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 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
412+ 3.42% |
$190K - $214K
|
12.5K
$6.65M
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
410+ 23.51% |
$189K - $213K
|
2.15K
$1.15M
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
410+ 47.13% |
$189K - $213K
|
1.28K
$683K
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
410+ 50.31% |
$189K - $213K
|
1.23K
$654K
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
409+ 7.89% |
$188K - $212K
|
5.59K
$2.98M
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
409+ 1.02% |
$188K - $212K
|
40.5K
$21.6M
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
408+ 47.28% |
$188K - $211K
|
1.27K
$678K
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
408+ 89.08% |
$188K - $211K
|
866
$462K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
407+ 9.67% |
$187K - $211K
|
4.62K
$2.46M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
406+ 2.77% |
$187K - $210K
|
15.1K
$8.03M
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
405+ 5.4% |
$186K - $210K
|
7.91K
$4.22M
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
404+ 26.32% |
$186K - $209K
|
1.94K
$1.03M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
403+ 5.01% |
$186K - $209K
|
8.44K
$4.5M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
403+ 44.14% |
$186K - $209K
|
1.32K
$702K
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
400+ 1600.0% |
$184K - $207K
|
425
$227K
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
399+ 3.17% |
$184K - $207K
|
13K
$6.92M
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
395+ 25.75% |
$182K - $205K
|
1.93K
$1.03M
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
391+ 11.53% |
$180K - $203K
|
3.78K
$2.02M
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
390+ 21.63% |
$180K - $202K
|
2.19K
$1.17M
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
BUY
|
- |
389+ 5.58% |
$179K - $202K
|
7.36K
$3.93M
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
389+ 0.87% |
$179K - $202K
|
44.9K
$23.9M
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
389+ 8.68% |
$179K - $202K
|
4.87K
$2.6M
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
389+ 5.9% |
$179K - $202K
|
6.99K
$3.73M
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
387New |
$178K - $201K
|
387
$206K
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
382+ 8.58% |
$176K - $198K
|
4.83K
$2.58M
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
382+ 26.44% |
$176K - $198K
|
1.83K
$975K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
380+ 0.92% |
$175K - $197K
|
41.6K
$22.2M
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
380+ 4.97% |
$175K - $197K
|
8.02K
$4.28M
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
378+ 4.11% |
$174K - $196K
|
9.58K
$5.11M
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
375+ 9.87% |
$173K - $194K
|
4.18K
$2.23M
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
375+ 53.8% |
$173K - $194K
|
1.07K
$572K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
374+ 6.75% |
$172K - $194K
|
5.91K
$3.16M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
370+ 16.05% |
$170K - $192K
|
2.68K
$1.43M
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
369+ 0.47% |
$170K - $191K
|
79.4K
$42.3M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
367+ 3.21% |
$169K - $190K
|
11.8K
$6.29M
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
365+ 2.52% |
$168K - $189K
|
14.8K
$7.91M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
363+ 5.9% |
$167K - $188K
|
6.51K
$3.47M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
362+ 11.93% |
$167K - $188K
|
3.4K
$1.81M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
360+ 1.06% |
$166K - $187K
|
34.3K
$18.3M
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
360+ 2.5% |
$166K - $187K
|
14.8K
$7.89M
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
356+ 9.02% |
$164K - $185K
|
4.3K
$2.3M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
356+ 0.39% |
$164K - $185K
|
90.7K
$48.4M
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
355+ 2.56% |
$163K - $184K
|
14.2K
$7.58M
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
350+ 2.07% |
$161K - $181K
|
17.3K
$9.23M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
349+ 2.62% |
$161K - $181K
|
13.7K
$7.29M
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
349+ 1.18% |
$161K - $181K
|
29.8K
$15.9M
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
344+ 141.56% |
$158K - $178K
|
587
$313K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
342+ 5.75% |
$157K - $177K
|
6.29K
$3.36M
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
341+ 2.8% |
$157K - $177K
|
12.5K
$6.68M
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
341+ 28.25% |
$157K - $177K
|
1.55K
$826K
|