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 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
10+ 2.31% |
$4.58K - $5.26K
|
443
$270K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
10+ 1.23% |
$4.58K - $5.26K
|
822
$500K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
10+ 0.2% |
$4.58K - $5.26K
|
5.13K
$3.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
10+ 0.46% |
$4.58K - $5.26K
|
2.19K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
10+ 1.21% |
$4.58K - $5.26K
|
835
$508K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
10+ 0.11% |
$4.58K - $5.26K
|
8.87K
$5.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10+ 0.6% |
$4.58K - $5.26K
|
1.67K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
10+ 1.8% |
$4.58K - $5.26K
|
567
$345K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
10+ 1.54% |
$4.58K - $5.26K
|
661
$402K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 2.11% |
$4.58K - $5.26K
|
483
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10+ 0.88% |
$4.58K - $5.26K
|
1.15K
$700K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10+ 0.42% |
$4.58K - $5.26K
|
2.36K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
10+ 1.82% |
$4.58K - $5.26K
|
560
$341K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
10+ 2.15% |
$4.58K - $5.26K
|
475
$289K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 22.73% |
$4.58K - $5.26K
|
54
$32.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
9+ 0.11% |
$4.13K - $4.74K
|
7.87K
$4.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
9+ 1.66% |
$4.13K - $4.74K
|
552
$336K
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.2% |
$4.13K - $4.74K
|
4.43K
$2.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
9+ 0.35% |
$4.13K - $4.74K
|
2.59K
$1.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9+ 0.31% |
$4.13K - $4.74K
|
2.92K
$1.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
9+ 0.14% |
$4.13K - $4.74K
|
6.47K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 1.72% |
$4.13K - $4.74K
|
531
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
9+ 1.26% |
$4.13K - $4.74K
|
725
$441K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
9+ 0.07% |
$4.13K - $4.74K
|
13.6K
$8.27M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9+ 0.33% |
$4.13K - $4.74K
|
2.75K
$1.67M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8+ 0.29% |
$3.67K - $4.21K
|
2.77K
$1.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8+ 1.72% |
$3.67K - $4.21K
|
473
$288K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
8+ 1.01% |
$3.67K - $4.21K
|
800
$487K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
8+ 1.19% |
$3.67K - $4.21K
|
682
$415K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.16% |
$3.67K - $4.21K
|
4.91K
$2.99M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
8+ 0.2% |
$3.67K - $4.21K
|
3.94K
$2.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
8New |
$3.67K - $4.21K
|
8
$4.87K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.84% |
$3.21K - $3.68K
|
837
$509K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
7+ 0.83% |
$3.21K - $3.68K
|
847
$515K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
7+ 0.07% |
$3.21K - $3.68K
|
9.5K
$5.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7+ 0.84% |
$3.21K - $3.68K
|
836
$509K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
7+ 0.04% |
$3.21K - $3.68K
|
16.3K
$9.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7+ 1.16% |
$3.21K - $3.68K
|
608
$370K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 0.59% |
$3.21K - $3.68K
|
1.2K
$731K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.31% |
$2.75K - $3.16K
|
1.92K
$1.17M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
6+ 1.56% |
$2.75K - $3.16K
|
391
$238K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
6+ 0.69% |
$2.75K - $3.16K
|
878
$534K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
6+ 0.36% |
$2.75K - $3.16K
|
1.66K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
6+ 6.12% |
$2.75K - $3.16K
|
104
$63.3K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6+ 0.05% |
$2.75K - $3.16K
|
11.8K
$7.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
6+ 0.3% |
$2.75K - $3.16K
|
2K
$1.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
5+ 0.26% |
$2.29K - $2.63K
|
1.91K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
5+ 0.33% |
$2.29K - $2.63K
|
1.5K
$913K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.39% |
$2.29K - $2.63K
|
1.3K
$792K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5+ 0.95% |
$2.29K - $2.63K
|
531
$323K
|