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 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-100- 2.32% |
$46K - $51.8K
|
4.22K
$2.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100- 1.77% |
$46K - $51.8K
|
5.56K
$3.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-100- 3.02% |
$46K - $51.8K
|
3.21K
$1.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-100- 1.58% |
$46K - $51.8K
|
6.21K
$3.78M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-100- 3.34% |
$46K - $51.8K
|
2.89K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-100- 1.12% |
$46K - $51.8K
|
8.87K
$5.39M
|
|
|
May 15, 2023
Q1 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-100- 8.29% |
$46K - $51.8K
|
1.11K
$673K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-100- 10.21% |
$46K - $51.8K
|
879
$535K
|
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-102- 10.97% |
$47K - $52.9K
|
828
$504K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-102- 6.23% |
$47K - $52.9K
|
1.54K
$934K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-103- 2.27% |
$47.4K - $53.4K
|
4.44K
$2.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-105- 1.98% |
$48.3K - $54.4K
|
5.21K
$3.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-105- 3.84% |
$48.3K - $54.4K
|
2.63K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-106- 9.93% |
$48.8K - $54.9K
|
961
$585K
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-107- 11.92% |
$49.3K - $55.5K
|
791
$481K
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-107- 1.85% |
$49.3K - $55.5K
|
5.67K
$3.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-107- 0.34% |
$49.3K - $55.5K
|
31.6K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-107- 4.23% |
$49.3K - $55.5K
|
2.42K
$1.47M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-107- 15.05% |
$49.3K - $55.5K
|
604
$367K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-108- 1.21% |
$49.7K - $56K
|
8.84K
$5.38M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-109- 1.43% |
$50.2K - $56.5K
|
7.53K
$4.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-110- 1.37% |
$50.6K - $57K
|
7.92K
$4.82M
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-110- 0.54% |
$50.6K - $57K
|
20.3K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-110- 8.25% |
$50.6K - $57K
|
1.22K
$745K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-111- 2.38% |
$51.1K - $57.5K
|
4.55K
$2.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-111- 17.62% |
$51.1K - $57.5K
|
519
$316K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-112- 1.08% |
$51.6K - $58.1K
|
10.3K
$6.25M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-112- 6.06% |
$51.6K - $58.1K
|
1.74K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-113- 18.17% |
$52K - $58.6K
|
509
$310K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-114- 5.52% |
$52.5K - $59.1K
|
1.95K
$1.19M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-116- 13.55% |
$53.4K - $60.1K
|
740
$450K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-116- 8.61% |
$53.4K - $60.1K
|
1.23K
$750K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-116- 10.36% |
$53.4K - $60.1K
|
1K
$611K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-117- 2.79% |
$53.9K - $60.6K
|
4.08K
$2.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-119- 3.16% |
$54.8K - $61.7K
|
3.65K
$2.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-119- 3.39% |
$54.8K - $61.7K
|
3.39K
$2.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-119- 18.39% |
$54.8K - $61.7K
|
528
$321K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-120- 5.6% |
$55.2K - $62.2K
|
2.02K
$1.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-120- 20.76% |
$55.2K - $62.2K
|
458
$279K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-120- 10.94% |
$55.2K - $62.2K
|
977
$594K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-120- 12.4% |
$55.2K - $62.2K
|
848
$516K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-121- 6.73% |
$55.7K - $62.7K
|
1.68K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-121- 17.07% |
$55.7K - $62.7K
|
588
$358K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-122- 4.41% |
$56.2K - $63.2K
|
2.65K
$1.61M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-123- 1.34% |
$56.6K - $63.8K
|
9.05K
$5.51M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-123- 0.88% |
$56.6K - $63.8K
|
13.8K
$8.41M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-123- 4.79% |
$56.6K - $63.8K
|
2.44K
$1.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-124- 4.1% |
$57.1K - $64.3K
|
2.9K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-124- 12.65% |
$57.1K - $64.3K
|
856
$521K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-125- 2.67% |
$57.5K - $64.8K
|
4.56K
$2.78M
|