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
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
39+ 1.89% |
$18K - $20.2K
|
2.1K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
38+ 3.8% |
$17.5K - $19.7K
|
1.04K
$533K
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
38+ 6.92% |
$17.5K - $19.7K
|
587
$302K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
38+ 59.38% |
$17.5K - $19.7K
|
102
$52.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
37+ 2.79% |
$17K - $19.2K
|
1.37K
$701K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
37+ 1.89% |
$17K - $19.2K
|
1.99K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
37+ 5.03% |
$17K - $19.2K
|
773
$397K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
37+ 0.85% |
$17K - $19.2K
|
4.41K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
37+ 6.3% |
$17K - $19.2K
|
624
$321K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
36+ 2.67% |
$16.6K - $18.7K
|
1.38K
$710K
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
36+ 4.49% |
$16.6K - $18.7K
|
837
$430K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
36+ 3.27% |
$16.6K - $18.7K
|
1.14K
$584K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
36+ 2.27% |
$16.6K - $18.7K
|
1.62K
$832K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
36+ 0.8% |
$16.6K - $18.7K
|
4.54K
$2.33M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
36+ 7.91% |
$16.6K - $18.7K
|
491
$252K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
35+ 21.88% |
$16.1K - $18.1K
|
195
$100K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
34+ 5.25% |
$15.7K - $17.6K
|
682
$350K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
34+ 1.76% |
$15.7K - $17.6K
|
1.97K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
33+ 6.1% |
$15.2K - $17.1K
|
574
$295K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
33+ 1.4% |
$15.2K - $17.1K
|
2.4K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
33+ 3.54% |
$15.2K - $17.1K
|
964
$495K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
33+ 3.31% |
$15.2K - $17.1K
|
1.03K
$529K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
32+ 2.81% |
$14.7K - $16.6K
|
1.17K
$601K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
32+ 6.0% |
$14.7K - $16.6K
|
565
$290K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
32+ 0.8% |
$14.7K - $16.6K
|
4.05K
$2.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
32+ 0.91% |
$14.7K - $16.6K
|
3.54K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
32+ 1.27% |
$14.7K - $16.6K
|
2.56K
$1.32M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
32+ 1.62% |
$14.7K - $16.6K
|
2.01K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
32+ 1.36% |
$14.7K - $16.6K
|
2.39K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
32+ 3.08% |
$14.7K - $16.6K
|
1.07K
$550K
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
30+ 1.17% |
$13.8K - $15.5K
|
2.59K
$1.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
30+ 3.05% |
$13.8K - $15.5K
|
1.01K
$520K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
30+ 2.8% |
$13.8K - $15.5K
|
1.1K
$565K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
30+ 4.67% |
$13.8K - $15.5K
|
672
$345K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
30+ 4.2% |
$13.8K - $15.5K
|
744
$382K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.42% |
$13.8K - $15.5K
|
1.27K
$652K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
30+ 0.97% |
$13.8K - $15.5K
|
3.11K
$1.6M
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
30+ 2.69% |
$13.8K - $15.5K
|
1.15K
$589K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
30+ 2.48% |
$13.8K - $15.5K
|
1.24K
$637K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
30+ 3.24% |
$13.8K - $15.5K
|
957
$492K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 2.51% |
$13.8K - $15.5K
|
1.23K
$630K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
30+ 1.3% |
$13.8K - $15.5K
|
2.34K
$1.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
29+ 0.29% |
$13.3K - $15K
|
10.2K
$5.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
29+ 0.21% |
$13.3K - $15K
|
13.5K
$6.96M
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
29+ 0.24% |
$13.3K - $15K
|
12.3K
$6.3M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
29+ 3.09% |
$13.3K - $15K
|
968
$497K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
28+ 6.05% |
$12.9K - $14.5K
|
491
$252K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
28+ 0.4% |
$12.9K - $14.5K
|
7.01K
$3.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.66% |
$12.9K - $14.5K
|
4.28K
$2.2M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
28+ 4.61% |
$12.9K - $14.5K
|
635
$326K
|