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 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
708New |
$355K - $389K
|
708
$330K
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
703+ 40.1% |
$352K - $387K
|
2.46K
$1.15M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
702+ 7.49% |
$352K - $386K
|
10.1K
$4.7M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
693+ 69300.0% |
$347K - $381K
|
694
$324K
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
680+ 95.91% |
$341K - $374K
|
1.39K
$648K
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
677New |
$339K - $372K
|
677
$316K
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
672+ 7.37% |
$337K - $370K
|
9.79K
$4.57M
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
670+ 9.8% |
$336K - $368K
|
7.5K
$3.5M
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
670New |
$336K - $368K
|
670
$313K
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
664+ 1.55% |
$333K - $365K
|
43.6K
$20.3M
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
662+ 2.19% |
$332K - $364K
|
30.9K
$14.4M
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
662New |
$332K - $364K
|
662
$309K
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
656New |
$329K - $361K
|
656
$306K
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
648+ 21.18% |
$325K - $356K
|
3.71K
$1.73M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
646+ 14.84% |
$324K - $355K
|
5K
$2.33M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
643+ 0.41% |
$322K - $354K
|
158K
$73.5M
|
|
Nov 14, 2022
Q3 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
639+ 2.34% |
$320K - $351K
|
27.9K
$13M
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
637+ 7.77% |
$319K - $350K
|
8.84K
$4.12M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
637+ 0.97% |
$319K - $350K
|
66K
$30.8M
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
630+ 2.17% |
$316K - $346K
|
29.6K
$13.8M
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
615+ 3.58% |
$308K - $338K
|
17.8K
$8.29M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
615+ 4.78% |
$308K - $338K
|
13.5K
$6.28M
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
614+ 18.92% |
$308K - $338K
|
3.86K
$1.8M
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
BUY
|
- |
613+ 57.18% |
$307K - $337K
|
1.69K
$786K
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
610+ 12.67% |
$306K - $335K
|
5.43K
$2.53M
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
610+ 23.93% |
$306K - $335K
|
3.16K
$1.47M
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
605+ 66.34% |
$303K - $333K
|
1.52K
$708K
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
605+ 1.93% |
$303K - $333K
|
32K
$14.9M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
602+ 6.91% |
$302K - $331K
|
9.32K
$4.35M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
601+ 119.25% |
$301K - $331K
|
1.11K
$515K
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
598+ 34.11% |
$300K - $329K
|
2.35K
$1.1M
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
592+ 28.46% |
$297K - $326K
|
2.67K
$1.25M
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
590+ 6.62% |
$296K - $324K
|
9.51K
$4.43M
|
|
Nov 14, 2022
Q3 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
588+ 8.33% |
$295K - $323K
|
7.64K
$3.56M
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
583+ 14.28% |
$292K - $321K
|
4.67K
$2.18M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
583+ 64.49% |
$292K - $321K
|
1.49K
$694K
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
580+ 11.78% |
$291K - $319K
|
5.5K
$2.57M
|
|
Oct 31, 2022
Q3 2022
|
Nat West Group PLC
|
BUY
|
- |
579+ 4.03% |
$290K - $318K
|
15K
$6.98M
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
576+ 7.74% |
$289K - $317K
|
8.02K
$3.74M
|
|
Oct 12, 2022
Q3 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
574+ 12.21% |
$288K - $316K
|
5.28K
$2.46M
|
|
Nov 10, 2022
Q3 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
568+ 7.78% |
$285K - $312K
|
7.87K
$3.67M
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
566+ 48.25% |
$284K - $311K
|
1.74K
$811K
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
564New |
$283K - $310K
|
564
$263K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
558+ 7.38% |
$280K - $307K
|
8.12K
$3.79M
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
555+ 0.58% |
$278K - $305K
|
96.1K
$44.8M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
553New |
$277K - $304K
|
553
$258K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
553New |
$277K - $304K
|
553
$258K
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
550+ 19.22% |
$276K - $302K
|
3.41K
$1.59M
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
544+ 11.4% |
$273K - $299K
|
5.32K
$2.48M
|
|
Nov 09, 2022
Q3 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
543New |
$272K - $299K
|
543
$253K
|