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 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-180- 16.2% |
$82.5K - $94.7K
|
931
$430K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-181- 2.7% |
$83K - $95.2K
|
6.53K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-185- 2.28% |
$84.8K - $97.4K
|
7.94K
$3.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-187- 20.44% |
$85.7K - $98.4K
|
728
$336K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-188- 7.63% |
$86.2K - $98.9K
|
2.28K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-188- 2.72% |
$86.2K - $98.9K
|
6.72K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-190- 1.55% |
$87.1K - $100K
|
12.1K
$5.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-192- 0.08% |
$88K - $101K
|
226K
$104M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-192- 0.62% |
$88K - $101K
|
30.6K
$14.1M
|
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-194- 11.9% |
$88.9K - $102K
|
1.44K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-197- 4.43% |
$90.3K - $104K
|
4.25K
$1.96M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-198- 7.49% |
$90.8K - $104K
|
2.45K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-199- 8.49% |
$91.2K - $105K
|
2.14K
$989K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-200- 6.23% |
$91.7K - $105K
|
3.01K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-200- 10.78% |
$91.7K - $105K
|
1.66K
$764K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-200- 15.54% |
$91.7K - $105K
|
1.09K
$502K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-200- 34.07% |
$91.7K - $105K
|
387
$179K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-200- 18.13% |
$91.7K - $105K
|
903
$417K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-201- 19.71% |
$92.2K - $106K
|
819
$378K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-204- 2.59% |
$93.5K - $107K
|
7.68K
$3.54M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-205- 10.51% |
$94K - $108K
|
1.75K
$805K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-206- 0.63% |
$94.4K - $108K
|
32.4K
$15M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-208- 7.1% |
$95.4K - $109K
|
2.72K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-209- 55.73% |
$95.8K - $110K
|
166
$76.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-213- 1.21% |
$97.7K - $112K
|
17.3K
$8M
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-215- 33.23% |
$98.6K - $113K
|
432
$199K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-217- 10.33% |
$99.5K - $114K
|
1.88K
$869K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-218- 17.26% |
$100K - $115K
|
1.05K
$482K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-218- 8.17% |
$100K - $115K
|
2.45K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-221- 0.77% |
$101K - $116K
|
28.4K
$13.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-221- 0.97% |
$101K - $116K
|
22.6K
$10.4M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-222- 26.65% |
$102K - $117K
|
611
$282K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-223- 20.27% |
$102K - $117K
|
877
$405K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-223- 1.27% |
$102K - $117K
|
17.3K
$8M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-224- 2.18% |
$103K - $118K
|
10K
$4.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-225- 16.52% |
$103K - $118K
|
1.14K
$525K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-227- 26.21% |
$104K - $119K
|
639
$295K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-228- 3.87% |
$105K - $120K
|
5.66K
$2.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-229- 2.11% |
$105K - $121K
|
10.6K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-229- 0.64% |
$105K - $121K
|
35.5K
$16.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-232- 2.96% |
$106K - $122K
|
7.6K
$3.51M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-232- 3.4% |
$106K - $122K
|
6.6K
$3.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-232- 34.37% |
$106K - $122K
|
443
$204K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-234- 3.46% |
$107K - $123K
|
6.52K
$3.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-234- 2.0% |
$107K - $123K
|
11.5K
$5.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-237- 2.19% |
$109K - $125K
|
10.6K
$4.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-237- 6.0% |
$109K - $125K
|
3.71K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-237- 6.36% |
$109K - $125K
|
3.49K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-238- 25.84% |
$109K - $125K
|
683
$315K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-239- 8.86% |
$110K - $126K
|
2.46K
$1.13M
|