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
|
Wt Wealth Management
|
BUY
|
- |
54+ 2.2% |
$24.9K - $28K
|
2.51K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
54+ 3.41% |
$24.9K - $28K
|
1.64K
$977K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
54+ 2.11% |
$24.9K - $28K
|
2.61K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
54+ 0.57% |
$24.9K - $28K
|
9.5K
$5.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
53+ 12.1% |
$24.4K - $27.5K
|
491
$293K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
52+ 1.04% |
$23.9K - $27K
|
5.04K
$3.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
52+ 2.68% |
$23.9K - $27K
|
1.99K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
52+ 6.59% |
$23.9K - $27K
|
841
$502K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
52+ 216.67% |
$23.9K - $27K
|
76
$45.4K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
52+ 0.5% |
$23.9K - $27K
|
10.5K
$6.24M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
51+ 6.92% |
$23.5K - $26.4K
|
788
$471K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
51+ 6.92% |
$23.5K - $26.4K
|
788
$471K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 43.1% |
$23K - $25.9K
|
166
$99.2K
|
|
|
May 02, 2023
Q1 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
50+ 0.98% |
$23K - $25.9K
|
5.15K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48+ 0.81% |
$22.1K - $24.9K
|
5.95K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
48+ 1.92% |
$22.1K - $24.9K
|
2.55K
$1.52M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
48+ 8.89% |
$22.1K - $24.9K
|
588
$351K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
47+ 1.35% |
$21.6K - $24.4K
|
3.53K
$2.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
47+ 3.75% |
$21.6K - $24.4K
|
1.3K
$777K
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
47+ 3.72% |
$21.6K - $24.4K
|
1.31K
$783K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
47+ 3.67% |
$21.6K - $24.4K
|
1.33K
$792K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
47+ 1.76% |
$21.6K - $24.4K
|
2.71K
$1.62M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
46+ 3.17% |
$21.2K - $23.8K
|
1.5K
$896K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
46+ 4.31% |
$21.2K - $23.8K
|
1.11K
$665K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
45+ 11.08% |
$20.7K - $23.3K
|
451
$269K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
45New |
$20.7K - $23.3K
|
45
$26.9K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
45+ 1.93% |
$20.7K - $23.3K
|
2.38K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
45+ 0.54% |
$20.7K - $23.3K
|
8.41K
$5.03M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
45+ 4.28% |
$20.7K - $23.3K
|
1.1K
$655K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
45+ 11.6% |
$20.7K - $23.3K
|
433
$259K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
BUY
|
- |
44+ 8.13% |
$20.3K - $22.8K
|
585
$350K
|
|
|
Apr 19, 2023
Q1 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
44+ 2.77% |
$20.3K - $22.8K
|
1.63K
$974K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
44+ 1.02% |
$20.3K - $22.8K
|
4.35K
$2.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
43+ 0.88% |
$19.8K - $22.3K
|
4.91K
$2.93M
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
43+ 10.8% |
$19.8K - $22.3K
|
441
$263K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
43+ 6.92% |
$19.8K - $22.3K
|
664
$397K
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
43+ 2.09% |
$19.8K - $22.3K
|
2.1K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
42+ 0.36% |
$19.3K - $21.8K
|
11.7K
$6.98M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
42+ 0.37% |
$19.3K - $21.8K
|
11.4K
$6.79M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
41+ 3.11% |
$18.9K - $21.3K
|
1.36K
$811K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41+ 4.09% |
$18.9K - $21.3K
|
1.04K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
41+ 1.23% |
$18.9K - $21.3K
|
3.38K
$2.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
40+ 1.94% |
$18.4K - $20.7K
|
2.1K
$1.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
40+ 3.73% |
$18.4K - $20.7K
|
1.11K
$665K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
40+ 3.89% |
$18.4K - $20.7K
|
1.07K
$639K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
40+ 4.63% |
$18.4K - $20.7K
|
904
$540K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
40+ 21.16% |
$18.4K - $20.7K
|
229
$137K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
39+ 5.73% |
$18K - $20.2K
|
720
$430K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
39+ 1.89% |
$18K - $20.2K
|
2.1K
$1.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
38+ 3.8% |
$17.5K - $19.7K
|
1.04K
$620K
|