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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.54K+ 317.11% |
$708K - $797K
|
2.02K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.54K+ 6.12% |
$708K - $797K
|
26.7K
$14.2M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.53K+ 8.41% |
$703K - $792K
|
19.7K
$10.5M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.51K+ 50.94% |
$697K - $785K
|
4.49K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51KNew |
$697K - $785K
|
1.51K
$808K
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.51KNew |
$696K - $784K
|
1.51K
$807K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.5K+ 14.13% |
$691K - $778K
|
12.1K
$6.47M
|
|
|
May 03, 2023
Q1 2023
|
Factorial Partners, LLC
|
BUY
|
- |
1.5KNew |
$690K - $777K
|
1.5K
$800K
|
|
|
May 12, 2023
Q1 2023
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1.5K+ 60.0% |
$690K - $777K
|
4K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.5K+ 17.79% |
$690K - $777K
|
9.93K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.5K+ 8.19% |
$690K - $776K
|
19.8K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.5KNew |
$689K - $776K
|
1.5K
$799K
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
1.48K+ 25.87% |
$683K - $769K
|
7.22K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.48KNew |
$683K - $769K
|
1.48K
$791K
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.48K+ 105.04% |
$681K - $767K
|
2.89K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
1.47K+ 1.27% |
$676K - $761K
|
117K
$62.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
1.46K+ 2.51% |
$673K - $757K
|
59.7K
$31.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
1.46K+ 2.36% |
$672K - $756K
|
63.2K
$33.7M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
1.46K+ 13.26% |
$670K - $755K
|
12.4K
$6.64M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.45K+ 5.33% |
$667K - $751K
|
28.6K
$15.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.44K+ 11.52% |
$661K - $745K
|
13.9K
$7.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.43KNew |
$657K - $740K
|
1.43K
$762K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.4K+ 32.09% |
$644K - $726K
|
5.76K
$3.07M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.4K+ 112.12% |
$643K - $724K
|
2.64K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.4K+ 10.39% |
$643K - $724K
|
14.8K
$7.92M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.4K+ 18.93% |
$643K - $724K
|
8.77K
$4.68M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.4K+ 8.28% |
$643K - $724K
|
18.3K
$9.74M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.39K+ 15.33% |
$639K - $720K
|
10.5K
$5.58M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.39K+ 3.17% |
$638K - $718K
|
45.1K
$24.1M
|
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.37KNew |
$632K - $712K
|
1.37K
$733K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.36K+ 7.22% |
$628K - $707K
|
20.3K
$10.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.36K+ 5.47% |
$624K - $703K
|
26.1K
$13.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.35K+ 11.9% |
$623K - $702K
|
12.7K
$6.79M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.35K+ 31.15% |
$622K - $701K
|
5.69K
$3.04M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.35K+ 63.13% |
$622K - $700K
|
3.49K
$1.86M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.34K+ 11.49% |
$615K - $692K
|
13K
$6.91M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.33K+ 4.49% |
$612K - $689K
|
30.9K
$16.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.33K+ 7.33% |
$610K - $687K
|
19.4K
$10.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.32K+ 28.55% |
$606K - $682K
|
5.93K
$3.16M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.31K+ 168.25% |
$603K - $678K
|
2.09K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.31K+ 24.96% |
$603K - $678K
|
6.55K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.31K+ 13.36% |
$601K - $677K
|
11.1K
$5.91M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.3K+ 7.59% |
$599K - $674K
|
18.4K
$9.84M
|
|
|
May 03, 2023
Q1 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.3K+ 43.1% |
$597K - $672K
|
4.3K
$2.3M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
1.29K+ 28.37% |
$595K - $670K
|
5.85K
$3.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.27K+ 8.01% |
$586K - $660K
|
17.2K
$9.16M
|
|
|
May 17, 2023
Q1 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
1.27K+ 55.49% |
$586K - $660K
|
3.57K
$1.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.27KNew |
$582K - $656K
|
1.27K
$675K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.26K+ 30.49% |
$581K - $655K
|
5.41K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.26KNew |
$578K - $651K
|
1.26K
$670K
|