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 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$460 - $518
|
156
$81.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1+ 0.1% |
$460 - $518
|
972
$505K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
1+ 0.07% |
$460 - $518
|
1.35K
$700K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.27% |
$460 - $518
|
377
$196K
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
1+ 0.18% |
$460 - $518
|
559
$291K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 0.01% |
$460 - $518
|
14.8K
$7.69M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.1% |
$460 - $518
|
967
$503K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.28% |
$460 - $518
|
361
$188K
|
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
1+ 0.08% |
$460 - $518
|
1.19K
$617K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.42% |
$460 - $518
|
240
$125K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.13% |
$460 - $518
|
754
$392K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$460 - $518
|
6.09K
$3.17M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.11% |
$460 - $518
|
915
$476K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.1% |
$460 - $518
|
958
$498K
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.05% |
$460 - $518
|
1.92K
$997K
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
1+ 0.03% |
$460 - $518
|
3.67K
$1.91M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.79% |
$460 - $518
|
128
$66.5K
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.11% |
$460 - $518
|
935
$486K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.22% |
$460 - $518
|
457
$238K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.13% |
$460 - $518
|
751
$390K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$460 - $518
|
1.1K
$573K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$460 - $518
|
2.23K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1- 1.82% |
$460 - $518
|
54
$28.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1- 0.14% |
$460 - $518
|
719
$374K
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1- 0.01% |
$460 - $518
|
6.67K
$3.47M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1- 0.22% |
$460 - $518
|
461
$240K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1- 0.17% |
$460 - $518
|
583
$303K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$460 - $518
|
4.61K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1- 0.22% |
$460 - $518
|
450
$234K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1- 0.01% |
$460 - $518
|
14.3K
$7.43M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1- 0.09% |
$460 - $518
|
1.16K
$604K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2- 0.05% |
$921 - $1.04K
|
3.81K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2- 0.04% |
$921 - $1.04K
|
4.45K
$2.31M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.37% |
$921 - $1.04K
|
545
$283K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-2- 0.13% |
$921 - $1.04K
|
1.56K
$809K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-2- 0.28% |
$921 - $1.04K
|
716
$372K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3- 0.7% |
$1.38K - $1.55K
|
427
$222K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-3- 0.08% |
$1.38K - $1.55K
|
3.92K
$2.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.41% |
$1.38K - $1.55K
|
734
$381K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-3- 3.19% |
$1.38K - $1.55K
|
91
$47.3K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3- 0.3% |
$1.38K - $1.55K
|
983
$511K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.52% |
$1.38K - $1.55K
|
574
$298K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3- 0.17% |
$1.38K - $1.55K
|
1.8K
$937K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4- 4.26% |
$1.84K - $2.07K
|
90
$46.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.54% |
$1.84K - $2.07K
|
734
$381K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-4- 0.02% |
$1.84K - $2.07K
|
16.1K
$8.38M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-4- 0.28% |
$1.84K - $2.07K
|
1.41K
$733K
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-4- 0.07% |
$1.84K - $2.07K
|
6.04K
$3.14M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4- 0.22% |
$1.84K - $2.07K
|
1.81K
$940K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5- 0.33% |
$2.3K - $2.59K
|
1.51K
$782K
|