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 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-477- 8.47% |
$219K - $251K
|
5.15K
$2.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-480- 1.02% |
$220K - $253K
|
46.5K
$21.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-487- 1.39% |
$223K - $256K
|
34.5K
$15.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-493- 7.24% |
$226K - $259K
|
6.32K
$2.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-493- 9.57% |
$226K - $259K
|
4.66K
$2.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-500- 11.11% |
$229K - $263K
|
4K
$1.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-502- 1.11% |
$230K - $264K
|
44.9K
$20.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-505- 9.52% |
$232K - $266K
|
4.8K
$2.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-508- 8.53% |
$233K - $267K
|
5.45K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-515- 1.97% |
$236K - $271K
|
25.6K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-520- 0.4% |
$238K - $274K
|
129K
$59.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-527- 30.73% |
$242K - $277K
|
1.19K
$548K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-529- 1.23% |
$243K - $278K
|
42.3K
$19.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-532- 1.33% |
$244K - $280K
|
39.4K
$18.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
SELL
|
- |
-534- 48.33% |
$245K - $281K
|
571
$264K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-535- 1.32% |
$245K - $282K
|
40K
$18.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-536- 33.09% |
$246K - $282K
|
1.08K
$500K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-544- 2.78% |
$249K - $286K
|
19K
$8.78M
|
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-545- 20.98% |
$250K - $287K
|
2.05K
$948K
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-550- 3.59% |
$252K - $289K
|
14.8K
$6.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-554- 1.59% |
$254K - $292K
|
34.2K
$15.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-559- 3.99% |
$256K - $294K
|
13.4K
$6.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-559- 12.12% |
$256K - $294K
|
4.06K
$1.87M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-565- 11.14% |
$259K - $297K
|
4.51K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-566- 12.43% |
$260K - $298K
|
3.99K
$1.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-566- 0.85% |
$260K - $298K
|
66.3K
$30.6M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-573- 0.1% |
$263K - $302K
|
552K
$255M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-576- 25.88% |
$264K - $303K
|
1.65K
$762K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-581- 0.72% |
$266K - $306K
|
80.4K
$37.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-584- 5.27% |
$268K - $307K
|
10.5K
$4.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-588- 22.64% |
$270K - $309K
|
2.01K
$927K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-591- 28.39% |
$271K - $311K
|
1.49K
$688K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-592- 0.65% |
$271K - $312K
|
90.2K
$41.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-597- 6.65% |
$274K - $314K
|
8.38K
$3.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-598- 3.47% |
$274K - $315K
|
16.6K
$7.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-599- 0.98% |
$275K - $315K
|
60.6K
$28M
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-600- 5.16% |
$275K - $316K
|
11K
$5.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-609- 3.39% |
$279K - $320K
|
17.3K
$8M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-625- 2.36% |
$287K - $329K
|
25.8K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-627- 4.95% |
$287K - $330K
|
12K
$5.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-637- 18.74% |
$292K - $335K
|
2.76K
$1.27M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-639- 3.58% |
$293K - $336K
|
17.2K
$7.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-648- 7.25% |
$297K - $341K
|
8.29K
$3.83M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-659- 4.15% |
$302K - $347K
|
15.2K
$7.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-662- 3.15% |
$304K - $348K
|
20.4K
$9.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-665- 2.49% |
$305K - $350K
|
26K
$12M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-666- 1.77% |
$305K - $350K
|
37K
$17.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-686- 6.69% |
$315K - $361K
|
9.56K
$4.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-687- 51.97% |
$315K - $362K
|
635
$293K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-691- 28.1% |
$317K - $364K
|
1.77K
$816K
|