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 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 20.63% |
$572K - $657K
|
4.8K
$2.84M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-1.28K- 14.4% |
$588K - $675K
|
7.63K
$4.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 24.15% |
$592K - $679K
|
4.06K
$2.4M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.29K- 3.06% |
$592K - $680K
|
40.9K
$24.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 4.59% |
$595K - $683K
|
26.9K
$15.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.32K- 0.24% |
$604K - $693K
|
542K
$320M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.32K- 12.54% |
$605K - $694K
|
9.2K
$5.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.33K- 9.37% |
$609K - $699K
|
12.9K
$7.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.33K- 3.66% |
$611K - $701K
|
35.1K
$20.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.37K- 0.09% |
$628K - $721K
|
1.52M
$901M
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
SELL
|
- |
-1.37K- 13.03% |
$629K - $722K
|
9.15K
$5.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 10.56% |
$630K - $723K
|
11.6K
$6.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.38K- 1.95% |
$634K - $727K
|
69.6K
$41.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.38K- 10.07% |
$635K - $728K
|
12.4K
$7.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-1.39K- 19.86% |
$636K - $730K
|
5.6K
$3.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.41K- 1.83% |
$646K - $741K
|
75.6K
$44.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-1.41K- 0.73% |
$646K - $741K
|
191K
$113M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.42K- 1.85% |
$649K - $745K
|
75.1K
$44.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.42K- 16.08% |
$652K - $748K
|
7.42K
$4.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.44K- 1.91% |
$662K - $760K
|
74.3K
$43.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.45K- 10.28% |
$666K - $764K
|
12.7K
$7.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.46K- 42.96% |
$669K - $768K
|
1.94K
$1.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.48K- 24.19% |
$680K - $781K
|
4.65K
$2.75M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.49K- 19.06% |
$681K - $781K
|
6.31K
$3.73M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.49K- 88.43% |
$683K - $784K
|
195
$115K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-1.49K- 20.79% |
$684K - $785K
|
5.69K
$3.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.5K- 26.03% |
$688K - $789K
|
4.26K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-1.5K- 37.5% |
$688K - $789K
|
2.5K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-1.52K- 20.14% |
$696K - $798K
|
6.02K
$3.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-1.53K- 9.34% |
$701K - $805K
|
14.8K
$8.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-1.54K- 9.13% |
$708K - $812K
|
15.4K
$9.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.56K- 1.24% |
$717K - $822K
|
125K
$73.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.58K- 5.37% |
$726K - $834K
|
27.9K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.59K- 5.9% |
$727K - $835K
|
25.3K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.59K- 6.21% |
$727K - $835K
|
24K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.59K- 12.16% |
$729K - $837K
|
11.5K
$6.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.6K- 74.35% |
$735K - $844K
|
553
$327K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.61K- 4.09% |
$739K - $848K
|
37.8K
$22.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.62K- 4.19% |
$741K - $850K
|
37K
$21.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.62K- 2.28% |
$743K - $853K
|
69.4K
$41M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.63K- 3.72% |
$746K - $856K
|
42.1K
$24.9M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.63K- 3.72% |
$746K - $856K
|
42.1K
$24.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.64K- 8.61% |
$750K - $861K
|
17.4K
$10.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.65K- 9.27% |
$758K - $870K
|
16.2K
$9.56M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.66K- 38.93% |
$759K - $871K
|
2.6K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1.66K- 7.45% |
$759K - $871K
|
20.6K
$12.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.66K- 5.83% |
$762K - $874K
|
26.9K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.67K- 62.55% |
$763K - $876K
|
997
$589K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 0.36% |
$766K - $879K
|
456K
$270M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.7K- 6.76% |
$778K - $892K
|
23.4K
$13.8M
|