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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-57- 61.29% |
$26.1K - $30K
|
36
$16.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-58- 3.79% |
$26.6K - $30.5K
|
1.47K
$679K
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-59- 5.02% |
$27.1K - $31K
|
1.12K
$515K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-59- 2.15% |
$27.1K - $31K
|
2.68K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-59- 1.15% |
$27.1K - $31K
|
5.09K
$2.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-59- 4.25% |
$27.1K - $31K
|
1.33K
$613K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-60- 1.42% |
$27.5K - $31.6K
|
4.17K
$1.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-60- 2.49% |
$27.5K - $31.6K
|
2.35K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-60- 1.65% |
$27.5K - $31.6K
|
3.58K
$1.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-61- 11.57% |
$28K - $32.1K
|
466
$215K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-62- 0.81% |
$28.4K - $32.6K
|
7.56K
$3.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-62- 1.1% |
$28.4K - $32.6K
|
5.55K
$2.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-62- 0.95% |
$28.4K - $32.6K
|
6.47K
$2.99M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-62- 0.2% |
$28.4K - $32.6K
|
30.9K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-63- 3.76% |
$28.9K - $33.2K
|
1.61K
$745K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-64- 10.87% |
$29.3K - $33.7K
|
525
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-64- 10.87% |
$29.3K - $33.7K
|
525
$242K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-65- 3.34% |
$29.8K - $34.2K
|
1.88K
$869K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-66- 12.57% |
$30.3K - $34.7K
|
459
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-66- 0.02% |
$30.3K - $34.7K
|
279K
$129M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-67- 9.05% |
$30.7K - $35.3K
|
673
$311K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-68- 4.98% |
$31.2K - $35.8K
|
1.3K
$599K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-69- 1.82% |
$31.6K - $36.3K
|
3.71K
$1.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-70- 13.78% |
$32.1K - $36.8K
|
438
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-70- 2.79% |
$32.1K - $36.8K
|
2.44K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-70- 5.7% |
$32.1K - $36.8K
|
1.16K
$534K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-70- 7.05% |
$32.1K - $36.8K
|
923
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-71- 0.28% |
$32.6K - $37.4K
|
25.2K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-71- 1.51% |
$32.6K - $37.4K
|
4.64K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-71- 1.53% |
$32.6K - $37.4K
|
4.56K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-72- 10.99% |
$33K - $37.9K
|
583
$269K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-73- 2.35% |
$33.5K - $38.4K
|
3.03K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-73- 5.57% |
$33.5K - $38.4K
|
1.24K
$571K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-73- 11.97% |
$33.5K - $38.4K
|
537
$248K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-74- 2.09% |
$33.9K - $38.9K
|
3.47K
$1.6M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-74- 2.09% |
$33.9K - $38.9K
|
3.47K
$1.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-75- 2.71% |
$34.4K - $39.5K
|
2.69K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-75- 3.84% |
$34.4K - $39.5K
|
1.88K
$867K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-75- 1.47% |
$34.4K - $39.5K
|
5.04K
$2.33M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-75- 9.52% |
$34.4K - $39.5K
|
713
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-77- 3.02% |
$35.3K - $40.5K
|
2.47K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-78- 1.55% |
$35.8K - $41K
|
4.96K
$2.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-79- 0.98% |
$36.2K - $41.6K
|
7.94K
$3.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-80- 7.47% |
$36.7K - $42.1K
|
991
$457K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-81- 5.57% |
$37.1K - $42.6K
|
1.37K
$634K
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-82- 0.24% |
$37.6K - $43.2K
|
34.6K
$16M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-83- 1.53% |
$38.1K - $43.7K
|
5.33K
$2.46M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-83- 1.98% |
$38.1K - $43.7K
|
4.11K
$1.9M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-83- 5.28% |
$38.1K - $43.7K
|
1.49K
$687K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-84- 8.69% |
$38.5K - $44.2K
|
883
$408K
|