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 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-2- 0.12% |
$998 - $1.11K
|
1.72K
$919K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2- 0.06% |
$998 - $1.11K
|
3.59K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.23% |
$998 - $1.11K
|
884
$471K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.09% |
$998 - $1.11K
|
2.21K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-2- 0.01% |
$998 - $1.11K
|
21.9K
$11.7M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 0.17% |
$998 - $1.11K
|
1.2K
$640K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-3- 0.21% |
$1.5K - $1.67K
|
1.44K
$766K
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-3- 0.65% |
$1.5K - $1.67K
|
456
$243K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3- 0.08% |
$1.5K - $1.67K
|
3.85K
$2.05M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.52% |
$1.5K - $1.67K
|
577
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-3- 0.05% |
$1.5K - $1.67K
|
6.07K
$3.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-4- 0.02% |
$2K - $2.22K
|
18K
$9.59M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-4- 4.08% |
$2K - $2.22K
|
94
$50.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4- 0.39% |
$2K - $2.22K
|
1.03K
$552K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
SELL
|
- |
-4- 0.65% |
$2K - $2.22K
|
608
$324K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-4- 0.7% |
$2K - $2.22K
|
570
$304K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.57% |
$2K - $2.22K
|
699
$373K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-4- 0.7% |
$2K - $2.22K
|
566
$302K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$2K - $2.22K
|
7.33K
$3.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4- 0.13% |
$2K - $2.22K
|
3.08K
$1.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.09% |
$2K - $2.22K
|
4.21K
$2.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4- 0.21% |
$2K - $2.22K
|
1.89K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-4- 0.08% |
$2K - $2.22K
|
4.72K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-4- 0.14% |
$2K - $2.22K
|
2.79K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-4- 0.01% |
$2K - $2.22K
|
31.1K
$16.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.96% |
$2.49K - $2.78K
|
517
$276K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-5- 0.85% |
$2.49K - $2.78K
|
580
$309K
|
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-5- 0.23% |
$2.49K - $2.78K
|
2.13K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-5- 26.32% |
$2.49K - $2.78K
|
14
$7.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-5- 0.17% |
$2.49K - $2.78K
|
3K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5- 0.1% |
$2.49K - $2.78K
|
4.82K
$2.57M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.76% |
$2.99K - $3.33K
|
781
$417K
|
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-6- 0.19% |
$2.99K - $3.33K
|
3.17K
$1.69M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-6- 0.9% |
$2.99K - $3.33K
|
659
$351K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6- 0.96% |
$2.99K - $3.33K
|
621
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-6- 0.47% |
$2.99K - $3.33K
|
1.26K
$674K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6- 0.91% |
$2.99K - $3.33K
|
653
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-6- 0.5% |
$2.99K - $3.33K
|
1.19K
$634K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-6- 0.02% |
$2.99K - $3.33K
|
30.3K
$16.1M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-6- 1.03% |
$2.99K - $3.33K
|
576
$307K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-6- 0.25% |
$2.99K - $3.33K
|
2.35K
$1.26M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-6- 0.65% |
$2.99K - $3.33K
|
914
$488K
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.94% |
$3.49K - $3.89K
|
737
$393K
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-7- 0.03% |
$3.49K - $3.89K
|
20.1K
$10.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-7- 0.65% |
$3.49K - $3.89K
|
1.07K
$569K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-8- 0.52% |
$3.99K - $4.44K
|
1.54K
$822K
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-8- 0.56% |
$3.99K - $4.44K
|
1.43K
$763K
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-8- 1.94% |
$3.99K - $4.44K
|
404
$215K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-8- 0.29% |
$3.99K - $4.44K
|
2.73K
$1.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-8- 0.42% |
$3.99K - $4.44K
|
1.88K
$1M
|