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 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.76K+ 80.48% |
$1.27M - $1.43M
|
6.19K
$3.72M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
2.7K+ 0.73% |
$1.24M - $1.4M
|
372K
$224M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.69K+ 5.49% |
$1.24M - $1.39M
|
51.6K
$31M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.69K+ 18.47% |
$1.24M - $1.39M
|
17.2K
$10.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
2.68KNew |
$1.24M - $1.39M
|
2.68K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.64KNew |
$1.21M - $1.37M
|
2.64K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.63K+ 16.76% |
$1.21M - $1.36M
|
18.3K
$11M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.61K+ 67.64% |
$1.2M - $1.35M
|
6.46K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.57K+ 3.72% |
$1.18M - $1.33M
|
71.7K
$43.1M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.56K+ 3.01% |
$1.18M - $1.33M
|
87.6K
$52.6M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.55K+ 15.24% |
$1.18M - $1.32M
|
19.3K
$11.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
2.55K+ 1.78% |
$1.17M - $1.32M
|
146K
$87.5M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.53K+ 97.35% |
$1.17M - $1.31M
|
5.14K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.53K+ 196.35% |
$1.17M - $1.31M
|
3.82K
$2.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.52K+ 19.93% |
$1.16M - $1.31M
|
15.2K
$9.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.51K+ 5.72% |
$1.15M - $1.3M
|
46.3K
$27.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.48KNew |
$1.14M - $1.29M
|
2.48K
$1.49M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.44K+ 0.44% |
$1.13M - $1.27M
|
552K
$332M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.43K+ 142.21% |
$1.12M - $1.26M
|
4.14K
$2.48M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.43K+ 7.57% |
$1.12M - $1.26M
|
34.5K
$20.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.42K+ 1.88% |
$1.11M - $1.25M
|
131K
$78.7M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.42K+ 125.48% |
$1.11M - $1.25M
|
4.35K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.41K+ 58.87% |
$1.11M - $1.25M
|
6.51K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.41K+ 1797.01% |
$1.11M - $1.25M
|
2.54K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.39K+ 279.27% |
$1.1M - $1.24M
|
3.24K
$1.95M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.37K+ 254.45% |
$1.09M - $1.23M
|
3.31K
$1.99M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.35K+ 19.9% |
$1.08M - $1.22M
|
14.2K
$8.52M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.34KNew |
$1.08M - $1.21M
|
2.34K
$1.41M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
2.33KNew |
$1.07M - $1.21M
|
2.33K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
2.31K+ 16.45% |
$1.07M - $1.2M
|
16.4K
$9.83M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.31K+ 0.53% |
$1.06M - $1.2M
|
440K
$264M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.3K+ 82.79% |
$1.06M - $1.19M
|
5.08K
$3.05M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.26K+ 18.58% |
$1.04M - $1.17M
|
14.4K
$8.67M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
2.25K+ 3.04% |
$1.04M - $1.17M
|
76.5K
$46M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.25K+ 4.15% |
$1.04M - $1.17M
|
56.6K
$34M
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
2.24K+ 6.85% |
$1.03M - $1.16M
|
34.9K
$20.9M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.24K+ 2.95% |
$1.03M - $1.16M
|
77.9K
$46.8M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.23K+ 0.33% |
$1.03M - $1.15M
|
674K
$404M
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.22K+ 8.35% |
$1.02M - $1.15M
|
28.9K
$17.3M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.2K+ 3.03% |
$1.01M - $1.14M
|
74.6K
$44.8M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.19K+ 26.98% |
$1.01M - $1.14M
|
10.3K
$6.19M
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
2.18KNew |
$1M - $1.13M
|
2.18K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2.17K+ 17.24% |
$1M - $1.13M
|
14.8K
$8.87M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
2.17K+ 36.08% |
$998K - $1.12M
|
8.17K
$4.91M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.14K+ 18.34% |
$984K - $1.11M
|
13.8K
$8.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
2.11K+ 19.72% |
$972K - $1.09M
|
12.8K
$7.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.11KNew |
$969K - $1.09M
|
2.11K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.09K+ 7.08% |
$961K - $1.08M
|
31.6K
$19M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 70.48% |
$955K - $1.08M
|
5.02K
$3.01M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.06KNew |
$946K - $1.07M
|
2.06K
$1.23M
|