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
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-772- 50.86% |
$355K - $400K
|
746
$228K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-776- 6.53% |
$357K - $402K
|
11.1K
$3.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-785- 18.76% |
$361K - $407K
|
3.4K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-790- 1.29% |
$364K - $409K
|
60.6K
$18.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-793- 3.06% |
$365K - $411K
|
25.1K
$7.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-813- 13.41% |
$374K - $421K
|
5.25K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-823- 8.32% |
$379K - $427K
|
9.07K
$2.77M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-827- 16.29% |
$381K - $429K
|
4.25K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-844- 0.88% |
$389K - $437K
|
94.7K
$28.9M
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-848- 3.32% |
$390K - $440K
|
24.7K
$7.55M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-859- 9.85% |
$395K - $445K
|
7.87K
$2.4M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-860- 3.57% |
$396K - $446K
|
23.2K
$7.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-862- 56.27% |
$397K - $447K
|
670
$205K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-862- 2.89% |
$397K - $447K
|
28.9K
$8.84M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-867- 22.45% |
$399K - $449K
|
3K
$915K
|
|
|
May 03, 2023
Q1 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-868- 2.9% |
$400K - $450K
|
29K
$8.87M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-870- 1.72% |
$400K - $451K
|
49.8K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-875- 6.34% |
$403K - $454K
|
12.9K
$3.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-876- 7.69% |
$403K - $454K
|
10.5K
$3.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-877- 4.13% |
$404K - $455K
|
20.4K
$6.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-877- 1.61% |
$404K - $455K
|
53.4K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-882- 18.46% |
$406K - $457K
|
3.9K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-886- 34.06% |
$408K - $459K
|
1.72K
$524K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-888- 63.02% |
$409K - $460K
|
521
$159K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-890- 3.22% |
$410K - $461K
|
26.8K
$8.18M
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-897- 2.08% |
$413K - $465K
|
42.2K
$12.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-900- 47.85% |
$414K - $466K
|
981
$300K
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-900- 5.49% |
$414K - $466K
|
15.5K
$4.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-902- 2.49% |
$415K - $468K
|
35.3K
$10.8M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-905- 5.46% |
$417K - $469K
|
15.7K
$4.79M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-909- 11.74% |
$418K - $471K
|
6.84K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-910- 57.12% |
$419K - $472K
|
683
$209K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-912- 8.46% |
$420K - $473K
|
9.87K
$3.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-916- 35.1% |
$422K - $475K
|
1.69K
$518K
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-918- 15.48% |
$423K - $476K
|
5.01K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-919- 15.03% |
$423K - $476K
|
5.2K
$1.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-932- 15.4% |
$429K - $483K
|
5.12K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-935- 1.66% |
$430K - $485K
|
55.3K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-936- 1.44% |
$431K - $485K
|
64.2K
$19.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-939- 3.41% |
$432K - $487K
|
26.6K
$8.13M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-942- 6.71% |
$434K - $488K
|
13.1K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-943- 61.08% |
$434K - $489K
|
601
$184K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-946- 11.64% |
$435K - $490K
|
7.18K
$2.19M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-955- 32.71% |
$440K - $495K
|
1.97K
$601K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-960- 45.18% |
$442K - $498K
|
1.17K
$356K
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-961- 4.09% |
$442K - $498K
|
22.5K
$6.88M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-961- 1.57% |
$442K - $498K
|
60.3K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-989- 5.69% |
$455K - $513K
|
16.4K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1K- 1.71% |
$460K - $518K
|
57.3K
$17.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.01K- 20.86% |
$464K - $523K
|
3.83K
$1.17M
|