $11.1K
|
14.7K
$8.96M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
21+ 3.74% |
$9.63K - $11.1K
|
582
$355K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
21+ 0.1% |
$9.63K - $11.1K
|
20.7K
$12.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20+ 2.91% |
$9.17K - $10.5K
|
708
$432K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
20+ 0.29% |
$9.17K - $10.5K
|
6.91K
$4.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
20+ 2.39% |
$9.17K - $10.5K
|
857
$523K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
20+ 0.67% |
$9.17K - $10.5K
|
3K
$1.83M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
20+ 0.6% |
$9.17K - $10.5K
|
3.38K
$2.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
20+ 9.05% |
$9.17K - $10.5K
|
241
$147K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
20+ 0.24% |
$9.17K - $10.5K
|
8.24K
$5.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
20+ 0.26% |
$9.17K - $10.5K
|
7.79K
$4.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
20+ 1.24% |
$9.17K - $10.5K
|
1.64K
$999K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
20New |
$9.17K - $10.5K
|
20
$12.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
20+ 2.65% |
$9.17K - $10.5K
|
776
$474K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
20+ 3.97% |
$9.17K - $10.5K
|
524
$320K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
19+ 0.94% |
$8.71K - $10K
|
2.04K
$1.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
19+ 0.54% |
$8.71K - $10K
|
3.57K
$2.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
19+ 1.27% |
$8.71K - $10K
|
1.52K
$925K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19+ 5.74% |
$8.71K - $10K
|
350
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19+ 3.05% |
$8.71K - $10K
|
642
$392K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
18+ 3.07% |
$8.25K - $9.47K
|
605
$369K
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
18+ 3.09% |
$8.25K - $9.47K
|
600
$366K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
18+ 0.69% |
$8.25K - $9.47K
|
2.64K
$1.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18+ 3.47% |
$8.25K - $9.47K
|
537
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
18+ 0.06% |
$8.25K - $9.47K
|
31.2K
$19M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
17+ 0.59% |
$7.79K - $8.95K
|
2.92K
$1.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
17+ 0.58% |
$7.79K - $8.95K
|
2.93K
$1.79M
|