Purchases and Sales Made in Q1 2023 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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 08, 2023 Q1 2023
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
285
+ 1.5%
$131K - $148K
19.3K $10.2M
Apr 19, 2023 Q1 2023
Harbour Capital Advisors, LLC

BUY
 -
283
+ 1.86%
$130K - $147K
15.5K $8.19M
Apr 27, 2023 Q1 2023
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
282
+ 10.29%
$130K - $146K
3.02K $1.59M
Apr 19, 2023 Q1 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
281
+ 38.65%
$129K - $146K
1.01K $532K
Apr 12, 2023 Q1 2023
Rda Financial Network

BUY
 -
276
+ 3.8%
$127K - $143K
7.54K $3.98M
Apr 26, 2023 Q1 2023
Slow Capital, Inc.

BUY
 -
276
New
$127K - $143K
276 $146K
May 01, 2023 Q1 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
276
+ 2.29%
$127K - $143K
12.3K $6.49M
May 01, 2023 Q1 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
276
+ 33.05%
$127K - $143K
1.11K $586K
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
276
+ 3.22%
$127K - $143K
8.84K $4.66M
May 08, 2023 Q1 2023
Front Barnett Associates LLC

Chicago, IL
BUY
 -
275
+ 0.62%
$127K - $143K
44.4K $23.4M
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
268
+ 8.83%
$123K - $139K
3.3K $1.74M
May 01, 2023 Q1 2023
New World Advisors LLC

Hingham, MA
BUY
 -
267
+ 33.8%
$123K - $138K
1.06K $557K
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
266
+ 2.71%
$122K - $138K
10.1K $5.32M
May 15, 2023 Q1 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
266
+ 1.52%
$122K - $138K
17.8K $9.37M
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
261
+ 23.79%
$120K - $135K
1.36K $716K
Apr 25, 2023 Q1 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
259
+ 1.65%
$119K - $134K
15.9K $8.4M
May 04, 2023 Q1 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
259
+ 15.26%
$119K - $134K
1.96K $1.03M
Mar 06, 2024 Q1 2023
Sentry LLC

Memphis, TN
BUY
 -
259
+ 49.24%
$119K - $134K
785 $414K
Apr 17, 2023 Q1 2023
Rba Wealth Management, LLC

BUY
 -
258
+ 2.27%
$119K - $134K
11.6K $6.12M
Aug 18, 2023 Q1 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
256
+ 5.41%
$118K - $133K
4.99K $2.63M
May 04, 2023 Q1 2023
Cornerstone Advisory, LLC

BUY
 -
254
+ 10.13%
$117K - $132K
2.76K $1.46M
May 11, 2023 Q1 2023
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
254
+ 1.76%
$117K - $132K
14.7K $7.73M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
253
+ 1.9%
$116K - $131K
13.6K $7.16M
Apr 25, 2023 Q1 2023
Humankind Investments LLC

BUY
 -
253
+ 9.58%
$116K - $131K
2.9K $1.53M
May 15, 2023 Q1 2023
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
253
+ 6.04%
$116K - $131K
4.44K $2.34M
Aug 14, 2023 Q1 2023
United American Securities Inc. (D

New York, NY
BUY
 -
253
+ 0.7%
$116K - $131K
36.2K $19.1M
Apr 27, 2023 Q1 2023
Arizona State Retirement System

BUY
 -
251
+ 0.1%
$116K - $130K
255K $135M
May 15, 2023 Q1 2023
Brasada Capital Management, LP

Houston, TX
BUY
 -
251
+ 6.18%
$116K - $130K
4.31K $2.28M
May 08, 2023 Q1 2023
Red Door Wealth Management, LLC

BUY
 -
250
+ 2.06%
$115K - $130K
12.4K $6.54M
May 09, 2023 Q1 2023
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
250
+ 13.81%
$115K - $130K
2.06K $1.09M
May 01, 2023 Q1 2023
Meridian Wealth Advisors, LLC

BUY
 -
248
+ 2.4%
$114K - $129K
10.6K $5.59M
Apr 11, 2023 Q1 2023
Krs Capital Management, LLC

BUY
 -
247
+ 11.33%
$114K - $128K
2.43K $1.28M
May 05, 2023 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
244
+ 10.37%
$112K - $126K
2.6K $1.37M
May 11, 2023 Q1 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
244
+ 61.93%
$112K - $126K
638 $336K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
241
+ 4.49%
$111K - $125K
5.61K $2.96M
Jun 25, 2024 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
238
+ 10.08%
$110K - $123K
2.6K $1.37M
Apr 11, 2023 Q1 2023
Consolidated Capital Management, LLC

BUY
 -
237
+ 4.83%
$109K - $123K
5.14K $2.71M
Apr 28, 2023 Q1 2023
Canvas Wealth Advisors, LLC

BUY
 -
236
+ 34.76%
$109K - $122K
915 $483K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
233
+ 2.93%
$107K - $121K
8.19K $4.32M
Apr 06, 2023 Q1 2023
Peterson Wealth Services

BUY
 -
232
+ 38.16%
$107K - $120K
840 $443K
May 10, 2023 Q1 2023
Puzo Michael J

BUY
 -
232
+ 2.04%
$107K - $120K
11.6K $6.13M
Apr 24, 2023 Q1 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
231
+ 14.56%
$106K - $120K
1.82K $958K
May 02, 2023 Q1 2023
Mayport, LLC

BUY
 -
230
+ 33.87%
$106K - $119K
909 $479K
May 01, 2023 Q1 2023
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
229
+ 8.33%
$105K - $119K
2.98K $1.57M
May 03, 2023 Q1 2023
Mendel Capital Management LLC

BUY
 -
229
+ 24.28%
$105K - $119K
1.17K $618K
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

BUY
 -
228
+ 1.66%
$105K - $118K
14K $7.38M
May 11, 2023 Q1 2023
Klcm Advisors, Inc.

BUY
 -
227
+ 6.77%
$104K - $118K
3.58K $1.89M
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
227
+ 0.05%
$104K - $118K
481K $254M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
227
+ 1.9%
$104K - $118K
12.2K $6.41M

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