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 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25- 0.48% |
$11.5K - $13.2K
|
5.14K
$3.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-25- 0.31% |
$11.5K - $13.2K
|
8.17K
$4.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-25- 3.91% |
$11.5K - $13.2K
|
614
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-25- 0.72% |
$11.5K - $13.2K
|
3.44K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-25- 0.34% |
$11.5K - $13.2K
|
7.39K
$4.49M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-25- 2.81% |
$11.5K - $13.2K
|
864
$526K
|
|
|
Jul 12, 2023
Q2 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-26- 0.2% |
$11.9K - $13.7K
|
13K
$7.93M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-26- 2.42% |
$11.9K - $13.7K
|
1.05K
$637K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-26- 2.42% |
$11.9K - $13.7K
|
1.05K
$637K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-26- 0.31% |
$11.9K - $13.7K
|
8.3K
$5.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
SELL
|
- |
-26- 0.19% |
$11.9K - $13.7K
|
13.8K
$8.38M
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-26- 4.33% |
$11.9K - $13.7K
|
575
$350K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-27- 1.42% |
$12.4K - $14.2K
|
1.87K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-27- 0.04% |
$12.4K - $14.2K
|
72.1K
$43.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-27- 5.12% |
$12.4K - $14.2K
|
500
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-27- 1.95% |
$12.4K - $14.2K
|
1.36K
$824K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-27- 1.32% |
$12.4K - $14.2K
|
2.02K
$1.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-28- 4.18% |
$12.8K - $14.7K
|
642
$391K
|
|
|
Jul 14, 2023
Q2 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-28- 7.76% |
$12.8K - $14.7K
|
333
$203K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-28- 4.41% |
$12.8K - $14.7K
|
607
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-28- 0.24% |
$12.8K - $14.7K
|
11.4K
$6.95M
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-28- 0.06% |
$12.8K - $14.7K
|
44.1K
$26.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-29- 1.36% |
$13.3K - $15.3K
|
2.1K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-29- 10.86% |
$13.3K - $15.3K
|
238
$145K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-29- 65.91% |
$13.3K - $15.3K
|
15
$9.13K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29- 1.32% |
$13.3K - $15.3K
|
2.16K
$1.32M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-30- 3.03% |
$13.8K - $15.8K
|
961
$585K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-30- 8.82% |
$13.8K - $15.8K
|
310
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-30- 4.48% |
$13.8K - $15.8K
|
640
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-30- 2.3% |
$13.8K - $15.8K
|
1.28K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-30- 0.93% |
$13.8K - $15.8K
|
3.19K
$1.94M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-30- 3.41% |
$13.8K - $15.8K
|
849
$517K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-31- 4.92% |
$14.2K - $16.3K
|
599
$364K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-31- 4.53% |
$14.2K - $16.3K
|
654
$398K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-31- 1.0% |
$14.2K - $16.3K
|
3.07K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-31- 3.85% |
$14.2K - $16.3K
|
774
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-31- 1.87% |
$14.2K - $16.3K
|
1.62K
$987K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-32- 0.4% |
$14.7K - $16.8K
|
7.92K
$4.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Vista Finance, LLC
|
SELL
|
- |
-32- 1.29% |
$14.7K - $16.8K
|
2.46K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-32- 2.86% |
$14.7K - $16.8K
|
1.09K
$661K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-32- 2.75% |
$14.7K - $16.8K
|
1.13K
$688K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-33- 0.44% |
$15.1K - $17.4K
|
7.45K
$4.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-33- 4.5% |
$15.1K - $17.4K
|
701
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 6.23% |
$15.1K - $17.4K
|
497
$302K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-33- 0.71% |
$15.1K - $17.4K
|
4.65K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-33- 6.76% |
$15.1K - $17.4K
|
455
$277K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-33- 0.71% |
$15.1K - $17.4K
|
4.65K
$2.83M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-34- 2.13% |
$15.6K - $17.9K
|
1.56K
$949K
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-34- 0.87% |
$15.6K - $17.9K
|
3.86K
$2.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-35- 4.18% |
$16K - $18.4K
|
802
$488K
|