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 09, 2023
Q1 2023
|
Gouws Capital LLC
|
BUY
|
- |
504+ 7.0% |
$232K - $261K
|
7.7K
$4.11M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
503+ 6.86% |
$232K - $261K
|
7.83K
$4.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
500+ 4.17% |
$230K - $259K
|
12.5K
$6.67M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
500+ 118.2% |
$230K - $259K
|
923
$492K
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
500+ 55.56% |
$230K - $259K
|
1.4K
$747K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
500+ 12.68% |
$230K - $259K
|
4.44K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.3% |
$230K - $259K
|
167K
$88.9M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
495+ 17.3% |
$228K - $257K
|
3.36K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
495+ 2.54% |
$228K - $257K
|
20K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
492+ 11.58% |
$226K - $255K
|
4.74K
$2.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
490+ 40.53% |
$226K - $254K
|
1.7K
$906K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
489+ 5.33% |
$225K - $253K
|
9.67K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
488+ 19.04% |
$225K - $253K
|
3.05K
$1.63M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
487+ 10.62% |
$224K - $252K
|
5.07K
$2.71M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
481+ 74.81% |
$221K - $249K
|
1.12K
$600K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
480+ 19.54% |
$221K - $249K
|
2.94K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
477+ 4.48% |
$220K - $247K
|
11.1K
$5.94M
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
475New |
$219K - $246K
|
475
$253K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
475+ 6.25% |
$219K - $246K
|
8.07K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
472New |
$217K - $245K
|
472
$252K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
469New |
$216K - $243K
|
469
$250K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
466+ 2.1% |
$215K - $242K
|
22.7K
$12.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
466+ 2.44% |
$215K - $242K
|
19.6K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
466New |
$215K - $242K
|
466
$249K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
466+ 0.06% |
$215K - $242K
|
779K
$416M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
465New |
$214K - $241K
|
465
$248K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
460+ 4.62% |
$212K - $238K
|
10.4K
$5.55M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
458+ 0.29% |
$211K - $237K
|
158K
$84.5M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
456+ 10.33% |
$210K - $236K
|
4.87K
$2.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
455+ 3.68% |
$209K - $236K
|
12.8K
$6.83M
|
|
|
May 12, 2023
Q1 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
454+ 1.04% |
$209K - $235K
|
44.2K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
453New |
$209K - $235K
|
453
$242K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
452+ 2.96% |
$208K - $234K
|
15.7K
$8.38M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
452+ 1.36% |
$208K - $234K
|
33.8K
$18M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
450+ 1.44% |
$207K - $233K
|
31.7K
$16.9M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
450+ 2.37% |
$207K - $233K
|
19.4K
$10.4M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
450+ 1.44% |
$207K - $233K
|
31.7K
$16.9M
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
BUY
|
- |
445+ 3.82% |
$205K - $231K
|
12.1K
$6.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
443+ 22.15% |
$204K - $230K
|
2.44K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
443+ 56.08% |
$204K - $230K
|
1.23K
$658K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
440New |
$203K - $228K
|
440
$235K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
438+ 12.29% |
$202K - $227K
|
4K
$2.13M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
435+ 7.33% |
$200K - $225K
|
6.37K
$3.4M
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
435+ 4.31% |
$200K - $225K
|
10.5K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
429+ 23.97% |
$197K - $222K
|
2.22K
$1.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
425New |
$196K - $220K
|
425
$227K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
422+ 76.59% |
$194K - $219K
|
973
$519K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
415+ 0.35% |
$191K - $215K
|
119K
$63.3M
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
414+ 15.97% |
$191K - $215K
|
3.01K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
414+ 80.54% |
$191K - $215K
|
928
$495K
|