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 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18+ 1.3% |
$8.29K - $9.33K
|
1.4K
$721K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
18+ 0.23% |
$8.29K - $9.33K
|
7.77K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18+ 3.31% |
$8.29K - $9.33K
|
561
$288K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
18+ 5.42% |
$8.29K - $9.33K
|
350
$180K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
17+ 0.2% |
$7.83K - $8.81K
|
8.33K
$4.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17+ 0.68% |
$7.83K - $8.81K
|
2.51K
$1.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
17+ 0.94% |
$7.83K - $8.81K
|
1.83K
$942K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
17+ 3.4% |
$7.83K - $8.81K
|
517
$266K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
17+ 1.0% |
$7.83K - $8.81K
|
1.71K
$879K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
17+ 0.79% |
$7.83K - $8.81K
|
2.16K
$1.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
16+ 0.14% |
$7.37K - $8.29K
|
11.2K
$5.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
16+ 0.58% |
$7.37K - $8.29K
|
2.76K
$1.42M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
16+ 0.26% |
$7.37K - $8.29K
|
6.28K
$3.22M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
16+ 57.14% |
$7.37K - $8.29K
|
44
$22.6K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
16+ 2.34% |
$7.37K - $8.29K
|
700
$360K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
15+ 2.52% |
$6.9K - $7.77K
|
611
$314K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
15+ 4.05% |
$6.9K - $7.77K
|
385
$198K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
15+ 0.13% |
$6.9K - $7.77K
|
11.6K
$5.95M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15+ 1.71% |
$6.9K - $7.77K
|
893
$459K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
15+ 1.61% |
$6.9K - $7.77K
|
948
$487K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
15+ 0.11% |
$6.9K - $7.77K
|
13.8K
$7.09M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
15+ 1.28% |
$6.9K - $7.77K
|
1.19K
$610K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
15+ 1.42% |
$6.9K - $7.77K
|
1.08K
$552K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
15+ 3.29% |
$6.9K - $7.77K
|
471
$242K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
15New |
$6.9K - $7.77K
|
15
$7.71K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
15+ 2.2% |
$6.9K - $7.77K
|
698
$359K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15+ 0.2% |
$6.9K - $7.77K
|
7.68K
$3.95M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
15+ 0.92% |
$6.9K - $7.77K
|
1.65K
$850K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
15+ 1.21% |
$6.9K - $7.77K
|
1.25K
$643K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
15+ 1.83% |
$6.9K - $7.77K
|
833
$428K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
14+ 2.16% |
$6.44K - $7.26K
|
662
$340K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
14+ 1.52% |
$6.44K - $7.26K
|
938
$482K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
14+ 0.79% |
$6.44K - $7.26K
|
1.79K
$920K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
14+ 0.89% |
$6.44K - $7.26K
|
1.58K
$812K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
14+ 1.5% |
$6.44K - $7.26K
|
950
$488K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
13+ 2.77% |
$5.98K - $6.74K
|
483
$248K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
13+ 1.22% |
$5.98K - $6.74K
|
1.08K
$553K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
13+ 0.67% |
$5.98K - $6.74K
|
1.97K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
13+ 0.09% |
$5.98K - $6.74K
|
15.2K
$7.8M
|
|
|
Apr 04, 2023
Q1 2023
|
Life Pro Asset Management
|
BUY
|
- |
12+ 0.89% |
$5.52K - $6.22K
|
1.35K
$696K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
12+ 0.1% |
$5.52K - $6.22K
|
12.3K
$6.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
12+ 1.55% |
$5.52K - $6.22K
|
785
$403K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
12+ 0.77% |
$5.52K - $6.22K
|
1.56K
$803K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
12+ 2.26% |
$5.52K - $6.22K
|
544
$279K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
12+ 85.71% |
$5.52K - $6.22K
|
26
$13.4K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
12+ 2.29% |
$5.52K - $6.22K
|
536
$275K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.17% |
$5.52K - $6.22K
|
7.06K
$3.63M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
12+ 0.88% |
$5.52K - $6.22K
|
1.37K
$705K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.34% |
$5.06K - $5.7K
|
3.21K
$1.65M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
11+ 0.96% |
$5.06K - $5.7K
|
1.16K
$595K
|