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 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-91- 3.4% |
$41.7K - $47.9K
|
2.59K
$1.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-92- 1.01% |
$42.2K - $48.4K
|
9.05K
$5.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-92- 5.7% |
$42.2K - $48.4K
|
1.52K
$925K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-92- 8.5% |
$42.2K - $48.4K
|
990
$602K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-93- 8.45% |
$42.6K - $48.9K
|
1.01K
$613K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-93- 0.82% |
$42.6K - $48.9K
|
11.3K
$6.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-93- 1.42% |
$42.6K - $48.9K
|
6.45K
$3.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-93- 3.35% |
$42.6K - $48.9K
|
2.68K
$1.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-94- 4.19% |
$43.1K - $49.5K
|
2.15K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-94- 0.81% |
$43.1K - $49.5K
|
11.5K
$7.03M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-95- 3.03% |
$43.6K - $50K
|
3.04K
$1.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-95- 4.96% |
$43.6K - $50K
|
1.82K
$1.11M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-96- 3.1% |
$44K - $50.5K
|
3.01K
$1.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-96- 0.84% |
$44K - $50.5K
|
11.3K
$6.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-96- 2.99% |
$44K - $50.5K
|
3.12K
$1.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-98- 0.33% |
$44.9K - $51.6K
|
29.9K
$18.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-98- 2.74% |
$44.9K - $51.6K
|
3.47K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-99- 11.45% |
$45.4K - $52.1K
|
766
$466K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-100- 3.35% |
$45.8K - $52.6K
|
2.89K
$1.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-100- 0.5% |
$45.8K - $52.6K
|
20K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 1.55% |
$45.8K - $52.6K
|
6.35K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-100- 4.64% |
$45.8K - $52.6K
|
2.05K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-100- 2.38% |
$45.8K - $52.6K
|
4.1K
$2.49M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-101- 5.13% |
$46.3K - $53.1K
|
1.87K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-102- 1.55% |
$46.8K - $53.7K
|
6.49K
$3.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-103- 12.13% |
$47.2K - $54.2K
|
746
$454K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-104- 31.71% |
$47.7K - $54.7K
|
224
$136K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-104- 16.05% |
$47.7K - $54.7K
|
544
$331K
|
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-104- 5.36% |
$47.7K - $54.7K
|
1.84K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-105- 2.7% |
$48.1K - $55.3K
|
3.79K
$2.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-107- 1.06% |
$49.1K - $56.3K
|
9.98K
$6.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-107- 54.87% |
$49.1K - $56.3K
|
88
$53.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-107- 1.56% |
$49.1K - $56.3K
|
6.75K
$4.11M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-107- 54.87% |
$49.1K - $56.3K
|
88
$53.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-108- 6.75% |
$49.5K - $56.8K
|
1.49K
$908K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-108- 10.37% |
$49.5K - $56.8K
|
933
$568K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-108- 0.39% |
$49.5K - $56.8K
|
27.5K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-108- 17.48% |
$49.5K - $56.8K
|
510
$310K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-109- 49.32% |
$50K - $57.4K
|
112
$68.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-110- 1.24% |
$50.4K - $57.9K
|
8.77K
$5.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-110- 0.7% |
$50.4K - $57.9K
|
15.6K
$9.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-110- 1.02% |
$50.4K - $57.9K
|
10.7K
$6.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-111- 6.94% |
$50.9K - $58.4K
|
1.49K
$905K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-112- 1.12% |
$51.4K - $58.9K
|
9.93K
$6.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-112- 1.27% |
$51.4K - $58.9K
|
8.68K
$5.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-112- 18.73% |
$51.4K - $58.9K
|
486
$296K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-112- 1.07% |
$51.4K - $58.9K
|
10.3K
$6.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-112- 3.31% |
$51.4K - $58.9K
|
3.27K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-112- 1.05% |
$51.4K - $58.9K
|
10.6K
$6.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-113- 10.01% |
$51.8K - $59.5K
|
1.02K
$618K
|