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 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-55- 0.95% |
$25.3K - $28.5K
|
5.75K
$3.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-55- 5.2% |
$25.3K - $28.5K
|
1K
$593K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-55- 1.85% |
$25.3K - $28.5K
|
2.91K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-55- 2.09% |
$25.3K - $28.5K
|
2.57K
$1.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-56- 0.9% |
$25.8K - $29K
|
6.17K
$3.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-56- 3.79% |
$25.8K - $29K
|
1.42K
$839K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-56- 0.72% |
$25.8K - $29K
|
7.73K
$4.57M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-56- 46.28% |
$25.8K - $29K
|
65
$38.4K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-57- 10.75% |
$26.2K - $29.5K
|
473
$279K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-57- 1.0% |
$26.2K - $29.5K
|
5.63K
$3.33M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-57- 61.29% |
$26.2K - $29.5K
|
36
$21.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-58- 0.34% |
$26.7K - $30.1K
|
17K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-58- 6.24% |
$26.7K - $30.1K
|
872
$515K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-58- 12.24% |
$26.7K - $30.1K
|
416
$246K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-58- 2.89% |
$26.7K - $30.1K
|
1.95K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-59- 4.67% |
$27.2K - $30.6K
|
1.21K
$712K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-59- 2.63% |
$27.2K - $30.6K
|
2.19K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-59- 11.43% |
$27.2K - $30.6K
|
457
$270K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-59- 1.86% |
$27.2K - $30.6K
|
3.11K
$1.83M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-59- 11.43% |
$27.2K - $30.6K
|
457
$270K
|
|
|
Apr 05, 2023
Q1 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-60- 14.25% |
$27.6K - $31.1K
|
361
$213K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-60- 0.9% |
$27.6K - $31.1K
|
6.59K
$3.9M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-60- 4.13% |
$27.6K - $31.1K
|
1.39K
$824K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-60- 0.06% |
$27.6K - $31.1K
|
94.9K
$56.1M
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-60- 4.82% |
$27.6K - $31.1K
|
1.19K
$701K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-61- 4.81% |
$28.1K - $31.6K
|
1.21K
$713K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-61- 5.25% |
$28.1K - $31.6K
|
1.1K
$651K
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-61- 5.83% |
$28.1K - $31.6K
|
986
$583K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-62- 1.82% |
$28.5K - $32.1K
|
3.34K
$1.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-62- 1.01% |
$28.5K - $32.1K
|
6.07K
$3.58M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-62- 2.11% |
$28.5K - $32.1K
|
2.87K
$1.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-63- 1.62% |
$29K - $32.7K
|
3.83K
$2.26M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-63- 2.59% |
$29K - $32.7K
|
2.37K
$1.4M
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-63- 3.93% |
$29K - $32.7K
|
1.54K
$910K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-64- 10.77% |
$29.5K - $33.2K
|
530
$313K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-65- 20.83% |
$29.9K - $33.7K
|
247
$146K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-65- 0.99% |
$29.9K - $33.7K
|
6.53K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-65- 4.22% |
$29.9K - $33.7K
|
1.48K
$872K
|
|
|
May 15, 2023
Q1 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-65- 7.07% |
$29.9K - $33.7K
|
855
$505K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-65- 0.09% |
$29.9K - $33.7K
|
71K
$42M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-65- 0.97% |
$29.9K - $33.7K
|
6.62K
$3.91M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-67- 1.15% |
$30.8K - $34.7K
|
5.78K
$3.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-67- 1.09% |
$30.8K - $34.7K
|
6.07K
$3.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-67- 4.36% |
$30.8K - $34.7K
|
1.47K
$869K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-67- 0.36% |
$30.8K - $34.7K
|
18.7K
$11.1M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-68- 10.9% |
$31.3K - $35.2K
|
556
$329K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-69- 0.53% |
$31.8K - $35.8K
|
12.9K
$7.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-70- 5.67% |
$32.2K - $36.3K
|
1.17K
$688K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-70- 1.75% |
$32.2K - $36.3K
|
3.93K
$2.32M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-70- 3.4% |
$32.2K - $36.3K
|
1.99K
$1.17M
|