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 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.49K- 24.71% |
$688K - $774K
|
4.55K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.5K- 9.37% |
$689K - $776K
|
14.5K
$8.69M
|
|
|
May 09, 2023
Q1 2023
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 25.0% |
$690K - $777K
|
4.5K
$2.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-1.5K- 5.61% |
$691K - $778K
|
25.2K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.51K- 1.05% |
$696K - $783K
|
142K
$85.2M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.51K- 7.45% |
$696K - $784K
|
18.8K
$11.3M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.52K- 15.57% |
$697K - $785K
|
8.22K
$4.93M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.56K- 4.17% |
$719K - $810K
|
35.9K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.56K- 74.75% |
$719K - $810K
|
528
$317K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-1.56K- 32.58% |
$720K - $811K
|
3.24K
$1.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-1.58K- 3.77% |
$725K - $817K
|
40.2K
$24.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.58K- 6.38% |
$728K - $819K
|
23.2K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.59K- 32.88% |
$732K - $824K
|
3.25K
$1.95M
|
|
|
May 10, 2023
Q1 2023
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-1.59K- 10.58% |
$734K - $826K
|
13.5K
$8.09M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.61K- 10.94% |
$740K - $833K
|
13.1K
$7.86M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.62K- 42.78% |
$746K - $840K
|
2.17K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.63K- 19.88% |
$750K - $845K
|
6.57K
$3.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.64K- 9.86% |
$754K - $850K
|
15K
$8.99M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.65K- 97.28% |
$758K - $854K
|
46
$27.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.69K- 2.25% |
$778K - $876K
|
73.3K
$44M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.7K- 8.33% |
$781K - $880K
|
18.7K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-1.71K- 1.14% |
$786K - $885K
|
148K
$88.8M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.72K- 2.57% |
$789K - $889K
|
65.1K
$39.1M
|
|
|
May 10, 2023
Q1 2023
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.72K- 1.09% |
$791K - $891K
|
156K
$93.9M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.72K- 4.46% |
$794K - $894K
|
36.9K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.74K- 9.79% |
$799K - $899K
|
16K
$9.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-1.75K- 13.59% |
$807K - $909K
|
11.1K
$6.69M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.78K- 15.74% |
$819K - $922K
|
9.52K
$5.72M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.78K- 12.71% |
$820K - $923K
|
12.2K
$7.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.85K- 47.12% |
$852K - $959K
|
2.08K
$1.25M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.87K- 14.47% |
$859K - $967K
|
11K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.88K- 56.47% |
$864K - $973K
|
1.45K
$869K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 99.79% |
$868K - $978K
|
4
$2.4K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.89K- 1.32% |
$870K - $980K
|
141K
$84.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.89K- 11.94% |
$872K - $982K
|
14K
$8.39M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.92K- 25.44% |
$883K - $995K
|
5.63K
$3.38M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.94K- 60.32% |
$893K - $1.01M
|
1.28K
$766K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.99K- 4.37% |
$914K - $1.03M
|
43.5K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2K- 8.27% |
$922K - $1.04M
|
22.2K
$13.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-2.01K- 12.93% |
$927K - $1.04M
|
13.6K
$8.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.02K- 0.75% |
$928K - $1.04M
|
266K
$160M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.05K- 4.17% |
$945K - $1.06M
|
47.2K
$28.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.06K- 0.57% |
$947K - $1.07M
|
362K
$217M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.07K- 4.21% |
$954K - $1.07M
|
47.2K
$28.3M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.07K- 5.26% |
$955K - $1.08M
|
37.4K
$22.4M
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-2.11K- 70.35% |
$973K - $1.1M
|
891
$535K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.12K- 7.99% |
$975K - $1.1M
|
24.4K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.17K- 3.51% |
$998K - $1.12M
|
59.6K
$35.8M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.22K- 24.9% |
$1.02M - $1.15M
|
6.68K
$4.01M
|
|
|
May 05, 2023
Q1 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-2.22K- 2.26% |
$1.02M - $1.15M
|
96.1K
$57.7M
|