Purchases and Sales Made in Q1 2023 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
1.53K
+ 8.41%
$703K - $792K
19.7K $11.8M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
1.51K
+ 50.94%
$697K - $785K
4.49K $2.69M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
1.51K
New
$697K - $785K
1.51K $909K
Apr 26, 2023 Q1 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
1.51K
New
$696K - $784K
1.51K $909K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
1.5K
+ 14.13%
$691K - $778K
12.1K $7.28M
May 03, 2023 Q1 2023
Factorial Partners, LLC

BUY
 -
1.5K
New
$690K - $777K
1.5K $901K
May 12, 2023 Q1 2023
Harbert Fund Advisors, Inc.

Birmingham, AL
BUY
 -
1.5K
+ 60.0%
$690K - $777K
4K $2.4M
May 15, 2023 Q1 2023
Lavaca Capital LLC

Houston, TX
BUY
 -
1.5K
+ 17.79%
$690K - $777K
9.93K $5.96M
May 12, 2023 Q1 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
1.5K
+ 8.19%
$690K - $776K
19.8K $11.9M
May 02, 2023 Q1 2023
Jacobsen Capital Management

BUY
 -
1.5K
New
$689K - $776K
1.5K $899K
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
1.48K
New
$683K - $769K
1.48K $891K
May 12, 2023 Q1 2023
Stevens Capital Management LP

Radnor, PA
BUY
 -
1.48K
+ 105.04%
$681K - $767K
2.89K $1.73M
May 12, 2023 Q1 2023
Sands Capital Management, LLC

Arlington, VA
BUY
 -
1.47K
+ 1.27%
$676K - $761K
117K $70.2M
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
1.46K
+ 2.51%
$673K - $757K
59.7K $35.9M
Apr 24, 2023 Q1 2023
Rockland Trust CO

BUY
 -
1.46K
+ 2.36%
$672K - $756K
63.2K $37.9M
May 08, 2023 Q1 2023
Univest Financial Corp

BUY
 -
1.46K
+ 13.26%
$670K - $755K
12.4K $7.47M
May 11, 2023 Q1 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
1.45K
+ 5.33%
$667K - $751K
28.6K $17.2M
Apr 27, 2023 Q1 2023
Marietta Wealth Management, LLC

BUY
 -
1.44K
+ 11.52%
$661K - $745K
13.9K $8.35M
Apr 17, 2023 Q1 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
1.43K
New
$657K - $740K
1.43K $858K
May 03, 2023 Q1 2023
Gyroscope Capital Management Group, LLC

BUY
 -
1.4K
+ 32.09%
$644K - $726K
5.76K $3.46M
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
1.4K
+ 112.12%
$643K - $724K
2.64K $1.59M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.4K
+ 10.39%
$643K - $724K
14.8K $8.91M
May 03, 2023 Q1 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
1.4K
+ 18.93%
$643K - $724K
8.77K $5.27M
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
1.4K
+ 8.28%
$643K - $724K
18.3K $11M
May 15, 2023 Q1 2023
Weik Capital Management

Wyomissing, PA
BUY
 -
1.39K
+ 15.33%
$639K - $720K
10.5K $6.28M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
1.39K
+ 3.17%
$638K - $718K
45.1K $27.1M
May 02, 2024 Q1 2023
Verity & Verity, LLC

Beaufort, SC
BUY
 -
1.37K
New
$632K - $712K
1.37K $824K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
1.36K
+ 7.22%
$628K - $707K
20.3K $12.2M
Apr 05, 2023 Q1 2023
Empirical Finance, LLC

BUY
 -
1.36K
+ 5.47%
$624K - $703K
26.1K $15.7M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
1.35K
+ 11.9%
$623K - $702K
12.7K $7.65M
May 09, 2023 Q1 2023
Silicon Valley Capital Partners

BUY
 -
1.35K
+ 31.15%
$622K - $701K
5.69K $3.42M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.35K
+ 63.13%
$622K - $700K
3.49K $2.1M
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
1.34K
+ 11.49%
$615K - $692K
13K $7.78M
May 12, 2023 Q1 2023
Girard Partners Ltd.

BUY
 -
1.33K
+ 4.49%
$612K - $689K
30.9K $18.6M
Apr 12, 2023 Q1 2023
Elk River Wealth Management, LLC

BUY
 -
1.33K
+ 7.33%
$610K - $687K
19.4K $11.7M
Apr 20, 2023 Q1 2023
Perfromance Wealth Partners, LLC

BUY
 -
1.32K
+ 28.55%
$606K - $682K
5.93K $3.56M
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

BUY
 -
1.31K
+ 168.25%
$603K - $678K
2.09K $1.25M
May 15, 2023 Q1 2023
Center Book Partners LP

Greenwich, CT
BUY
 -
1.31K
+ 24.96%
$603K - $678K
6.55K $3.94M
May 12, 2023 Q1 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
1.31K
+ 13.36%
$601K - $677K
11.1K $6.65M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
1.3K
+ 7.59%
$599K - $674K
18.4K $11.1M
May 03, 2023 Q1 2023
River Park Advisors, LLC

New York, NY
BUY
 -
1.3K
+ 43.1%
$597K - $672K
4.3K $2.58M
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
1.29K
+ 28.37%
$595K - $670K
5.85K $3.51M
Apr 20, 2023 Q1 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
1.27K
+ 8.01%
$586K - $660K
17.2K $10.3M
May 17, 2023 Q1 2023
Ashburton (Jersey) LTD

St Helier, Y9
BUY
 -
1.27K
+ 55.49%
$586K - $660K
3.57K $2.14M
Apr 20, 2023 Q1 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
1.27K
New
$582K - $656K
1.27K $760K
May 02, 2023 Q1 2023
Dover Advisors, LLC

Richmond, VA
BUY
 -
1.26K
+ 30.49%
$581K - $655K
5.41K $3.25M
May 15, 2023 Q1 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
1.26K
New
$578K - $651K
1.26K $754K
May 02, 2023 Q1 2023
Stack Financial Management, Inc

BUY
 -
1.26K
+ 2.49%
$578K - $651K
51.6K $31M
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.25K
+ 2.7%
$577K - $650K
47.7K $28.7M

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