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 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-218- 0.89% |
$100K - $113K
|
24.4K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-218- 4.77% |
$100K - $113K
|
4.35K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-218- 18.97% |
$100K - $113K
|
931
$566K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-220- 36.97% |
$101K - $114K
|
375
$228K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-220- 6.63% |
$101K - $114K
|
3.1K
$1.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-221- 4.2% |
$102K - $115K
|
5.04K
$3.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-223- 1.17% |
$103K - $116K
|
18.9K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-223- 1.92% |
$103K - $116K
|
11.4K
$6.92M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-224- 2.89% |
$103K - $116K
|
7.52K
$4.58M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-225- 15.45% |
$104K - $117K
|
1.23K
$749K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-226- 3.16% |
$104K - $117K
|
6.92K
$4.21M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-226- 64.76% |
$104K - $117K
|
123
$74.8K
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-229- 25.39% |
$105K - $119K
|
673
$409K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-231- 14.92% |
$106K - $120K
|
1.32K
$801K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-231- 32.22% |
$106K - $120K
|
486
$296K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-232- 4.3% |
$107K - $120K
|
5.16K
$3.14M
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-234- 19.4% |
$108K - $121K
|
972
$591K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-235- 4.36% |
$108K - $122K
|
5.15K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
SELL
|
- |
-235- 2.19% |
$108K - $122K
|
10.5K
$6.39M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-235- 7.54% |
$108K - $122K
|
2.88K
$1.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-237- 1.16% |
$109K - $123K
|
20.2K
$12.3M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-238- 6.93% |
$110K - $123K
|
3.2K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-239- 17.02% |
$110K - $124K
|
1.17K
$709K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-240- 0.53% |
$110K - $124K
|
45.4K
$27.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-241- 2.74% |
$111K - $125K
|
8.57K
$5.21M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-242- 6.35% |
$111K - $125K
|
3.57K
$2.17M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-244- 4.15% |
$112K - $126K
|
5.64K
$3.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-246- 1.37% |
$113K - $128K
|
17.7K
$10.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-247- 16.0% |
$114K - $128K
|
1.3K
$789K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-248- 7.6% |
$114K - $129K
|
3.01K
$1.83M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-249- 19.3% |
$115K - $129K
|
1.04K
$633K
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-250- 35.36% |
$115K - $130K
|
457
$278K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-252- 10.21% |
$116K - $131K
|
2.22K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-253- 1.96% |
$116K - $131K
|
12.7K
$7.71M
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-255- 3.58% |
$117K - $132K
|
6.86K
$4.17M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-256- 23.66% |
$118K - $133K
|
826
$503K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-257- 0.83% |
$118K - $133K
|
30.8K
$18.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-261- 20.31% |
$120K - $135K
|
1.02K
$623K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-262- 0.78% |
$121K - $136K
|
33.3K
$20.3M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-262- 4.91% |
$121K - $136K
|
5.08K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-264- 2.71% |
$122K - $137K
|
9.48K
$5.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-267- 20.18% |
$123K - $138K
|
1.06K
$642K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-267- 10.63% |
$123K - $138K
|
2.25K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-268- 8.48% |
$123K - $139K
|
2.89K
$1.76M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-269- 35.03% |
$124K - $139K
|
499
$304K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-270- 2.81% |
$124K - $140K
|
9.35K
$5.69M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-270- 0.63% |
$124K - $140K
|
42.9K
$26.1M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-271- 2.14% |
$125K - $140K
|
12.4K
$7.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-272- 20.8% |
$125K - $141K
|
1.04K
$630K
|
|
|
May 03, 2023
Q1 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-273- 14.83% |
$126K - $142K
|
1.57K
$954K
|