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
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-275- 31.07% |
$127K - $143K
|
610
$360K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-276- 11.73% |
$127K - $143K
|
2.08K
$1.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-278- 0.46% |
$128K - $144K
|
59.6K
$35.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-280- 25.85% |
$129K - $145K
|
803
$474K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-284- 17.23% |
$131K - $147K
|
1.36K
$806K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-284- 12.73% |
$131K - $147K
|
1.95K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-284- 10.67% |
$131K - $147K
|
2.38K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-287- 1.06% |
$132K - $149K
|
26.8K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-287- 40.2% |
$132K - $149K
|
427
$252K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-290- 35.67% |
$133K - $150K
|
523
$309K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-291- 15.44% |
$134K - $151K
|
1.59K
$942K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-291- 1.59% |
$134K - $151K
|
18K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-299- 25.8% |
$138K - $155K
|
860
$508K
|
|
|
Apr 11, 2023
Q1 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-300- 4.9% |
$138K - $155K
|
5.82K
$3.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-300- 5.75% |
$138K - $155K
|
4.91K
$2.9M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-304- 59.72% |
$140K - $158K
|
205
$121K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-304- 2.54% |
$140K - $158K
|
11.6K
$6.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-305- 7.36% |
$140K - $158K
|
3.84K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-305- 0.82% |
$140K - $158K
|
36.7K
$21.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-307- 14.41% |
$141K - $159K
|
1.82K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-310- 8.6% |
$143K - $161K
|
3.3K
$1.95M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-310- 1.92% |
$143K - $161K
|
15.9K
$9.37M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-311- 9.47% |
$143K - $161K
|
2.97K
$1.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-313- 4.53% |
$144K - $162K
|
6.59K
$3.89M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-315- 1.61% |
$145K - $163K
|
19.3K
$11.4M
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-318- 2.21% |
$146K - $165K
|
14.1K
$8.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-324- 21.63% |
$149K - $168K
|
1.17K
$694K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-324- 5.57% |
$149K - $168K
|
5.5K
$3.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-329- 2.45% |
$151K - $171K
|
13.1K
$7.75M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-334- 10.4% |
$154K - $173K
|
2.88K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-339- 0.37% |
$156K - $176K
|
91.8K
$54.3M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-339- 3.97% |
$156K - $176K
|
8.21K
$4.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-340- 9.09% |
$157K - $176K
|
3.4K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-342- 19.64% |
$157K - $177K
|
1.4K
$827K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-343- 1.75% |
$158K - $178K
|
19.2K
$11.4M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-344- 8.11% |
$158K - $178K
|
3.9K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-346- 0.55% |
$159K - $179K
|
62.3K
$36.8M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-347- 8.25% |
$160K - $180K
|
3.86K
$2.28M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-350- 6.93% |
$161K - $181K
|
4.7K
$2.78M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-355- 1.58% |
$163K - $184K
|
22.1K
$13.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-356- 8.11% |
$164K - $185K
|
4.03K
$2.38M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-356- 39.91% |
$164K - $185K
|
536
$317K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-356- 9.17% |
$164K - $185K
|
3.53K
$2.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-358- 1.4% |
$165K - $186K
|
25.3K
$14.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-361- 0.54% |
$166K - $187K
|
66.5K
$39.3M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-364- 14.47% |
$168K - $189K
|
2.15K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-365- 6.66% |
$168K - $189K
|
5.12K
$3.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-369- 3.71% |
$170K - $191K
|
9.58K
$5.66M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-372- 4.03% |
$171K - $193K
|
8.86K
$5.24M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-372- 1.57% |
$171K - $193K
|
23.3K
$13.8M
|