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
Apr 20, 2023 Q1 2023
Lynch Asset Management, Inc.

BUY
 -
500
+ 4.17%
$230K - $259K
12.5K $7.47M
May 05, 2023 Q1 2023
Juncture Wealth Strategies, LLC

BUY
 -
500
+ 118.2%
$230K - $259K
923 $551K
May 15, 2023 Q1 2023
First Dallas Securities Inc.

BUY
 -
500
+ 55.56%
$230K - $259K
1.4K $836K
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
500
+ 12.68%
$230K - $259K
4.44K $2.65M
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
500
+ 0.3%
$230K - $259K
167K $99.6M
May 09, 2023 Q1 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
495
+ 17.3%
$228K - $257K
3.36K $2.01M
May 15, 2023 Q1 2023
Wespac Advisors So Cal, LLC

BUY
 -
495
+ 2.54%
$228K - $257K
20K $11.9M
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
492
+ 11.58%
$226K - $255K
4.74K $2.83M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
490
+ 40.53%
$226K - $254K
1.7K $1.02M
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
489
+ 5.33%
$225K - $253K
9.67K $5.78M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
487
+ 10.62%
$224K - $252K
5.07K $3.03M
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

BUY
 -
481
+ 74.81%
$221K - $249K
1.12K $672K
May 15, 2023 Q1 2023
Crawford Investment Counsel Inc

Atlanta, GA
BUY
 -
480
+ 19.54%
$221K - $249K
2.94K $1.75M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
477
+ 4.48%
$220K - $247K
11.1K $6.65M
May 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
475
New
$219K - $246K
475 $284K
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
475
+ 6.25%
$219K - $246K
8.07K $4.82M
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
472
New
$217K - $245K
472 $282K
May 11, 2023 Q1 2023
Financial Advisory Group

Houston, TX
BUY
 -
469
New
$216K - $243K
469 $280K
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
466
+ 2.1%
$215K - $242K
22.7K $13.5M
Apr 20, 2023 Q1 2023
Lincoln Capital Corp

BUY
 -
466
+ 2.44%
$215K - $242K
19.6K $11.7M
May 03, 2023 Q1 2023
Private Wealth Partners, LLC

BUY
 -
466
New
$215K - $242K
466 $278K
May 15, 2023 Q1 2023
Mairs & Power Inc

St Paul, MN
BUY
 -
466
+ 0.06%
$215K - $242K
779K $466M
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
465
New
$214K - $241K
465 $278K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
460
+ 4.62%
$212K - $238K
10.4K $6.22M
May 09, 2023 Q1 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
458
+ 0.29%
$211K - $237K
158K $94.6M
May 15, 2023 Q1 2023
Liberty One Investment Management, LLC

BUY
 -
456
+ 10.33%
$210K - $236K
4.87K $2.91M
Apr 17, 2023 Q1 2023
Burns J W & CO Inc

BUY
 -
455
+ 3.68%
$209K - $236K
12.8K $7.65M
May 12, 2023 Q1 2023
Longbow Finance Sa

Lutry, V8
BUY
 -
454
+ 1.04%
$209K - $235K
44.2K $26.4M
May 15, 2023 Q1 2023
Power Corp Of Canada

Montreal, Quebec, Z4
BUY
 -
453
New
$209K - $235K
453 $271K
Apr 25, 2023 Q1 2023
Busey Wealth Management

BUY
 -
452
+ 2.96%
$208K - $234K
15.7K $9.39M
May 03, 2023 Q1 2023
Adell Harriman & Carpenter Inc

BUY
 -
452
+ 1.36%
$208K - $234K
33.8K $20.2M
May 03, 2023 Q1 2023
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
450
+ 1.44%
$207K - $233K
31.7K $18.9M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
450
+ 2.37%
$207K - $233K
19.4K $11.6M
May 20, 2024 Q1 2023
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
450
+ 1.44%
$207K - $233K
31.7K $18.9M
May 10, 2023 Q1 2023
Kidder Stephen W

BUY
 -
445
+ 3.82%
$205K - $231K
12.1K $7.22M
Apr 14, 2023 Q1 2023
Wealth Management Partners, LLC

BUY
 -
443
+ 22.15%
$204K - $230K
2.44K $1.46M
May 15, 2023 Q1 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
443
+ 56.08%
$204K - $230K
1.23K $737K
Dec 11, 2023 Q1 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
440
New
$203K - $228K
440 $263K
May 15, 2023 Q1 2023
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
438
+ 12.29%
$202K - $227K
4K $2.39M
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
435
+ 7.33%
$200K - $225K
6.37K $3.8M
May 05, 2023 Q1 2023
Lindenwold Advisors

BUY
 -
435
+ 4.31%
$200K - $225K
10.5K $6.29M
May 15, 2023 Q1 2023
Saturna Capital Corp

Bellingham, WA
BUY
 -
429
+ 23.97%
$197K - $222K
2.22K $1.33M
Apr 24, 2023 Q1 2023
Qcm Cayman, Ltd.

BUY
 -
425
New
$196K - $220K
425 $254K
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
422
+ 76.59%
$194K - $219K
973 $581K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
415
+ 0.35%
$191K - $215K
119K $70.9M
May 12, 2023 Q1 2023
Gitterman Wealth Management, LLC

BUY
 -
414
+ 15.97%
$191K - $215K
3.01K $1.8M
May 12, 2023 Q1 2023
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
414
+ 80.54%
$191K - $215K
928 $554K
Apr 10, 2023 Q1 2023
Cmh Wealth Management LLC

BUY
 -
412
+ 3.42%
$190K - $214K
12.5K $7.44M
Apr 17, 2023 Q1 2023
Financial Insights, Inc.

BUY
 -
410
+ 23.51%
$189K - $213K
2.15K $1.29M

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