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 15, 2023
Q1 2023
|
Guardcap Asset Management LTD
London, X0 |
SELL
|
- |
-5.82K- 0.59% |
$2.68M - $3.02M
|
982K
$595M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-5.9K- 7.62% |
$2.72M - $3.06M
|
71.5K
$43.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-5.9K- 19.19% |
$2.72M - $3.06M
|
24.9K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.97K- 91.39% |
$2.75M - $3.09M
|
562
$340K
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-6.12K- 8.77% |
$2.82M - $3.17M
|
63.7K
$38.5M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.18K- 92.89% |
$2.84M - $3.2M
|
473
$286K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.4K- 28.62% |
$2.95M - $3.32M
|
16K
$9.66M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.43K- 11.23% |
$2.96M - $3.33M
|
50.8K
$30.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-6.44K- 3.57% |
$2.96M - $3.34M
|
174K
$105M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6.58K- 79.95% |
$3.03M - $3.41M
|
1.65K
$999K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.61K- 5.15% |
$3.04M - $3.43M
|
122K
$73.7M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6.61K- 10.41% |
$3.04M - $3.43M
|
56.9K
$34.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.63K- 32.94% |
$3.05M - $3.43M
|
13.5K
$8.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.68K- 8.58% |
$3.08M - $3.46M
|
71.2K
$43.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6.79K- 14.72% |
$3.13M - $3.52M
|
39.3K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-6.83K- 68.68% |
$3.14M - $3.54M
|
3.12K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6.85K- 15.65% |
$3.15M - $3.55M
|
36.9K
$22.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Nat West Group PLC
|
SELL
|
- |
-6.97K- 47.45% |
$3.21M - $3.61M
|
7.72K
$4.67M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.03K- 4.41% |
$3.23M - $3.64M
|
152K
$92.1M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.04K- 2.01% |
$3.24M - $3.65M
|
343K
$208M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.68K- 16.91% |
$3.54M - $3.98M
|
37.7K
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-7.72K- 2.95% |
$3.55M - $4M
|
254K
$154M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.72K- 45.32% |
$3.56M - $4M
|
9.32K
$5.64M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-7.75K- 7.35% |
$3.57M - $4.02M
|
97.6K
$59.1M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.78K- 80.88% |
$3.58M - $4.03M
|
1.84K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-7.84K- 0.81% |
$3.61M - $4.07M
|
960K
$581M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.02K- 37.81% |
$3.69M - $4.16M
|
13.2K
$7.99M
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-8.09K- 9.85% |
$3.73M - $4.19M
|
74K
$44.8M
|
|
|
May 12, 2023
Q1 2023
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-8.21K- 23.06% |
$3.78M - $4.26M
|
27.4K
$16.6M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-8.22K- 94.68% |
$3.78M - $4.26M
|
462
$280K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.26K- 1.5% |
$3.8M - $4.28M
|
544K
$329M
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-8.28K- 8.49% |
$3.81M - $4.29M
|
89.2K
$54M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-8.34K- 12.02% |
$3.84M - $4.32M
|
61K
$36.9M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.49K- 2.35% |
$3.91M - $4.4M
|
353K
$214M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.58K- 1.21% |
$3.95M - $4.45M
|
699K
$423M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.59K- 30.61% |
$3.95M - $4.45M
|
19.5K
$11.8M
|
|
|
May 10, 2023
Q1 2023
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-8.79K- 39.97% |
$4.05M - $4.56M
|
13.2K
$7.99M
|
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-9.24K- 19.4% |
$4.25M - $4.79M
|
38.4K
$23.2M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-9.27K- 14.2% |
$4.27M - $4.8M
|
56K
$33.9M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-9.6K- 38.43% |
$4.42M - $4.98M
|
15.4K
$9.31M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.8K- 27.73% |
$4.51M - $5.08M
|
25.5K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.82K- 7.22% |
$4.52M - $5.09M
|
126K
$76.3M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-9.88K- 7.74% |
$4.55M - $5.12M
|
118K
$71.3M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.95K- 7.25% |
$4.58M - $5.16M
|
127K
$77M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-10.1K- 19.39% |
$4.63M - $5.21M
|
41.8K
$25.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-10.2K- 59.92% |
$4.69M - $5.28M
|
6.81K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10.3K- 0.42% |
$4.72M - $5.32M
|
2.42M
$1.46B
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-10.3K- 2.01% |
$4.74M - $5.34M
|
502K
$304M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-10.5K- 36.55% |
$4.81M - $5.42M
|
18.1K
$11M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-10.5K- 63.9% |
$4.81M - $5.42M
|
5.91K
$3.57M
|