Purchases and Sales Made in Q4 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.02KNew |
$507K - $564K
|
1.02K
$551K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.02K+ 21.0% |
$506K - $563K
|
5.85K
$3.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
BUY
|
- |
1.01K+ 21.42% |
$505K - $562K
|
5.74K
$3.11M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$500K - $556K
|
1K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1KNew |
$500K - $556K
|
1K
$544K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1K+ 96.25% |
$499K - $556K
|
2.04K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
996+ 1.17% |
$497K - $553K
|
86.3K
$46.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
996New |
$497K - $553K
|
996
$540K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
996New |
$497K - $553K
|
996
$540K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
980+ 22.54% |
$489K - $544K
|
5.33K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
980+ 108.77% |
$489K - $544K
|
1.88K
$1.02M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
979New |
$488K - $543K
|
979
$531K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
974+ 9.17% |
$486K - $541K
|
11.6K
$6.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
973+ 4.58% |
$485K - $540K
|
22.2K
$12M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
971New |
$484K - $539K
|
971
$527K
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
971New |
$484K - $539K
|
971
$527K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
966+ 7.08% |
$482K - $536K
|
14.6K
$7.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
963+ 19.26% |
$480K - $535K
|
5.96K
$3.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
958+ 5.35% |
$478K - $532K
|
18.9K
$10.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
956+ 63.52% |
$477K - $531K
|
2.46K
$1.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
956+ 14.14% |
$477K - $531K
|
7.72K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
951New |
$474K - $528K
|
951
$516K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
949+ 8.17% |
$473K - $527K
|
12.6K
$6.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
946New |
$472K - $525K
|
946
$513K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
942+ 24.63% |
$470K - $523K
|
4.77K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
940+ 1.34% |
$469K - $522K
|
71.1K
$38.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
937+ 26.67% |
$467K - $520K
|
4.45K
$2.41M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
933New |
$465K - $518K
|
933
$506K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
932+ 2.33% |
$465K - $517K
|
41K
$22.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
930New |
$464K - $516K
|
930
$505K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
930+ 19.16% |
$464K - $516K
|
5.78K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
928+ 5.34% |
$463K - $515K
|
18.3K
$9.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
927New |
$462K - $515K
|
927
$503K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
925+ 135.83% |
$461K - $514K
|
1.61K
$871K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
917+ 51.87% |
$457K - $509K
|
2.69K
$1.46M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
914New |
$456K - $507K
|
914
$496K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
914New |
$456K - $507K
|
914
$496K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
907+ 75.21% |
$452K - $504K
|
2.11K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
902+ 36.25% |
$450K - $501K
|
3.39K
$1.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
900+ 8.42% |
$449K - $500K
|
11.6K
$6.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
894+ 104.93% |
$446K - $496K
|
1.75K
$947K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
884+ 4.79% |
$441K - $491K
|
19.3K
$10.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
876+ 6.23% |
$437K - $486K
|
14.9K
$8.11M
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
875New |
$437K - $486K
|
875
$475K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
870+ 22.27% |
$434K - $483K
|
4.78K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
866New |
$432K - $481K
|
866
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
865+ 1.46% |
$432K - $480K
|
60.2K
$32.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
860+ 135.01% |
$429K - $477K
|
1.5K
$812K
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
844New |
$421K - $469K
|
844
$458K
|
|
|
Feb 14, 2023
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
842New |
$420K - $467K
|
842
$457K
|