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 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.36K- 72.99% |
$1.08M - $1.24M
|
875
$458K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.38K- 58.23% |
$1.09M - $1.25M
|
1.71K
$893K
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.39K- 2.36% |
$1.09M - $1.26M
|
98.8K
$51.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.39K- 0.9% |
$1.1M - $1.26M
|
263K
$137M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.4K- 6.98% |
$1.1M - $1.26M
|
32K
$16.7M
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.41K- 2.94% |
$1.1M - $1.27M
|
79.4K
$41.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.46K- 3.36% |
$1.13M - $1.3M
|
70.8K
$37.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.47K- 0.14% |
$1.13M - $1.3M
|
1.81M
$949M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.5K- 2.01% |
$1.14M - $1.31M
|
122K
$63.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2.5K- 62.5% |
$1.15M - $1.32M
|
1.5K
$785K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.53K- 18.42% |
$1.16M - $1.33M
|
11.2K
$5.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.54K- 58.43% |
$1.16M - $1.34M
|
1.81K
$945K
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-2.55K- 69.65% |
$1.17M - $1.34M
|
1.11K
$583K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.59K- 60.92% |
$1.19M - $1.36M
|
1.66K
$869K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.59K- 8.0% |
$1.19M - $1.36M
|
29.8K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.62K- 42.31% |
$1.2M - $1.38M
|
3.57K
$1.87M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.62K- 42.31% |
$1.2M - $1.38M
|
3.57K
$1.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.63K- 56.01% |
$1.21M - $1.38M
|
2.07K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.65K- 6.36% |
$1.21M - $1.39M
|
39K
$20.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.65K- 3.04% |
$1.22M - $1.4M
|
84.6K
$44.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2.68K- 85.74% |
$1.23M - $1.41M
|
446
$233K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.7K- 2.12% |
$1.24M - $1.42M
|
125K
$65.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.74K- 3.7% |
$1.26M - $1.44M
|
71.2K
$37.3M
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
SELL
|
- |
-2.76K- 3.99% |
$1.26M - $1.45M
|
66.4K
$34.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.78K- 0.34% |
$1.27M - $1.46M
|
825K
$432M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.86K- 9.03% |
$1.31M - $1.5M
|
28.7K
$15M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.87K- 2.24% |
$1.31M - $1.51M
|
125K
$65.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.88K- 68.89% |
$1.32M - $1.52M
|
1.3K
$681K
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-2.88K- 50.7% |
$1.32M - $1.52M
|
2.8K
$1.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-2.89K- 20.66% |
$1.32M - $1.52M
|
11.1K
$5.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Ns Partners LTD
|
SELL
|
- |
-2.89K- 3.24% |
$1.32M - $1.52M
|
86.3K
$45.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.9K- 2.62% |
$1.33M - $1.53M
|
108K
$56.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.9K- 9.1% |
$1.33M - $1.53M
|
29K
$15.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-2.9K- 47.54% |
$1.33M - $1.53M
|
3.2K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-2.91K- 1.86% |
$1.33M - $1.53M
|
154K
$80.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.92K- 10.95% |
$1.34M - $1.54M
|
23.8K
$12.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.95K- 66.56% |
$1.35M - $1.55M
|
1.48K
$775K
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-2.99K- 8.31% |
$1.37M - $1.57M
|
33K
$17.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-3.04K- 59.72% |
$1.39M - $1.6M
|
2.05K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-3.05K- 1.54% |
$1.4M - $1.6M
|
194K
$102M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.05K- 69.68% |
$1.4M - $1.61M
|
1.33K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-3.07K- 8.72% |
$1.41M - $1.62M
|
32.1K
$16.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.1K- 5.11% |
$1.42M - $1.63M
|
57.6K
$30.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-3.15K- 12.08% |
$1.44M - $1.66M
|
22.9K
$12M
|
|
|
Jul 31, 2023
Q2 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.2K- 2.9% |
$1.47M - $1.69M
|
107K
$56.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-3.22K- 8.01% |
$1.48M - $1.7M
|
37K
$19.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.29K- 13.47% |
$1.51M - $1.73M
|
21.1K
$11.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.29K- 16.92% |
$1.51M - $1.73M
|
16.2K
$8.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.3K- 0.2% |
$1.51M - $1.74M
|
1.66M
$868M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.34K- 1.73% |
$1.53M - $1.76M
|
190K
$99.2M
|