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 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-113- 6.95% |
$51.8K - $59.5K
|
1.51K
$920K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-114- 4.95% |
$52.3K - $60K
|
2.19K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-115- 2.97% |
$52.7K - $60.5K
|
3.76K
$2.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-116- 1.21% |
$53.2K - $61K
|
9.46K
$5.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-117- 3.86% |
$53.6K - $61.6K
|
2.92K
$1.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-118- 17.82% |
$54.1K - $62.1K
|
544
$331K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-119- 2.02% |
$54.6K - $62.6K
|
5.78K
$3.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-119- 0.76% |
$54.6K - $62.6K
|
15.5K
$9.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-120- 12.17% |
$55K - $63.1K
|
866
$527K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-120- 0.4% |
$55K - $63.1K
|
29.7K
$18.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-121- 6.6% |
$55.5K - $63.7K
|
1.71K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-121- 17.98% |
$55.5K - $63.7K
|
552
$336K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-121- 0.56% |
$55.5K - $63.7K
|
21.4K
$13M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-122- 3.5% |
$55.9K - $64.2K
|
3.36K
$2.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-122- 6.54% |
$55.9K - $64.2K
|
1.74K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-123- 2.39% |
$56.4K - $64.7K
|
5.03K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-124- 4.34% |
$56.9K - $65.3K
|
2.74K
$1.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-125- 27.29% |
$57.3K - $65.8K
|
333
$203K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-125- 19.32% |
$57.3K - $65.8K
|
522
$318K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-125- 6.6% |
$57.3K - $65.8K
|
1.77K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-125- 1.4% |
$57.3K - $65.8K
|
8.83K
$5.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-126- 1.48% |
$57.8K - $66.3K
|
8.41K
$5.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-126- 4.58% |
$57.8K - $66.3K
|
2.63K
$1.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-126- 0.65% |
$57.8K - $66.3K
|
19.2K
$11.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-127- 2.35% |
$58.2K - $66.8K
|
5.28K
$3.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-127- 13.26% |
$58.2K - $66.8K
|
831
$506K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-127- 1.0% |
$58.2K - $66.8K
|
12.5K
$7.63M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-127- 12.64% |
$58.2K - $66.8K
|
878
$534K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-131- 4.92% |
$60.1K - $68.9K
|
2.53K
$1.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-134- 1.17% |
$61.4K - $70.5K
|
11.3K
$6.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-134- 6.96% |
$61.4K - $70.5K
|
1.79K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-135- 1.98% |
$61.9K - $71K
|
6.67K
$4.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-135- 11.33% |
$61.9K - $71K
|
1.06K
$643K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-136- 4.09% |
$62.4K - $71.6K
|
3.19K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-137- 1.1% |
$62.8K - $72.1K
|
12.3K
$7.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-138- 0.78% |
$63.3K - $72.6K
|
17.6K
$10.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-138- 5.3% |
$63.3K - $72.6K
|
2.47K
$1.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-138- 0.72% |
$63.3K - $72.6K
|
19.1K
$11.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-140- 1.77% |
$64.2K - $73.7K
|
7.78K
$4.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-140- 5.28% |
$64.2K - $73.7K
|
2.51K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-141- 1.43% |
$64.6K - $74.2K
|
9.7K
$5.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-142- 21.45% |
$65.1K - $74.7K
|
520
$316K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-142- 0.45% |
$65.1K - $74.7K
|
31.6K
$19.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-142- 14.03% |
$65.1K - $74.7K
|
870
$529K
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-142- 8.8% |
$65.1K - $74.7K
|
1.47K
$895K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-142- 0.45% |
$65.1K - $74.7K
|
31.6K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-143- 15.77% |
$65.6K - $75.3K
|
764
$465K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-145- 21.67% |
$66.5K - $76.3K
|
524
$319K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-146- 13.61% |
$66.9K - $76.8K
|
927
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-146- 4.82% |
$66.9K - $76.8K
|
2.89K
$1.76M
|