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 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
13+ 1.18% |
$6.49K - $7.22K
|
1.12K
$589K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
12+ 0.38% |
$5.99K - $6.66K
|
3.15K
$1.66M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
12+ 1.47% |
$5.99K - $6.66K
|
828
$436K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
12+ 1.17% |
$5.99K - $6.66K
|
1.03K
$545K
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
12+ 3.02% |
$5.99K - $6.66K
|
409
$216K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
12+ 0.38% |
$5.99K - $6.66K
|
3.19K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.16% |
$5.99K - $6.66K
|
7.67K
$4.04M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
12New |
$5.99K - $6.66K
|
12
$6.32K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
12+ 0.61% |
$5.99K - $6.66K
|
1.98K
$1.04M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
12+ 0.89% |
$5.99K - $6.66K
|
1.36K
$717K
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
11+ 1.76% |
$5.49K - $6.11K
|
636
$335K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
11+ 0.2% |
$5.49K - $6.11K
|
5.49K
$2.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
11+ 0.52% |
$5.49K - $6.11K
|
2.12K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11+ 0.97% |
$5.49K - $6.11K
|
1.14K
$602K
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
11+ 0.44% |
$5.49K - $6.11K
|
2.53K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
11+ 0.16% |
$5.49K - $6.11K
|
7.09K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
11+ 0.76% |
$5.49K - $6.11K
|
1.45K
$766K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
11+ 0.57% |
$5.49K - $6.11K
|
1.94K
$1.02M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.23% |
$5.49K - $6.11K
|
4.77K
$2.51M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10+ 1.32% |
$4.99K - $5.55K
|
767
$404K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10+ 0.62% |
$4.99K - $5.55K
|
1.62K
$855K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
10+ 2.24% |
$4.99K - $5.55K
|
456
$240K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
10+ 12.2% |
$4.99K - $5.55K
|
92
$48.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 0.63% |
$4.99K - $5.55K
|
1.6K
$841K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
10+ 1.06% |
$4.99K - $5.55K
|
956
$504K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
10+ 55.56% |
$4.99K - $5.55K
|
28
$14.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
10+ 0.55% |
$4.99K - $5.55K
|
1.83K
$966K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 1.37% |
$4.99K - $5.55K
|
742
$391K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10+ 8.13% |
$4.99K - $5.55K
|
133
$70.1K
|
|
|
Feb 04, 2025
Q4 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
10+ 0.42% |
$4.99K - $5.55K
|
2.41K
$1.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
9+ 0.52% |
$4.49K - $5K
|
1.73K
$912K
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
9+ 0.32% |
$4.49K - $5K
|
2.82K
$1.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
9+ 0.26% |
$4.49K - $5K
|
3.49K
$1.84M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.81% |
$4.49K - $5K
|
507
$267K
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
9+ 2.26% |
$4.49K - $5K
|
408
$215K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9+ 0.6% |
$4.49K - $5K
|
1.5K
$789K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
9+ 1.19% |
$4.49K - $5K
|
768
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 2.14% |
$4.49K - $5K
|
430
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 2.08% |
$4.49K - $5K
|
442
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
9+ 1.21% |
$4.49K - $5K
|
753
$397K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 1.48% |
$4.49K - $5K
|
617
$325K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
8+ 0.2% |
$3.99K - $4.44K
|
3.92K
$2.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
8+ 0.76% |
$3.99K - $4.44K
|
1.06K
$560K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
8New |
$3.99K - $4.44K
|
8
$4.22K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8+ 0.8% |
$3.99K - $4.44K
|
1.01K
$532K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 1.27% |
$3.99K - $4.44K
|
640
$337K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
8+ 2.0% |
$3.99K - $4.44K
|
408
$215K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8+ 4.26% |
$3.99K - $4.44K
|
196
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 0.21% |
$3.99K - $4.44K
|
3.85K
$2.03M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8+ 3.08% |
$3.99K - $4.44K
|
268
$141K
|