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 03, 2023
Q1 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-868- 2.9% |
$400K - $450K
|
29K
$17.9M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-870- 1.72% |
$400K - $451K
|
49.8K
$30.6M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-875- 6.34% |
$403K - $454K
|
12.9K
$7.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-876- 7.69% |
$403K - $454K
|
10.5K
$6.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-877- 4.13% |
$404K - $455K
|
20.4K
$12.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-877- 1.61% |
$404K - $455K
|
53.4K
$32.9M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-882- 18.46% |
$406K - $457K
|
3.9K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-886- 34.06% |
$408K - $459K
|
1.72K
$1.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-888- 63.02% |
$409K - $460K
|
521
$321K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-890- 3.22% |
$410K - $461K
|
26.8K
$16.5M
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-897- 2.08% |
$413K - $465K
|
42.2K
$26M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-900- 47.85% |
$414K - $466K
|
981
$604K
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-900- 5.49% |
$414K - $466K
|
15.5K
$9.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-902- 2.49% |
$415K - $468K
|
35.3K
$21.8M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-905- 5.46% |
$417K - $469K
|
15.7K
$9.65M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-909- 11.74% |
$418K - $471K
|
6.84K
$4.21M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-910- 57.12% |
$419K - $472K
|
683
$421K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-912- 8.46% |
$420K - $473K
|
9.87K
$6.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-916- 35.1% |
$422K - $475K
|
1.69K
$1.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-918- 15.48% |
$423K - $476K
|
5.01K
$3.09M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-919- 15.03% |
$423K - $476K
|
5.2K
$3.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-932- 15.4% |
$429K - $483K
|
5.12K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-935- 1.66% |
$430K - $485K
|
55.3K
$34M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-936- 1.44% |
$431K - $485K
|
64.2K
$39.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-939- 3.41% |
$432K - $487K
|
26.6K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-942- 6.71% |
$434K - $488K
|
13.1K
$8.06M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-943- 61.08% |
$434K - $489K
|
601
$370K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-946- 11.64% |
$435K - $490K
|
7.18K
$4.42M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-955- 32.71% |
$440K - $495K
|
1.97K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-960- 45.18% |
$442K - $498K
|
1.17K
$717K
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-961- 4.09% |
$442K - $498K
|
22.5K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-961- 1.57% |
$442K - $498K
|
60.3K
$37.1M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-989- 5.69% |
$455K - $513K
|
16.4K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1K- 1.71% |
$460K - $518K
|
57.3K
$35.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.01K- 20.86% |
$464K - $523K
|
3.83K
$2.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-1.01K- 2.61% |
$465K - $524K
|
37.6K
$23.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.01K- 6.92% |
$465K - $524K
|
13.6K
$8.38M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.02K- 39.15% |
$468K - $527K
|
1.58K
$972K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.03K- 0.25% |
$475K - $535K
|
412K
$254M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.04K- 54.32% |
$478K - $538K
|
873
$538K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.04K- 48.06% |
$478K - $539K
|
1.12K
$692K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.04K- 53.49% |
$479K - $540K
|
905
$557K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.05K- 0.1% |
$483K - $544K
|
1.03M
$633M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.05K- 0.1% |
$483K - $544K
|
1.03M
$633M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.05K- 9.05% |
$484K - $545K
|
10.6K
$6.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.06K- 29.29% |
$487K - $549K
|
2.56K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.06K- 22.72% |
$488K - $549K
|
3.61K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.06K- 2.35% |
$489K - $550K
|
44.2K
$27.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-1.08K- 2.2% |
$499K - $561K
|
48.1K
$29.6M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-1.09K- 25.67% |
$501K - $564K
|
3.15K
$1.94M
|