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 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.57K+ 7.86% |
$3.01M - $3.46M
|
90.2K
$54.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.37KNew |
$2.92M - $3.35M
|
6.37K
$3.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.35K+ 5.19% |
$2.91M - $3.34M
|
129K
$78.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.28K+ 9.87% |
$2.88M - $3.3M
|
69.9K
$42.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
6.24K+ 5.41% |
$2.86M - $3.28M
|
121K
$73.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.21K+ 12.83% |
$2.85M - $3.27M
|
54.6K
$33.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.16K+ 2.76% |
$2.82M - $3.24M
|
229K
$140M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.14K+ 70.01% |
$2.82M - $3.23M
|
14.9K
$9.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
6.07KNew |
$2.78M - $3.19M
|
6.07K
$3.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
6.06K+ 4.51% |
$2.78M - $3.19M
|
141K
$85.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
6.03K+ 11.77% |
$2.77M - $3.18M
|
57.3K
$34.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.03KNew |
$2.77M - $3.17M
|
6.03K
$3.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Milestone Resources Group LTD
|
BUY
|
- |
5.96K+ 2.71% |
$2.73M - $3.14M
|
226K
$138M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.81K+ 9.91% |
$2.67M - $3.06M
|
64.5K
$39.2M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.81K+ 31.55% |
$2.66M - $3.06M
|
24.2K
$14.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.8K+ 45.17% |
$2.66M - $3.05M
|
18.6K
$11.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.75K+ 18.7% |
$2.63M - $3.02M
|
36.5K
$22.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.73KNew |
$2.63M - $3.01M
|
5.73K
$3.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.7K+ 11.74% |
$2.61M - $3M
|
54.2K
$33M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.69K+ 9.53% |
$2.61M - $2.99M
|
65.4K
$39.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
5.65KNew |
$2.59M - $2.98M
|
5.65K
$3.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.63K+ 73.72% |
$2.58M - $2.96M
|
13.3K
$8.07M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
5.52K+ 81.28% |
$2.53M - $2.9M
|
12.3K
$7.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.5K+ 39.92% |
$2.52M - $2.9M
|
19.3K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
5.5K+ 1.43% |
$2.52M - $2.89M
|
389K
$237M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.5KNew |
$2.52M - $2.89M
|
5.5K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.45K+ 83.23% |
$2.5M - $2.87M
|
12K
$7.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.45K+ 153.87% |
$2.5M - $2.87M
|
9K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5.45K+ 132.93% |
$2.5M - $2.87M
|
9.55K
$5.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
5.45K+ 6.9% |
$2.5M - $2.87M
|
84.4K
$51.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.44KNew |
$2.49M - $2.86M
|
5.44K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.42K+ 9.87% |
$2.48M - $2.85M
|
60.3K
$36.7M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5.4K+ 36.5% |
$2.48M - $2.84M
|
20.2K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
5.36K+ 14.83% |
$2.46M - $2.82M
|
41.5K
$25.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.34K+ 25.19% |
$2.45M - $2.81M
|
26.6K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
5.26K+ 7.23% |
$2.41M - $2.77M
|
77.9K
$47.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
BUY
|
- |
5.2K+ 50.83% |
$2.39M - $2.74M
|
15.4K
$9.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.19K+ 1.46% |
$2.38M - $2.73M
|
361K
$220M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
5.19K+ 9.53% |
$2.38M - $2.73M
|
59.7K
$36.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
5.16KNew |
$2.37M - $2.72M
|
5.16K
$3.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
5.09K+ 39.51% |
$2.33M - $2.68M
|
18K
$10.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5KNew |
$2.29M - $2.63M
|
5K
$3.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.9K+ 80.98% |
$2.25M - $2.58M
|
11K
$6.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
4.89K+ 8.14% |
$2.24M - $2.57M
|
64.9K
$39.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.86K+ 55.05% |
$2.23M - $2.56M
|
13.7K
$8.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
4.79K+ 49.96% |
$2.19M - $2.52M
|
14.4K
$8.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.75K+ 39.13% |
$2.18M - $2.5M
|
16.9K
$10.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.7K+ 7.9% |
$2.16M - $2.47M
|
64.2K
$39.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.7K+ 5.68% |
$2.15M - $2.47M
|
87.3K
$53.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
4.69K+ 6.56% |
$2.15M - $2.47M
|
76.2K
$46.4M
|