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 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-140- 1.77% |
$64.2K - $73.7K
|
7.78K
$4.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-140- 5.28% |
$64.2K - $73.7K
|
2.51K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-141- 1.43% |
$64.6K - $74.2K
|
9.7K
$5.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-142- 21.45% |
$65.1K - $74.7K
|
520
$272K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-142- 0.45% |
$65.1K - $74.7K
|
31.6K
$16.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-142- 14.03% |
$65.1K - $74.7K
|
870
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-142- 8.8% |
$65.1K - $74.7K
|
1.47K
$770K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-142- 0.45% |
$65.1K - $74.7K
|
31.6K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-143- 15.77% |
$65.6K - $75.3K
|
764
$400K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-145- 21.67% |
$66.5K - $76.3K
|
524
$274K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-146- 13.61% |
$66.9K - $76.8K
|
927
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-146- 4.82% |
$66.9K - $76.8K
|
2.89K
$1.51M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-147- 2.56% |
$67.4K - $77.4K
|
5.6K
$2.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-149- 4.26% |
$68.3K - $78.4K
|
3.35K
$1.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-150- 1.6% |
$68.8K - $78.9K
|
9.25K
$4.84M
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-150- 3.46% |
$68.8K - $78.9K
|
4.18K
$2.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-151- 2.61% |
$69.2K - $79.5K
|
5.64K
$2.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-151- 16.05% |
$69.2K - $79.5K
|
790
$414K
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-152- 4.53% |
$69.7K - $80K
|
3.2K
$1.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-153- 2.4% |
$70.1K - $80.5K
|
6.22K
$3.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Merlin Capital LLC
|
SELL
|
- |
-153- 17.13% |
$70.1K - $80.5K
|
740
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-155- 0.91% |
$71.1K - $81.6K
|
16.9K
$8.84M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-155- 19.6% |
$71.1K - $81.6K
|
636
$333K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-155- 2.0% |
$71.1K - $81.6K
|
7.58K
$3.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-155- 1.21% |
$71.1K - $81.6K
|
12.7K
$6.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-156- 0.04% |
$71.5K - $82.1K
|
415K
$217M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-156- 1.12% |
$71.5K - $82.1K
|
13.8K
$7.24M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-159- 4.21% |
$72.9K - $83.7K
|
3.62K
$1.89M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-161- 1.26% |
$73.8K - $84.7K
|
12.6K
$6.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-164- 11.12% |
$75.2K - $86.3K
|
1.31K
$686K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-165- 2.9% |
$75.7K - $86.8K
|
5.53K
$2.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-165- 3.07% |
$75.7K - $86.8K
|
5.21K
$2.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-165- 3.23% |
$75.7K - $86.8K
|
4.94K
$2.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-166- 0.39% |
$76.1K - $87.4K
|
42.6K
$22.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-167- 21.41% |
$76.6K - $87.9K
|
613
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-168- 0.79% |
$77K - $88.4K
|
21.1K
$11.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-169- 1.14% |
$77.5K - $88.9K
|
14.6K
$7.65M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-170- 0.63% |
$77.9K - $89.5K
|
26.7K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-170- 1.79% |
$77.9K - $89.5K
|
9.31K
$4.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-170- 10.77% |
$77.9K - $89.5K
|
1.41K
$738K
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-172- 14.64% |
$78.9K - $90.5K
|
1K
$525K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-175- 2.75% |
$80.2K - $92.1K
|
6.19K
$3.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-175- 2.68% |
$80.2K - $92.1K
|
6.35K
$3.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-176- 1.18% |
$80.7K - $92.6K
|
14.8K
$7.75M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-177- 7.18% |
$81.2K - $93.1K
|
2.29K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-177- 3.57% |
$81.2K - $93.1K
|
4.78K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-177- 2.27% |
$81.2K - $93.1K
|
7.62K
$3.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-178- 2.12% |
$81.6K - $93.7K
|
8.23K
$4.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-179- 4.88% |
$82.1K - $94.2K
|
3.49K
$1.82M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-180- 17.77% |
$82.5K - $94.7K
|
833
$436K
|