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 |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
17.5K+ 31.91% |
$8M - $9.18M
|
72.1K
$43.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
17.3K+ 29.48% |
$7.95M - $9.13M
|
76.2K
$46.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
17K+ 20.48% |
$7.79M - $8.95M
|
100K
$60.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
16.7KNew |
$7.64M - $8.77M
|
16.7K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
16.1K+ 1.2% |
$7.4M - $8.49M
|
1.36M
$829M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
16K+ 6.79% |
$7.34M - $8.43M
|
252K
$153M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.9K+ 4.97% |
$7.3M - $8.38M
|
336K
$205M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.3K+ 5.13% |
$7.03M - $8.07M
|
314K
$191M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
15.3KNew |
$7.02M - $8.06M
|
15.3K
$9.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
15.3K+ 7.86% |
$7.02M - $8.06M
|
210K
$128M
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
15.2K+ 57.3% |
$6.99M - $8.02M
|
41.8K
$25.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
14.9K+ 11.03% |
$6.84M - $7.85M
|
150K
$91.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9K+ 4.12% |
$6.83M - $7.84M
|
377K
$229M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
14.8K+ 17.31% |
$6.8M - $7.81M
|
101K
$61.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
14.8K+ 20.9% |
$6.79M - $7.79M
|
85.6K
$52.1M
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
14.7K+ 32.07% |
$6.75M - $7.74M
|
60.6K
$36.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$6.74M - $7.74M
|
14.7K
$8.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
BUY
|
- |
14.6K+ 23.34% |
$6.71M - $7.7M
|
77.4K
$47.1M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
14.4K+ 10.18% |
$6.6M - $7.58M
|
156K
$94.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.3K+ 1522.26% |
$6.55M - $7.52M
|
15.2K
$9.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
14.1K+ 33.62% |
$6.48M - $7.44M
|
56.2K
$34.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
14.1K+ 13.17% |
$6.45M - $7.4M
|
121K
$73.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
13.9KNew |
$6.37M - $7.31M
|
13.9K
$8.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13.6K+ 6.29% |
$6.24M - $7.16M
|
230K
$140M
|
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13.6K+ 6.29% |
$6.24M - $7.16M
|
230K
$140M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.6K+ 21.81% |
$6.22M - $7.14M
|
75.8K
$46.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
13.1KNew |
$6.01M - $6.89M
|
13.1K
$7.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13.1K+ 4.28% |
$5.99M - $6.88M
|
319K
$194M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
13KNew |
$5.98M - $6.86M
|
13K
$7.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12.9K+ 27.55% |
$5.93M - $6.8M
|
59.9K
$36.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.9K+ 9.08% |
$5.91M - $6.78M
|
155K
$94.2M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
12.8K+ 9.23% |
$5.88M - $6.75M
|
152K
$92.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.7K+ 3.31% |
$5.84M - $6.71M
|
398K
$242M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12.3K+ 25.75% |
$5.63M - $6.46M
|
60K
$36.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
12.2KNew |
$5.6M - $6.43M
|
12.2K
$7.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
12.1K+ 4.88% |
$5.54M - $6.36M
|
259K
$158M
|
|
|
Jul 26, 2023
Q2 2023
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
12KNew |
$5.52M - $6.33M
|
12K
$7.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
12K+ 33.66% |
$5.49M - $6.3M
|
47.5K
$28.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Qv Investors Inc.
|
BUY
|
- |
11.9K+ 35.2% |
$5.46M - $6.27M
|
45.7K
$27.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
11.9K+ 29.67% |
$5.45M - $6.25M
|
51.9K
$31.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
11.5K+ 4.52% |
$5.29M - $6.07M
|
267K
$162M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.5K+ 188.05% |
$5.29M - $6.07M
|
17.7K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 20.4% |
$5.15M - $5.91M
|
66.3K
$40.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.2K+ 18.8% |
$5.14M - $5.9M
|
70.8K
$43.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 21.2% |
$5.01M - $5.75M
|
62.4K
$38M
|
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
10.9KNew |
$5M - $5.74M
|
10.9K
$6.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
10.6K+ 28.85% |
$4.85M - $5.56M
|
47.2K
$28.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
10.4K+ 11.81% |
$4.78M - $5.48M
|
98.6K
$60M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
10.4K+ 2058.81% |
$4.77M - $5.47M
|
10.9K
$6.63M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10.3K+ 1.68% |
$4.74M - $5.44M
|
627K
$381M
|