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 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-85- 9.08% |
$42.4K - $47.2K
|
851
$454K
|
|
|
Jan 19, 2023
Q4 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-86- 16.96% |
$42.9K - $47.7K
|
421
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-86- 8.44% |
$42.9K - $47.7K
|
933
$498K
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-86- 5.29% |
$42.9K - $47.7K
|
1.54K
$821K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-86- 0.89% |
$42.9K - $47.7K
|
9.56K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-87- 10.81% |
$43.4K - $48.3K
|
718
$383K
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-88- 0.48% |
$43.9K - $48.9K
|
18.2K
$9.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-88- 1.92% |
$43.9K - $48.9K
|
4.5K
$2.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-88- 5.46% |
$43.9K - $48.9K
|
1.52K
$812K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-88- 0.74% |
$43.9K - $48.9K
|
11.8K
$6.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-88- 1.3% |
$43.9K - $48.9K
|
6.67K
$3.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-89- 1.41% |
$44.4K - $49.4K
|
6.23K
$3.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-89- 0.23% |
$44.4K - $49.4K
|
38.4K
$20.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-89- 3.72% |
$44.4K - $49.4K
|
2.31K
$1.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-90- 1.76% |
$44.9K - $50K
|
5.04K
$2.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-90- 0.57% |
$44.9K - $50K
|
15.7K
$8.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-90- 6.74% |
$44.9K - $50K
|
1.25K
$665K
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-90- 14.75% |
$44.9K - $50K
|
520
$277K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-91- 11.5% |
$45.4K - $50.5K
|
700
$373K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-92- 0.17% |
$45.9K - $51.1K
|
52.6K
$28.1M
|
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-93- 15.05% |
$46.4K - $51.6K
|
525
$280K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-94- 3.23% |
$46.9K - $52.2K
|
2.81K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-94- 10.63% |
$46.9K - $52.2K
|
790
$421K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-95- 3.0% |
$47.4K - $52.7K
|
3.07K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-95- 0.43% |
$47.4K - $52.7K
|
22K
$11.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-96- 1.06% |
$47.9K - $53.3K
|
8.97K
$4.78M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-96- 3.07% |
$47.9K - $53.3K
|
3.03K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-96- 1.06% |
$47.9K - $53.3K
|
8.97K
$4.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-97- 6.77% |
$48.4K - $53.8K
|
1.34K
$713K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-97- 19.28% |
$48.4K - $53.8K
|
406
$217K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-97- 1.18% |
$48.4K - $53.8K
|
8.15K
$4.35M
|
|
|
Jan 10, 2023
Q4 2022
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-99- 19.84% |
$49.4K - $55K
|
400
$213K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-100- 0.65% |
$49.9K - $55.5K
|
15.3K
$8.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-100- 16.47% |
$49.9K - $55.5K
|
507
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-100- 7.46% |
$49.9K - $55.5K
|
1.24K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-101- 1.49% |
$50.4K - $56.1K
|
6.68K
$3.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-102- 17.96% |
$50.9K - $56.6K
|
466
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-102- 1.64% |
$50.9K - $56.6K
|
6.12K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-102- 15.81% |
$50.9K - $56.6K
|
543
$290K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-103- 1.09% |
$51.4K - $57.2K
|
9.35K
$4.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-103- 0.99% |
$51.4K - $57.2K
|
10.3K
$5.47M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-104- 2.09% |
$51.9K - $57.7K
|
4.86K
$2.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-104- 4.05% |
$51.9K - $57.7K
|
2.47K
$1.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-105- 1.54% |
$52.4K - $58.3K
|
6.72K
$3.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-105- 2.16% |
$52.4K - $58.3K
|
4.75K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-108- 16.39% |
$53.9K - $60K
|
551
$294K
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-109- 15.59% |
$54.4K - $60.5K
|
590
$315K
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-112- 15.18% |
$55.9K - $62.2K
|
626
$334K
|
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-112- 4.02% |
$55.9K - $62.2K
|
2.68K
$1.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-113- 2.12% |
$56.4K - $62.7K
|
5.21K
$2.78M
|