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 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.72K+ 4.16% |
$1.71M - $1.93M
|
93.3K
$55M
|
|
Apr 28, 2023
Q1 2023
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
3.68K+ 38.1% |
$1.7M - $1.91M
|
13.4K
$7.87M
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.68K+ 46.19% |
$1.69M - $1.9M
|
11.6K
$6.85M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.66K+ 17.32% |
$1.68M - $1.9M
|
24.8K
$14.6M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.66K+ 13.79% |
$1.68M - $1.89M
|
30.2K
$17.8M
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
3.64KNew |
$1.67M - $1.88M
|
3.64K
$2.14M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.54KNew |
$1.63M - $1.84M
|
3.54K
$2.09M
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.54K+ 68.18% |
$1.63M - $1.83M
|
8.72K
$5.14M
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
3.54K+ 33.4% |
$1.63M - $1.83M
|
14.1K
$8.32M
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
3.53KNew |
$1.62M - $1.83M
|
3.53K
$2.08M
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.51K+ 9.37% |
$1.62M - $1.82M
|
40.9K
$24.1M
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
3.5KNew |
$1.61M - $1.81M
|
3.5K
$2.06M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.47K+ 384.18% |
$1.6M - $1.8M
|
4.38K
$2.58M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.47K+ 8.47% |
$1.6M - $1.8M
|
44.5K
$26.2M
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
3.46K+ 22.96% |
$1.59M - $1.79M
|
18.5K
$10.9M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.45K+ 5.73% |
$1.59M - $1.79M
|
63.7K
$37.5M
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
3.44K+ 5.69% |
$1.58M - $1.78M
|
63.9K
$37.7M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.44KNew |
$1.58M - $1.78M
|
3.44K
$2.03M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.33K+ 304.11% |
$1.53M - $1.73M
|
4.43K
$2.61M
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
3.31K+ 32.87% |
$1.52M - $1.72M
|
13.4K
$7.89M
|
|
May 08, 2023
Q1 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
3.27K+ 61.11% |
$1.51M - $1.69M
|
8.62K
$5.08M
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
3.26K+ 228.18% |
$1.5M - $1.69M
|
4.69K
$2.76M
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.25K+ 7.2% |
$1.5M - $1.69M
|
48.4K
$28.5M
|
|
May 02, 2023
Q1 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3.25K+ 41.94% |
$1.5M - $1.68M
|
11K
$6.48M
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.24K+ 14.82% |
$1.49M - $1.68M
|
25.1K
$14.8M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.21K+ 32.78% |
$1.48M - $1.66M
|
13K
$7.66M
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
- |
3.2KNew |
$1.47M - $1.66M
|
3.2K
$1.89M
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.2K+ 11.39% |
$1.47M - $1.66M
|
31.3K
$18.4M
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.2K+ 3.97% |
$1.47M - $1.66M
|
83.6K
$49.2M
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.18K+ 26.65% |
$1.47M - $1.65M
|
15.1K
$8.92M
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.12K+ 28.16% |
$1.43M - $1.62M
|
14.2K
$8.35M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.11K+ 3.92% |
$1.43M - $1.61M
|
82.6K
$48.7M
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
3.08K+ 1.53% |
$1.42M - $1.59M
|
204K
$120M
|
|
May 15, 2023
Q1 2023
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
3.05K+ 19.02% |
$1.4M - $1.58M
|
19.1K
$11.2M
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
3.02K+ 3.83% |
$1.39M - $1.56M
|
81.9K
$48.2M
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.02K+ 47.03% |
$1.39M - $1.56M
|
9.44K
$5.56M
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
3K+ 3.82% |
$1.38M - $1.55M
|
81.6K
$48.1M
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
2.99K+ 2.83% |
$1.38M - $1.55M
|
109K
$64.1M
|
|
May 05, 2023
Q1 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
2.99K+ 5.18% |
$1.38M - $1.55M
|
60.7K
$35.7M
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.97KNew |
$1.37M - $1.54M
|
2.97K
$1.75M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.95K+ 2.35% |
$1.36M - $1.53M
|
128K
$75.4M
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
2.91K+ 32.68% |
$1.34M - $1.51M
|
11.8K
$6.97M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.89K+ 10.52% |
$1.33M - $1.5M
|
30.4K
$17.9M
|
|
May 11, 2023
Q1 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
2.89K+ 220.78% |
$1.33M - $1.5M
|
4.2K
$2.47M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.89K+ 7.97% |
$1.33M - $1.5M
|
39.1K
$23M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.79K+ 22.38% |
$1.28M - $1.45M
|
15.2K
$8.98M
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.76K+ 80.48% |
$1.27M - $1.43M
|
6.19K
$3.65M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
2.7K+ 0.73% |
$1.24M - $1.4M
|
372K
$219M
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.69K+ 5.49% |
$1.24M - $1.39M
|
51.6K
$30.4M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.69K+ 18.47% |
$1.24M - $1.39M
|
17.2K
$10.2M
|