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 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7- 0.87% |
$3.21K - $3.68K
|
796
$484K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-7- 0.72% |
$3.21K - $3.68K
|
965
$587K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-7- 1.24% |
$3.21K - $3.68K
|
558
$339K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-7- 0.72% |
$3.21K - $3.68K
|
965
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-7- 1.49% |
$3.21K - $3.68K
|
462
$281K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-8- 1.23% |
$3.67K - $4.21K
|
643
$391K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-8- 1.88% |
$3.67K - $4.21K
|
418
$254K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-8- 1.79% |
$3.67K - $4.21K
|
439
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-8- 0.51% |
$3.67K - $4.21K
|
1.55K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-8- 4.37% |
$3.67K - $4.21K
|
175
$106K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-8- 0.08% |
$3.67K - $4.21K
|
10.5K
$6.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-9- 1.06% |
$4.13K - $4.74K
|
841
$512K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-9- 0.07% |
$4.13K - $4.74K
|
13.6K
$8.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9- 1.69% |
$4.13K - $4.74K
|
524
$319K
|
|
|
Jul 12, 2023
Q2 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-10- 0.97% |
$4.58K - $5.26K
|
1.03K
$624K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-10- 0.19% |
$4.58K - $5.26K
|
5.2K
$3.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-10- 0.1% |
$4.58K - $5.26K
|
10.1K
$6.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-10- 0.53% |
$4.58K - $5.26K
|
1.86K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-10- 0.4% |
$4.58K - $5.26K
|
2.47K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-10- 0.69% |
$4.58K - $5.26K
|
1.43K
$869K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-11- 1.17% |
$5.04K - $5.79K
|
932
$567K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-11- 0.77% |
$5.04K - $5.79K
|
1.43K
$868K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-11- 1.53% |
$5.04K - $5.79K
|
707
$430K
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-11- 0.66% |
$5.04K - $5.79K
|
1.66K
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-11- 2.32% |
$5.04K - $5.79K
|
464
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-11- 0.64% |
$5.04K - $5.79K
|
1.71K
$1.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-12- 1.75% |
$5.5K - $6.31K
|
673
$409K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-12- 7.27% |
$5.5K - $6.31K
|
153
$93.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-12- 0.03% |
$5.5K - $6.31K
|
38K
$23.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12- 3.04% |
$5.5K - $6.31K
|
383
$233K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-12- 0.63% |
$5.5K - $6.31K
|
1.91K
$1.16M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-13- 1.09% |
$5.96K - $6.84K
|
1.18K
$715K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13- 0.14% |
$5.96K - $6.84K
|
9.34K
$5.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-13- 2.51% |
$5.96K - $6.84K
|
504
$307K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-13- 3.71% |
$5.96K - $6.84K
|
337
$205K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-13- 0.42% |
$5.96K - $6.84K
|
3.1K
$1.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-13- 0.3% |
$5.96K - $6.84K
|
4.31K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13- 1.02% |
$5.96K - $6.84K
|
1.27K
$771K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-14- 1.01% |
$6.42K - $7.37K
|
1.37K
$832K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-14- 2.73% |
$6.42K - $7.37K
|
499
$304K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-14- 0.51% |
$6.42K - $7.37K
|
2.75K
$1.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-14- 1.2% |
$6.42K - $7.37K
|
1.15K
$700K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-14- 2.11% |
$6.42K - $7.37K
|
650
$395K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-14- 0.75% |
$6.42K - $7.37K
|
1.84K
$1.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-14- 1.16% |
$6.42K - $7.37K
|
1.19K
$726K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-14- 0.78% |
$6.42K - $7.37K
|
1.77K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14- 0.24% |
$6.42K - $7.37K
|
5.9K
$3.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-14- 0.42% |
$6.42K - $7.37K
|
3.28K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-14- 0.99% |
$6.42K - $7.37K
|
1.41K
$855K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-15- 1.61% |
$6.88K - $7.89K
|
918
$558K
|