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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-28- 0.95% |
$12.9K - $14.5K
|
2.91K
$1.72M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-28- 1.01% |
$12.9K - $14.5K
|
2.74K
$1.62M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-29- 3.13% |
$13.3K - $15K
|
897
$530K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-29- 4.57% |
$13.3K - $15K
|
605
$357K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-29- 0.85% |
$13.3K - $15K
|
3.4K
$2.01M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-29- 1.99% |
$13.3K - $15K
|
1.43K
$845K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-29- 0.26% |
$13.3K - $15K
|
11K
$6.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-30- 4.72% |
$13.8K - $15.5K
|
606
$358K
|
|
|
Apr 10, 2023
Q1 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-30- 0.69% |
$13.8K - $15.5K
|
4.33K
$2.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-30- 1.28% |
$13.8K - $15.5K
|
2.31K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-30- 1.95% |
$13.8K - $15.5K
|
1.51K
$892K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-30- 1.95% |
$13.8K - $15.5K
|
1.51K
$891K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-30- 5.79% |
$13.8K - $15.5K
|
488
$288K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-30- 6.61% |
$13.8K - $15.5K
|
424
$251K
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-30- 1.97% |
$13.8K - $15.5K
|
1.49K
$881K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-31- 0.63% |
$14.3K - $16.1K
|
4.92K
$2.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-31- 18.67% |
$14.3K - $16.1K
|
135
$79.8K
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-31- 1.16% |
$14.3K - $16.1K
|
2.65K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-31- 2.36% |
$14.3K - $16.1K
|
1.28K
$757K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-32- 1.09% |
$14.7K - $16.6K
|
2.91K
$1.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-32- 5.14% |
$14.7K - $16.6K
|
591
$349K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-32- 4.71% |
$14.7K - $16.6K
|
647
$382K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-32- 5.86% |
$14.7K - $16.6K
|
514
$304K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-32- 16.0% |
$14.7K - $16.6K
|
168
$99.3K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-33- 3.39% |
$15.2K - $17.1K
|
941
$556K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-33- 0.26% |
$15.2K - $17.1K
|
12.8K
$7.59M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-33- 4.51% |
$15.2K - $17.1K
|
699
$413K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-34- 4.35% |
$15.7K - $17.6K
|
747
$441K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-34- 0.55% |
$15.7K - $17.6K
|
6.1K
$3.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-34- 0.54% |
$15.7K - $17.6K
|
6.28K
$3.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-34- 2.0% |
$15.7K - $17.6K
|
1.67K
$987K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-34- 2.82% |
$15.7K - $17.6K
|
1.17K
$692K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-34- 2.1% |
$15.7K - $17.6K
|
1.58K
$935K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-35- 3.16% |
$16.1K - $18.1K
|
1.07K
$634K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-35- 3.16% |
$16.1K - $18.1K
|
1.07K
$634K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-35- 1.65% |
$16.1K - $18.1K
|
2.08K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-35- 0.24% |
$16.1K - $18.1K
|
14.3K
$8.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-36- 73.47% |
$16.6K - $18.7K
|
13
$7.68K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-37- 6.6% |
$17K - $19.2K
|
524
$310K
|
|
|
May 11, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-38- -0.0% |
$17.5K - $19.7K
|
967K
$571M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-38- 6.8% |
$17.5K - $19.7K
|
521
$308K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-39- 0.64% |
$18K - $20.2K
|
6.08K
$3.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-39- 0.78% |
$18K - $20.2K
|
4.97K
$2.94M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-39- 1.25% |
$18K - $20.2K
|
3.08K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-39- 0.47% |
$18K - $20.2K
|
8.31K
$4.91M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-39- 0.57% |
$18K - $20.2K
|
6.75K
$3.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-40- 0.54% |
$18.4K - $20.7K
|
7.41K
$4.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-40- 1.89% |
$18.4K - $20.7K
|
2.07K
$1.22M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-40- 2.52% |
$18.4K - $20.7K
|
1.55K
$913K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-41- 3.45% |
$18.9K - $21.3K
|
1.15K
$678K
|