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 04, 2023 Q1 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
410
+ 47.13%
$189K - $213K
1.28K $756K
May 05, 2023 Q1 2023
Vaughan Nelson Investment Management, L.P.

BUY
 -
410
+ 50.31%
$189K - $213K
1.23K $724K
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
409
+ 7.89%
$188K - $212K
5.59K $3.3M
May 12, 2023 Q1 2023
Crossmark Global Holdings, Inc.

BUY
 -
409
+ 1.02%
$188K - $212K
40.5K $23.9M
May 04, 2023 Q1 2023
Ninepoint Partners LP

BUY
 -
408
+ 47.28%
$188K - $211K
1.27K $751K
May 31, 2023 Q1 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
408
+ 89.08%
$188K - $211K
866 $512K
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

BUY
 -
407
+ 9.67%
$187K - $211K
4.62K $2.73M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
406
+ 2.77%
$187K - $210K
15.1K $8.9M
May 08, 2023 Q1 2023
Charles Carroll Financial Partners, LLC

BUY
 -
405
+ 5.4%
$186K - $210K
7.91K $4.67M
Jul 18, 2023 Q1 2023
Tandem Investment Advisors, Inc.

Charleston, SC
BUY
 -
404
+ 26.32%
$186K - $209K
1.94K $1.15M
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
403
+ 44.14%
$186K - $209K
1.32K $778K
May 08, 2023 Q1 2023
Emfo, LLC

BUY
 -
400
+ 1600.0%
$184K - $207K
425 $251K
Apr 28, 2023 Q1 2023
Simmons Bank

BUY
 -
399
+ 3.17%
$184K - $207K
13K $7.66M
Apr 14, 2023 Q1 2023
Asset Management Corp

BUY
 -
395
+ 25.75%
$182K - $205K
1.93K $1.14M
Apr 21, 2023 Q1 2023
Alta Wealth Advisors LLC

BUY
 -
391
+ 11.53%
$180K - $203K
3.78K $2.24M
May 15, 2023 Q1 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
390
+ 21.63%
$180K - $202K
2.19K $1.3M
May 09, 2023 Q1 2023
Barings LLC

BUY
 -
389
+ 5.58%
$179K - $202K
7.36K $4.35M
May 15, 2023 Q1 2023
Baader Bank Aktiengesellschaft

Unterschleissheim, 2M
BUY
 -
389
+ 0.87%
$179K - $202K
44.9K $26.5M
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
389
+ 8.68%
$179K - $202K
4.87K $2.88M
May 25, 2023 Q1 2023
Legato Capital Management LLC

BUY
 -
389
+ 5.9%
$179K - $202K
6.99K $4.13M
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
387
New
$178K - $201K
387 $229K
Apr 14, 2023 Q1 2023
Ledge Wealth Management, Inc.

BUY
 -
382
+ 8.58%
$176K - $198K
4.83K $2.86M
May 15, 2023 Q1 2023
Virtus ETF Advisers LLC

New York, NY
BUY
 -
382
+ 26.44%
$176K - $198K
1.83K $1.08M
May 10, 2023 Q1 2023
Citizens Financial Group Inc

BUY
 -
380
+ 0.92%
$175K - $197K
41.6K $24.6M
May 15, 2023 Q1 2023
Family Legacy, Inc.

BUY
 -
380
+ 4.97%
$175K - $197K
8.02K $4.74M
Apr 05, 2023 Q1 2023
Martin Capital Partners, LLC

BUY
 -
378
+ 4.11%
$174K - $196K
9.58K $5.66M
May 04, 2023 Q1 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
375
+ 9.87%
$173K - $194K
4.18K $2.47M
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

BUY
 -
375
+ 53.8%
$173K - $194K
1.07K $633K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
374
+ 6.75%
$172K - $194K
5.91K $3.49M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
370
+ 16.05%
$170K - $192K
2.68K $1.58M
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
369
+ 0.47%
$170K - $191K
79.4K $46.9M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
367
+ 3.21%
$169K - $190K
11.8K $6.97M
Apr 06, 2023 Q1 2023
Btc Capital Management, Inc.

BUY
 -
365
+ 2.52%
$168K - $189K
14.8K $8.76M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
363
+ 5.9%
$167K - $188K
6.51K $3.85M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
362
+ 11.93%
$167K - $188K
3.4K $2.01M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
360
+ 1.06%
$166K - $187K
34.3K $20.2M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
360
+ 2.5%
$166K - $187K
14.8K $8.73M
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
356
+ 9.02%
$164K - $185K
4.3K $2.54M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
356
+ 0.39%
$164K - $185K
90.7K $53.6M
May 12, 2023 Q1 2023
Blue Fin Capital, Inc.

BUY
 -
355
+ 2.56%
$163K - $184K
14.2K $8.4M
Apr 10, 2023 Q1 2023
Kesler, Norman & Wride, LLC

BUY
 -
350
+ 2.07%
$161K - $181K
17.3K $10.2M
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
349
+ 2.62%
$161K - $181K
13.7K $8.08M
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
349
+ 1.18%
$161K - $181K
29.8K $17.6M
May 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
344
+ 141.56%
$158K - $178K
587 $347K
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
342
+ 5.75%
$157K - $177K
6.29K $3.72M
Apr 11, 2023 Q1 2023
Paradigm Financial Partners, LLC

BUY
 -
341
+ 2.8%
$157K - $177K
12.5K $7.4M
Apr 26, 2023 Q1 2023
Provence Wealth Management Group

BUY
 -
341
+ 28.25%
$157K - $177K
1.55K $915K
May 15, 2023 Q1 2023
Ashford Capital Management Inc

Wilmington, DE
BUY
 -
340
+ 7.77%
$157K - $176K
4.72K $2.79M
May 15, 2023 Q1 2023
Hodges Capital Management Inc.

BUY
 -
339
+ 10.04%
$156K - $176K
3.71K $2.19M

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