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 15, 2023
Q1 2023
|
Srb Corp
Boston, MA |
SELL
|
- |
-126- 14.62% |
$58K - $65.3K
|
736
$435K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-126- 4.09% |
$58K - $65.3K
|
2.96K
$1.75M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-126- 8.41% |
$58K - $65.3K
|
1.37K
$811K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-127- 4.13% |
$58.5K - $65.8K
|
2.95K
$1.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-127- 2.52% |
$58.5K - $65.8K
|
4.91K
$2.9M
|
|
|
Apr 25, 2023
Q1 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-127- 0.26% |
$58.5K - $65.8K
|
48.3K
$28.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-128- 9.58% |
$58.9K - $66.3K
|
1.21K
$714K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-128- 1.71% |
$58.9K - $66.3K
|
7.36K
$4.35M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-128- 10.3% |
$58.9K - $66.3K
|
1.12K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-128- 10.58% |
$58.9K - $66.3K
|
1.08K
$639K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-129- 8.7% |
$59.4K - $66.9K
|
1.35K
$800K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-130- 1.58% |
$59.8K - $67.4K
|
8.11K
$4.79M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-130- 1.08% |
$59.8K - $67.4K
|
12K
$7.07M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-130- 0.73% |
$59.8K - $67.4K
|
17.7K
$10.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-131- 4.11% |
$60.3K - $67.9K
|
3.06K
$1.81M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-132- 12.99% |
$60.8K - $68.4K
|
884
$522K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-133- 3.47% |
$61.2K - $68.9K
|
3.7K
$2.19M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-134- 3.98% |
$61.7K - $69.5K
|
3.24K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-136- 12.5% |
$62.6K - $70.5K
|
952
$563K
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-137- 2.26% |
$63.1K - $71K
|
5.93K
$3.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-138- 2.74% |
$63.5K - $71.5K
|
4.9K
$2.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-139- 22.42% |
$64K - $72K
|
481
$284K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-141- 23.98% |
$64.9K - $73.1K
|
447
$264K
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-141- 0.91% |
$64.9K - $73.1K
|
15.3K
$9.06M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-141- 5.54% |
$64.9K - $73.1K
|
2.4K
$1.42M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-142- 3.73% |
$65.4K - $73.6K
|
3.66K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-143- 0.88% |
$65.8K - $74.1K
|
16.2K
$9.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-145- 15.15% |
$66.7K - $75.2K
|
812
$480K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-145- 2.74% |
$66.7K - $75.2K
|
5.15K
$3.04M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-146- 8.67% |
$67.2K - $75.7K
|
1.54K
$908K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-148- 4.94% |
$68.1K - $76.7K
|
2.85K
$1.68M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-148- 4.06% |
$68.1K - $76.7K
|
3.5K
$2.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-149- 22.68% |
$68.6K - $77.2K
|
508
$300K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-149- 4.07% |
$68.6K - $77.2K
|
3.52K
$2.08M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-150- 4.69% |
$69K - $77.7K
|
3.05K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-150- 5.21% |
$69K - $77.7K
|
2.73K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-150- 1.65% |
$69K - $77.7K
|
8.95K
$5.29M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-151- 1.09% |
$69.5K - $78.3K
|
13.7K
$8.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-152- 3.03% |
$70K - $78.8K
|
4.86K
$2.87M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-152- 1.52% |
$70K - $78.8K
|
9.84K
$5.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-153- 18.55% |
$70.4K - $79.3K
|
672
$397K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-154- 6.33% |
$70.9K - $79.8K
|
2.28K
$1.35M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-157- 24.27% |
$72.3K - $81.4K
|
490
$290K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-159- 5.47% |
$73.2K - $82.4K
|
2.75K
$1.62M
|
|
|
Apr 06, 2023
Q1 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-160- 0.51% |
$73.7K - $82.9K
|
31.1K
$18.4M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-160- 7.49% |
$73.7K - $82.9K
|
1.98K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-160- 0.25% |
$73.7K - $82.9K
|
64.5K
$38.1M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-161- 2.84% |
$74.1K - $83.5K
|
5.51K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-161- 2.66% |
$74.1K - $83.5K
|
5.89K
$3.48M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-161- 8.15% |
$74.1K - $83.5K
|
1.81K
$1.07M
|