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 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-373- 1.22% |
$172K - $193K
|
30.3K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-374- 5.78% |
$172K - $194K
|
6.09K
$3.6M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-375- 36.23% |
$173K - $194K
|
660
$390K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-377- 1.42% |
$174K - $195K
|
26.1K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-381- 2.16% |
$175K - $197K
|
17.3K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-383- 5.4% |
$176K - $199K
|
6.71K
$3.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-386- 1.05% |
$178K - $200K
|
36.2K
$21.4M
|
|
|
May 08, 2023
Q1 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-390- 6.43% |
$180K - $202K
|
5.68K
$3.36M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-394- 21.34% |
$181K - $204K
|
1.45K
$858K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-396- 28.51% |
$182K - $205K
|
993
$587K
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-397Closed |
$183K - $206K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-400- 37.35% |
$184K - $207K
|
671
$396K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-404- 13.77% |
$186K - $209K
|
2.53K
$1.49M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-407- 11.41% |
$187K - $211K
|
3.16K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-411- 10.11% |
$189K - $213K
|
3.65K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-412- 0.23% |
$190K - $214K
|
179K
$106M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-413- 17.45% |
$190K - $214K
|
1.95K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-413- 2.81% |
$190K - $214K
|
14.3K
$8.43M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-414- 27.18% |
$191K - $215K
|
1.11K
$655K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-415- 0.9% |
$191K - $215K
|
45.8K
$27.1M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-418- 44.28% |
$192K - $217K
|
526
$311K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-418- 44.28% |
$192K - $217K
|
526
$311K
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-421- 19.02% |
$194K - $218K
|
1.79K
$1.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-426- 38.8% |
$196K - $221K
|
672
$397K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-427- 0.16% |
$197K - $221K
|
265K
$157M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-428- 2.16% |
$197K - $222K
|
19.4K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-430- 6.73% |
$198K - $223K
|
5.96K
$3.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-432- 3.69% |
$199K - $224K
|
11.3K
$6.66M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-434- 1.26% |
$200K - $225K
|
33.9K
$20M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-434Closed |
$200K - $225K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-435- 2.48% |
$200K - $225K
|
17.1K
$10.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-437- 10.26% |
$201K - $227K
|
3.82K
$2.26M
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-439- 6.68% |
$202K - $228K
|
6.14K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-442- 11.59% |
$203K - $229K
|
3.37K
$1.99M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-442Closed |
$203K - $229K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-445- 3.0% |
$205K - $231K
|
14.4K
$8.51M
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-453- 17.38% |
$209K - $235K
|
2.15K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-456- 18.19% |
$210K - $236K
|
2.05K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-457- 9.96% |
$210K - $237K
|
4.13K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-461- 2.04% |
$212K - $239K
|
22.2K
$13.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-463- 8.68% |
$213K - $240K
|
4.87K
$2.88M
|
|
|
Apr 10, 2023
Q1 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-464- 3.43% |
$214K - $241K
|
13.1K
$7.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-465- 3.17% |
$214K - $241K
|
14.2K
$8.38M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-465Closed |
$214K - $241K
|
0
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-466- 28.4% |
$215K - $242K
|
1.18K
$694K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-472- 9.25% |
$217K - $245K
|
4.63K
$2.73M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-476- 6.42% |
$219K - $247K
|
6.94K
$4.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-481- 48.39% |
$221K - $249K
|
513
$303K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-484- 2.88% |
$223K - $251K
|
16.3K
$9.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-487- 1.81% |
$224K - $252K
|
26.5K
$15.6M
|