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 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5+ 0.36% |
$2.29K - $2.63K
|
1.39K
$850K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5+ 0.91% |
$2.29K - $2.63K
|
553
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$2.29K - $2.63K
|
8.84K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
5+ 0.59% |
$2.29K - $2.63K
|
846
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
5+ 0.41% |
$2.29K - $2.63K
|
1.24K
$755K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5New |
$2.29K - $2.63K
|
5
$3.05K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4+ 0.35% |
$1.83K - $2.1K
|
1.15K
$703K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4+ 0.34% |
$1.83K - $2.1K
|
1.17K
$713K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$1.83K - $2.1K
|
3.38K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
4+ 0.49% |
$1.83K - $2.1K
|
818
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
4+ 0.46% |
$1.83K - $2.1K
|
874
$533K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4+ 0.42% |
$1.83K - $2.1K
|
963
$588K
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4+ 0.42% |
$1.83K - $2.1K
|
963
$588K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$1.38K - $1.58K
|
9.06K
$5.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.6% |
$1.38K - $1.58K
|
500
$305K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 5.56% |
$1.38K - $1.58K
|
57
$34.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3+ 0.24% |
$1.38K - $1.58K
|
1.23K
$753K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.39% |
$1.38K - $1.58K
|
767
$468K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.3% |
$1.38K - $1.58K
|
997
$608K
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.4% |
$1.38K - $1.58K
|
750
$458K
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
3+ 0.37% |
$1.38K - $1.58K
|
804
$491K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3+ 0.03% |
$1.38K - $1.58K
|
9.06K
$5.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.38K - $1.58K
|
4.9K
$2.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
3+ 0.66% |
$1.38K - $1.58K
|
460
$281K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.35% |
$1.38K - $1.58K
|
872
$532K
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.38K - $1.58K
|
919
$561K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3+ 0.09% |
$1.38K - $1.58K
|
3.16K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3+ 1.05% |
$1.38K - $1.58K
|
289
$176K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3+ 0.49% |
$1.38K - $1.58K
|
612
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3+ 0.05% |
$1.38K - $1.58K
|
6.08K
$3.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.34% |
$1.38K - $1.58K
|
896
$547K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.17% |
$1.38K - $1.58K
|
1.81K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 1.1% |
$917 - $1.05K
|
184
$112K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$917 - $1.05K
|
1.21K
$737K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.36% |
$917 - $1.05K
|
556
$339K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
2+ 0.17% |
$917 - $1.05K
|
1.17K
$716K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.23% |
$917 - $1.05K
|
859
$524K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
2+ 0.03% |
$917 - $1.05K
|
6.08K
$3.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 2.47% |
$917 - $1.05K
|
83
$50.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
2+ 0.05% |
$917 - $1.05K
|
3.84K
$2.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.16% |
$917 - $1.05K
|
1.28K
$783K
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 14.29% |
$917 - $1.05K
|
16
$9.76K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.4% |
$917 - $1.05K
|
496
$303K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$917 - $1.05K
|
3.92K
$2.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.02% |
$917 - $1.05K
|
198
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.39% |
$917 - $1.05K
|
511
$312K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.3% |
$917 - $1.05K
|
672
$410K
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2+ 0.19% |
$917 - $1.05K
|
1.04K
$633K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.27% |
$917 - $1.05K
|
748
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2New |
$917 - $1.05K
|
2
$1.22K
|