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 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-700- 10.89% |
$321K - $368K
|
5.73K
$2.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-708- 10.78% |
$325K - $373K
|
5.86K
$2.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-712- 2.9% |
$326K - $375K
|
23.8K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-714- 5.52% |
$327K - $376K
|
12.2K
$5.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-715- 14.8% |
$328K - $376K
|
4.12K
$1.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-722- 20.16% |
$331K - $380K
|
2.86K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-728- 0.79% |
$334K - $383K
|
91.1K
$42M
|
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-740- 15.66% |
$339K - $389K
|
3.98K
$1.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-745- 1.16% |
$342K - $392K
|
63.7K
$29.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-746- 2.24% |
$342K - $393K
|
32.6K
$15M
|
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-757- 1.42% |
$347K - $398K
|
52.7K
$24.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-762- 1.8% |
$349K - $401K
|
41.6K
$19.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-764- 5.47% |
$350K - $402K
|
13.2K
$6.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-768- 20.97% |
$352K - $404K
|
2.9K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-780- 10.86% |
$358K - $410K
|
6.4K
$2.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-785- 3.86% |
$360K - $413K
|
19.6K
$9.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-789- 26.18% |
$362K - $415K
|
2.23K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-793- 39.83% |
$364K - $417K
|
1.2K
$553K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-794- 2.15% |
$364K - $418K
|
36.1K
$16.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-800- 32.0% |
$367K - $421K
|
1.7K
$785K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-818- 9.99% |
$375K - $430K
|
7.37K
$3.4M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-828- 2.54% |
$380K - $436K
|
31.8K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-831- 3.12% |
$381K - $437K
|
25.8K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-833- 2.76% |
$382K - $438K
|
29.3K
$13.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-834- 91.55% |
$382K - $439K
|
77
$35.5K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-835- 4.44% |
$383K - $439K
|
18K
$8.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-845- 23.69% |
$387K - $445K
|
2.72K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-855- 23.4% |
$392K - $450K
|
2.8K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-856- 3.8% |
$392K - $450K
|
21.7K
$10M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-875- 7.13% |
$401K - $460K
|
11.4K
$5.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-877- 18.15% |
$402K - $462K
|
3.96K
$1.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-877- 37.04% |
$402K - $462K
|
1.49K
$688K
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-882- 64.24% |
$404K - $464K
|
491
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-888- 3.52% |
$407K - $467K
|
24.4K
$11.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-895- 5.55% |
$410K - $471K
|
15.2K
$7.03M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-899- 59.97% |
$412K - $473K
|
600
$277K
|
|
|
Aug 15, 2023
Q2 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-902- 7.23% |
$414K - $475K
|
11.6K
$5.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-904- 8.97% |
$414K - $476K
|
9.17K
$4.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-921- 35.68% |
$422K - $485K
|
1.66K
$766K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-926- 0.87% |
$425K - $487K
|
106K
$48.7M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-930- 4.24% |
$426K - $489K
|
21K
$9.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-938- 1.48% |
$430K - $494K
|
62.4K
$28.8M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-948- 36.53% |
$435K - $499K
|
1.65K
$760K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-949- 13.43% |
$435K - $499K
|
6.12K
$2.82M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-975- 4.54% |
$447K - $513K
|
20.5K
$9.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-977- 3.94% |
$448K - $514K
|
23.8K
$11M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-986- 14.42% |
$452K - $519K
|
5.85K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-993- 5.04% |
$455K - $523K
|
18.7K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-994- 52.18% |
$456K - $523K
|
911
$420K
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.01K- 67.24% |
$462K - $530K
|
491
$227K
|