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 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.67KNew |
$2.14M - $2.46M
|
4.67K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4.51K+ 0.85% |
$2.07M - $2.37M
|
533K
$324M
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4.5K+ 428.57% |
$2.06M - $2.37M
|
5.55K
$3.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
4.48K+ 7.52% |
$2.05M - $2.36M
|
64K
$39M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.45KNew |
$2.04M - $2.34M
|
4.45K
$2.71M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
4.38K+ 128.76% |
$2.01M - $2.3M
|
7.78K
$4.73M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.38K+ 17.14% |
$2.01M - $2.3M
|
29.9K
$18.2M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.37K+ 22.5% |
$2M - $2.3M
|
23.8K
$14.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.36K+ 27.92% |
$2M - $2.29M
|
20K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.34K+ 10.91% |
$1.99M - $2.28M
|
44.1K
$26.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
4.33K+ 2.06% |
$1.99M - $2.28M
|
215K
$131M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.32K+ 2.02% |
$1.98M - $2.27M
|
218K
$133M
|
|
|
Aug 14, 2023
Q2 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
4.32K+ 31.15% |
$1.98M - $2.27M
|
18.2K
$11.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.28K+ 33.06% |
$1.96M - $2.25M
|
17.2K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.2K+ 1.16% |
$1.92M - $2.21M
|
367K
$223M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.14K+ 14.42% |
$1.9M - $2.18M
|
32.9K
$20M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.13K+ 4.14% |
$1.89M - $2.17M
|
104K
$63.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
4.13KNew |
$1.89M - $2.17M
|
4.13K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Prosight Management, LP
Dallas, TX |
BUY
|
- |
4.07K+ 37.17% |
$1.86M - $2.14M
|
15K
$9.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.06K+ 210.57% |
$1.86M - $2.14M
|
5.99K
$3.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.06K+ 84.47% |
$1.86M - $2.14M
|
8.88K
$5.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.05K+ 1557.31% |
$1.86M - $2.13M
|
4.31K
$2.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.04K+ 36.53% |
$1.85M - $2.13M
|
15.1K
$9.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
4.04K+ 6.65% |
$1.85M - $2.12M
|
64.7K
$39.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
4.01K+ 12.24% |
$1.84M - $2.11M
|
36.7K
$22.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.98K+ 2.51% |
$1.82M - $2.09M
|
162K
$98.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.98K+ 10.11% |
$1.82M - $2.09M
|
43.3K
$26.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.97K+ 35.98% |
$1.82M - $2.09M
|
15K
$9.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.95KNew |
$1.81M - $2.08M
|
3.95K
$2.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.87K+ 36.08% |
$1.77M - $2.04M
|
14.6K
$8.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
3.85K+ 10.51% |
$1.77M - $2.03M
|
40.5K
$24.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.83K+ 2.29% |
$1.75M - $2.01M
|
171K
$104M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.81K+ 85.69% |
$1.75M - $2.01M
|
8.27K
$5.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.8K+ 13.63% |
$1.74M - $2M
|
31.7K
$19.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.76KNew |
$1.72M - $1.98M
|
3.76K
$2.29M
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.73KNew |
$1.71M - $1.96M
|
3.73K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.64K+ 19.01% |
$1.67M - $1.91M
|
22.8K
$13.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.62K+ 6.57% |
$1.66M - $1.91M
|
58.8K
$35.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
3.61K+ 3.56% |
$1.65M - $1.9M
|
105K
$63.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
3.56K+ 5.82% |
$1.63M - $1.87M
|
64.6K
$39.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.54K+ 168.36% |
$1.62M - $1.86M
|
5.65K
$3.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
3.5KNew |
$1.6M - $1.84M
|
3.5K
$2.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3.5K+ 31.82% |
$1.6M - $1.84M
|
14.5K
$8.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.49K+ 230.93% |
$1.6M - $1.84M
|
5.01K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.42KNew |
$1.57M - $1.8M
|
3.42K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.39K+ 17.46% |
$1.55M - $1.78M
|
22.8K
$13.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.37K+ 21.18% |
$1.55M - $1.77M
|
19.3K
$11.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.31KNew |
$1.52M - $1.74M
|
3.31K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.3K+ 7.13% |
$1.51M - $1.74M
|
49.6K
$30.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.27K+ 10.9% |
$1.5M - $1.72M
|
33.3K
$20.3M
|