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 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
177+ 9.47% |
$81.5K - $91.7K
|
2.05K
$1.22M
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
176+ 3.51% |
$81K - $91.2K
|
5.19K
$3.1M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
176+ 0.51% |
$81K - $91.2K
|
34.7K
$20.7M
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
175+ 1.0% |
$80.6K - $90.7K
|
17.6K
$10.5M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
174+ 71.6% |
$80.1K - $90.2K
|
417
$249K
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
172+ 1.6% |
$79.2K - $89.2K
|
10.9K
$6.51M
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
172+ 2.88% |
$79.2K - $89.2K
|
6.15K
$3.68M
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
172+ 186.96% |
$79.2K - $89.2K
|
264
$158K
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
170+ 10.97% |
$78.3K - $88.1K
|
1.72K
$1.03M
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
170+ 4.18% |
$78.3K - $88.1K
|
4.24K
$2.53M
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
170+ 1.23% |
$78.3K - $88.1K
|
14K
$8.37M
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
169+ 5.71% |
$77.8K - $87.6K
|
3.13K
$1.87M
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
168+ 224.0% |
$77.3K - $87.1K
|
243
$145K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
166+ 11.16% |
$76.4K - $86K
|
1.65K
$988K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
166+ 3.02% |
$76.4K - $86K
|
5.66K
$3.38M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
166+ 31.5% |
$76.4K - $86K
|
693
$414K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
165+ 1.72% |
$76K - $85.5K
|
9.76K
$5.83M
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
165+ 9.01% |
$76K - $85.5K
|
2K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
164+ 3.15% |
$75.5K - $85K
|
5.36K
$3.2M
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
163+ 14.29% |
$75K - $84.5K
|
1.3K
$779K
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
163+ 509.38% |
$75K - $84.5K
|
195
$117K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
162+ 30.17% |
$74.6K - $84K
|
699
$418K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
162+ 1.12% |
$74.6K - $84K
|
14.7K
$8.77M
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
162+ 1.88% |
$74.6K - $84K
|
8.76K
$5.23M
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
160+ 10.38% |
$73.7K - $82.9K
|
1.7K
$1.02M
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
160+ 1.92% |
$73.7K - $82.9K
|
8.5K
$5.08M
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
160+ 16.99% |
$73.7K - $82.9K
|
1.1K
$658K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
159+ 0.73% |
$73.2K - $82.4K
|
21.9K
$13.1M
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
158+ 7.81% |
$72.7K - $81.9K
|
2.18K
$1.3M
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
158+ 2.07% |
$72.7K - $81.9K
|
7.78K
$4.65M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
158+ 2.85% |
$72.7K - $81.9K
|
5.7K
$3.41M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
157+ 5.14% |
$72.3K - $81.4K
|
3.21K
$1.92M
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
157+ 0.69% |
$72.3K - $81.4K
|
22.8K
$13.6M
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
157+ 3.4% |
$72.3K - $81.4K
|
4.78K
$2.85M
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
BUY
|
- |
156+ 18.68% |
$71.8K - $80.9K
|
991
$592K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
156+ 3.78% |
$71.8K - $80.9K
|
4.29K
$2.56M
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
156+ 1.26% |
$71.8K - $80.9K
|
12.6K
$7.5M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
156+ 8.35% |
$71.8K - $80.9K
|
2.02K
$1.21M
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
153+ 18.17% |
$70.4K - $79.3K
|
995
$595K
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
BUY
|
- |
152+ 10.12% |
$70K - $78.8K
|
1.65K
$988K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
152+ 10.46% |
$70K - $78.8K
|
1.61K
$959K
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
150+ 22.06% |
$69K - $77.7K
|
830
$496K
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
150+ 5.88% |
$69K - $77.7K
|
2.7K
$1.61M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
150+ 4.75% |
$69K - $77.7K
|
3.31K
$1.98M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150+ 0.72% |
$69K - $77.7K
|
21K
$12.6M
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 87.72% |
$69K - $77.7K
|
321
$192K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
150+ 0.62% |
$69K - $77.7K
|
24.5K
$14.7M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
149+ 34.25% |
$68.6K - $77.2K
|
584
$349K
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
148+ 14.73% |
$68.1K - $76.7K
|
1.15K
$689K
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
148+ 0.95% |
$68.1K - $76.7K
|
15.7K
$9.39M
|