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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-14- 0.75% |
$6.42K - $7.37K
|
1.84K
$850K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-14- 1.16% |
$6.42K - $7.37K
|
1.19K
$551K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-14- 0.78% |
$6.42K - $7.37K
|
1.77K
$819K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14- 0.24% |
$6.42K - $7.37K
|
5.9K
$2.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-14- 0.42% |
$6.42K - $7.37K
|
3.28K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-14- 0.99% |
$6.42K - $7.37K
|
1.41K
$649K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-15- 1.61% |
$6.88K - $7.89K
|
918
$424K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-15- 0.42% |
$6.88K - $7.89K
|
3.53K
$1.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-15- 0.16% |
$6.88K - $7.89K
|
9.57K
$4.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-15- 1.6% |
$6.88K - $7.89K
|
920
$425K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 3.61% |
$6.88K - $7.89K
|
401
$185K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-15- 0.63% |
$6.88K - $7.89K
|
2.38K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-15- 0.75% |
$6.88K - $7.89K
|
1.98K
$912K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-15- 2.23% |
$6.88K - $7.89K
|
658
$304K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-16- 2.29% |
$7.34K - $8.42K
|
682
$315K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-16- 3.34% |
$7.34K - $8.42K
|
463
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-17- 0.66% |
$7.79K - $8.95K
|
2.56K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-17- 1.93% |
$7.79K - $8.95K
|
863
$398K
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-17- 0.26% |
$7.79K - $8.95K
|
6.59K
$3.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-18- 1.53% |
$8.25K - $9.47K
|
1.16K
$534K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-18- 0.57% |
$8.25K - $9.47K
|
3.13K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-18- 1.0% |
$8.25K - $9.47K
|
1.78K
$820K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-19- 4.41% |
$8.71K - $10K
|
412
$190K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-19- 0.22% |
$8.71K - $10K
|
8.61K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-19- 0.19% |
$8.71K - $10K
|
9.85K
$4.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-20- 26.32% |
$9.17K - $10.5K
|
56
$25.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-20- 1.19% |
$9.17K - $10.5K
|
1.66K
$765K
|
|
|
Jul 19, 2023
Q2 2023
|
Independent Investors Inc
|
SELL
|
- |
-20- 0.56% |
$9.17K - $10.5K
|
3.54K
$1.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-20- 0.28% |
$9.17K - $10.5K
|
7.06K
$3.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-20- 9.71% |
$9.17K - $10.5K
|
186
$85.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-20- 0.06% |
$9.17K - $10.5K
|
33.8K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-20- 1.75% |
$9.17K - $10.5K
|
1.12K
$518K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21- 1.61% |
$9.63K - $11.1K
|
1.28K
$591K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-21- 26.92% |
$9.63K - $11.1K
|
57
$26.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-21- 2.17% |
$9.63K - $11.1K
|
947
$437K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-22- 0.4% |
$10.1K - $11.6K
|
5.49K
$2.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-22- 1.6% |
$10.1K - $11.6K
|
1.35K
$625K
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-22- 4.69% |
$10.1K - $11.6K
|
447
$206K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-22- 4.57% |
$10.1K - $11.6K
|
459
$212K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-22- 3.79% |
$10.1K - $11.6K
|
558
$258K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-23- 0.72% |
$10.5K - $12.1K
|
3.19K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-23- 0.21% |
$10.5K - $12.1K
|
11K
$5.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 7.17% |
$10.5K - $12.1K
|
298
$138K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-23- 4.01% |
$10.5K - $12.1K
|
551
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-23- 2.94% |
$10.5K - $12.1K
|
758
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-23- 0.73% |
$10.5K - $12.1K
|
3.15K
$1.45M
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-23- 1.17% |
$10.5K - $12.1K
|
1.95K
$900K
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-24- 3.96% |
$11K - $12.6K
|
582
$269K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-24- 0.82% |
$11K - $12.6K
|
2.89K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-24- 1.05% |
$11K - $12.6K
|
2.27K
$1.05M
|