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 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-164- 2.27% |
$75.5K - $85K
|
7.05K
$4.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-165- 4.54% |
$76K - $85.5K
|
3.47K
$2.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-165- 1.42% |
$76K - $85.5K
|
11.4K
$6.75M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-165- 3.02% |
$76K - $85.5K
|
5.29K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-168- 15.15% |
$77.3K - $87.1K
|
941
$556K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-169- 2.87% |
$77.8K - $87.6K
|
5.72K
$3.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-169- 5.74% |
$77.8K - $87.6K
|
2.78K
$1.64M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-169- 1.65% |
$77.8K - $87.6K
|
10.1K
$5.94M
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-170- 35.12% |
$78.3K - $88.1K
|
314
$186K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-171- 2.41% |
$78.7K - $88.6K
|
6.92K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-172- 3.82% |
$79.2K - $89.2K
|
4.33K
$2.56M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-173- 1.65% |
$79.6K - $89.7K
|
10.3K
$6.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-175- 3.97% |
$80.6K - $90.7K
|
4.23K
$2.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-176- 63.77% |
$81K - $91.2K
|
100
$59.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Milestone Resources Group LTD
|
SELL
|
- |
-178- 0.08% |
$81.9K - $92.3K
|
220K
$130M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-180- 1.4% |
$82.9K - $93.3K
|
12.7K
$7.5M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-181- 3.73% |
$83.3K - $93.8K
|
4.68K
$2.76M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-181- 3.73% |
$83.3K - $93.8K
|
4.68K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-182- 1.09% |
$83.8K - $94.3K
|
16.5K
$9.75M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-184- 3.87% |
$84.7K - $95.4K
|
4.57K
$2.7M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-189- 0.49% |
$87K - $98K
|
38.3K
$22.6M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-190- 7.87% |
$87.5K - $98.5K
|
2.23K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-190- 2.38% |
$87.5K - $98.5K
|
7.79K
$4.6M
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-190- 2.29% |
$87.5K - $98.5K
|
8.12K
$4.8M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-191- 7.37% |
$87.9K - $99K
|
2.4K
$1.42M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-192- 11.5% |
$88.4K - $99.5K
|
1.48K
$873K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-192- 24.97% |
$88.4K - $99.5K
|
577
$341K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-193- 5.98% |
$88.8K - $100K
|
3.03K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-194- 0.5% |
$89.3K - $101K
|
38.6K
$22.8M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-194- 9.58% |
$89.3K - $101K
|
1.83K
$1.08M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-196- 12.17% |
$90.2K - $102K
|
1.42K
$836K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-197- 4.93% |
$90.7K - $102K
|
3.8K
$2.24M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-199- 6.91% |
$91.6K - $103K
|
2.68K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-200- 0.72% |
$92.1K - $104K
|
27.5K
$16.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-200- 1.47% |
$92.1K - $104K
|
13.4K
$7.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-200- 4.93% |
$92.1K - $104K
|
3.86K
$2.28M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-201- 11.06% |
$92.5K - $104K
|
1.62K
$955K
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-203- 1.26% |
$93.4K - $105K
|
15.9K
$9.37M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-204- 22.57% |
$93.9K - $106K
|
700
$414K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-205- 34.17% |
$94.4K - $106K
|
395
$233K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-210- 11.2% |
$96.7K - $109K
|
1.67K
$984K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-211- 32.02% |
$97.1K - $109K
|
448
$265K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-211- 1.29% |
$97.1K - $109K
|
16.1K
$9.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-215- 0.31% |
$99K - $111K
|
68.2K
$40.3M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-215- 25.29% |
$99K - $111K
|
635
$375K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-217- 5.63% |
$99.9K - $112K
|
3.64K
$2.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-218- 0.72% |
$100K - $113K
|
30K
$17.7M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-218- 0.96% |
$100K - $113K
|
22.5K
$13.3M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-218- 6.43% |
$100K - $113K
|
3.17K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-218- 0.89% |
$100K - $113K
|
24.4K
$14.4M
|