Purchases and Sales Made in Q1 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.04K+ 0.93% |
$937K - $1.06M
|
220K
$123M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.99K+ 36.45% |
$918K - $1.03M
|
7.46K
$4.16M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.98K+ 13.4% |
$910K - $1.02M
|
16.7K
$9.33M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.97K+ 2.85% |
$906K - $1.02M
|
71K
$39.6M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.96K+ 14.74% |
$904K - $1.02M
|
15.3K
$8.53M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.96K+ 32.8% |
$900K - $1.01M
|
7.92K
$4.42M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.94K+ 194100.0% |
$894K - $1.01M
|
1.94K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.94K+ 14.28% |
$891K - $1M
|
15.5K
$8.64M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.91K+ 79.69% |
$880K - $991K
|
4.31K
$2.4M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.91K+ 44.69% |
$880K - $991K
|
6.19K
$3.45M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.9K+ 82.61% |
$875K - $985K
|
4.2K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.89K+ 50.23% |
$871K - $981K
|
5.66K
$3.16M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.89K+ 1.63% |
$869K - $979K
|
118K
$65.8M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.89KNew |
$869K - $979K
|
1.89K
$1.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 5.91% |
$864K - $973K
|
33.6K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.86K+ 102.71% |
$854K - $962K
|
3.66K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.85K+ 0.5% |
$850K - $957K
|
372K
$208M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.83K+ 23.8% |
$841K - $946K
|
9.5K
$5.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.82KNew |
$838K - $944K
|
1.82K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.82K+ 60.34% |
$837K - $942K
|
4.83K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.82KNew |
$836K - $942K
|
1.82K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.81K+ 12.54% |
$833K - $938K
|
16.2K
$9.06M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.79KNew |
$824K - $928K
|
1.79K
$999K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.77K+ 5.95% |
$813K - $915K
|
31.5K
$17.5M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.77KNew |
$812K - $915K
|
1.77K
$984K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.74K+ 15.93% |
$801K - $902K
|
12.7K
$7.07M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.73K+ 9.61% |
$796K - $897K
|
19.7K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.73KNew |
$795K - $895K
|
1.73K
$963K
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
1.73K+ 58.3% |
$794K - $894K
|
4.68K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.72K+ 28.27% |
$792K - $892K
|
7.81K
$4.36M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.71K+ 47.34% |
$787K - $886K
|
5.32K
$2.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
1.7K+ 14.85% |
$784K - $883K
|
13.2K
$7.35M
|
|
|
May 15, 2023
Q1 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.69K+ 1327.56% |
$776K - $874K
|
1.81K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
1.68K+ 3.19% |
$775K - $872K
|
54.5K
$30.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.67K+ 13.24% |
$768K - $865K
|
14.3K
$7.96M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
1.66K+ 189.14% |
$762K - $858K
|
2.53K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.65K+ 55.91% |
$760K - $856K
|
4.6K
$2.57M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.65KNew |
$759K - $855K
|
1.65K
$920K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.65K+ 25.43% |
$758K - $854K
|
8.12K
$4.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.63K+ 87.47% |
$749K - $843K
|
3.49K
$1.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.63K+ 164.64% |
$748K - $842K
|
2.61K
$1.46M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.62KNew |
$744K - $838K
|
1.62K
$901K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.6KNew |
$737K - $829K
|
1.6K
$892K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.59K+ 2.75% |
$733K - $825K
|
59.5K
$33.2M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.57KNew |
$724K - $815K
|
1.57K
$877K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.56K+ 5.71% |
$719K - $809K
|
28.9K
$16.1M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.56K+ 467.57% |
$717K - $807K
|
1.89K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.54K+ 317.11% |
$708K - $797K
|
2.02K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.54K+ 6.12% |
$708K - $797K
|
26.7K
$14.9M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.53K+ 8.41% |
$703K - $792K
|
19.7K
$11M
|