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
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.39K+ 6.72% |
$2.48M - $2.79M
|
85.6K
$50.5M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.36K+ 3.04% |
$2.47M - $2.78M
|
182K
$107M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5.32K+ 6.16% |
$2.45M - $2.76M
|
91.7K
$54M
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
5.31KNew |
$2.45M - $2.75M
|
5.31K
$3.13M
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
5.3K+ 45.02% |
$2.44M - $2.75M
|
17.1K
$10.1M
|
|
Apr 20, 2023
Q1 2023
|
Davis Rea Ltd.
|
BUY
|
- |
5.28K+ 75.73% |
$2.43M - $2.74M
|
12.3K
$7.22M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.16K+ 22.33% |
$2.37M - $2.67M
|
28.2K
$16.6M
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.11K+ 2.99% |
$2.35M - $2.65M
|
176K
$104M
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
5.07K+ 740.79% |
$2.33M - $2.63M
|
5.75K
$3.39M
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
5K+ 4.44% |
$2.3M - $2.59M
|
118K
$69.4M
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
5K+ 113.64% |
$2.3M - $2.59M
|
9.4K
$5.54M
|
|
May 11, 2023
Q1 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
5K+ 3.4% |
$2.3M - $2.59M
|
152K
$89.6M
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.99KNew |
$2.3M - $2.58M
|
4.99K
$2.94M
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
4.93K+ 20.06% |
$2.27M - $2.56M
|
29.5K
$17.4M
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
4.91KNew |
$2.26M - $2.55M
|
4.91K
$2.89M
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$2.23M - $2.51M
|
4.83K
$2.85M
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.82K+ 3.89% |
$2.22M - $2.5M
|
129K
$75.8M
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.82K+ 3.89% |
$2.22M - $2.5M
|
129K
$75.8M
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
4.81K+ 179.63% |
$2.21M - $2.49M
|
7.48K
$4.41M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.79K+ 68.68% |
$2.21M - $2.48M
|
11.8K
$6.94M
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.75K+ 7301.54% |
$2.18M - $2.46M
|
4.81K
$2.83M
|
|
May 10, 2023
Q1 2023
|
George Kaiser Family Foundation
|
BUY
|
- |
4.72KNew |
$2.17M - $2.45M
|
4.72K
$2.78M
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.69K+ 6.48% |
$2.16M - $2.43M
|
77K
$45.4M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.65K+ 3.8% |
$2.14M - $2.41M
|
127K
$74.9M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.64K+ 980.13% |
$2.13M - $2.4M
|
5.11K
$3.01M
|
|
Jun 08, 2023
Q1 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.61KNew |
$2.12M - $2.39M
|
4.61K
$2.72M
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
4.6K+ 7.13% |
$2.12M - $2.39M
|
69.1K
$40.7M
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.57KNew |
$2.1M - $2.37M
|
4.57K
$2.69M
|
|
May 12, 2023
Q1 2023
|
Manchester Global Management (Uk) LTD
London, X0 |
BUY
|
- |
4.5K+ 6.71% |
$2.07M - $2.33M
|
71.6K
$42.2M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.47K+ 145.26% |
$2.06M - $2.32M
|
7.55K
$4.45M
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.43K+ 234.39% |
$2.04M - $2.3M
|
6.32K
$3.72M
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
4.41K+ 4.87% |
$2.03M - $2.28M
|
94.9K
$55.9M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
4.38K+ 10.88% |
$2.02M - $2.27M
|
44.7K
$26.3M
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
4.36KNew |
$2.01M - $2.26M
|
4.36K
$2.57M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.36K+ 123.82% |
$2.01M - $2.26M
|
7.88K
$4.64M
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
4.22K+ 3.53% |
$1.94M - $2.19M
|
124K
$72.9M
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
4.15K+ 8.96% |
$1.91M - $2.15M
|
50.4K
$29.7M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.13KNew |
$1.9M - $2.14M
|
4.13K
$2.43M
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
4.12KNew |
$1.89M - $2.13M
|
4.12K
$2.42M
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.1KNew |
$1.89M - $2.13M
|
4.1K
$2.42M
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.08KNew |
$1.88M - $2.12M
|
4.08K
$2.4M
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
3.9K+ 13.72% |
$1.8M - $2.02M
|
32.3K
$19.1M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.85KNew |
$1.77M - $1.99M
|
3.85K
$2.27M
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.82K+ 17.72% |
$1.76M - $1.98M
|
25.3K
$14.9M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
3.79K+ 320.35% |
$1.75M - $1.97M
|
4.98K
$2.93M
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
3.79K+ 12.24% |
$1.74M - $1.96M
|
34.8K
$20.5M
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.79K+ 6.76% |
$1.74M - $1.96M
|
59.7K
$35.2M
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
3.76K+ 2.05% |
$1.73M - $1.95M
|
187K
$110M
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
3.75KNew |
$1.72M - $1.94M
|
3.75K
$2.21M
|
|
Apr 28, 2023
Q1 2023
|
Fosun International LTD
|
BUY
|
- |
3.74K+ 245.51% |
$1.72M - $1.94M
|
5.27K
$3.1M
|