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 17, 2022
Q3 2022
|
Mayport, LLC
|
BUY
|
- |
157+ 26.21% |
$78.7K - $86.3K
|
756
$353K
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
157+ 13.96% |
$78.7K - $86.3K
|
1.28K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
152+ 33.55% |
$76.2K - $83.6K
|
605
$282K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
151+ 2.0% |
$75.7K - $83K
|
7.7K
$3.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
151+ 3.59% |
$75.7K - $83K
|
4.36K
$2.03M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
151+ 10.27% |
$75.7K - $83K
|
1.62K
$757K
|
|
|
Oct 19, 2022
Q3 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
150+ 6.32% |
$75.2K - $82.5K
|
2.53K
$1.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
150New |
$75.2K - $82.5K
|
150
$70K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
149+ 10.3% |
$74.7K - $81.9K
|
1.6K
$744K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
147+ 4.65% |
$73.7K - $80.8K
|
3.31K
$1.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
147+ 4.02% |
$73.7K - $80.8K
|
3.81K
$1.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
147+ 32.74% |
$73.7K - $80.8K
|
596
$278K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
146+ 0.52% |
$73.2K - $80.3K
|
28K
$13.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
144+ 0.1% |
$72.2K - $79.2K
|
150K
$70.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
143+ 7.67% |
$71.7K - $78.6K
|
2.01K
$936K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
143+ 0.46% |
$71.7K - $78.6K
|
31.2K
$14.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
142+ 7.24% |
$71.2K - $78.1K
|
2.1K
$981K
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
142+ 4.41% |
$71.2K - $78.1K
|
3.36K
$1.57M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
141+ 22.31% |
$70.7K - $77.5K
|
773
$361K
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
140+ 5.65% |
$70.2K - $77K
|
2.62K
$1.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
140+ 20.59% |
$70.2K - $77K
|
820
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
140+ 5.77% |
$70.2K - $77K
|
2.57K
$1.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
139+ 4.77% |
$69.7K - $76.4K
|
3.05K
$1.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Humankind Investments LLC
|
BUY
|
- |
139+ 5.8% |
$69.7K - $76.4K
|
2.54K
$1.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
139+ 1.98% |
$69.7K - $76.4K
|
7.14K
$3.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
138+ 15.66% |
$69.2K - $75.9K
|
1.02K
$475K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
137+ 2.63% |
$68.7K - $75.3K
|
5.35K
$2.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
136+ 0.95% |
$68.2K - $74.8K
|
14.5K
$6.75M
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
135+ 26.32% |
$67.7K - $74.2K
|
648
$302K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
134+ 9.13% |
$67.2K - $73.7K
|
1.6K
$747K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
133+ 2.35% |
$66.7K - $73.1K
|
5.79K
$2.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
131+ 2.27% |
$65.7K - $72K
|
5.9K
$2.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Alphasimplex Group, LLC
Boston, MA |
BUY
|
- |
131+ 16.93% |
$65.7K - $72K
|
905
$422K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
131+ 1.31% |
$65.7K - $72K
|
10.2K
$4.74M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
127+ 5.11% |
$63.7K - $69.8K
|
2.61K
$1.22M
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
126+ 11.94% |
$63.2K - $69.3K
|
1.18K
$551K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
126+ 20.62% |
$63.2K - $69.3K
|
737
$344K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
125+ 8.23% |
$62.7K - $68.7K
|
1.64K
$766K
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
125+ 15.26% |
$62.7K - $68.7K
|
944
$440K
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
123+ 3.17% |
$61.7K - $67.6K
|
4K
$1.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
122+ 25.21% |
$61.2K - $67.1K
|
606
$283K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
120+ 1.73% |
$60.1K - $66K
|
7.06K
$3.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
120+ 1.33% |
$60.1K - $66K
|
9.11K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
120+ 19.2% |
$60.1K - $66K
|
745
$347K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
119+ 1.02% |
$59.6K - $65.4K
|
11.8K
$5.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
117+ 3.13% |
$58.6K - $64.3K
|
3.86K
$1.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
116+ 12.03% |
$58.1K - $63.8K
|
1.08K
$504K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
115+ 0.69% |
$57.6K - $63.2K
|
16.8K
$7.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
115+ 16.94% |
$57.6K - $63.2K
|
794
$370K
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
115+ 12.69% |
$57.6K - $63.2K
|
1.02K
$476K
|