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 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
119+ 15.99% |
$54.8K - $61.7K
|
863
$523K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
118+ 4.05% |
$54.3K - $61.2K
|
3.03K
$1.84M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
116+ 3.17% |
$53.4K - $60.1K
|
3.78K
$2.29M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
114+ 2.09% |
$52.5K - $59.1K
|
5.58K
$3.38M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
114+ 1.19% |
$52.5K - $59.1K
|
9.67K
$5.86M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
113+ 11.12% |
$52K - $58.6K
|
1.13K
$684K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
BUY
|
- |
112+ 21.75% |
$51.6K - $58.1K
|
627
$380K
|
|
|
May 12, 2023
Q1 2023
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
112+ 25.93% |
$51.6K - $58.1K
|
544
$330K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
111+ 23.08% |
$51.1K - $57.5K
|
592
$359K
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
110+ 5.24% |
$50.6K - $57K
|
2.21K
$1.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
110+ 1.58% |
$50.6K - $57K
|
7.08K
$4.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
110+ 9.57% |
$50.6K - $57K
|
1.26K
$763K
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
110+ 12.93% |
$50.6K - $57K
|
961
$582K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
110+ 5.04% |
$50.6K - $57K
|
2.29K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
110+ 4.25% |
$50.6K - $57K
|
2.7K
$1.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
109+ 126.74% |
$50.2K - $56.5K
|
195
$118K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
109+ 8.2% |
$50.2K - $56.5K
|
1.44K
$872K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
106+ 3.93% |
$48.8K - $54.9K
|
2.81K
$1.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
105+ 12.31% |
$48.3K - $54.4K
|
958
$580K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
105+ 1.98% |
$48.3K - $54.4K
|
5.41K
$3.28M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
105+ 1.29% |
$48.3K - $54.4K
|
8.21K
$4.98M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
104+ 0.72% |
$47.9K - $53.9K
|
14.5K
$8.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
104+ 3.35% |
$47.9K - $53.9K
|
3.21K
$1.95M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
104+ 2.83% |
$47.9K - $53.9K
|
3.78K
$2.29M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
104+ 46.43% |
$47.9K - $53.9K
|
328
$199K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
101+ 1.21% |
$46.5K - $52.4K
|
8.43K
$5.11M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
100+ 7.43% |
$46K - $51.8K
|
1.45K
$875K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
100+ 17.09% |
$46K - $51.8K
|
685
$415K
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
100+ 0.99% |
$46K - $51.8K
|
10.2K
$6.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
100+ 0.12% |
$46K - $51.8K
|
81K
$49.1M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 3.2% |
$46K - $51.8K
|
3.23K
$1.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
99+ 25.45% |
$45.6K - $51.3K
|
488
$296K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
98+ 6.0% |
$45.1K - $50.8K
|
1.73K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
97+ 3.95% |
$44.7K - $50.3K
|
2.55K
$1.55M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
97+ 112.79% |
$44.7K - $50.3K
|
183
$111K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
96+ 12.24% |
$44.2K - $49.8K
|
880
$533K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
95+ 16.38% |
$43.7K - $49.2K
|
675
$409K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
94+ 1.38% |
$43.3K - $48.7K
|
6.89K
$4.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
94+ 5.25% |
$43.3K - $48.7K
|
1.89K
$1.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
94+ 5.69% |
$43.3K - $48.7K
|
1.75K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
94+ 2.71% |
$43.3K - $48.7K
|
3.56K
$2.16M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
93+ 7.64% |
$42.8K - $48.2K
|
1.31K
$794K
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
93+ 1.43% |
$42.8K - $48.2K
|
6.59K
$3.99M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
92+ 0.54% |
$42.4K - $47.7K
|
17.1K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
92+ 0.3% |
$42.4K - $47.7K
|
30.4K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
92+ 9.47% |
$42.4K - $47.7K
|
1.06K
$644K
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
91+ 7.48% |
$41.9K - $47.2K
|
1.31K
$792K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
91+ 9.89% |
$41.9K - $47.2K
|
1.01K
$612K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
91+ 19.16% |
$41.9K - $47.2K
|
566
$343K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
91+ 5.02% |
$41.9K - $47.2K
|
1.91K
$1.15M
|