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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
325+ 2.6% |
$163K - $179K
|
12.8K
$5.98M
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
321+ 1.83% |
$161K - $177K
|
17.9K
$8.35M
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
321+ 1.27% |
$161K - $177K
|
25.7K
$12M
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
320+ 2.43% |
$160K - $176K
|
13.5K
$6.3M
|
|
Nov 04, 2022
Q3 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
319+ 38.25% |
$160K - $175K
|
1.15K
$538K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
318+ 0.57% |
$159K - $175K
|
56K
$26.1M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
317+ 15.26% |
$159K - $174K
|
2.39K
$1.12M
|
|
Mar 30, 2023
Q3 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
314+ 5.07% |
$157K - $173K
|
6.5K
$3.03M
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
310+ 4.24% |
$155K - $170K
|
7.61K
$3.55M
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
310+ 34.91% |
$155K - $170K
|
1.2K
$559K
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
BUY
|
- |
307+ 1.64% |
$154K - $169K
|
19K
$8.87M
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
301+ 24.59% |
$151K - $166K
|
1.53K
$711K
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
298+ 4.8% |
$149K - $164K
|
6.51K
$3.04M
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
295+ 23.6% |
$148K - $162K
|
1.55K
$721K
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
295+ 1.42% |
$148K - $162K
|
21K
$9.82M
|
|
Oct 25, 2022
Q3 2022
|
Renaissance Investment Group LLC
|
BUY
|
- |
294+ 21.54% |
$147K - $162K
|
1.66K
$774K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
293+ 15.71% |
$147K - $161K
|
2.16K
$1.01M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
291+ 12.99% |
$146K - $160K
|
2.53K
$1.18M
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
289+ 2.7% |
$145K - $159K
|
11K
$5.12M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
288+ 7.97% |
$144K - $158K
|
3.9K
$1.82M
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
286+ 8.38% |
$143K - $157K
|
3.7K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
286+ 4.21% |
$143K - $157K
|
7.09K
$3.3M
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
285+ 22.37% |
$143K - $157K
|
1.56K
$727K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
284+ 7.5% |
$142K - $156K
|
4.07K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
282+ 10.25% |
$141K - $155K
|
3.03K
$1.41M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
281+ 6.29% |
$141K - $155K
|
4.75K
$2.22M
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
280+ 4.81% |
$140K - $154K
|
6.11K
$2.85M
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
278+ 11.78% |
$139K - $153K
|
2.64K
$1.23M
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
278+ 0.64% |
$139K - $153K
|
43.8K
$20.5M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
278+ 12.36% |
$139K - $153K
|
2.53K
$1.18M
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
276+ 92.93% |
$138K - $152K
|
573
$267K
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
276+ 58.35% |
$138K - $152K
|
749
$349K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
275+ 0.35% |
$138K - $151K
|
80K
$37.3M
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
275+ 4.21% |
$138K - $151K
|
6.81K
$3.18M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
274+ 7.27% |
$137K - $151K
|
4.05K
$1.89M
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
272+ 4.62% |
$136K - $150K
|
6.16K
$2.87M
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
271+ 2.34% |
$136K - $149K
|
11.8K
$5.52M
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
271+ 6.08% |
$136K - $149K
|
4.73K
$2.21M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
271+ 1.29% |
$136K - $149K
|
21.4K
$9.96M
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
270+ 13.22% |
$135K - $148K
|
2.31K
$1.08M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
269+ 0.4% |
$135K - $148K
|
66.9K
$31.2M
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
268+ 45.73% |
$134K - $147K
|
854
$398K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
262New |
$131K - $144K
|
262
$122K
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
260+ 6.78% |
$130K - $143K
|
4.09K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
260+ 1.91% |
$130K - $143K
|
13.9K
$6.46M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
259+ 4.69% |
$130K - $142K
|
5.78K
$2.7M
|
|
Oct 18, 2022
Q3 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
258+ 39.27% |
$129K - $142K
|
915
$427K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
258+ 6.78% |
$129K - $142K
|
4.06K
$1.89M
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
257+ 3.57% |
$129K - $141K
|
7.45K
$3.48M
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
257+ 1.73% |
$129K - $141K
|
15.1K
$7.04M
|