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
|
Life Steps Financial, Inc.
|
BUY
|
- |
67+ 14.6% |
$30.8K - $34.7K
|
526
$314K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
67+ 1.28% |
$30.8K - $34.7K
|
5.32K
$3.18M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
66+ 3.59% |
$30.4K - $34.2K
|
1.91K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
BUY
|
- |
66+ 14.38% |
$30.4K - $34.2K
|
525
$314K
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
65+ 1.15% |
$29.9K - $33.7K
|
5.7K
$3.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
65+ 9.41% |
$29.9K - $33.7K
|
756
$452K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
65+ 4.08% |
$29.9K - $33.7K
|
1.66K
$992K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
65+ 13.1% |
$29.9K - $33.7K
|
561
$335K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
65+ 0.62% |
$29.9K - $33.7K
|
10.5K
$6.27M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
65+ 2.69% |
$29.9K - $33.7K
|
2.48K
$1.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
64+ 0.13% |
$29.5K - $33.2K
|
50.5K
$30.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
64+ 9.58% |
$29.5K - $33.2K
|
732
$437K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
64+ 0.32% |
$29.5K - $33.2K
|
20.1K
$12M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
64+ 5.71% |
$29.5K - $33.2K
|
1.19K
$708K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
64+ 0.73% |
$29.5K - $33.2K
|
8.79K
$5.25M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
64+ 2.15% |
$29.5K - $33.2K
|
3.04K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
64+ 9.55% |
$29.5K - $33.2K
|
734
$439K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
63+ 16.41% |
$29K - $32.7K
|
447
$267K
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
63+ 9.75% |
$29K - $32.7K
|
709
$424K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 0.39% |
$28.5K - $32.1K
|
16.1K
$9.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
62+ 2.31% |
$28.5K - $32.1K
|
2.75K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
62+ 1.23% |
$28.5K - $32.1K
|
5.11K
$3.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
61+ 13.09% |
$28.1K - $31.6K
|
527
$315K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
61+ 7.86% |
$28.1K - $31.6K
|
837
$500K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
61+ 6.19% |
$28.1K - $31.6K
|
1.05K
$626K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
61+ 2.72% |
$28.1K - $31.6K
|
2.3K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
61+ 1.9% |
$28.1K - $31.6K
|
3.26K
$1.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
60+ 3.43% |
$27.6K - $31.1K
|
1.81K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
60+ 2.19% |
$27.6K - $31.1K
|
2.8K
$1.67M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
BUY
|
- |
60+ 14.12% |
$27.6K - $31.1K
|
485
$290K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
60+ 14.78% |
$27.6K - $31.1K
|
466
$278K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
60New |
$27.6K - $31.1K
|
60
$35.8K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
59+ 0.79% |
$27.2K - $30.6K
|
7.54K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
59+ 168.57% |
$27.2K - $30.6K
|
94
$56.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
58+ 6.35% |
$26.7K - $30.1K
|
971
$580K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
58+ 1.1% |
$26.7K - $30.1K
|
5.34K
$3.19M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
58+ 1.42% |
$26.7K - $30.1K
|
4.15K
$2.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
57+ 3.06% |
$26.2K - $29.5K
|
1.92K
$1.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
57+ 16.1% |
$26.2K - $29.5K
|
411
$246K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
57+ 4.41% |
$26.2K - $29.5K
|
1.35K
$806K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
57+ 5.26% |
$26.2K - $29.5K
|
1.14K
$682K
|
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
57New |
$26.2K - $29.5K
|
57
$34.1K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
56+ 2.16% |
$25.8K - $29K
|
2.65K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
56New |
$25.8K - $29K
|
56
$33.5K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
56+ 0.8% |
$25.8K - $29K
|
7.07K
$4.23M
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
55+ 1.14% |
$25.3K - $28.5K
|
4.89K
$2.92M
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
BUY
|
- |
55+ 0.97% |
$25.3K - $28.5K
|
5.75K
$3.43M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
55+ 73.33% |
$25.3K - $28.5K
|
130
$77.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
54+ 10.59% |
$24.9K - $28K
|
564
$337K
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
54+ 1.98% |
$24.9K - $28K
|
2.79K
$1.66M
|