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 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-5- 0.63% |
$2.3K - $2.59K
|
787
$405K
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-5- 0.07% |
$2.3K - $2.59K
|
7.27K
$3.74M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.03% |
$2.3K - $2.59K
|
17.1K
$8.81M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-5- 0.5% |
$2.3K - $2.59K
|
991
$510K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-5- 0.29% |
$2.3K - $2.59K
|
1.74K
$896K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5- 2.21% |
$2.3K - $2.59K
|
221
$114K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 0.05% |
$2.3K - $2.59K
|
9.14K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-5- 0.05% |
$2.3K - $2.59K
|
10.2K
$5.27M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-5- 0.81% |
$2.3K - $2.59K
|
610
$314K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-6- 0.73% |
$2.76K - $3.11K
|
819
$421K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-6- 0.64% |
$2.76K - $3.11K
|
928
$477K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-6- 0.24% |
$2.76K - $3.11K
|
2.46K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-6- 26.09% |
$2.76K - $3.11K
|
17
$8.74K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6- 1.37% |
$2.76K - $3.11K
|
431
$222K
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-6- 0.33% |
$2.76K - $3.11K
|
1.8K
$923K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-6- 0.25% |
$2.76K - $3.11K
|
2.35K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-6- 27.27% |
$2.76K - $3.11K
|
16
$8.23K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6- 0.18% |
$2.76K - $3.11K
|
3.38K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6- 1.75% |
$2.76K - $3.11K
|
337
$173K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-7- 0.26% |
$3.22K - $3.63K
|
2.68K
$1.38M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-7- 0.84% |
$3.22K - $3.63K
|
828
$426K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-7- 0.09% |
$3.22K - $3.63K
|
7.85K
$4.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-7- 0.4% |
$3.22K - $3.63K
|
1.73K
$890K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-7- 0.2% |
$3.22K - $3.63K
|
3.54K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7- 1.06% |
$3.22K - $3.63K
|
651
$335K
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-7- 1.33% |
$3.22K - $3.63K
|
518
$266K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 1.58% |
$3.68K - $4.15K
|
497
$256K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-8- 0.63% |
$3.68K - $4.15K
|
1.27K
$652K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-8- 0.17% |
$3.68K - $4.15K
|
4.75K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-8- 0.46% |
$3.68K - $4.15K
|
1.73K
$887K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-8- 1.08% |
$3.68K - $4.15K
|
735
$378K
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-8- 1.01% |
$3.68K - $4.15K
|
781
$402K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-9- 0.25% |
$4.14K - $4.66K
|
3.55K
$1.83M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-9- 0.5% |
$4.14K - $4.66K
|
1.81K
$930K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-9- 0.39% |
$4.14K - $4.66K
|
2.31K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-9- 1.97% |
$4.14K - $4.66K
|
447
$230K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-9- 0.06% |
$4.14K - $4.66K
|
15.9K
$8.18M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9- 0.34% |
$4.14K - $4.66K
|
2.66K
$1.37M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-9- 13.64% |
$4.14K - $4.66K
|
57
$29.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-10- 2.2% |
$4.6K - $5.18K
|
445
$229K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-10- 5.78% |
$4.6K - $5.18K
|
163
$83.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10- 0.34% |
$4.6K - $5.18K
|
2.91K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.53% |
$4.6K - $5.18K
|
1.89K
$973K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-10- 0.46% |
$4.6K - $5.18K
|
2.16K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-10- 1.78% |
$4.6K - $5.18K
|
553
$284K
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-10- 2.09% |
$4.6K - $5.18K
|
469
$241K
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.93% |
$4.6K - $5.18K
|
507
$261K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-10- 1.89% |
$4.6K - $5.18K
|
520
$267K
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-10- 1.92% |
$4.6K - $5.18K
|
510
$262K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-10- 0.53% |
$4.6K - $5.18K
|
1.87K
$959K
|