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
|
Winton Group LTD
London, X0 |
SELL
|
- |
-1.09K- 25.67% |
$501K - $564K
|
3.15K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.09K- 0.98% |
$503K - $566K
|
111K
$66.9M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.1K- 3.7% |
$504K - $568K
|
28.5K
$17.3M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.1K- 10.67% |
$506K - $570K
|
9.2K
$5.57M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.12K- 39.99% |
$517K - $582K
|
1.69K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.15K- 63.9% |
$527K - $593K
|
647
$392K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.15K- 39.27% |
$529K - $596K
|
1.78K
$1.08M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 18.71% |
$531K - $598K
|
5.01K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.16K- 1.95% |
$533K - $600K
|
58.2K
$35.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-1.18K- 7.36% |
$541K - $609K
|
14.8K
$8.96M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.19K- 26.23% |
$549K - $618K
|
3.36K
$2.03M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.2K- 99.83% |
$551K - $620K
|
2
$1.21K
|
|
|
Apr 03, 2023
Q1 2023
|
Pensionfund Sabic
|
SELL
|
- |
-1.2K- 12.12% |
$552K - $622K
|
8.7K
$5.27M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.21K- 0.6% |
$558K - $629K
|
199K
$121M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.22K- 3.59% |
$559K - $630K
|
32.6K
$19.7M
|
|
|
May 09, 2023
Q1 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1.24K- 15.96% |
$572K - $644K
|
6.54K
$3.96M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.24K- 51.0% |
$573K - $645K
|
1.2K
$723K
|
|
|
May 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-1.25K- 39.51% |
$576K - $648K
|
1.92K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.27K- 20.74% |
$583K - $657K
|
4.84K
$2.93M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.28K- 3.79% |
$589K - $663K
|
32.5K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.28K- 2.96% |
$591K - $665K
|
42K
$25.4M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.29K- 19.94% |
$594K - $669K
|
5.18K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.29K- 1.84% |
$594K - $669K
|
68.8K
$41.7M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.29K- 19.63% |
$595K - $670K
|
5.29K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.3K- 3.94% |
$598K - $674K
|
31.7K
$19.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-1.3K- 6.77% |
$600K - $675K
|
17.9K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.31K- 8.67% |
$601K - $676K
|
13.7K
$8.32M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.32K- 4.8% |
$608K - $685K
|
26.2K
$15.9M
|
|
|
May 08, 2023
Q1 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-1.34K- 1.15% |
$615K - $692K
|
115K
$69.5M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.34K- 1.09% |
$618K - $696K
|
122K
$74M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.34K- 3.28% |
$619K - $697K
|
39.6K
$24M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.35K- 23.59% |
$620K - $698K
|
4.36K
$2.64M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.35K- 14.39% |
$621K - $700K
|
8.03K
$4.86M
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-1.35K- 1.49% |
$621K - $700K
|
89K
$53.9M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.36K- 5.04% |
$624K - $703K
|
25.6K
$15.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.37K- 8.54% |
$629K - $709K
|
14.6K
$8.86M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.38K- 52.91% |
$635K - $715K
|
1.23K
$743K
|
|
|
Apr 26, 2023
Q1 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.39K- 1.67% |
$639K - $720K
|
81.7K
$49.4M
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-1.4K- 0.7% |
$643K - $724K
|
197K
$119M
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.4K- 9.96% |
$644K - $726K
|
12.7K
$7.66M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 3.14% |
$644K - $726K
|
43.2K
$26.2M
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.4K- 9.96% |
$644K - $726K
|
12.7K
$7.66M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.4K- 9.59% |
$645K - $727K
|
13.2K
$8M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.4K- 36.36% |
$646K - $727K
|
2.46K
$1.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.44K- 11.51% |
$662K - $746K
|
11.1K
$6.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.44K- 95.36% |
$663K - $746K
|
70
$42.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.45K- 6.28% |
$668K - $752K
|
21.7K
$13.1M
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.46K- 10.82% |
$672K - $757K
|
12K
$7.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-1.47K- 31.41% |
$674K - $759K
|
3.2K
$1.94M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.47K- 3.25% |
$677K - $762K
|
43.8K
$26.5M
|