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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-465Closed |
$214K - $241K
|
0
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-466- 28.4% |
$215K - $242K
|
1.18K
$619K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-472- 9.25% |
$217K - $245K
|
4.63K
$2.44M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-476- 6.42% |
$219K - $247K
|
6.94K
$3.66M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-481- 48.39% |
$221K - $249K
|
513
$270K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-484- 2.88% |
$223K - $251K
|
16.3K
$8.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-487- 1.81% |
$224K - $252K
|
26.5K
$13.9M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-492- 8.39% |
$226K - $255K
|
5.37K
$2.83M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-493- 48.43% |
$227K - $256K
|
525
$277K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-493- 20.85% |
$227K - $256K
|
1.87K
$987K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-493- 15.2% |
$227K - $256K
|
2.75K
$1.45M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-494- 1.58% |
$227K - $256K
|
30.7K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-495- 45.04% |
$228K - $257K
|
604
$318K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-497- 0.78% |
$229K - $258K
|
63.3K
$33.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-497- 2.77% |
$229K - $258K
|
17.4K
$9.18M
|
|
|
May 15, 2023
Q1 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-500- 6.35% |
$230K - $259K
|
7.38K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-502- 2.48% |
$231K - $260K
|
19.7K
$10.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-514- 7.37% |
$237K - $266K
|
6.46K
$3.41M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-516- 16.53% |
$238K - $267K
|
2.61K
$1.37M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-518- 21.83% |
$238K - $268K
|
1.86K
$978K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-519- 43.5% |
$239K - $269K
|
674
$355K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-520- 10.01% |
$239K - $270K
|
4.67K
$2.46M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-527- 11.95% |
$243K - $273K
|
3.88K
$2.05M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-532- 1.02% |
$245K - $276K
|
51.5K
$27.1M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-533- 5.23% |
$245K - $276K
|
9.66K
$5.09M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-536- 6.95% |
$247K - $278K
|
7.18K
$3.78M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-538- 1.26% |
$248K - $279K
|
42.3K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-539- 0.62% |
$248K - $279K
|
85.7K
$45.2M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-540- 8.39% |
$249K - $280K
|
5.9K
$3.11M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-544- 15.98% |
$250K - $282K
|
2.86K
$1.51M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-545- 1.04% |
$251K - $282K
|
52.1K
$27.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-550- 13.63% |
$253K - $285K
|
3.49K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-551- 7.46% |
$254K - $286K
|
6.83K
$3.6M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-556- 8.61% |
$256K - $288K
|
5.9K
$3.11M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-557- 2.93% |
$256K - $289K
|
18.4K
$9.71M
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-557- 9.51% |
$256K - $289K
|
5.3K
$2.79M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-560- 44.48% |
$258K - $290K
|
699
$368K
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-562- 29.04% |
$259K - $291K
|
1.37K
$724K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-565- 20.21% |
$260K - $293K
|
2.23K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-569- 1.16% |
$262K - $295K
|
48.5K
$25.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-570- 7.44% |
$262K - $295K
|
7.09K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-571- 2.86% |
$263K - $296K
|
19.4K
$10.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-574- 9.64% |
$264K - $298K
|
5.38K
$2.83M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-581- 2.99% |
$267K - $301K
|
18.8K
$9.93M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-589- 2.28% |
$271K - $305K
|
25.2K
$13.3M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-590- 15.56% |
$272K - $306K
|
3.2K
$1.69M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-594- 23.47% |
$273K - $308K
|
1.94K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-596- 94.6% |
$274K - $309K
|
34
$17.9K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-597- 4.8% |
$275K - $309K
|
11.8K
$6.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-601- 1.87% |
$277K - $312K
|
31.6K
$16.6M
|