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 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
90+ 11.73% |
$41.4K - $46.6K
|
857
$519K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
88+ 14.36% |
$40.5K - $45.6K
|
701
$425K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
87+ 14.55% |
$40K - $45.1K
|
685
$415K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86+ 14.05% |
$39.6K - $44.6K
|
698
$423K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
86+ 0.29% |
$39.6K - $44.6K
|
29.4K
$17.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
85+ 12.13% |
$39.1K - $44.1K
|
786
$476K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
85+ 2.36% |
$39.1K - $44.1K
|
3.69K
$2.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
85+ 1.95% |
$39.1K - $44.1K
|
4.44K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
85+ 3.77% |
$39.1K - $44.1K
|
2.34K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
85+ 0.43% |
$39.1K - $44.1K
|
19.7K
$12M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
84+ 1.65% |
$38.7K - $43.5K
|
5.19K
$3.14M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
84+ 5.81% |
$38.7K - $43.5K
|
1.53K
$926K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
84+ 5.53% |
$38.7K - $43.5K
|
1.6K
$971K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
83+ 2.25% |
$38.2K - $43K
|
3.77K
$2.28M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
83+ 3.59% |
$38.2K - $43K
|
2.39K
$1.45M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
83+ 10.59% |
$38.2K - $43K
|
867
$525K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
82+ 1.89% |
$37.7K - $42.5K
|
4.42K
$2.68M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
81+ 4.84% |
$37.3K - $42K
|
1.76K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
81+ 8.18% |
$37.3K - $42K
|
1.07K
$649K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
81+ 2.1% |
$37.3K - $42K
|
3.93K
$2.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
80+ 0.8% |
$36.8K - $41.5K
|
10.1K
$6.1M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
80+ 6.9% |
$36.8K - $41.5K
|
1.24K
$751K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
80+ 17.17% |
$36.8K - $41.5K
|
546
$331K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
80+ 3.94% |
$36.8K - $41.5K
|
2.11K
$1.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
79+ 2.99% |
$36.4K - $40.9K
|
2.72K
$1.65M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
79+ 4.07% |
$36.4K - $40.9K
|
2.02K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
78+ 0.46% |
$35.9K - $40.4K
|
17.2K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
78+ 15.26% |
$35.9K - $40.4K
|
589
$357K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
78+ 15.26% |
$35.9K - $40.4K
|
589
$357K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
77+ 17.42% |
$35.4K - $39.9K
|
519
$314K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
77+ 13.9% |
$35.4K - $39.9K
|
631
$382K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
76+ 12.44% |
$35K - $39.4K
|
687
$416K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
75+ 15.72% |
$34.5K - $38.9K
|
552
$334K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
75+ 4.91% |
$34.5K - $38.9K
|
1.6K
$972K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
75+ 13.25% |
$34.5K - $38.9K
|
641
$388K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
75+ 1.18% |
$34.5K - $38.9K
|
6.43K
$3.89M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
74New |
$34.1K - $38.4K
|
74
$44.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
72+ 6.53% |
$33.1K - $37.3K
|
1.18K
$712K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
72+ 3.01% |
$33.1K - $37.3K
|
2.47K
$1.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
71+ 3.76% |
$32.7K - $36.8K
|
1.96K
$1.19M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
71New |
$32.7K - $36.8K
|
71
$43K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
71+ 0.87% |
$32.7K - $36.8K
|
8.22K
$4.98M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
71+ 11.25% |
$32.7K - $36.8K
|
702
$425K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
71+ 1.98% |
$32.7K - $36.8K
|
3.67K
$2.22M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
71+ 0.75% |
$32.7K - $36.8K
|
9.59K
$5.81M
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
70+ 2.87% |
$32.2K - $36.3K
|
2.51K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
70+ 0.21% |
$32.2K - $36.3K
|
33.6K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
70+ 1.56% |
$32.2K - $36.3K
|
4.56K
$2.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Albert D Mason Inc
|
BUY
|
- |
68+ 12.93% |
$31.3K - $35.2K
|
594
$360K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
68+ 2.65% |
$31.3K - $35.2K
|
2.63K
$1.59M
|