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
|
Ellis Investment Partners, LLC
|
BUY
|
- |
224+ 9.23% |
$103K - $116K
|
2.65K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
221+ 1.76% |
$102K - $115K
|
12.8K
$7.65M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
218+ 3.01% |
$100K - $113K
|
7.46K
$4.46M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
218+ 4.49% |
$100K - $113K
|
5.08K
$3.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
216+ 11.64% |
$99.4K - $112K
|
2.07K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
215+ 45.74% |
$99K - $111K
|
685
$409K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
213+ 14.05% |
$98.1K - $110K
|
1.73K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
213+ 15.37% |
$98.1K - $110K
|
1.6K
$955K
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
213+ 4.49% |
$98.1K - $110K
|
4.95K
$2.96M
|
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
213+ 14.01% |
$98.1K - $110K
|
1.73K
$1.04M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
212+ 8.37% |
$97.6K - $110K
|
2.74K
$1.64M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
211+ 7.84% |
$97.1K - $109K
|
2.9K
$1.73M
|
|
|
May 03, 2023
Q1 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
210New |
$96.7K - $109K
|
210
$125K
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
210+ 30.13% |
$96.7K - $109K
|
907
$542K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
209+ 54.43% |
$96.2K - $108K
|
593
$354K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
209+ 0.63% |
$96.2K - $108K
|
33.2K
$19.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
208+ 1.18% |
$95.7K - $108K
|
17.8K
$10.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
207+ 5.85% |
$95.3K - $107K
|
3.74K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
206+ 153.73% |
$94.8K - $107K
|
340
$203K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
205+ 35.96% |
$94.4K - $106K
|
775
$463K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
205New |
$94.4K - $106K
|
205
$122K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
204+ 3.44% |
$93.9K - $106K
|
6.13K
$3.66M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
203+ 14.4% |
$93.4K - $105K
|
1.61K
$964K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
202+ 0.67% |
$93K - $105K
|
30.2K
$18.1M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
202+ 7.47% |
$93K - $105K
|
2.91K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
201+ 2.5% |
$92.5K - $104K
|
8.25K
$4.93M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
200+ 2.02% |
$92.1K - $104K
|
10.1K
$6.03M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
200+ 6.07% |
$92.1K - $104K
|
3.5K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200+ 0.79% |
$92.1K - $104K
|
25.5K
$15.3M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
199+ 6.1% |
$91.6K - $103K
|
3.46K
$2.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
198+ 1.49% |
$91.1K - $103K
|
13.5K
$8.07M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
198+ 2.65% |
$91.1K - $103K
|
7.66K
$4.58M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
196+ 3.99% |
$90.2K - $102K
|
5.1K
$3.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
195+ 3.75% |
$89.8K - $101K
|
5.4K
$3.23M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
194+ 3.82% |
$89.3K - $101K
|
5.28K
$3.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
192+ 1.6% |
$88.4K - $99.5K
|
12.2K
$7.29M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
192+ 26.74% |
$88.4K - $99.5K
|
910
$544K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
191+ 1.08% |
$87.9K - $99K
|
17.8K
$10.7M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
189+ 44.06% |
$87K - $98K
|
618
$369K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
187+ 41.19% |
$86.1K - $96.9K
|
641
$383K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
184+ 8.75% |
$84.7K - $95.4K
|
2.29K
$1.37M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
184+ 0.13% |
$84.7K - $95.4K
|
139K
$83.1M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
183+ 26.37% |
$84.2K - $94.9K
|
877
$524K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
181+ 1.69% |
$83.3K - $93.8K
|
10.9K
$6.5M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
180+ 10.37% |
$82.9K - $93.3K
|
1.92K
$1.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
180+ 4.12% |
$82.9K - $93.3K
|
4.55K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
180+ 24.52% |
$82.9K - $93.3K
|
914
$546K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
179+ 3.46% |
$82.4K - $92.8K
|
5.35K
$3.19M
|
|
|
May 01, 2023
Q1 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
178+ 35.6% |
$81.9K - $92.3K
|
678
$405K
|
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
177+ 1.61% |
$81.5K - $91.7K
|
11.2K
$6.67M
|