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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5+ 0.86% |
$2.3K - $2.59K
|
585
$304K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5+ 0.18% |
$2.3K - $2.59K
|
2.72K
$1.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
5+ 0.06% |
$2.3K - $2.59K
|
8.53K
$4.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
5+ 0.29% |
$2.3K - $2.59K
|
1.73K
$898K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$2.3K - $2.59K
|
5
$2.6K
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
5+ 0.23% |
$2.3K - $2.59K
|
2.17K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5+ 0.17% |
$2.3K - $2.59K
|
2.87K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5+ 0.19% |
$2.3K - $2.59K
|
2.63K
$1.37M
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
5+ 0.23% |
$2.3K - $2.59K
|
2.17K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5+ 0.01% |
$2.3K - $2.59K
|
38.9K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.47% |
$2.3K - $2.59K
|
1.07K
$554K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 5.56% |
$1.84K - $2.07K
|
76
$39.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.11% |
$1.84K - $2.07K
|
3.55K
$1.84M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.22% |
$1.84K - $2.07K
|
1.81K
$942K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
4+ 0.58% |
$1.84K - $2.07K
|
696
$362K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
4+ 1.64% |
$1.84K - $2.07K
|
248
$129K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4+ 0.87% |
$1.84K - $2.07K
|
465
$242K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 0.34% |
$1.84K - $2.07K
|
1.2K
$623K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
4+ 0.14% |
$1.84K - $2.07K
|
2.79K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
4+ 0.51% |
$1.84K - $2.07K
|
786
$408K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4+ 0.53% |
$1.84K - $2.07K
|
758
$394K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
4+ 0.17% |
$1.84K - $2.07K
|
2.35K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4+ 0.29% |
$1.84K - $2.07K
|
1.39K
$721K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4New |
$1.84K - $2.07K
|
4
$2.08K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 3.42% |
$1.84K - $2.07K
|
121
$62.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3+ 0.29% |
$1.38K - $1.55K
|
1.05K
$547K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3+ 0.32% |
$1.38K - $1.55K
|
941
$489K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 2.05% |
$1.38K - $1.55K
|
149
$77.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3+ 0.22% |
$1.38K - $1.55K
|
1.39K
$720K
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.35% |
$1.38K - $1.55K
|
869
$452K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.26% |
$1.38K - $1.55K
|
1.15K
$596K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3+ 0.11% |
$1.38K - $1.55K
|
2.74K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3+ 0.2% |
$1.38K - $1.55K
|
1.49K
$774K
|
|
|
May 16, 2023
Q1 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
2+ 0.31% |
$921 - $1.04K
|
647
$336K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.06% |
$921 - $1.04K
|
3.14K
$1.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2+ 0.2% |
$921 - $1.04K
|
990
$515K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$921 - $1.04K
|
916
$476K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.31% |
$921 - $1.04K
|
638
$332K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2+ 0.11% |
$921 - $1.04K
|
1.81K
$941K
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
2+ 0.01% |
$921 - $1.04K
|
26.7K
$13.9M
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
2+ 0.25% |
$921 - $1.04K
|
814
$423K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$921 - $1.04K
|
481
$250K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2+ 0.33% |
$921 - $1.04K
|
609
$317K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.41% |
$921 - $1.04K
|
494
$257K
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
BUY
|
- |
2+ 0.04% |
$921 - $1.04K
|
4.66K
$2.42M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$921 - $1.04K
|
4.77K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$460 - $518
|
141K
$73.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$460 - $518
|
922
$479K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.16% |
$460 - $518
|
612
$318K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.18% |
$460 - $518
|
554
$288K
|