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 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-45- 1.04% |
$20.6K - $23.7K
|
4.27K
$2.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-46- 1.96% |
$21.1K - $24.2K
|
2.3K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-47- 7.68% |
$21.5K - $24.7K
|
565
$345K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-47- 6.32% |
$21.5K - $24.7K
|
697
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-47- 4.76% |
$21.5K - $24.7K
|
941
$574K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-48- 4.63% |
$22K - $25.3K
|
988
$603K
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-48- 9.09% |
$22K - $25.3K
|
480
$293K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-49- 3.87% |
$22.5K - $25.8K
|
1.22K
$742K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-49- 1.98% |
$22.5K - $25.8K
|
2.43K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-49- 8.66% |
$22.5K - $25.8K
|
517
$315K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.0% |
$22.9K - $26.3K
|
4.96K
$3.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-50- 5.42% |
$22.9K - $26.3K
|
872
$532K
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-50- 10.0% |
$22.9K - $26.3K
|
450
$275K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-50- 3.04% |
$22.9K - $26.3K
|
1.6K
$974K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-50- 1.16% |
$22.9K - $26.3K
|
4.26K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-50- 0.52% |
$22.9K - $26.3K
|
9.61K
$5.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-51- 1.57% |
$23.4K - $26.8K
|
3.19K
$1.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-51- 1.0% |
$23.4K - $26.8K
|
5.03K
$3.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-51- 1.77% |
$23.4K - $26.8K
|
2.83K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-51- 5.12% |
$23.4K - $26.8K
|
946
$577K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-52- 0.96% |
$23.8K - $27.4K
|
5.35K
$3.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-52- 0.47% |
$23.8K - $27.4K
|
11.1K
$6.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-53- 5.56% |
$24.3K - $27.9K
|
901
$550K
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-53- 9.28% |
$24.3K - $27.9K
|
518
$316K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-53- 0.87% |
$24.3K - $27.9K
|
6.04K
$3.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-53- 9.01% |
$24.3K - $27.9K
|
535
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-53- 5.45% |
$24.3K - $27.9K
|
920
$561K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-53- 2.46% |
$24.3K - $27.9K
|
2.1K
$1.28M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-53- 1.05% |
$24.3K - $27.9K
|
5.01K
$3.05M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-54- 6.59% |
$24.8K - $28.4K
|
765
$467K
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-54- 0.37% |
$24.8K - $28.4K
|
14.4K
$8.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-54- 5.53% |
$24.8K - $28.4K
|
923
$563K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-55- 6.96% |
$25.2K - $28.9K
|
735
$448K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-55- 11.58% |
$25.2K - $28.9K
|
420
$256K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-56- 4.28% |
$25.7K - $29.5K
|
1.25K
$764K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-56- 6.0% |
$25.7K - $29.5K
|
878
$536K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-57- 2.3% |
$26.1K - $30K
|
2.42K
$1.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-57- 13.87% |
$26.1K - $30K
|
354
$216K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-57- 2.49% |
$26.1K - $30K
|
2.23K
$1.36M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-57- 61.29% |
$26.1K - $30K
|
36
$22K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-58- 3.79% |
$26.6K - $30.5K
|
1.47K
$898K
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-59- 5.02% |
$27.1K - $31K
|
1.12K
$681K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-59- 2.15% |
$27.1K - $31K
|
2.68K
$1.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-59- 1.15% |
$27.1K - $31K
|
5.09K
$3.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-59- 4.25% |
$27.1K - $31K
|
1.33K
$811K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-60- 1.42% |
$27.5K - $31.6K
|
4.17K
$2.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-60- 2.49% |
$27.5K - $31.6K
|
2.35K
$1.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-60- 1.65% |
$27.5K - $31.6K
|
3.58K
$2.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-61- 11.57% |
$28K - $32.1K
|
466
$284K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-62- 0.81% |
$28.4K - $32.6K
|
7.56K
$4.61M
|