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
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.83K- 41.58% |
$2.22M - $2.51M
|
6.79K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-4.83K- 9.32% |
$2.23M - $2.51M
|
47K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-4.9K- 2.28% |
$2.26M - $2.54M
|
210K
$63.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.98K- 22.4% |
$2.29M - $2.58M
|
17.2K
$5.19M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.99K- 44.5% |
$2.29M - $2.58M
|
6.22K
$1.87M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5.06K- 88.04% |
$2.33M - $2.62M
|
688
$207K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.18K- 54.97% |
$2.39M - $2.69M
|
4.25K
$1.28M
|
|
|
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
$2.77M
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-5.3K- 20.66% |
$2.44M - $2.75M
|
20.3K
$6.13M
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-5.34K- 66.71% |
$2.46M - $2.77M
|
2.66K
$802K
|
|
|
May 07, 2025
Q1 2023
|
Symmetry Investments LP
|
SELL
|
- |
-5.41K- 62.83% |
$2.49M - $2.8M
|
3.2K
$964K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-5.52K- 8.13% |
$2.54M - $2.86M
|
62.4K
$18.8M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.6K- 10.37% |
$2.58M - $2.9M
|
48.4K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.63K- 9.25% |
$2.59M - $2.92M
|
55.2K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-5.68K- 0.79% |
$2.62M - $2.95M
|
712K
$215M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-5.77K- 7.35% |
$2.65M - $2.99M
|
72.7K
$21.9M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.79K- 0.69% |
$2.66M - $3M
|
828K
$249M
|
|
|
May 15, 2023
Q1 2023
|
Guardcap Asset Management LTD
London, X0 |
SELL
|
- |
-5.82K- 0.59% |
$2.68M - $3.02M
|
982K
$296M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-5.9K- 7.62% |
$2.72M - $3.06M
|
71.5K
$21.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-5.9K- 19.19% |
$2.72M - $3.06M
|
24.9K
$7.49M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.97K- 91.39% |
$2.75M - $3.09M
|
562
$169K
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-6.12K- 8.77% |
$2.82M - $3.17M
|
63.7K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.18K- 92.89% |
$2.84M - $3.2M
|
473
$142K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.4K- 28.62% |
$2.95M - $3.32M
|
16K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.43K- 11.23% |
$2.96M - $3.33M
|
50.8K
$15.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-6.44K- 3.57% |
$2.96M - $3.34M
|
174K
$52.3M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6.58K- 79.95% |
$3.03M - $3.41M
|
1.65K
$497K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.61K- 5.15% |
$3.04M - $3.43M
|
122K
$36.7M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6.61K- 10.41% |
$3.04M - $3.43M
|
56.9K
$17.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.63K- 32.94% |
$3.05M - $3.43M
|
13.5K
$4.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.68K- 8.58% |
$3.08M - $3.46M
|
71.2K
$21.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6.79K- 14.72% |
$3.13M - $3.52M
|
39.3K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-6.83K- 68.68% |
$3.14M - $3.54M
|
3.12K
$938K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6.85K- 15.65% |
$3.15M - $3.55M
|
36.9K
$11.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Nat West Group PLC
|
SELL
|
- |
-6.97K- 47.45% |
$3.21M - $3.61M
|
7.72K
$2.33M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.03K- 4.41% |
$3.23M - $3.64M
|
152K
$45.8M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.04K- 2.01% |
$3.24M - $3.65M
|
343K
$103M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.68K- 16.91% |
$3.54M - $3.98M
|
37.7K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-7.72K- 2.95% |
$3.55M - $4M
|
254K
$76.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.72K- 45.32% |
$3.56M - $4M
|
9.32K
$2.81M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-7.75K- 7.35% |
$3.57M - $4.02M
|
97.6K
$29.4M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.78K- 80.88% |
$3.58M - $4.03M
|
1.84K
$554K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-7.84K- 0.81% |
$3.61M - $4.07M
|
960K
$289M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.02K- 37.81% |
$3.69M - $4.16M
|
13.2K
$3.97M
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-8.09K- 9.85% |
$3.73M - $4.19M
|
74K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-8.21K- 23.06% |
$3.78M - $4.26M
|
27.4K
$8.25M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-8.22K- 94.68% |
$3.78M - $4.26M
|
462
$139K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.26K- 1.5% |
$3.8M - $4.28M
|
544K
$164M
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-8.28K- 8.49% |
$3.81M - $4.29M
|
89.2K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-8.34K- 12.02% |
$3.84M - $4.32M
|
61K
$18.4M
|