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 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
275+ 0.62% |
$127K - $143K
|
44.4K
$25.6M
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
275New |
$127K - $143K
|
275
$159K
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
268+ 8.83% |
$123K - $139K
|
3.3K
$1.91M
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
267+ 33.8% |
$123K - $138K
|
1.06K
$610K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
266+ 2.71% |
$122K - $138K
|
10.1K
$5.83M
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
266+ 1.52% |
$122K - $138K
|
17.8K
$10.2M
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
261+ 23.79% |
$120K - $135K
|
1.36K
$784K
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
259+ 1.65% |
$119K - $134K
|
15.9K
$9.19M
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
259+ 15.26% |
$119K - $134K
|
1.96K
$1.13M
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
259+ 49.24% |
$119K - $134K
|
785
$453K
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
258+ 2.27% |
$119K - $134K
|
11.6K
$6.7M
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
256+ 5.41% |
$118K - $133K
|
4.99K
$2.88M
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
254+ 10.13% |
$117K - $132K
|
2.76K
$1.59M
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
254+ 1.76% |
$117K - $132K
|
14.7K
$8.46M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
253+ 1.9% |
$116K - $131K
|
13.6K
$7.84M
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
253+ 9.58% |
$116K - $131K
|
2.9K
$1.67M
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
253+ 6.04% |
$116K - $131K
|
4.44K
$2.56M
|
|
Aug 14, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
253+ 0.7% |
$116K - $131K
|
36.2K
$20.9M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
251+ 0.1% |
$116K - $130K
|
255K
$147M
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
251+ 6.18% |
$116K - $130K
|
4.31K
$2.49M
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
250+ 2.06% |
$115K - $130K
|
12.4K
$7.16M
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
250+ 13.81% |
$115K - $130K
|
2.06K
$1.19M
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
248+ 2.4% |
$114K - $129K
|
10.6K
$6.11M
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
247+ 11.33% |
$114K - $128K
|
2.43K
$1.4M
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
244+ 10.37% |
$112K - $126K
|
2.6K
$1.5M
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
244+ 61.93% |
$112K - $126K
|
638
$368K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
241+ 4.49% |
$111K - $125K
|
5.61K
$3.24M
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
238+ 10.08% |
$110K - $123K
|
2.6K
$1.5M
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
237+ 4.83% |
$109K - $123K
|
5.14K
$2.97M
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
236+ 34.76% |
$109K - $122K
|
915
$528K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
233+ 2.93% |
$107K - $121K
|
8.19K
$4.73M
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
232+ 38.16% |
$107K - $120K
|
840
$485K
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
BUY
|
- |
232+ 2.04% |
$107K - $120K
|
11.6K
$6.7M
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
231+ 14.56% |
$106K - $120K
|
1.82K
$1.05M
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
230+ 33.87% |
$106K - $119K
|
909
$525K
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
229+ 8.33% |
$105K - $119K
|
2.98K
$1.72M
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
229+ 24.28% |
$105K - $119K
|
1.17K
$676K
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
228+ 1.66% |
$105K - $118K
|
14K
$8.08M
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
227+ 6.77% |
$104K - $118K
|
3.58K
$2.07M
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
227+ 0.05% |
$104K - $118K
|
481K
$278M
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
227+ 1.9% |
$104K - $118K
|
12.2K
$7.02M
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
226+ 3.9% |
$104K - $117K
|
6.02K
$3.48M
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
225+ 12.13% |
$104K - $117K
|
2.08K
$1.2M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
224+ 33.09% |
$103K - $116K
|
901
$520K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
224+ 11.7% |
$103K - $116K
|
2.14K
$1.23M
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
224+ 9.23% |
$103K - $116K
|
2.65K
$1.53M
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
221+ 1.76% |
$102K - $115K
|
12.8K
$7.38M
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
218+ 3.01% |
$100K - $113K
|
7.46K
$4.3M
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
218+ 4.49% |
$100K - $113K
|
5.08K
$2.93M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
216+ 11.64% |
$99.4K - $112K
|
2.07K
$1.2M
|