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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
607+ 10.83% |
$279K - $315K
|
6.21K
$3.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
606+ 24.69% |
$279K - $314K
|
3.06K
$1.83M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
600+ 10.92% |
$276K - $311K
|
6.09K
$3.64M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
596+ 6.31% |
$274K - $309K
|
10K
$6M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
595New |
$274K - $308K
|
595
$356K
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
595New |
$274K - $308K
|
595
$356K
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
BUY
|
- |
590+ 2.74% |
$272K - $306K
|
22.1K
$13.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
588New |
$271K - $305K
|
588
$351K
|
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
BUY
|
- |
583+ 0.3% |
$268K - $302K
|
193K
$115M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
582+ 46.52% |
$268K - $302K
|
1.83K
$1.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
577+ 8.02% |
$266K - $299K
|
7.77K
$4.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
577New |
$266K - $299K
|
577
$345K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
574New |
$264K - $298K
|
574
$343K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
569+ 1.74% |
$262K - $295K
|
33.3K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
566New |
$261K - $293K
|
566
$338K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
565New |
$260K - $293K
|
565
$338K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
563+ 5.04% |
$259K - $292K
|
11.7K
$7.01M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
562+ 8.37% |
$259K - $291K
|
7.28K
$4.35M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
562+ 3.8% |
$259K - $291K
|
15.4K
$9.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
556+ 6.63% |
$256K - $288K
|
8.94K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
556New |
$256K - $288K
|
556
$332K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
555+ 90.98% |
$255K - $288K
|
1.17K
$696K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
555New |
$255K - $288K
|
555
$332K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
553+ 67.19% |
$255K - $287K
|
1.38K
$822K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
553+ 40.28% |
$255K - $287K
|
1.93K
$1.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
545+ 5.36% |
$251K - $282K
|
10.7K
$6.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
539+ 5.25% |
$248K - $279K
|
10.8K
$6.45M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
534+ 6.36% |
$246K - $277K
|
8.93K
$5.34M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
532+ 9.6% |
$245K - $276K
|
6.08K
$3.63M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
531+ 15.54% |
$244K - $275K
|
3.95K
$2.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
528+ 7.53% |
$243K - $274K
|
7.54K
$4.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
527New |
$243K - $273K
|
527
$315K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
520+ 1.86% |
$239K - $270K
|
28.5K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
520+ 16.86% |
$239K - $270K
|
3.61K
$2.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
BUY
|
- |
518New |
$238K - $268K
|
518
$309K
|
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
BUY
|
- |
518+ 1.31% |
$238K - $268K
|
40K
$23.9M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
516+ 7.09% |
$238K - $267K
|
7.79K
$4.66M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
514+ 2.36% |
$237K - $266K
|
22.3K
$13.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
513+ 2.44% |
$236K - $266K
|
21.5K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
513New |
$236K - $266K
|
513
$307K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
513+ 6.28% |
$236K - $266K
|
8.68K
$5.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
508+ 2.12% |
$234K - $263K
|
24.4K
$14.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
507+ 3.96% |
$233K - $263K
|
13.3K
$7.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
505+ 1.25% |
$232K - $262K
|
40.8K
$24.4M
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
505+ 0.58% |
$232K - $262K
|
87.9K
$52.5M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
505+ 86.47% |
$232K - $262K
|
1.09K
$651K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
504+ 9.44% |
$232K - $261K
|
5.84K
$3.49M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
504+ 1.4% |
$232K - $261K
|
36.4K
$21.8M
|
|
|
May 09, 2023
Q1 2023
|
Gouws Capital LLC
|
BUY
|
- |
504+ 7.0% |
$232K - $261K
|
7.7K
$4.6M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
503+ 6.86% |
$232K - $261K
|
7.83K
$4.68M
|