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 15, 2023
Q1 2023
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-3.43K- 56.05% |
$1.58M - $1.78M
|
2.69K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.44K- 2.39% |
$1.58M - $1.78M
|
140K
$84.2M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-3.53K- 0.43% |
$1.63M - $1.83M
|
823K
$494M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-3.55K- 57.64% |
$1.63M - $1.84M
|
2.61K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.57K- 7.06% |
$1.64M - $1.85M
|
46.9K
$28.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3.59K- 59.26% |
$1.65M - $1.86M
|
2.47K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-3.62K- 26.11% |
$1.67M - $1.87M
|
10.2K
$6.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.66K- 26.33% |
$1.68M - $1.9M
|
10.2K
$6.15M
|
|
|
May 12, 2023
Q1 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.72K- 9.61% |
$1.71M - $1.93M
|
35K
$21M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.75K- 25.85% |
$1.73M - $1.94M
|
10.8K
$6.46M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-3.75K- 83.36% |
$1.73M - $1.94M
|
749
$450K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.78K- 24.77% |
$1.74M - $1.96M
|
11.5K
$6.88M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.79K- 10.71% |
$1.74M - $1.96M
|
31.6K
$19M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.8K- 16.58% |
$1.75M - $1.97M
|
19.1K
$11.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.82K- 91.11% |
$1.76M - $1.98M
|
373
$224K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.92K- 11.72% |
$1.8M - $2.03M
|
29.5K
$17.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.94K- 20.14% |
$1.81M - $2.04M
|
15.6K
$9.37M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.94K- 1.69% |
$1.82M - $2.04M
|
229K
$138M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.01K- 39.82% |
$1.84M - $2.08M
|
6.05K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.03K- 1.1% |
$1.86M - $2.09M
|
362K
$218M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-4.04K- 0.7% |
$1.86M - $2.09M
|
574K
$345M
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
SELL
|
- |
-4.05K- 24.87% |
$1.86M - $2.1M
|
12.2K
$7.34M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-4.17K- 31.8% |
$1.92M - $2.16M
|
8.94K
$5.37M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.29K- 3.58% |
$1.97M - $2.22M
|
116K
$69.4M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-4.34K- 23.96% |
$2M - $2.25M
|
13.8K
$8.27M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.37K- 33.26% |
$2.01M - $2.27M
|
8.77K
$5.27M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-4.44K- 3.74% |
$2.04M - $2.3M
|
114K
$68.5M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.44K- 57.33% |
$2.05M - $2.3M
|
3.31K
$1.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.46K- 29.39% |
$2.05M - $2.31M
|
10.7K
$6.43M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.51K- 3.75% |
$2.08M - $2.34M
|
116K
$69.6M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-4.65K- 1.89% |
$2.14M - $2.41M
|
241K
$145M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-4.7K- 21.26% |
$2.16M - $2.44M
|
17.4K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.83K- 4.34% |
$2.22M - $2.5M
|
107K
$64M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.83K- 41.58% |
$2.22M - $2.51M
|
6.79K
$4.08M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-4.83K- 9.32% |
$2.23M - $2.51M
|
47K
$28.2M
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-4.9K- 2.28% |
$2.26M - $2.54M
|
210K
$126M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.98K- 22.4% |
$2.29M - $2.58M
|
17.2K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.99K- 44.5% |
$2.29M - $2.58M
|
6.22K
$3.73M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5.06K- 88.04% |
$2.33M - $2.62M
|
688
$413K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.18K- 54.97% |
$2.39M - $2.69M
|
4.25K
$2.55M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.23K- 36.24% |
$2.41M - $2.71M
|
9.21K
$5.53M
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-5.3K- 20.66% |
$2.44M - $2.75M
|
20.3K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-5.34K- 66.71% |
$2.46M - $2.77M
|
2.66K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-5.52K- 8.13% |
$2.54M - $2.86M
|
62.4K
$37.5M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.6K- 10.37% |
$2.58M - $2.9M
|
48.4K
$29.1M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.63K- 9.25% |
$2.59M - $2.92M
|
55.2K
$33.1M
|
|
|
May 15, 2023
Q1 2023
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-5.68K- 0.79% |
$2.62M - $2.95M
|
712K
$428M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-5.77K- 7.35% |
$2.65M - $2.99M
|
72.7K
$43.6M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.79K- 0.69% |
$2.66M - $3M
|
828K
$497M
|
|
|
May 15, 2023
Q1 2023
|
Guardcap Asset Management LTD
London, X0 |
SELL
|
- |
-5.82K- 0.59% |
$2.68M - $3.02M
|
982K
$590M
|