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 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-257- 0.83% |
$118K - $133K
|
30.8K
$9.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-261- 20.31% |
$120K - $135K
|
1.02K
$313K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-262- 0.78% |
$121K - $136K
|
33.3K
$10.2M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-262- 4.91% |
$121K - $136K
|
5.08K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-264- 2.71% |
$122K - $137K
|
9.48K
$2.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-267- 20.18% |
$123K - $138K
|
1.06K
$323K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-267- 10.63% |
$123K - $138K
|
2.25K
$686K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-268- 8.48% |
$123K - $139K
|
2.89K
$884K
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-269- 35.03% |
$124K - $139K
|
499
$153K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-270- 2.81% |
$124K - $140K
|
9.35K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-270- 0.63% |
$124K - $140K
|
42.9K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-271- 2.14% |
$125K - $140K
|
12.4K
$3.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-272- 20.8% |
$125K - $141K
|
1.04K
$317K
|
|
|
May 03, 2023
Q1 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-273- 14.83% |
$126K - $142K
|
1.57K
$479K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-275- 0.82% |
$127K - $143K
|
33.2K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-275- 31.07% |
$127K - $143K
|
610
$186K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-276- 11.73% |
$127K - $143K
|
2.08K
$634K
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-278- 0.46% |
$128K - $144K
|
59.6K
$18.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-280- 25.85% |
$129K - $145K
|
803
$245K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-284- 17.23% |
$131K - $147K
|
1.36K
$417K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-284- 12.73% |
$131K - $147K
|
1.95K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-284- 10.67% |
$131K - $147K
|
2.38K
$727K
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-287- 1.06% |
$132K - $149K
|
26.8K
$8.2M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-287- 40.2% |
$132K - $149K
|
427
$130K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-290- 35.67% |
$133K - $150K
|
523
$160K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-291- 15.44% |
$134K - $151K
|
1.59K
$487K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-291- 1.59% |
$134K - $151K
|
18K
$5.51M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-299- 25.8% |
$138K - $155K
|
860
$263K
|
|
|
Apr 11, 2023
Q1 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-300- 4.9% |
$138K - $155K
|
5.82K
$1.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-300- 5.75% |
$138K - $155K
|
4.91K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-304- 59.72% |
$140K - $158K
|
205
$62.7K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-304- 2.54% |
$140K - $158K
|
11.6K
$3.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-305- 7.36% |
$140K - $158K
|
3.84K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-305- 0.82% |
$140K - $158K
|
36.7K
$11.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-307- 14.41% |
$141K - $159K
|
1.82K
$557K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-310- 8.6% |
$143K - $161K
|
3.3K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-310- 1.92% |
$143K - $161K
|
15.9K
$4.85M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-311- 9.47% |
$143K - $161K
|
2.97K
$908K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-313- 4.53% |
$144K - $162K
|
6.59K
$2.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-315- 1.61% |
$145K - $163K
|
19.3K
$5.89M
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-318- 2.21% |
$146K - $165K
|
14.1K
$4.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-324- 21.63% |
$149K - $168K
|
1.17K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-324- 5.57% |
$149K - $168K
|
5.5K
$1.68M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-329- 2.45% |
$151K - $171K
|
13.1K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-334- 10.4% |
$154K - $173K
|
2.88K
$879K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-339- 0.37% |
$156K - $176K
|
91.8K
$28.1M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-339- 3.97% |
$156K - $176K
|
8.21K
$2.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-340- 9.09% |
$157K - $176K
|
3.4K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-342- 19.64% |
$157K - $177K
|
1.4K
$428K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-343- 1.75% |
$158K - $178K
|
19.2K
$5.88M
|