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
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2- 0.01% |
$917 - $1.05K
|
17.3K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2- 0.13% |
$917 - $1.05K
|
1.51K
$916K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2- 0.03% |
$917 - $1.05K
|
6.67K
$4.06M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-2- 0.11% |
$917 - $1.05K
|
1.81K
$1.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 0.44% |
$917 - $1.05K
|
451
$274K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-3- 2.26% |
$1.38K - $1.58K
|
130
$79.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3- 0.19% |
$1.38K - $1.58K
|
1.55K
$940K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-3- 0.25% |
$1.38K - $1.58K
|
1.2K
$728K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-3- 0.17% |
$1.38K - $1.58K
|
1.81K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3- 0.23% |
$1.38K - $1.58K
|
1.31K
$799K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3- 75.0% |
$1.38K - $1.58K
|
1
$608
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-4- 0.81% |
$1.83K - $2.1K
|
487
$296K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-4- 0.93% |
$1.83K - $2.1K
|
427
$260K
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4- 0.54% |
$1.83K - $2.1K
|
732
$445K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4- 0.17% |
$1.83K - $2.1K
|
2.39K
$1.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-4- 0.58% |
$1.83K - $2.1K
|
691
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-4- 0.51% |
$1.83K - $2.1K
|
782
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-4- 0.01% |
$1.83K - $2.1K
|
38.9K
$23.7M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4- 3.31% |
$1.83K - $2.1K
|
117
$71.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 2.31% |
$2.29K - $2.63K
|
211
$128K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-5- 0.08% |
$2.29K - $2.63K
|
6.59K
$4.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5- 0.1% |
$2.29K - $2.63K
|
4.9K
$2.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-5- 0.8% |
$2.29K - $2.63K
|
622
$378K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-5- 1.17% |
$2.29K - $2.63K
|
422
$257K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5- 1.02% |
$2.29K - $2.63K
|
483
$294K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-5- 0.3% |
$2.29K - $2.63K
|
1.67K
$1.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-5- 0.44% |
$2.29K - $2.63K
|
1.12K
$681K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-5- 0.78% |
$2.29K - $2.63K
|
633
$385K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5- 1.04% |
$2.29K - $2.63K
|
476
$290K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-5- 0.78% |
$2.29K - $2.63K
|
640
$389K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5- 0.47% |
$2.29K - $2.63K
|
1.07K
$649K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-5- 0.23% |
$2.29K - $2.63K
|
2.18K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5- 0.33% |
$2.29K - $2.63K
|
1.53K
$932K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-5- 0.29% |
$2.29K - $2.63K
|
1.72K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5- 0.08% |
$2.29K - $2.63K
|
5.89K
$3.58M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5- 0.36% |
$2.29K - $2.63K
|
1.4K
$851K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-6- 0.51% |
$2.75K - $3.16K
|
1.16K
$706K
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-6- 0.06% |
$2.75K - $3.16K
|
9.29K
$5.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.22% |
$2.75K - $3.16K
|
2.72K
$1.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-6- 0.22% |
$2.75K - $3.16K
|
2.67K
$1.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
SELL
|
- |
-6- 2.42% |
$2.75K - $3.16K
|
242
$147K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-6- 0.59% |
$2.75K - $3.16K
|
1.01K
$611K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-6- 0.05% |
$2.75K - $3.16K
|
11K
$6.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-6- 0.38% |
$2.75K - $3.16K
|
1.56K
$947K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 35.29% |
$2.75K - $3.16K
|
11
$6.69K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-6- 0.43% |
$2.75K - $3.16K
|
1.39K
$847K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-7- 0.36% |
$3.21K - $3.68K
|
1.94K
$1.18M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-7- 2.83% |
$3.21K - $3.68K
|
240
$146K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-7- 0.11% |
$3.21K - $3.68K
|
6.09K
$3.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-7- 0.26% |
$3.21K - $3.68K
|
2.7K
$1.64M
|