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 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
53+ 0.74% |
$26.4K - $29.4K
|
7.2K
$3.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
53+ 1.49% |
$26.4K - $29.4K
|
3.6K
$1.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
52+ 0.14% |
$25.9K - $28.9K
|
38.5K
$20.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52+ 1.6% |
$25.9K - $28.9K
|
3.3K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
52+ 1.81% |
$25.9K - $28.9K
|
2.92K
$1.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
51+ 3.44% |
$25.4K - $28.3K
|
1.53K
$808K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
51+ 0.12% |
$25.4K - $28.3K
|
42.1K
$22.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
51+ 7.25% |
$25.4K - $28.3K
|
754
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
51+ 12.29% |
$25.4K - $28.3K
|
466
$246K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50+ 192.31% |
$24.9K - $27.8K
|
76
$40.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
50+ 4.84% |
$24.9K - $27.8K
|
1.08K
$571K
|
|
|
Jan 27, 2023
Q4 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
50+ 8.06% |
$24.9K - $27.8K
|
670
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
50+ 2.6% |
$24.9K - $27.8K
|
1.97K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
50+ 1.65% |
$24.9K - $27.8K
|
3.07K
$1.62M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
50New |
$24.9K - $27.8K
|
50
$26.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
49+ 5.07% |
$24.4K - $27.2K
|
1.02K
$535K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
49+ 1.06% |
$24.4K - $27.2K
|
4.67K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
49+ 3.04% |
$24.4K - $27.2K
|
1.66K
$875K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
49New |
$24.4K - $27.2K
|
49
$25.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.47% |
$23.9K - $26.6K
|
10.3K
$5.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
48+ 2.82% |
$23.9K - $26.6K
|
1.75K
$924K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
48+ 11.59% |
$23.9K - $26.6K
|
462
$243K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
47+ 11.81% |
$23.4K - $26.1K
|
445
$235K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
47+ 17.74% |
$23.4K - $26.1K
|
312
$164K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
47+ 2.24% |
$23.4K - $26.1K
|
2.14K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
47+ 5.66% |
$23.4K - $26.1K
|
878
$463K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
47+ 1.04% |
$23.4K - $26.1K
|
4.55K
$2.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
47+ 3.39% |
$23.4K - $26.1K
|
1.43K
$755K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
47+ 0.63% |
$23.4K - $26.1K
|
7.48K
$3.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
46+ 10.04% |
$22.9K - $25.5K
|
504
$266K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
46+ 6.3% |
$22.9K - $25.5K
|
776
$409K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
46+ 0.6% |
$22.9K - $25.5K
|
7.75K
$4.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
46+ 0.24% |
$22.9K - $25.5K
|
18.9K
$9.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
46+ 1.11% |
$22.9K - $25.5K
|
4.19K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
46+ 8.78% |
$22.9K - $25.5K
|
570
$300K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
45+ 0.95% |
$22.4K - $25K
|
4.8K
$2.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
45+ 16.54% |
$22.4K - $25K
|
317
$167K
|
|
|
Jan 11, 2023
Q4 2022
|
Albert D Mason Inc
|
BUY
|
- |
44+ 9.13% |
$21.9K - $24.4K
|
526
$277K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
44+ 7.33% |
$21.9K - $24.4K
|
644
$339K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
44+ 0.27% |
$21.9K - $24.4K
|
16.6K
$8.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
44+ 4.43% |
$21.9K - $24.4K
|
1.04K
$547K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
43+ 6.61% |
$21.5K - $23.9K
|
694
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
43+ 6.35% |
$21.5K - $23.9K
|
720
$379K
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
42+ 0.46% |
$21K - $23.3K
|
9.2K
$4.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42+ 95.45% |
$21K - $23.3K
|
86
$45.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
42+ 1.04% |
$21K - $23.3K
|
4.06K
$2.14M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
41+ 0.99% |
$20.5K - $22.8K
|
4.19K
$2.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
41+ 1.58% |
$20.5K - $22.8K
|
2.64K
$1.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
41+ 0.18% |
$20.5K - $22.8K
|
23.3K
$12.3M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
41+ 3.13% |
$20.5K - $22.8K
|
1.35K
$713K
|