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 02, 2023
Q1 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
1.26K+ 2.49% |
$578K - $651K
|
51.6K
$27.6M
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.25K+ 2.7% |
$577K - $650K
|
47.7K
$25.5M
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 8.2% |
$577K - $649K
|
16.5K
$8.82M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.23K+ 0.5% |
$566K - $637K
|
246K
$131M
|
|
May 12, 2023
Q1 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
1.23K+ 12.23% |
$565K - $636K
|
11.3K
$6.01M
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
1.2KNew |
$552K - $622K
|
1.2K
$640K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.2K+ 59950.0% |
$552K - $621K
|
1.2K
$641K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.2K+ 8.23% |
$551K - $620K
|
15.7K
$8.4M
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.18K+ 23.46% |
$543K - $612K
|
6.21K
$3.31M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.17K+ 37.3% |
$540K - $607K
|
4.31K
$2.3M
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.17K+ 71.05% |
$537K - $604K
|
2.81K
$1.5M
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.17K+ 0.89% |
$536K - $604K
|
132K
$70.5M
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
BUY
|
- |
1.15K+ 85.19% |
$529K - $596K
|
2.5K
$1.33M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.15K+ 67.49% |
$528K - $594K
|
2.84K
$1.52M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.15K+ 65.96% |
$527K - $593K
|
2.88K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.14KNew |
$526K - $592K
|
1.14K
$609K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.14K+ 6.63% |
$525K - $591K
|
18.3K
$9.78M
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.12K+ 2.66% |
$517K - $582K
|
43.3K
$23.1M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.12K+ 10.33% |
$516K - $581K
|
12K
$6.39M
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.12K+ 16.29% |
$514K - $579K
|
7.98K
$4.25M
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.11KNew |
$509K - $573K
|
1.11K
$590K
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.1K+ 15.58% |
$508K - $572K
|
8.19K
$4.37M
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.1K+ 2.61% |
$506K - $570K
|
43.3K
$23.1M
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 17.32% |
$505K - $568K
|
7.42K
$3.96M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.1K+ 2.61% |
$505K - $568K
|
43.2K
$23M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.1K+ 6.77% |
$505K - $568K
|
17.3K
$9.22M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.1K+ 1.87% |
$505K - $568K
|
59.8K
$31.9M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.09K+ 2.78% |
$503K - $567K
|
40.5K
$21.6M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.09K+ 8.07% |
$500K - $563K
|
14.6K
$7.76M
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.06K+ 9.26% |
$490K - $552K
|
12.6K
$6.7M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 5.5% |
$489K - $551K
|
20.4K
$10.9M
|
|
May 03, 2023
Q1 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
1.06KNew |
$489K - $550K
|
1.06K
$567K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.06K+ 10.52% |
$488K - $549K
|
11.1K
$5.94M
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
1.06K+ 2.51% |
$487K - $548K
|
43.2K
$23.1M
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.05KNew |
$483K - $544K
|
1.05K
$560K
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 10.17% |
$482K - $542K
|
11.3K
$6.05M
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
1.04KNew |
$478K - $539K
|
1.04K
$554K
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.04K+ 17.88% |
$477K - $538K
|
6.84K
$3.65M
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.03K+ 7.18% |
$473K - $533K
|
15.3K
$8.19M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.03K+ 7.92% |
$472K - $532K
|
14K
$7.46M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.02K+ 9.87% |
$470K - $530K
|
11.4K
$6.07M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.02K+ 1.18% |
$469K - $528K
|
87.3K
$46.6M
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
1.01K+ 4.96% |
$467K - $526K
|
21.5K
$11.5M
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
1.01K+ 4.56% |
$465K - $524K
|
23.2K
$12.4M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1K+ 1.9% |
$462K - $520K
|
53.7K
$28.7M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
1K+ 0.75% |
$461K - $519K
|
134K
$71.7M
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 25.47% |
$461K - $519K
|
4.93K
$2.63M
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1K+ 60.79% |
$460K - $518K
|
2.65K
$1.41M
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1K+ 18.77% |
$460K - $518K
|
6.33K
$3.38M
|
|
May 15, 2023
Q1 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
1KNew |
$460K - $518K
|
1K
$534K
|