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 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
28+ 0.88% |
$12.9K - $14.5K
|
3.22K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
28+ 3.33% |
$12.9K - $14.5K
|
870
$536K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
27+ 1.97% |
$12.4K - $14K
|
1.4K
$862K
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
27+ 0.65% |
$12.4K - $14K
|
4.16K
$2.56M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
27+ 1.25% |
$12.4K - $14K
|
2.19K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
27+ 0.86% |
$12.4K - $14K
|
3.18K
$1.96M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
26+ 1.39% |
$12K - $13.5K
|
1.89K
$1.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25+ 2.89% |
$11.5K - $13K
|
891
$549K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
25+ 3.78% |
$11.5K - $13K
|
687
$423K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
25+ 1.03% |
$11.5K - $13K
|
2.46K
$1.51M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 41.67% |
$11.5K - $13K
|
85
$52.3K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
25+ 1.7% |
$11.5K - $13K
|
1.5K
$922K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
24+ 3.83% |
$11K - $12.4K
|
651
$401K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
24+ 2.06% |
$11K - $12.4K
|
1.19K
$731K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
24+ 2.41% |
$11K - $12.4K
|
1.02K
$627K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
24+ 0.39% |
$11K - $12.4K
|
6.23K
$3.84M
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
24+ 0.32% |
$11K - $12.4K
|
7.62K
$4.69M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
24+ 3.19% |
$11K - $12.4K
|
777
$478K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
24+ 1.44% |
$11K - $12.4K
|
1.69K
$1.04M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
24+ 4.16% |
$11K - $12.4K
|
601
$370K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
23+ 1.04% |
$10.6K - $11.9K
|
2.23K
$1.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
22+ 2.18% |
$10.1K - $11.4K
|
1.03K
$636K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
22+ 0.43% |
$10.1K - $11.4K
|
5.09K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
22+ 3.69% |
$10.1K - $11.4K
|
618
$381K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
22+ 1.87% |
$10.1K - $11.4K
|
1.2K
$738K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 2.86% |
$10.1K - $11.4K
|
792
$488K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
21+ 0.65% |
$9.67K - $10.9K
|
3.25K
$2M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
21+ 11.35% |
$9.67K - $10.9K
|
206
$127K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21+ 1.8% |
$9.67K - $10.9K
|
1.19K
$732K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
21+ 2.54% |
$9.67K - $10.9K
|
849
$523K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
21+ 150.0% |
$9.67K - $10.9K
|
35
$21.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
21+ 1.52% |
$9.67K - $10.9K
|
1.4K
$863K
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
21+ 1.91% |
$9.67K - $10.9K
|
1.12K
$690K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
21+ 4.1% |
$9.67K - $10.9K
|
533
$328K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20+ 0.09% |
$9.21K - $10.4K
|
21.7K
$13.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
20+ 0.78% |
$9.21K - $10.4K
|
2.58K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.91% |
$9.21K - $10.4K
|
2.21K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
20+ 1.48% |
$9.21K - $10.4K
|
1.37K
$846K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
20+ 0.14% |
$9.21K - $10.4K
|
14.5K
$8.94M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
20+ 3.19% |
$9.21K - $10.4K
|
646
$398K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 0.9% |
$8.75K - $9.85K
|
2.13K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
19+ 2.45% |
$8.75K - $9.85K
|
796
$490K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
19+ 2.47% |
$8.75K - $9.85K
|
789
$486K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19+ 4.03% |
$8.75K - $9.85K
|
490
$302K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
19+ 0.63% |
$8.75K - $9.85K
|
3.01K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
19+ 4.22% |
$8.75K - $9.85K
|
469
$289K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
18+ 1.81% |
$8.29K - $9.33K
|
1.01K
$623K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
18+ 2.86% |
$8.29K - $9.33K
|
648
$399K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18+ 1.3% |
$8.29K - $9.33K
|
1.4K
$864K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
18+ 0.23% |
$8.29K - $9.33K
|
7.77K
$4.79M
|