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 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-10- 0.53% |
$4.6K - $5.18K
|
1.87K
$988K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-11- 4.74% |
$5.06K - $5.7K
|
221
$117K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-11- 2.3% |
$5.06K - $5.7K
|
468
$248K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-11- 1.47% |
$5.06K - $5.7K
|
736
$390K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-11- 1.97% |
$5.06K - $5.7K
|
548
$290K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 1.41% |
$5.06K - $5.7K
|
769
$407K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 41.38% |
$5.52K - $6.22K
|
17
$9.01K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-12- 1.26% |
$5.52K - $6.22K
|
943
$500K
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-12- 0.19% |
$5.52K - $6.22K
|
6.37K
$3.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-12- 0.19% |
$5.52K - $6.22K
|
6.22K
$3.3M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-12- 0.48% |
$5.52K - $6.22K
|
2.48K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-12- 0.62% |
$5.52K - $6.22K
|
1.93K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-12- 0.99% |
$5.52K - $6.22K
|
1.2K
$637K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-12- 0.67% |
$5.52K - $6.22K
|
1.79K
$946K
|
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-12- 0.88% |
$5.52K - $6.22K
|
1.34K
$712K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-12- 2.16% |
$5.52K - $6.22K
|
543
$288K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-12- 1.24% |
$5.52K - $6.22K
|
959
$508K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-12- 1.24% |
$5.52K - $6.22K
|
959
$508K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13- 1.19% |
$5.98K - $6.74K
|
1.08K
$573K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13- 0.17% |
$5.98K - $6.74K
|
7.63K
$4.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-13- 4.41% |
$5.98K - $6.74K
|
282
$149K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-13- 1.58% |
$5.98K - $6.74K
|
809
$429K
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-13- 1.19% |
$5.98K - $6.74K
|
1.08K
$571K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-13- 0.16% |
$5.98K - $6.74K
|
7.9K
$4.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-13- 0.04% |
$5.98K - $6.74K
|
29K
$15.4M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-13- 1.73% |
$5.98K - $6.74K
|
740
$392K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-13- 0.4% |
$5.98K - $6.74K
|
3.24K
$1.72M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-14- 1.72% |
$6.44K - $7.26K
|
801
$424K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-14- 0.64% |
$6.44K - $7.26K
|
2.19K
$1.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-14- 1.24% |
$6.44K - $7.26K
|
1.11K
$589K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-14- 2.37% |
$6.44K - $7.26K
|
576
$305K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-14- 1.1% |
$6.44K - $7.26K
|
1.26K
$665K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-14- 0.52% |
$6.44K - $7.26K
|
2.7K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-14- 2.14% |
$6.44K - $7.26K
|
639
$339K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-14- 1.75% |
$6.44K - $7.26K
|
785
$416K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-15- 0.16% |
$6.9K - $7.77K
|
9.61K
$5.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-15- 0.59% |
$6.9K - $7.77K
|
2.53K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-15- 1.78% |
$6.9K - $7.77K
|
829
$439K
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-15- 0.58% |
$6.9K - $7.77K
|
2.57K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-15- 3.06% |
$6.9K - $7.77K
|
475
$252K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15- 3.09% |
$6.9K - $7.77K
|
471
$250K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-16- 0.25% |
$7.37K - $8.29K
|
6.37K
$3.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-16- 0.09% |
$7.37K - $8.29K
|
16.9K
$8.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-16- 0.06% |
$7.37K - $8.29K
|
27K
$14.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-16- 0.54% |
$7.37K - $8.29K
|
2.94K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-16- 0.24% |
$7.37K - $8.29K
|
6.53K
$3.46M
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-16- 0.1% |
$7.37K - $8.29K
|
15.3K
$8.1M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-16- 1.04% |
$7.37K - $8.29K
|
1.52K
$804K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-17- 1.91% |
$7.83K - $8.81K
|
872
$462K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-17- 1.44% |
$7.83K - $8.81K
|
1.17K
$618K
|