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
|
Glassman Wealth Services
|
SELL
|
- |
-242- 5.03% |
$121K - $134K
|
4.57K
$2.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-243- 0.92% |
$121K - $135K
|
26.1K
$13.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-244- 8.25% |
$122K - $135K
|
2.72K
$1.45M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-245- 15.3% |
$122K - $136K
|
1.36K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-245- 0.4% |
$122K - $136K
|
60.6K
$32.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-247- 1.94% |
$123K - $137K
|
12.5K
$6.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-247- 1.0% |
$123K - $137K
|
24.6K
$13.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-248- 3.87% |
$124K - $138K
|
6.15K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-249- 1.57% |
$124K - $138K
|
15.6K
$8.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-250- 9.69% |
$125K - $139K
|
2.33K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-250- 1.66% |
$125K - $139K
|
14.8K
$7.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-250- 2.42% |
$125K - $139K
|
10.1K
$5.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-256- 26.53% |
$128K - $142K
|
709
$378K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-259- 4.88% |
$129K - $144K
|
5.05K
$2.69M
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-260- 1.72% |
$130K - $144K
|
14.9K
$7.92M
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-260- 2.91% |
$130K - $144K
|
8.68K
$4.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-260- 1.49% |
$130K - $144K
|
17.1K
$9.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-260- 30.77% |
$130K - $144K
|
585
$312K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-262- 1.6% |
$131K - $145K
|
16.1K
$8.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Nat West Group PLC
|
SELL
|
- |
-263- 1.76% |
$131K - $146K
|
14.7K
$7.84M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-263- 2.71% |
$131K - $146K
|
9.45K
$5.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-263- 2.04% |
$131K - $146K
|
12.6K
$6.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-270- 12.98% |
$135K - $150K
|
1.81K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-271- 2.36% |
$135K - $150K
|
11.2K
$5.97M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-272- 0.85% |
$136K - $151K
|
31.6K
$16.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-273- 15.08% |
$136K - $152K
|
1.54K
$820K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-276- 1.87% |
$138K - $153K
|
14.5K
$7.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-277- 7.09% |
$138K - $154K
|
3.63K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-282- 3.07% |
$141K - $157K
|
8.89K
$4.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-283- 4.56% |
$141K - $157K
|
5.93K
$3.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-283- 0.91% |
$141K - $157K
|
30.9K
$16.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-284- 2.61% |
$142K - $158K
|
10.6K
$5.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-285- 6.07% |
$142K - $158K
|
4.41K
$2.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-285- 10.12% |
$142K - $158K
|
2.53K
$1.35M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-286- 20.08% |
$143K - $159K
|
1.14K
$607K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-286- 21.28% |
$143K - $159K
|
1.06K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-287- 5.36% |
$143K - $159K
|
5.06K
$2.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-288- 1.77% |
$144K - $160K
|
16K
$8.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-290- 9.15% |
$145K - $161K
|
2.88K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-290- 8.28% |
$145K - $161K
|
3.21K
$1.71M
|
|
|
Jan 26, 2023
Q4 2022
|
Jlb & Associates Inc
|
SELL
|
- |
-291- 0.73% |
$145K - $162K
|
39.4K
$21M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-293- 1.46% |
$146K - $163K
|
19.8K
$10.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-294- 7.27% |
$147K - $163K
|
3.75K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-294- 7.04% |
$147K - $163K
|
3.88K
$2.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-297- 12.2% |
$148K - $165K
|
2.14K
$1.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-299- 1.75% |
$149K - $166K
|
16.8K
$8.94M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-300- 19.01% |
$150K - $167K
|
1.28K
$682K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-300- 8.37% |
$150K - $167K
|
3.28K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-305- 4.86% |
$152K - $169K
|
5.97K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-308- 0.7% |
$154K - $171K
|
43.5K
$23.2M
|