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 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-150- 5.21% |
$69K - $77.7K
|
2.73K
$834K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-150- 1.65% |
$69K - $77.7K
|
8.95K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-151- 1.09% |
$69.5K - $78.3K
|
13.7K
$4.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-152- 3.03% |
$70K - $78.8K
|
4.86K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-152- 1.52% |
$70K - $78.8K
|
9.84K
$3.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-153- 18.55% |
$70.4K - $79.3K
|
672
$205K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-154- 6.33% |
$70.9K - $79.8K
|
2.28K
$696K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-157- 24.27% |
$72.3K - $81.4K
|
490
$150K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-159- 5.47% |
$73.2K - $82.4K
|
2.75K
$840K
|
|
|
Apr 06, 2023
Q1 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-160- 0.51% |
$73.7K - $82.9K
|
31.1K
$9.51M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-160- 7.49% |
$73.7K - $82.9K
|
1.98K
$604K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-160- 0.25% |
$73.7K - $82.9K
|
64.5K
$19.7M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-161- 2.84% |
$74.1K - $83.5K
|
5.51K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-161- 2.66% |
$74.1K - $83.5K
|
5.89K
$1.8M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-161- 8.15% |
$74.1K - $83.5K
|
1.81K
$554K
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-164- 2.27% |
$75.5K - $85K
|
7.05K
$2.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-165- 4.54% |
$76K - $85.5K
|
3.47K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-165- 1.42% |
$76K - $85.5K
|
11.4K
$3.49M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-165- 3.02% |
$76K - $85.5K
|
5.29K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-168- 15.15% |
$77.3K - $87.1K
|
941
$288K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-169- 2.87% |
$77.8K - $87.6K
|
5.72K
$1.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-169- 5.74% |
$77.8K - $87.6K
|
2.78K
$848K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-169- 1.65% |
$77.8K - $87.6K
|
10.1K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-170- 35.12% |
$78.3K - $88.1K
|
314
$96K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-171- 2.41% |
$78.7K - $88.6K
|
6.92K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-172- 3.82% |
$79.2K - $89.2K
|
4.33K
$1.32M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-173- 1.65% |
$79.6K - $89.7K
|
10.3K
$3.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-175- 3.97% |
$80.6K - $90.7K
|
4.23K
$1.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-176- 63.77% |
$81K - $91.2K
|
100
$30.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Milestone Resources Group LTD
|
SELL
|
- |
-178- 0.08% |
$81.9K - $92.3K
|
220K
$67.2M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-180- 1.4% |
$82.9K - $93.3K
|
12.7K
$3.88M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-181- 3.73% |
$83.3K - $93.8K
|
4.68K
$1.43M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-181- 3.73% |
$83.3K - $93.8K
|
4.68K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-182- 1.09% |
$83.8K - $94.3K
|
16.5K
$5.04M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-184- 3.87% |
$84.7K - $95.4K
|
4.57K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-189- 0.49% |
$87K - $98K
|
38.3K
$11.7M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-190- 7.87% |
$87.5K - $98.5K
|
2.23K
$680K
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-190- 2.38% |
$87.5K - $98.5K
|
7.79K
$2.38M
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-190- 2.29% |
$87.5K - $98.5K
|
8.12K
$2.48M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-191- 7.37% |
$87.9K - $99K
|
2.4K
$734K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-192- 11.5% |
$88.4K - $99.5K
|
1.48K
$452K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-192- 24.97% |
$88.4K - $99.5K
|
577
$176K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-193- 5.98% |
$88.8K - $100K
|
3.03K
$927K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-194- 0.5% |
$89.3K - $101K
|
38.6K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-194- 9.58% |
$89.3K - $101K
|
1.83K
$560K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-196- 12.17% |
$90.2K - $102K
|
1.42K
$432K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-197- 4.93% |
$90.7K - $102K
|
3.8K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-199- 6.91% |
$91.6K - $103K
|
2.68K
$819K
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-200- 0.72% |
$92.1K - $104K
|
27.5K
$8.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 1.47% |
$92.1K - $104K
|
13.4K
$4.11M
|