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 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
340+ 7.77% |
$157K - $176K
|
4.72K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
339+ 10.04% |
$156K - $176K
|
3.71K
$1.98M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
337+ 4.33% |
$155K - $175K
|
8.12K
$4.33M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
337+ 3.18% |
$155K - $175K
|
10.9K
$5.84M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
335+ 0.46% |
$154K - $174K
|
73.9K
$39.4M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
333New |
$153K - $173K
|
333
$178K
|
|
|
May 12, 2023
Q1 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
332+ 76.67% |
$153K - $172K
|
765
$408K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
331+ 1.07% |
$152K - $172K
|
31.1K
$16.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
330+ 3.68% |
$152K - $171K
|
9.3K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
330+ 397.59% |
$152K - $171K
|
413
$220K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
330+ 7.62% |
$152K - $171K
|
4.66K
$2.49M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
330+ 11.77% |
$152K - $171K
|
3.13K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
326+ 5.58% |
$150K - $169K
|
6.17K
$3.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
324+ 7.09% |
$149K - $168K
|
4.9K
$2.61M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
323+ 48.14% |
$149K - $167K
|
994
$530K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
323+ 72.91% |
$149K - $167K
|
766
$409K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
322+ 36.38% |
$148K - $167K
|
1.21K
$644K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
321+ 2.54% |
$148K - $166K
|
13K
$6.91M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
319+ 2.05% |
$147K - $165K
|
15.9K
$8.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
318+ 1.19% |
$146K - $165K
|
27.1K
$14.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
317+ 1.2% |
$146K - $164K
|
26.7K
$14.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
315+ 2.74% |
$145K - $163K
|
11.8K
$6.31M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
314+ 4.76% |
$145K - $163K
|
6.91K
$3.69M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
314+ 3.34% |
$145K - $163K
|
9.71K
$5.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
313+ 43.29% |
$144K - $162K
|
1.04K
$553K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
311+ 2.99% |
$143K - $161K
|
10.7K
$5.71M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
311+ 2.99% |
$143K - $161K
|
10.7K
$5.72M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
308+ 1.65% |
$142K - $160K
|
19K
$10.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
308+ 2.13% |
$142K - $160K
|
14.8K
$7.89M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
306+ 1.25% |
$141K - $159K
|
24.8K
$13.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
303+ 3.41% |
$139K - $157K
|
9.19K
$4.9M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
302+ 1776.47% |
$139K - $157K
|
319
$170K
|
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
300+ 5.17% |
$138K - $155K
|
6.1K
$3.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.5% |
$138K - $155K
|
60.7K
$32.4M
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
300+ 33.33% |
$138K - $155K
|
1.2K
$640K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
299+ 15.42% |
$138K - $155K
|
2.24K
$1.19M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
299+ 26.67% |
$138K - $155K
|
1.42K
$758K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
298+ 1.32% |
$137K - $154K
|
22.8K
$12.2M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
298+ 6.39% |
$137K - $154K
|
4.96K
$2.65M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
295+ 14.0% |
$136K - $153K
|
2.4K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
293+ 7.77% |
$135K - $152K
|
4.06K
$2.17M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
293+ 1.44% |
$135K - $152K
|
20.7K
$11M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
289+ 13.63% |
$133K - $150K
|
2.41K
$1.29M
|
|
|
May 16, 2023
Q1 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
289+ 2.89% |
$133K - $150K
|
10.3K
$5.48M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
288+ 25.76% |
$133K - $149K
|
1.41K
$750K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
287+ 0.48% |
$132K - $149K
|
60K
$32M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
286+ 2.8% |
$132K - $148K
|
10.5K
$5.61M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
286New |
$132K - $148K
|
286
$153K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
285+ 1.5% |
$131K - $148K
|
19.3K
$10.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
283+ 1.86% |
$130K - $147K
|
15.5K
$8.29M
|