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 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-330- 29.44% |
$151K - $174K
|
791
$414K
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-332- 31.41% |
$152K - $175K
|
725
$380K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-333- 14.88% |
$153K - $175K
|
1.91K
$997K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-336- 24.74% |
$154K - $177K
|
1.02K
$535K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-336- 1.25% |
$154K - $177K
|
26.6K
$13.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-342- 2.78% |
$157K - $180K
|
12K
$6.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-351- 2.16% |
$161K - $185K
|
15.9K
$8.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-353- 3.66% |
$162K - $186K
|
9.3K
$4.87M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-356- 3.1% |
$163K - $187K
|
11.1K
$5.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-358- 12.72% |
$164K - $188K
|
2.46K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-361- 1.59% |
$166K - $190K
|
22.3K
$11.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-364- 19.79% |
$167K - $192K
|
1.48K
$772K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-365- 1.53% |
$167K - $192K
|
23.5K
$12.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-367- 17.68% |
$168K - $193K
|
1.71K
$895K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-367- 2.4% |
$168K - $193K
|
14.9K
$7.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-368- 3.07% |
$169K - $194K
|
11.6K
$6.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-368- 2.85% |
$169K - $194K
|
12.6K
$6.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-371- 0.83% |
$170K - $195K
|
44.3K
$23.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-371- 1.17% |
$170K - $195K
|
31.3K
$16.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-375- 1.37% |
$172K - $197K
|
27.1K
$14.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-378- 1.87% |
$173K - $199K
|
19.9K
$10.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-380- 5.97% |
$174K - $200K
|
5.99K
$3.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-380- 17.08% |
$174K - $200K
|
1.85K
$966K
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-381- 1.54% |
$175K - $200K
|
24.3K
$12.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-385- 5.56% |
$177K - $203K
|
6.54K
$3.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-386- 3.1% |
$177K - $203K
|
12.1K
$6.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-388- 4.94% |
$178K - $204K
|
7.47K
$3.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-394- 25.97% |
$181K - $207K
|
1.12K
$588K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-397- 0.27% |
$182K - $209K
|
148K
$77.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-397- 0.83% |
$182K - $209K
|
47.7K
$25M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-399- 2.25% |
$183K - $210K
|
17.3K
$9.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-410- 13.96% |
$188K - $216K
|
2.53K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-411- 0.91% |
$188K - $216K
|
44.5K
$23.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-414- 13.77% |
$190K - $218K
|
2.59K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-418- 1.93% |
$192K - $220K
|
21.2K
$11.1M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-422- 15.95% |
$193K - $222K
|
2.22K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-427- 6.06% |
$196K - $225K
|
6.62K
$3.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-430- 2.34% |
$197K - $226K
|
18K
$9.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-440- 2.69% |
$202K - $232K
|
15.9K
$8.34M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-440Closed |
$202K - $232K
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-445- 3.01% |
$204K - $234K
|
14.4K
$7.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-448- 1.55% |
$205K - $236K
|
28.5K
$14.9M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-450- 32.14% |
$206K - $237K
|
950
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-452- 27.38% |
$207K - $238K
|
1.2K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-457- 13.09% |
$210K - $240K
|
3.03K
$1.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-459- 31.06% |
$210K - $242K
|
1.02K
$533K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-470- 27.61% |
$215K - $247K
|
1.23K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-472- 6.48% |
$216K - $248K
|
6.82K
$3.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-473- 15.46% |
$217K - $249K
|
2.59K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-475- 2.78% |
$218K - $250K
|
16.6K
$8.7M
|