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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.37K- 8.54% |
$629K - $709K
|
14.6K
$4.41M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.38K- 52.91% |
$635K - $715K
|
1.23K
$370K
|
|
|
Apr 26, 2023
Q1 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.39K- 1.67% |
$639K - $720K
|
81.7K
$24.6M
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-1.4K- 0.7% |
$643K - $724K
|
197K
$59.4M
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.4K- 9.96% |
$644K - $726K
|
12.7K
$3.81M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 3.14% |
$644K - $726K
|
43.2K
$13M
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.4K- 9.96% |
$644K - $726K
|
12.7K
$3.81M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.4K- 9.59% |
$645K - $727K
|
13.2K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.4K- 36.36% |
$646K - $727K
|
2.46K
$740K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.44K- 11.51% |
$662K - $746K
|
11.1K
$3.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.44K- 95.36% |
$663K - $746K
|
70
$21.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.45K- 6.28% |
$668K - $752K
|
21.7K
$6.52M
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.46K- 10.82% |
$672K - $757K
|
12K
$3.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-1.47K- 31.41% |
$674K - $759K
|
3.2K
$964K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.47K- 3.25% |
$677K - $762K
|
43.8K
$13.2M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.47K- 3.25% |
$677K - $762K
|
43.8K
$13.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.49K- 24.71% |
$688K - $774K
|
4.55K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.5K- 9.37% |
$689K - $776K
|
14.5K
$4.36M
|
|
|
May 09, 2023
Q1 2023
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 25.0% |
$690K - $777K
|
4.5K
$1.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-1.5K- 5.61% |
$691K - $778K
|
25.2K
$7.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.51K- 1.05% |
$696K - $783K
|
142K
$42.7M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.51K- 7.45% |
$696K - $784K
|
18.8K
$5.66M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.52K- 15.57% |
$697K - $785K
|
8.22K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.56K- 4.17% |
$719K - $810K
|
35.9K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.56K- 74.75% |
$719K - $810K
|
528
$159K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-1.56K- 32.58% |
$720K - $811K
|
3.24K
$975K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-1.58K- 3.77% |
$725K - $817K
|
40.2K
$12.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.58K- 6.38% |
$728K - $819K
|
23.2K
$6.98M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.59K- 32.88% |
$732K - $824K
|
3.25K
$978K
|
|
|
May 10, 2023
Q1 2023
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-1.59K- 10.58% |
$734K - $826K
|
13.5K
$4.06M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.61K- 10.94% |
$740K - $833K
|
13.1K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.62K- 42.78% |
$746K - $840K
|
2.17K
$653K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.63K- 19.88% |
$750K - $845K
|
6.57K
$1.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.64K- 9.86% |
$754K - $850K
|
15K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.65K- 97.28% |
$758K - $854K
|
46
$13.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.69K- 2.25% |
$778K - $876K
|
73.3K
$22.1M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.7K- 8.33% |
$781K - $880K
|
18.7K
$5.63M
|
|
|
May 12, 2023
Q1 2023
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-1.71K- 1.14% |
$786K - $885K
|
148K
$44.6M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.72K- 2.57% |
$789K - $889K
|
65.1K
$19.6M
|
|
|
May 10, 2023
Q1 2023
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.72K- 1.09% |
$791K - $891K
|
156K
$47.1M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.72K- 4.46% |
$794K - $894K
|
36.9K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.74K- 9.79% |
$799K - $899K
|
16K
$4.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-1.75K- 13.59% |
$807K - $909K
|
11.1K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.78K- 15.74% |
$819K - $922K
|
9.52K
$2.87M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.78K- 12.71% |
$820K - $923K
|
12.2K
$3.68M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.85K- 47.12% |
$852K - $959K
|
2.08K
$626K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.87K- 14.47% |
$859K - $967K
|
11K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.88K- 56.47% |
$864K - $973K
|
1.45K
$436K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 99.79% |
$868K - $978K
|
4
$1.2K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.89K- 1.32% |
$870K - $980K
|
141K
$42.5M
|