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
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17+ 1.54% |
$7.79K - $8.95K
|
1.12K
$683K
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
17+ 1.19% |
$7.79K - $8.95K
|
1.45K
$882K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
17+ 1.59% |
$7.79K - $8.95K
|
1.09K
$663K
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
17+ 3.78% |
$7.79K - $8.95K
|
467
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
17+ 1.37% |
$7.79K - $8.95K
|
1.26K
$767K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
17+ 0.21% |
$7.79K - $8.95K
|
8.23K
$5.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
17+ 35.42% |
$7.79K - $8.95K
|
65
$39.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
17+ 1.73% |
$7.79K - $8.95K
|
1K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
17+ 3.69% |
$7.79K - $8.95K
|
478
$292K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
16+ 0.28% |
$7.34K - $8.42K
|
5.8K
$3.54M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
16+ 1.22% |
$7.34K - $8.42K
|
1.33K
$809K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
16+ 0.13% |
$7.34K - $8.42K
|
12K
$7.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
16+ 1.81% |
$7.34K - $8.42K
|
901
$550K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
16+ 1.88% |
$7.34K - $8.42K
|
867
$529K
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
16+ 1.5% |
$7.34K - $8.42K
|
1.09K
$663K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
15+ 3.37% |
$6.88K - $7.89K
|
460
$281K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
15+ 0.04% |
$6.88K - $7.89K
|
36.1K
$22M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
15+ 2.28% |
$6.88K - $7.89K
|
673
$411K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15+ 0.46% |
$6.88K - $7.89K
|
3.26K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
15+ 0.86% |
$6.88K - $7.89K
|
1.75K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.56% |
$6.88K - $7.89K
|
2.69K
$1.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
15New |
$6.88K - $7.89K
|
15
$9.15K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 8.24% |
$6.42K - $7.37K
|
184
$112K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
14+ 0.12% |
$6.42K - $7.37K
|
11.6K
$7.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
14+ 0.13% |
$6.42K - $7.37K
|
10.8K
$6.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
14+ 1.45% |
$6.42K - $7.37K
|
978
$597K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
13+ 1.31% |
$5.96K - $6.84K
|
1.01K
$615K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
13+ 6.07% |
$5.96K - $6.84K
|
227
$139K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13+ 2.11% |
$5.96K - $6.84K
|
629
$384K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
13+ 1.9% |
$5.96K - $6.84K
|
697
$425K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
13+ 1.21% |
$5.96K - $6.84K
|
1.08K
$661K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
13+ 0.82% |
$5.96K - $6.84K
|
1.6K
$974K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
13+ 1.85% |
$5.96K - $6.84K
|
715
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13+ 0.78% |
$5.96K - $6.84K
|
1.68K
$1.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.43% |
$5.5K - $6.31K
|
2.78K
$1.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
12+ 0.15% |
$5.5K - $6.31K
|
8.12K
$4.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.59% |
$5.5K - $6.31K
|
768
$469K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
12+ 0.43% |
$5.5K - $6.31K
|
2.8K
$1.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12+ 0.59% |
$5.5K - $6.31K
|
2.04K
$1.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
12+ 1.54% |
$5.5K - $6.31K
|
789
$481K
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
BUY
|
- |
12+ 1.6% |
$5.5K - $6.31K
|
761
$464K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
BUY
|
- |
11+ 0.84% |
$5.04K - $5.79K
|
1.33K
$810K
|
|
|
Jul 20, 2023
Q2 2023
|
Sather Financial Group Inc
|
BUY
|
- |
11+ 0.72% |
$5.04K - $5.79K
|
1.54K
$940K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 0.29% |
$5.04K - $5.79K
|
3.83K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
11+ 1.39% |
$5.04K - $5.79K
|
800
$488K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
11+ 0.78% |
$5.04K - $5.79K
|
1.41K
$863K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
11+ 14.47% |
$5.04K - $5.79K
|
87
$53.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11+ 1.07% |
$5.04K - $5.79K
|
1.04K
$632K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 0.26% |
$4.58K - $5.26K
|
3.89K
$2.37M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
10+ 1.39% |
$4.58K - $5.26K
|
730
$445K
|