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 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-119- 18.39% |
$54.8K - $61.7K
|
528
$161K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-120- 5.6% |
$55.2K - $62.2K
|
2.02K
$618K
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-120- 20.76% |
$55.2K - $62.2K
|
458
$140K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-120- 10.94% |
$55.2K - $62.2K
|
977
$299K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-120- 12.4% |
$55.2K - $62.2K
|
848
$259K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-121- 6.73% |
$55.7K - $62.7K
|
1.68K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-121- 17.07% |
$55.7K - $62.7K
|
588
$180K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-122- 4.41% |
$56.2K - $63.2K
|
2.65K
$809K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-123- 1.34% |
$56.6K - $63.8K
|
9.05K
$2.77M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-123- 0.88% |
$56.6K - $63.8K
|
13.8K
$4.22M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-123- 4.79% |
$56.6K - $63.8K
|
2.44K
$747K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-124- 4.1% |
$57.1K - $64.3K
|
2.9K
$887K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-124- 12.65% |
$57.1K - $64.3K
|
856
$262K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-125- 2.67% |
$57.5K - $64.8K
|
4.56K
$1.39M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-126- 0.82% |
$58K - $65.3K
|
15.2K
$4.65M
|
|
|
May 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-126- 14.62% |
$58K - $65.3K
|
736
$225K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-126- 4.09% |
$58K - $65.3K
|
2.96K
$903K
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-126- 8.41% |
$58K - $65.3K
|
1.37K
$420K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-127- 4.13% |
$58.5K - $65.8K
|
2.95K
$901K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-127- 2.52% |
$58.5K - $65.8K
|
4.91K
$1.5M
|
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-127- 0.26% |
$58.5K - $65.8K
|
48.3K
$14.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-128- 9.58% |
$58.9K - $66.3K
|
1.21K
$369K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-128- 1.71% |
$58.9K - $66.3K
|
7.36K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-128- 10.3% |
$58.9K - $66.3K
|
1.12K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-128- 10.58% |
$58.9K - $66.3K
|
1.08K
$331K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-129- 8.7% |
$59.4K - $66.9K
|
1.35K
$414K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-130- 1.58% |
$59.8K - $67.4K
|
8.11K
$2.48M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-130- 1.08% |
$59.8K - $67.4K
|
12K
$3.65M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-130- 0.73% |
$59.8K - $67.4K
|
17.7K
$5.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-131- 4.11% |
$60.3K - $67.9K
|
3.06K
$934K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-132- 12.99% |
$60.8K - $68.4K
|
884
$270K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-133- 3.47% |
$61.2K - $68.9K
|
3.7K
$1.13M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-134- 3.98% |
$61.7K - $69.5K
|
3.24K
$989K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-136- 12.5% |
$62.6K - $70.5K
|
952
$291K
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-137- 2.26% |
$63.1K - $71K
|
5.93K
$1.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-138- 2.74% |
$63.5K - $71.5K
|
4.9K
$1.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-139- 22.42% |
$64K - $72K
|
481
$147K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-141- 23.98% |
$64.9K - $73.1K
|
447
$137K
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-141- 0.91% |
$64.9K - $73.1K
|
15.3K
$4.69M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-141- 5.54% |
$64.9K - $73.1K
|
2.4K
$734K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-142- 3.73% |
$65.4K - $73.6K
|
3.66K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-143- 0.88% |
$65.8K - $74.1K
|
16.2K
$4.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-145- 15.15% |
$66.7K - $75.2K
|
812
$248K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-145- 2.74% |
$66.7K - $75.2K
|
5.15K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-146- 8.67% |
$67.2K - $75.7K
|
1.54K
$470K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-148- 4.94% |
$68.1K - $76.7K
|
2.85K
$871K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-148- 4.06% |
$68.1K - $76.7K
|
3.5K
$1.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-149- 22.68% |
$68.6K - $77.2K
|
508
$155K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-149- 4.07% |
$68.6K - $77.2K
|
3.52K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-150- 4.69% |
$69K - $77.7K
|
3.05K
$932K
|