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 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
147+ 4.64% |
$67.7K - $76.2K
|
3.32K
$1.98M
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
147+ 10.42% |
$67.7K - $76.2K
|
1.56K
$931K
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
147+ 1.55% |
$67.7K - $76.2K
|
9.65K
$5.76M
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
147+ 4.45% |
$67.7K - $76.2K
|
3.45K
$2.06M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
146+ 6.72% |
$67.2K - $75.7K
|
2.32K
$1.38M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
146+ 0.43% |
$67.2K - $75.7K
|
34.4K
$20.6M
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
146+ 0.58% |
$67.2K - $75.7K
|
25.5K
$15.2M
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
145+ 1.63% |
$66.7K - $75.2K
|
9.05K
$5.41M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
144New |
$66.3K - $74.6K
|
144
$86K
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
142+ 5.63% |
$65.4K - $73.6K
|
2.66K
$1.59M
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
141+ 2.43% |
$64.9K - $73.1K
|
5.94K
$3.55M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
140+ 2.85% |
$64.4K - $72.6K
|
5.05K
$3.02M
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
139+ 1.29% |
$64K - $72K
|
10.9K
$6.52M
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
138+ 30.0% |
$63.5K - $71.5K
|
598
$357K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
138+ 21.56% |
$63.5K - $71.5K
|
778
$465K
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
138+ 6.85% |
$63.5K - $71.5K
|
2.15K
$1.29M
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
137+ 7.63% |
$63.1K - $71K
|
1.93K
$1.15M
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
136+ 17.48% |
$62.6K - $70.5K
|
914
$546K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
135+ 4.8% |
$62.1K - $70K
|
2.95K
$1.76M
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
135+ 4.87% |
$62.1K - $70K
|
2.91K
$1.74M
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
134+ 5.59% |
$61.7K - $69.5K
|
2.53K
$1.51M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
133+ 29.17% |
$61.2K - $68.9K
|
589
$352K
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
133+ 1.98% |
$61.2K - $68.9K
|
6.86K
$4.1M
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
133+ 10.72% |
$61.2K - $68.9K
|
1.37K
$821K
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
133+ 7.58% |
$61.2K - $68.9K
|
1.89K
$1.13M
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
132+ 11.21% |
$60.8K - $68.4K
|
1.31K
$783K
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
131+ 19.88% |
$60.3K - $67.9K
|
790
$472K
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
130+ 2.78% |
$59.8K - $67.4K
|
4.81K
$2.87M
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
129+ 7.16% |
$59.4K - $66.9K
|
1.93K
$1.15M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
128+ 4.92% |
$58.9K - $66.3K
|
2.73K
$1.63M
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
127+ 3.88% |
$58.5K - $65.8K
|
3.4K
$2.03M
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
127+ 7.65% |
$58.5K - $65.8K
|
1.79K
$1.07M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
127+ 4.65% |
$58.5K - $65.8K
|
2.86K
$1.71M
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
126+ 3.72% |
$58K - $65.3K
|
3.51K
$2.1M
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
126+ 16.32% |
$58K - $65.3K
|
898
$537K
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
126+ 1.39% |
$58K - $65.3K
|
9.2K
$5.5M
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
126+ 13.55% |
$58K - $65.3K
|
1.06K
$631K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
126+ 4.29% |
$58K - $65.3K
|
3.06K
$1.83M
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
125+ 4.71% |
$57.5K - $64.8K
|
2.78K
$1.66M
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
125+ 13.21% |
$57.5K - $64.8K
|
1.07K
$640K
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
125+ 20.66% |
$57.5K - $64.8K
|
730
$436K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
125+ 10.89% |
$57.5K - $64.8K
|
1.27K
$761K
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
125+ 0.15% |
$57.5K - $64.8K
|
81.8K
$48.9M
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
124+ 8.06% |
$57.1K - $64.3K
|
1.66K
$993K
|
|
May 10, 2023
Q1 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
124+ 2.98% |
$57.1K - $64.3K
|
4.28K
$2.56M
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
123+ 19.97% |
$56.6K - $63.8K
|
739
$442K
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
122+ 0.84% |
$56.2K - $63.2K
|
14.6K
$8.75M
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
120+ 16.76% |
$55.2K - $62.2K
|
836
$500K
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
120+ 8.02% |
$55.2K - $62.2K
|
1.62K
$966K
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
120+ 1.1% |
$55.2K - $62.2K
|
11K
$6.56M
|