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 05, 2023
Q1 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-2.22K- 2.26% |
$1.02M - $1.15M
|
96.1K
$58.1M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.23K- 57.97% |
$1.02M - $1.15M
|
1.61K
$976K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.24K- 3.02% |
$1.03M - $1.16M
|
72K
$43.6M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.24K- 46.49% |
$1.03M - $1.16M
|
2.58K
$1.56M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2.28K- 49.89% |
$1.05M - $1.18M
|
2.29K
$1.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.28K- 44.53% |
$1.05M - $1.18M
|
2.84K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.28K- 10.95% |
$1.05M - $1.18M
|
18.6K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-2.32K- 25.74% |
$1.07M - $1.2M
|
6.68K
$4.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.32K- 15.21% |
$1.07M - $1.2M
|
12.9K
$7.83M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.4K- 95.5% |
$1.1M - $1.24M
|
113
$68.4K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-2.4K- 3.69% |
$1.11M - $1.25M
|
62.7K
$37.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.47K- 69.11% |
$1.14M - $1.28M
|
1.1K
$668K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.51K- 81.54% |
$1.15M - $1.3M
|
567
$343K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.51K- 3.94% |
$1.16M - $1.3M
|
61.2K
$37.1M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.52K- 94.67% |
$1.16M - $1.31M
|
142
$85.9K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.57K- 55.6% |
$1.18M - $1.33M
|
2.06K
$1.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-2.61K- 3.65% |
$1.2M - $1.35M
|
68.8K
$41.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.65K- 14.79% |
$1.22M - $1.37M
|
15.2K
$9.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.66K- 33.66% |
$1.23M - $1.38M
|
5.25K
$3.18M
|
|
|
May 12, 2023
Q1 2023
|
Altra Vue Capital, LLC
Bellevue, WA |
SELL
|
- |
-2.71K- 4.26% |
$1.25M - $1.4M
|
60.9K
$36.9M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.71K- 17.01% |
$1.25M - $1.41M
|
13.2K
$8.01M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.79K- 24.66% |
$1.28M - $1.45M
|
8.52K
$5.16M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2.8K- 65.75% |
$1.29M - $1.45M
|
1.46K
$881K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.8K- 5.74% |
$1.29M - $1.45M
|
45.9K
$27.8M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.81K- 1.01% |
$1.29M - $1.45M
|
275K
$167M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.81K- 25.57% |
$1.29M - $1.46M
|
8.19K
$4.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.82K- 29.33% |
$1.3M - $1.46M
|
6.8K
$4.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-2.87K- 33.99% |
$1.32M - $1.49M
|
5.57K
$3.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.87K- 60.12% |
$1.32M - $1.49M
|
1.9K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-2.9K- 10.67% |
$1.34M - $1.5M
|
24.3K
$14.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.91K- 8.54% |
$1.34M - $1.51M
|
31.2K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-2.93K- 33.61% |
$1.35M - $1.52M
|
5.8K
$3.51M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.94K- 91.89% |
$1.36M - $1.53M
|
260
$157K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.95K- 45.81% |
$1.36M - $1.53M
|
3.49K
$2.11M
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-2.99K- 67.84% |
$1.37M - $1.55M
|
1.42K
$856K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2.99K- 50.97% |
$1.38M - $1.55M
|
2.88K
$1.74M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 42.86% |
$1.38M - $1.55M
|
4K
$2.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.01K- 1.33% |
$1.39M - $1.56M
|
223K
$135M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.01K- 6.92% |
$1.39M - $1.56M
|
40.5K
$24.5M
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-3.02K- 33.27% |
$1.39M - $1.56M
|
6.05K
$3.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.02K- 18.0% |
$1.39M - $1.56M
|
13.7K
$8.32M
|
|
|
May 11, 2023
Q1 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-3.08K- 42.5% |
$1.42M - $1.6M
|
4.17K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-3.13K- 11.97% |
$1.44M - $1.62M
|
23K
$13.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
SELL
|
- |
-3.19K- 49.41% |
$1.47M - $1.66M
|
3.27K
$1.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-3.21K- 1.79% |
$1.48M - $1.66M
|
176K
$107M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.21K- 6.53% |
$1.48M - $1.66M
|
45.9K
$27.8M
|
|
|
May 15, 2023
Q1 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-3.25K- 13.48% |
$1.5M - $1.68M
|
20.9K
$12.6M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.26K- 20.09% |
$1.5M - $1.69M
|
13K
$7.84M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3.3K- 98.77% |
$1.52M - $1.71M
|
41
$24.8K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.37K- 1.98% |
$1.55M - $1.74M
|
167K
$101M
|