Purchases and Sales Made in Q3 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
242+ 2.17% |
$121K - $133K
|
11.4K
$7.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
241+ 18.55% |
$121K - $133K
|
1.54K
$948K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
241+ 2.77% |
$121K - $133K
|
8.94K
$5.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
239New |
$120K - $131K
|
239
$147K
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
238+ 18.14% |
$119K - $131K
|
1.55K
$955K
|
|
|
Nov 14, 2022
Q3 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
234+ 34.26% |
$117K - $129K
|
917
$565K
|
|
|
Oct 11, 2022
Q3 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
233+ 1.91% |
$117K - $128K
|
12.5K
$7.67M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
230+ 2.81% |
$115K - $126K
|
8.41K
$5.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
230+ 43.4% |
$115K - $126K
|
760
$468K
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
BUY
|
- |
229+ 8.39% |
$115K - $126K
|
2.96K
$1.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
226+ 3.22% |
$113K - $124K
|
7.25K
$4.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
223+ 4.01% |
$112K - $123K
|
5.78K
$3.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
223+ 19.88% |
$112K - $123K
|
1.35K
$828K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
223+ 7.48% |
$112K - $123K
|
3.2K
$1.97M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
220+ 13.28% |
$110K - $121K
|
1.88K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
220+ 0.16% |
$110K - $121K
|
137K
$84.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
219+ 0.85% |
$110K - $120K
|
25.9K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
218+ 14.06% |
$109K - $120K
|
1.77K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
216+ 29.59% |
$108K - $119K
|
946
$583K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
215+ 1.32% |
$108K - $118K
|
16.5K
$10.2M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
215+ 14.08% |
$108K - $118K
|
1.74K
$1.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
BUY
|
- |
214+ 17.37% |
$107K - $118K
|
1.45K
$890K
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
214+ 12.24% |
$107K - $118K
|
1.96K
$1.21M
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
213+ 2.77% |
$107K - $117K
|
7.91K
$4.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
213+ 6.62% |
$107K - $117K
|
3.43K
$2.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
212+ 0.86% |
$106K - $117K
|
24.7K
$15.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
211+ 0.33% |
$106K - $116K
|
64.5K
$39.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
210+ 6.36% |
$105K - $115K
|
3.51K
$2.16M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
210+ 42.68% |
$105K - $115K
|
702
$432K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
209+ 4.5% |
$105K - $115K
|
4.86K
$2.99M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
206+ 0.49% |
$103K - $113K
|
42K
$25.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
203+ 5.19% |
$102K - $112K
|
4.11K
$2.53M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
202+ 3.92% |
$101K - $111K
|
5.36K
$3.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
201+ 0.77% |
$101K - $111K
|
26.4K
$16.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
200+ 0.26% |
$100K - $110K
|
77.7K
$47.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
200+ 18.8% |
$100K - $110K
|
1.26K
$778K
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200+ 0.8% |
$100K - $110K
|
25.3K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
200+ 17.02% |
$100K - $110K
|
1.38K
$847K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
200+ 4.06% |
$100K - $110K
|
5.13K
$3.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
199+ 4.6% |
$99.7K - $109K
|
4.53K
$2.79M
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
197+ 0.58% |
$98.7K - $108K
|
34.2K
$21.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
197+ 36.01% |
$98.7K - $108K
|
744
$458K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
197+ 6.53% |
$98.7K - $108K
|
3.22K
$1.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
195+ 13.01% |
$97.7K - $107K
|
1.69K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
195+ 4.33% |
$97.7K - $107K
|
4.69K
$2.89M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
195+ 8.64% |
$97.7K - $107K
|
2.45K
$1.51M
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
194+ 0.89% |
$97.2K - $107K
|
22.1K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
194+ 3.64% |
$97.2K - $107K
|
5.53K
$3.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
191+ 12.03% |
$95.7K - $105K
|
1.78K
$1.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
191+ 3.89% |
$95.7K - $105K
|
5.1K
$3.14M
|