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 24, 2023
Q1 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-72- 0.81% |
$33.1K - $37.3K
|
8.8K
$5.2M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-72- 0.83% |
$33.1K - $37.3K
|
8.63K
$5.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-74- 0.77% |
$34.1K - $38.4K
|
9.58K
$5.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-75- 2.97% |
$34.5K - $38.9K
|
2.45K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-75- 0.88% |
$34.5K - $38.9K
|
8.42K
$4.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-75- 6.98% |
$34.5K - $38.9K
|
999
$590K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-75- 9.48% |
$34.5K - $38.9K
|
716
$423K
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-75- 5.15% |
$34.5K - $38.9K
|
1.38K
$817K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-77- 12.58% |
$35.4K - $39.9K
|
535
$316K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-77- 5.03% |
$35.4K - $39.9K
|
1.45K
$859K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-77- 47.24% |
$35.4K - $39.9K
|
86
$50.8K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-78- 0.97% |
$35.9K - $40.4K
|
7.96K
$4.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-79- 7.41% |
$36.4K - $40.9K
|
987
$583K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-79- 0.33% |
$36.4K - $40.9K
|
23.9K
$14.1M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-79- 0.84% |
$36.4K - $40.9K
|
9.27K
$5.48M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-79- 0.26% |
$36.4K - $40.9K
|
30K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-79- 14.47% |
$36.4K - $40.9K
|
467
$276K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-79- 13.57% |
$36.4K - $40.9K
|
503
$297K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-79- 13.57% |
$36.4K - $40.9K
|
503
$297K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-80- 14.39% |
$36.8K - $41.5K
|
476
$281K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-80- 52.29% |
$36.8K - $41.5K
|
73
$43.1K
|
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-80- 2.99% |
$36.8K - $41.5K
|
2.6K
$1.54M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-81- 10.53% |
$37.3K - $42K
|
688
$407K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-81- 13.85% |
$37.3K - $42K
|
504
$298K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-83- 5.97% |
$38.2K - $43K
|
1.31K
$772K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-84- 4.85% |
$38.7K - $43.5K
|
1.65K
$973K
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
SELL
|
- |
-84- 1.14% |
$38.7K - $43.5K
|
7.29K
$4.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-85- 4.93% |
$39.1K - $44.1K
|
1.64K
$968K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-86- 6.38% |
$39.6K - $44.6K
|
1.26K
$746K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-86- 11.01% |
$39.6K - $44.6K
|
695
$411K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-86- 32.09% |
$39.6K - $44.6K
|
182
$108K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-88- 3.61% |
$40.5K - $45.6K
|
2.35K
$1.39M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-88- 5.9% |
$40.5K - $45.6K
|
1.4K
$830K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-90- 10.77% |
$41.4K - $46.6K
|
746
$441K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-90- 1.17% |
$41.4K - $46.6K
|
7.62K
$4.5M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-90- 3.69% |
$41.4K - $46.6K
|
2.35K
$1.39M
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-92- 1.56% |
$42.4K - $47.7K
|
5.79K
$3.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-92- 1.15% |
$42.4K - $47.7K
|
7.89K
$4.66M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-92- 7.6% |
$42.4K - $47.7K
|
1.12K
$661K
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-93- 5.73% |
$42.8K - $48.2K
|
1.53K
$903K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-93- 5.58% |
$42.8K - $48.2K
|
1.57K
$930K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-93- 1.55% |
$42.8K - $48.2K
|
5.92K
$3.49M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-94- 10.85% |
$43.3K - $48.7K
|
772
$456K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-95- 77.87% |
$43.7K - $49.2K
|
27
$16K
|
|
|
May 12, 2023
Q1 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-95- 0.77% |
$43.7K - $49.2K
|
12.2K
$7.24M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-96- 3.0% |
$44.2K - $49.8K
|
3.1K
$1.83M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-97- 8.98% |
$44.7K - $50.3K
|
983
$581K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-99- 0.53% |
$45.6K - $51.3K
|
18.6K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-99- 0.24% |
$45.6K - $51.3K
|
40.8K
$24.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-100- 2.32% |
$46K - $51.8K
|
4.22K
$2.49M
|