Purchases and Sales Made in Q3 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
900+ 19.66% |
$451K - $495K
|
5.48K
$2.56M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
899+ 8.24% |
$451K - $494K
|
11.8K
$5.51M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
893+ 34.24% |
$448K - $491K
|
3.5K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
881New |
$442K - $485K
|
881
$411K
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
870+ 8.09% |
$436K - $478K
|
11.6K
$5.42M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
868+ 74.63% |
$435K - $477K
|
2.03K
$947K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
863+ 5.21% |
$433K - $475K
|
17.4K
$8.13M
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
862+ 164.5% |
$432K - $474K
|
1.39K
$646K
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
860+ 11.25% |
$431K - $473K
|
8.51K
$3.97M
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
858+ 7.98% |
$430K - $472K
|
11.6K
$5.42M
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
857+ 1.23% |
$430K - $471K
|
70.6K
$32.9M
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
856New |
$429K - $471K
|
856
$399K
|
|
Nov 08, 2022
Q3 2022
|
Broderick Brian C
|
BUY
|
- |
855+ 6.32% |
$429K - $470K
|
14.4K
$6.71M
|
|
Nov 14, 2022
Q3 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
852New |
$427K - $469K
|
852
$397K
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
850New |
$426K - $467K
|
850
$396K
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
847+ 4.36% |
$425K - $466K
|
20.3K
$9.45M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
847+ 25.48% |
$425K - $466K
|
4.17K
$1.95M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
836+ 3.14% |
$419K - $460K
|
27.5K
$12.8M
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
834+ 54.23% |
$418K - $459K
|
2.37K
$1.11M
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
832+ 160.31% |
$417K - $458K
|
1.35K
$630K
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
829+ 8.63% |
$416K - $456K
|
10.4K
$4.87M
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
828+ 36.7% |
$415K - $455K
|
3.08K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
826+ 0.5% |
$414K - $454K
|
168K
$78.2M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
823New |
$413K - $453K
|
823
$384K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
814New |
$408K - $448K
|
814
$380K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
812+ 5.75% |
$407K - $447K
|
14.9K
$6.96M
|
|
Nov 14, 2022
Q3 2022
|
Carroll Investors, Inc
|
BUY
|
- |
809+ 157.7% |
$406K - $445K
|
1.32K
$617K
|
|
Nov 15, 2022
Q3 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
800+ 0.19% |
$401K - $440K
|
420K
$196M
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
799+ 2.6% |
$400K - $439K
|
31.5K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
799+ 57.48% |
$400K - $439K
|
2.19K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
794New |
$398K - $437K
|
794
$370K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
792+ 3.85% |
$397K - $436K
|
21.4K
$9.96M
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
790+ 2.0% |
$396K - $434K
|
40.3K
$18.8M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
787+ 12.31% |
$394K - $433K
|
7.18K
$3.35M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
784+ 14.97% |
$393K - $431K
|
6.02K
$2.81M
|
|
Aug 15, 2023
Q3 2022
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
781+ 8.61% |
$391K - $430K
|
9.86K
$4.6M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
776+ 3.22% |
$389K - $427K
|
24.9K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
774+ 1.23% |
$388K - $426K
|
63.5K
$29.6M
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
772New |
$387K - $425K
|
772
$360K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
772+ 2.31% |
$387K - $425K
|
34.2K
$16M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
759+ 7.08% |
$380K - $417K
|
11.5K
$5.35M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
748+ 2.59% |
$375K - $411K
|
29.6K
$13.8M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
746+ 1.15% |
$374K - $410K
|
65.8K
$30.7M
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
741+ 19.93% |
$371K - $408K
|
4.46K
$2.08M
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
733New |
$367K - $403K
|
733
$342K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
733+ 7330.0% |
$367K - $403K
|
743
$347K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
724+ 17.17% |
$363K - $398K
|
4.94K
$2.3M
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
719+ 44.8% |
$360K - $395K
|
2.32K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
717+ 7.25% |
$359K - $394K
|
10.6K
$4.95M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
714+ 1.37% |
$358K - $393K
|
52.8K
$24.6M
|