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 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-18- 0.12% |
$8.29K - $9.33K
|
14.6K
$8.63M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-18- 1.21% |
$8.29K - $9.33K
|
1.47K
$866K
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-19- 3.36% |
$8.75K - $9.85K
|
547
$323K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-19- 0.54% |
$8.75K - $9.85K
|
3.52K
$2.08M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-19- 1.5% |
$8.75K - $9.85K
|
1.25K
$739K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-19- 0.27% |
$8.75K - $9.85K
|
7.05K
$4.16M
|
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-19- 28.36% |
$8.75K - $9.85K
|
48
$28.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-20- 2.65% |
$9.21K - $10.4K
|
736
$435K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-20- 3.51% |
$9.21K - $10.4K
|
550
$325K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-20- 0.51% |
$9.21K - $10.4K
|
3.9K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-20- 3.14% |
$9.21K - $10.4K
|
616
$364K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-20- 0.68% |
$9.21K - $10.4K
|
2.94K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-20- 2.58% |
$9.21K - $10.4K
|
756
$447K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-21- 0.56% |
$9.67K - $10.9K
|
3.73K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-21- 0.96% |
$9.67K - $10.9K
|
2.18K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-21- 0.74% |
$9.67K - $10.9K
|
2.82K
$1.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-22- 7.28% |
$10.1K - $11.4K
|
280
$165K
|
|
|
May 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-22- 0.64% |
$10.1K - $11.4K
|
3.43K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-22- 9.24% |
$10.1K - $11.4K
|
216
$128K
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-22- 0.57% |
$10.1K - $11.4K
|
3.87K
$2.29M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-23- 1.89% |
$10.6K - $11.9K
|
1.19K
$704K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-23- 1.34% |
$10.6K - $11.9K
|
1.69K
$999K
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-23- 3.43% |
$10.6K - $11.9K
|
647
$382K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-23- 0.49% |
$10.6K - $11.9K
|
4.71K
$2.78M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-24- 0.77% |
$11K - $12.4K
|
3.08K
$1.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-24- 3.91% |
$11K - $12.4K
|
590
$349K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-24- 2.7% |
$11K - $12.4K
|
865
$511K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-24- 0.82% |
$11K - $12.4K
|
2.9K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-24- 4.77% |
$11K - $12.4K
|
479
$283K
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-24- 0.53% |
$11K - $12.4K
|
4.49K
$2.66M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-24- 2.55% |
$11K - $12.4K
|
919
$543K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.9% |
$11.5K - $13K
|
2.77K
$1.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-25- 0.8% |
$11.5K - $13K
|
3.11K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 1.05% |
$11.5K - $13K
|
2.35K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-25- 1.43% |
$11.5K - $13K
|
1.72K
$1.02M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-25- 2.74% |
$11.5K - $13K
|
889
$525K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-26- 3.59% |
$12K - $13.5K
|
699
$413K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-26- 2.9% |
$12K - $13.5K
|
870
$514K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-26- 1.1% |
$12K - $13.5K
|
2.35K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-26- 2.71% |
$12K - $13.5K
|
934
$552K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-26- 0.93% |
$12K - $13.5K
|
2.77K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-26- 59.09% |
$12K - $13.5K
|
18
$10.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-27- 0.38% |
$12.4K - $14K
|
7.1K
$4.19M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-27- 25.71% |
$12.4K - $14K
|
78
$46.1K
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-27- 0.75% |
$12.4K - $14K
|
3.55K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-27- 1.16% |
$12.4K - $14K
|
2.3K
$1.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-28- 2.51% |
$12.9K - $14.5K
|
1.09K
$642K
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-28- 1.94% |
$12.9K - $14.5K
|
1.42K
$837K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-28- 4.2% |
$12.9K - $14.5K
|
639
$378K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-28- 1.68% |
$12.9K - $14.5K
|
1.64K
$970K
|