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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-603- 10.14% |
$278K - $313K
|
5.35K
$2.82M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-606- 2.34% |
$279K - $314K
|
25.3K
$13.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-612- 56.04% |
$282K - $317K
|
480
$253K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-612- 2.2% |
$282K - $317K
|
27.2K
$14.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-613- 3.36% |
$282K - $318K
|
17.6K
$9.28M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-614- 15.59% |
$283K - $318K
|
3.33K
$1.75M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-615- 41.25% |
$283K - $319K
|
876
$462K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-617- 8.76% |
$284K - $320K
|
6.43K
$3.39M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-629- 1.93% |
$290K - $326K
|
32K
$16.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-636- 23.98% |
$293K - $330K
|
2.02K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-637- 5.57% |
$293K - $330K
|
10.8K
$5.69M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-640- 4.76% |
$295K - $332K
|
12.8K
$6.75M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-649- 15.47% |
$299K - $336K
|
3.55K
$1.87M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-650- 23.2% |
$299K - $337K
|
2.15K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-654- 3.23% |
$301K - $339K
|
19.6K
$10.3M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-663- 1.81% |
$305K - $344K
|
36K
$19M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-664- 52.08% |
$306K - $344K
|
611
$322K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-669- 34.2% |
$308K - $347K
|
1.29K
$678K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-675- 4.22% |
$311K - $350K
|
15.3K
$8.07M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-680- 1.49% |
$313K - $352K
|
44.9K
$23.7M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-680- 1.44% |
$313K - $352K
|
46.5K
$24.5M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-682- 42.81% |
$314K - $354K
|
911
$480K
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-683- 20.65% |
$314K - $354K
|
2.63K
$1.38M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-683- 20.65% |
$314K - $354K
|
2.63K
$1.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-689- 4.04% |
$317K - $357K
|
16.4K
$8.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-706- 22.38% |
$325K - $366K
|
2.45K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-706- 20.93% |
$325K - $366K
|
2.67K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-708- 19.46% |
$326K - $367K
|
2.93K
$1.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-712- 0.98% |
$328K - $369K
|
72.1K
$38M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-714- 4.47% |
$329K - $370K
|
15.3K
$8.05M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-719- 21.66% |
$331K - $373K
|
2.6K
$1.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-721- 0.37% |
$332K - $374K
|
193K
$102M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-724- 2.39% |
$333K - $375K
|
29.5K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-726- 1.01% |
$334K - $376K
|
71K
$37.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-736- 7.12% |
$339K - $381K
|
9.6K
$5.06M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-741- 11.66% |
$341K - $384K
|
5.62K
$2.96M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-743- 1.7% |
$342K - $385K
|
42.9K
$22.6M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-745- 11.15% |
$343K - $386K
|
5.94K
$3.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-746- 17.09% |
$343K - $387K
|
3.62K
$1.91M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-751- 5.48% |
$346K - $389K
|
13K
$6.83M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-761- 7.24% |
$350K - $394K
|
9.75K
$5.14M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-767- 7.62% |
$353K - $398K
|
9.3K
$4.9M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-772- 50.86% |
$355K - $400K
|
746
$393K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-776- 6.53% |
$357K - $402K
|
11.1K
$5.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-785- 18.76% |
$361K - $407K
|
3.4K
$1.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-790- 1.29% |
$364K - $409K
|
60.6K
$31.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-793- 3.06% |
$365K - $411K
|
25.1K
$13.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-813- 13.41% |
$374K - $421K
|
5.25K
$2.77M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-823- 8.32% |
$379K - $427K
|
9.07K
$4.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-827- 16.29% |
$381K - $429K
|
4.25K
$2.24M
|