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 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
762+ 4.41% |
$351K - $395K
|
18K
$9.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
759+ 47.65% |
$349K - $393K
|
2.35K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
759+ 37.41% |
$349K - $393K
|
2.79K
$1.49M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
756+ 5.58% |
$348K - $392K
|
14.3K
$7.63M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
748+ 1.13% |
$344K - $388K
|
66.8K
$35.7M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
748+ 2.79% |
$344K - $388K
|
27.6K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
735+ 2.05% |
$338K - $381K
|
36.7K
$19.6M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
732+ 32.23% |
$337K - $379K
|
3K
$1.6M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
729New |
$336K - $378K
|
729
$389K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
726+ 3.53% |
$334K - $376K
|
21.3K
$11.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
707+ 3.04% |
$325K - $366K
|
24K
$12.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
BUY
|
- |
704+ 31.03% |
$324K - $365K
|
2.97K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
701New |
$323K - $363K
|
701
$374K
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
700New |
$322K - $363K
|
700
$373K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
698+ 1.07% |
$321K - $362K
|
65.9K
$35.1M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
696+ 64.93% |
$320K - $361K
|
1.77K
$943K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
691+ 28.68% |
$318K - $358K
|
3.1K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
690+ 68.45% |
$318K - $358K
|
1.7K
$906K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
686+ 4.66% |
$316K - $356K
|
15.4K
$8.22M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
683+ 8.42% |
$314K - $354K
|
8.79K
$4.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
682+ 27.71% |
$314K - $354K
|
3.14K
$1.68M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
678New |
$312K - $351K
|
678
$362K
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
675New |
$311K - $350K
|
675
$360K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
672+ 23.77% |
$309K - $348K
|
3.5K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
667New |
$307K - $346K
|
667
$356K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
666+ 5.0% |
$307K - $345K
|
14K
$7.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
665+ 8.09% |
$306K - $345K
|
8.88K
$4.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
664+ 5.72% |
$306K - $344K
|
12.3K
$6.55M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
662New |
$305K - $343K
|
662
$353K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
660+ 0.6% |
$304K - $342K
|
110K
$58.7M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
660+ 24.84% |
$304K - $342K
|
3.32K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
654New |
$301K - $339K
|
654
$349K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
653+ 9328.57% |
$301K - $338K
|
660
$352K
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
652+ 1.75% |
$300K - $338K
|
38K
$20.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
650+ 21.18% |
$299K - $337K
|
3.72K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
645+ 2.55% |
$297K - $334K
|
25.9K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
644+ 24.31% |
$296K - $334K
|
3.29K
$1.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
642+ 65.24% |
$296K - $333K
|
1.63K
$868K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
638+ 64.9% |
$294K - $331K
|
1.62K
$865K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
638+ 0.87% |
$294K - $331K
|
74K
$39.5M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
633+ 2.19% |
$291K - $328K
|
29.5K
$15.7M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
632+ 14.72% |
$291K - $328K
|
4.93K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
630+ 6.36% |
$290K - $327K
|
10.5K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
630New |
$290K - $327K
|
630
$336K
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
628New |
$289K - $326K
|
628
$335K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
625+ 32.38% |
$288K - $324K
|
2.56K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
625+ 1.48% |
$288K - $324K
|
42.9K
$22.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
624+ 7.22% |
$287K - $323K
|
9.26K
$4.94M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
622+ 8.67% |
$286K - $322K
|
7.8K
$4.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
615+ 1.21% |
$283K - $319K
|
51.3K
$27.4M
|