Purchases and Sales Made in Q1 2023 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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 27, 2023 Q1 2023
Sterling Investment Management, LLC

BUY
 -
991
+ 22.46%
$456K - $514K
5.4K $2.88M
May 04, 2023 Q1 2023
Unison Asset Management LLC

BUY
 -
972
+ 10.23%
$447K - $504K
10.5K $5.59M
Apr 25, 2023 Q1 2023
First National Bank Of Hutchinson

BUY
 -
970
+ 58.82%
$447K - $503K
2.62K $1.4M
Apr 19, 2023 Q1 2023
Kg&L Capital Management,Llc

BUY
 -
961
+ 107.49%
$442K - $498K
1.86K $990K
May 01, 2023 Q1 2023
Mill Capital Management, LLC

BUY
 -
960
+ 2.31%
$442K - $498K
42.5K $22.7M
May 12, 2023 Q1 2023
Argent Trust CO

Nashville, TN
BUY
 -
957
+ 3.45%
$441K - $496K
28.7K $15.3M
Apr 27, 2023 Q1 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
955
+ 29.83%
$440K - $495K
4.16K $2.22M
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

BUY
 -
946
+ 15.85%
$435K - $490K
6.92K $3.69M
May 03, 2023 Q1 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
943
New
$434K - $489K
943 $503K
May 12, 2023 Q1 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
941
New
$433K - $488K
941 $502K
May 15, 2023 Q1 2023
Choate Investment Advisors

Boston, MA
BUY
 -
936
+ 11.86%
$431K - $485K
8.83K $4.71M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
928
+ 0.38%
$427K - $481K
243K $130M
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
926
+ 3.08%
$426K - $480K
31K $16.5M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
922
+ 4.48%
$424K - $478K
21.5K $11.5M
May 11, 2023 Q1 2023
Rmb Capital Management, LLC

BUY
 -
910
+ 1.61%
$419K - $472K
57.3K $30.5M
May 01, 2023 Q1 2023
Asahi Life Asset Management Co., Ltd.

BUY
 -
907
+ 2.71%
$418K - $470K
34.3K $18.3M
May 04, 2023 Q1 2023
Canal Capital Management, LLC

BUY
 -
906
+ 8.86%
$417K - $470K
11.1K $5.94M
Apr 13, 2023 Q1 2023
Abner Herrman & Brock LLC

BUY
 -
901
+ 2.47%
$415K - $467K
37.4K $20M
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
897
+ 3.44%
$413K - $465K
27K $14.4M
May 10, 2023 Q1 2023
Gds Wealth Management

BUY
 -
894
+ 10.39%
$412K - $463K
9.5K $5.07M
May 09, 2023 Q1 2023
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
893
New
$411K - $463K
893 $476K
Apr 26, 2023 Q1 2023
Litman Gregory Wealth Management LLC

BUY
 -
869
New
$400K - $450K
869 $464K
May 08, 2023 Q1 2023
Live Oak Private Wealth LLC

BUY
 -
859
+ 3.9%
$395K - $445K
22.9K $12.2M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
854
+ 5.72%
$393K - $443K
15.8K $8.43M
May 04, 2023 Q1 2023
Elite Wealth Management, Inc.

BUY
 -
850
New
$391K - $441K
850 $454K
May 12, 2023 Q1 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
847
New
$390K - $439K
847 $452K
May 10, 2023 Q1 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
846
+ 13.6%
$389K - $439K
7.07K $3.77M
Apr 17, 2023 Q1 2023
City Holding CO

BUY
 -
844
+ 10.32%
$389K - $437K
9.03K $4.82M
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
841
+ 18.61%
$387K - $436K
5.36K $2.86M
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
838
+ 0.57%
$386K - $434K
149K $79.4M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
835
+ 12.26%
$384K - $433K
7.65K $4.08M
May 10, 2023 Q1 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
830
+ 45.31%
$382K - $430K
2.66K $1.42M
May 09, 2023 Q1 2023
Epic Trust Investment Advisors, LLC

BUY
 -
819
+ 46.06%
$377K - $425K
2.6K $1.39M
Apr 28, 2023 Q1 2023
Lountzis Asset Management, LLC

Wyomissing, PA
BUY
 -
819
+ 7.03%
$377K - $425K
12.5K $6.66M
May 11, 2023 Q1 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
818
+ 10.31%
$377K - $424K
8.75K $4.67M
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
811
New
$373K - $420K
811 $433K
May 12, 2023 Q1 2023
Sectoral Asset Management Inc

Montreal, A8
BUY
 -
800
+ 3.17%
$368K - $415K
26.1K $13.9M
May 11, 2023 Q1 2023
Blue Square Asset Management, LLC

New York, NY
BUY
 -
798
+ 108.57%
$367K - $414K
1.53K $818K
Apr 19, 2023 Q1 2023
Congress Park Capital LLC

BUY
 -
795
+ 167.37%
$366K - $412K
1.27K $678K
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
794
+ 73.93%
$366K - $412K
1.87K $997K
May 22, 2023 Q1 2023
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
789
New
$363K - $409K
789 $421K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
785
+ 99.87%
$361K - $407K
1.57K $838K
May 11, 2023 Q1 2023
Vista Finance, LLC

BUY
 -
784
+ 46.01%
$361K - $406K
2.49K $1.33M
May 10, 2023 Q1 2023
Broderick Brian C

BUY
 -
781
+ 5.27%
$360K - $405K
15.6K $8.32M
May 10, 2023 Q1 2023
Mendel Money Management

Northbrook, IL
BUY
 -
778
+ 58.81%
$358K - $403K
2.1K $1.12M
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
777
+ 1.9%
$358K - $403K
41.7K $22.3M
Apr 17, 2023 Q1 2023
Carlson Capital Management

BUY
 -
773
+ 2.5%
$356K - $401K
31.7K $16.9M
Apr 20, 2023 Q1 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
770
New
$354K - $399K
770 $411K
May 15, 2023 Q1 2023
Pavadi Capital LLC

New York, NY
BUY
 -
766
+ 8.5%
$353K - $397K
9.78K $5.22M

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