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 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-240- 3.85% |
$110K - $126K
|
5.99K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-242- 13.25% |
$111K - $127K
|
1.59K
$830K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-244- 17.44% |
$112K - $128K
|
1.16K
$605K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-245- 15.35% |
$112K - $129K
|
1.35K
$707K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-246- 3.27% |
$113K - $129K
|
7.27K
$3.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-247- 1.46% |
$113K - $130K
|
16.6K
$8.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-247- 2.26% |
$113K - $130K
|
10.7K
$5.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-247- 9.38% |
$113K - $130K
|
2.39K
$1.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-253- 5.2% |
$116K - $133K
|
4.61K
$2.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-254- 1.31% |
$116K - $134K
|
19.1K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-256- 8.36% |
$117K - $135K
|
2.81K
$1.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-261- 1.39% |
$120K - $137K
|
18.6K
$9.72M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-262- 33.38% |
$120K - $138K
|
523
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-266- 12.94% |
$122K - $140K
|
1.79K
$937K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-266- 6.03% |
$122K - $140K
|
4.14K
$2.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-269- 1.73% |
$123K - $142K
|
15.3K
$7.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-270- 9.27% |
$124K - $142K
|
2.64K
$1.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-275- 23.61% |
$126K - $145K
|
890
$466K
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-275- 15.35% |
$126K - $145K
|
1.52K
$794K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-276- 1.1% |
$127K - $145K
|
24.8K
$13M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-278- 1.87% |
$127K - $146K
|
14.6K
$7.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-280- 6.77% |
$128K - $147K
|
3.85K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-281- 9.56% |
$129K - $148K
|
2.66K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-283- 19.93% |
$130K - $149K
|
1.14K
$595K
|
|
|
Jul 25, 2023
Q2 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-287- 17.34% |
$132K - $151K
|
1.37K
$716K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-288- 1.06% |
$132K - $152K
|
26.8K
$14M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-289- 31.62% |
$133K - $152K
|
625
$327K
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-290- 1.48% |
$133K - $153K
|
19.3K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-290- 0.65% |
$133K - $153K
|
44.1K
$23.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-291- 13.48% |
$133K - $153K
|
1.87K
$978K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-294- 12.53% |
$135K - $155K
|
2.05K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-295- 0.81% |
$135K - $155K
|
35.9K
$18.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-297- 14.59% |
$136K - $156K
|
1.74K
$910K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-297- 5.66% |
$136K - $156K
|
4.95K
$2.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-297- 7.69% |
$136K - $156K
|
3.56K
$1.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-300- 18.55% |
$138K - $158K
|
1.32K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-300- 25.0% |
$138K - $158K
|
900
$471K
|
|
|
Aug 03, 2023
Q2 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-304- 15.73% |
$139K - $160K
|
1.63K
$853K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-304- 35.89% |
$139K - $160K
|
543
$284K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-308- 4.29% |
$141K - $162K
|
6.87K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-310- 33.16% |
$142K - $163K
|
625
$327K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-311- 8.12% |
$143K - $164K
|
3.52K
$1.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-314- 2.38% |
$144K - $165K
|
12.9K
$6.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-318- 7.83% |
$146K - $167K
|
3.74K
$1.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-319- 5.17% |
$146K - $168K
|
5.85K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-319- 1.25% |
$146K - $168K
|
25.2K
$13.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-325- 2.7% |
$149K - $171K
|
11.7K
$6.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-325- 2.02% |
$149K - $171K
|
15.8K
$8.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-328- 5.81% |
$150K - $173K
|
5.31K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-328- 4.0% |
$150K - $173K
|
7.88K
$4.13M
|