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
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
11+ 1.56% |
$5.06K - $5.7K
|
718
$424K
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
11+ 2.2% |
$5.06K - $5.7K
|
510
$301K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
11+ 0.33% |
$5.06K - $5.7K
|
3.38K
$2M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11+ 1.63% |
$5.06K - $5.7K
|
684
$404K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
11+ 0.36% |
$5.06K - $5.7K
|
3.03K
$1.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11+ 2.62% |
$5.06K - $5.7K
|
431
$255K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
11+ 2.21% |
$5.06K - $5.7K
|
509
$301K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 6.92% |
$5.06K - $5.7K
|
170
$100K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
11+ 0.18% |
$5.06K - $5.7K
|
6.19K
$3.66M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11+ 0.11% |
$5.06K - $5.7K
|
10.1K
$5.97M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
10+ 1.55% |
$4.6K - $5.18K
|
654
$386K
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
10+ 0.03% |
$4.6K - $5.18K
|
34.7K
$20.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10+ 0.61% |
$4.6K - $5.18K
|
1.64K
$970K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10+ 0.99% |
$4.6K - $5.18K
|
1.02K
$603K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
10+ 1.97% |
$4.6K - $5.18K
|
517
$305K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 0.34% |
$4.6K - $5.18K
|
2.98K
$1.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
10+ 1.08% |
$4.6K - $5.18K
|
933
$551K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
10+ 0.04% |
$4.6K - $5.18K
|
26.7K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10+ 0.1% |
$4.6K - $5.18K
|
9.84K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 1.35% |
$4.6K - $5.18K
|
752
$444K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
9+ 0.21% |
$4.14K - $4.66K
|
4.24K
$2.5M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
9+ 0.88% |
$4.14K - $4.66K
|
1.03K
$608K
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
9+ 1.28% |
$4.14K - $4.66K
|
712
$421K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.9% |
$3.68K - $4.15K
|
892
$527K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
8+ 0.51% |
$3.68K - $4.15K
|
1.58K
$933K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
8+ 1.21% |
$3.68K - $4.15K
|
670
$396K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
8+ 1.59% |
$3.68K - $4.15K
|
512
$303K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
8+ 0.54% |
$3.68K - $4.15K
|
1.48K
$872K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
8+ 0.62% |
$3.68K - $4.15K
|
1.29K
$765K
|
|
|
May 05, 2023
Q1 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
8+ 36.36% |
$3.68K - $4.15K
|
30
$17.7K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.15% |
$3.68K - $4.15K
|
5.3K
$3.13M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
8+ 0.03% |
$3.68K - $4.15K
|
29.9K
$17.6M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8+ 7.14% |
$3.68K - $4.15K
|
120
$70.9K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
8+ 0.24% |
$3.68K - $4.15K
|
3.28K
$1.94M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
8+ 0.54% |
$3.68K - $4.15K
|
1.48K
$872K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
8+ 0.5% |
$3.68K - $4.15K
|
1.6K
$943K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.85% |
$3.22K - $3.63K
|
830
$490K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
7+ 0.83% |
$3.22K - $3.63K
|
847
$500K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
6+ 1.32% |
$2.76K - $3.11K
|
461
$272K
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
6+ 0.16% |
$2.76K - $3.11K
|
3.75K
$2.22M
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
6+ 8.96% |
$2.76K - $3.11K
|
73
$43.1K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6+ 0.1% |
$2.76K - $3.11K
|
6.14K
$3.63M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 1.85% |
$2.76K - $3.11K
|
331
$196K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.35% |
$2.76K - $3.11K
|
1.74K
$1.03M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6+ 0.33% |
$2.76K - $3.11K
|
1.8K
$1.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
5+ 0.34% |
$2.3K - $2.59K
|
1.5K
$883K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5+ 4.0% |
$2.3K - $2.59K
|
130
$76.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5+ 0.86% |
$2.3K - $2.59K
|
585
$346K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5+ 0.18% |
$2.3K - $2.59K
|
2.72K
$1.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
5+ 0.06% |
$2.3K - $2.59K
|
8.53K
$5.04M
|