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 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-41- 4.9% |
$18.9K - $21.3K
|
795
$470K
|
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-41- 4.2% |
$18.9K - $21.3K
|
935
$552K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-41- 1.21% |
$18.9K - $21.3K
|
3.36K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-41- 5.62% |
$18.9K - $21.3K
|
688
$407K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-42- 4.22% |
$19.3K - $21.8K
|
954
$564K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-42- 0.53% |
$19.3K - $21.8K
|
7.86K
$4.64M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-42- 3.77% |
$19.3K - $21.8K
|
1.07K
$634K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-42- 1.3% |
$19.3K - $21.8K
|
3.2K
$1.89M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-43- 6.96% |
$19.8K - $22.3K
|
575
$340K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-43- 0.98% |
$19.8K - $22.3K
|
4.34K
$2.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-44- 8.98% |
$20.3K - $22.8K
|
446
$264K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-44- 2.0% |
$20.3K - $22.8K
|
2.16K
$1.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-44- 0.91% |
$20.3K - $22.8K
|
4.77K
$2.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-44- 2.8% |
$20.3K - $22.8K
|
1.53K
$903K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-44- 17.25% |
$20.3K - $22.8K
|
211
$125K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-44- 1.56% |
$20.3K - $22.8K
|
2.77K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-44- 2.39% |
$20.3K - $22.8K
|
1.8K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-44- 0.96% |
$20.3K - $22.8K
|
4.55K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-44- 4.23% |
$20.3K - $22.8K
|
997
$589K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-44- 0.9% |
$20.3K - $22.8K
|
4.86K
$2.87M
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-45- 1.93% |
$20.7K - $23.3K
|
2.29K
$1.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.21% |
$20.7K - $23.3K
|
3.66K
$2.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-45- 3.14% |
$20.7K - $23.3K
|
1.39K
$820K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-45- 1.66% |
$20.7K - $23.3K
|
2.67K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-45- 8.18% |
$20.7K - $23.3K
|
505
$298K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-46- 1.06% |
$21.2K - $23.8K
|
4.29K
$2.53M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-46- 1.96% |
$21.2K - $23.8K
|
2.3K
$1.36M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-46- 47.42% |
$21.2K - $23.8K
|
51
$30.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-47- 2.92% |
$21.6K - $24.4K
|
1.56K
$922K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-48- 2.14% |
$22.1K - $24.9K
|
2.2K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-48- 6.83% |
$22.1K - $24.9K
|
655
$387K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-48- 5.02% |
$22.1K - $24.9K
|
908
$537K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-48- 0.54% |
$22.1K - $24.9K
|
8.91K
$5.26M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-49- 15.51% |
$22.6K - $25.4K
|
267
$158K
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-49- 1.44% |
$22.6K - $25.4K
|
3.36K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-49- 4.96% |
$22.6K - $25.4K
|
939
$555K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-50- 2.2% |
$23K - $25.9K
|
2.22K
$1.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-50- 9.86% |
$23K - $25.9K
|
457
$270K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 7.68% |
$23K - $25.9K
|
601
$355K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-50- 3.01% |
$23K - $25.9K
|
1.61K
$953K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-50- 1.67% |
$23K - $25.9K
|
2.95K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-50- 7.25% |
$23K - $25.9K
|
640
$378K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-51- 2.96% |
$23.5K - $26.4K
|
1.67K
$987K
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-52- 8.74% |
$23.9K - $27K
|
543
$321K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-52- 7.7% |
$23.9K - $27K
|
623
$368K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-53- 3.06% |
$24.4K - $27.5K
|
1.68K
$991K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-53- 9.2% |
$24.4K - $27.5K
|
523
$309K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-54- 1.98% |
$24.9K - $28K
|
2.68K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-54- 3.98% |
$24.9K - $28K
|
1.3K
$769K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-54- 2.0% |
$24.9K - $28K
|
2.65K
$1.57M
|