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 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
191+ 14.55% |
$95.7K - $105K
|
1.5K
$926K
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
189+ 1.52% |
$94.7K - $104K
|
12.6K
$7.78M
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
189+ 34.94% |
$94.7K - $104K
|
730
$450K
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
BUY
|
- |
187+ 0.26% |
$93.7K - $103K
|
71.4K
$44M
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
185+ 15.73% |
$92.7K - $102K
|
1.36K
$838K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
185New |
$92.7K - $102K
|
185
$114K
|
|
Nov 14, 2022
Q3 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
184+ 6.53% |
$92.2K - $101K
|
3K
$1.85M
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
184+ 3.43% |
$92.2K - $101K
|
5.55K
$3.41M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
183+ 15.25% |
$91.7K - $101K
|
1.38K
$852K
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
182+ 11.65% |
$91.2K - $100K
|
1.74K
$1.07M
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
181+ 1.04% |
$90.7K - $99.5K
|
17.6K
$10.8M
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
181+ 2.96% |
$90.7K - $99.5K
|
6.31K
$3.88M
|
|
Nov 14, 2022
Q3 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
181New |
$90.7K - $99.5K
|
181
$111K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
180+ 35.29% |
$90.2K - $99K
|
690
$425K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
178+ 3.82% |
$89.2K - $97.9K
|
4.83K
$2.98M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
177+ 5.92% |
$88.7K - $97.3K
|
3.17K
$1.95M
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
176+ 6.41% |
$88.2K - $96.8K
|
2.92K
$1.8M
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
175+ 13.83% |
$87.7K - $96.2K
|
1.44K
$887K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
174+ 1.26% |
$87.2K - $95.7K
|
13.9K
$8.58M
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
174+ 5.43% |
$87.2K - $95.7K
|
3.38K
$2.08M
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
173+ 5.4% |
$86.7K - $95.1K
|
3.38K
$2.08M
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
171+ 3.9% |
$85.7K - $94K
|
4.55K
$2.8M
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
170+ 1.07% |
$85.2K - $93.5K
|
16K
$9.86M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
170+ 11.18% |
$85.2K - $93.5K
|
1.69K
$1.04M
|
|
Nov 03, 2022
Q3 2022
|
Nbw Capital LLC
|
BUY
|
- |
170+ 1.61% |
$85.2K - $93.5K
|
10.7K
$6.59M
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
169+ 1.03% |
$84.7K - $92.9K
|
16.6K
$10.2M
|
|
Nov 10, 2022
Q3 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
168+ 1.57% |
$84.2K - $92.4K
|
10.9K
$6.69M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
167+ 2.94% |
$83.7K - $91.8K
|
5.84K
$3.6M
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
167+ 0.72% |
$83.7K - $91.8K
|
23.2K
$14.3M
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
167+ 15.15% |
$83.7K - $91.8K
|
1.27K
$781K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
166+ 7.43% |
$83.2K - $91.3K
|
2.4K
$1.48M
|
|
Oct 20, 2022
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
166+ 0.82% |
$83.2K - $91.3K
|
20.4K
$12.5M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
166+ 4.2% |
$83.2K - $91.3K
|
4.12K
$2.54M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
166+ 5.18% |
$83.2K - $91.3K
|
3.37K
$2.08M
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
166+ 0.85% |
$83.2K - $91.3K
|
19.8K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
163+ 3.67% |
$81.7K - $89.6K
|
4.6K
$2.84M
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
162+ 23.96% |
$81.2K - $89.1K
|
838
$516K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
161+ 22.84% |
$80.7K - $88.5K
|
866
$533K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
161+ 0.59% |
$80.7K - $88.5K
|
27.6K
$17M
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
161+ 5.84% |
$80.7K - $88.5K
|
2.92K
$1.8M
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
161+ 24.62% |
$80.7K - $88.5K
|
815
$502K
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
160+ 33.06% |
$80.2K - $88K
|
644
$397K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
159+ 58.03% |
$79.7K - $87.4K
|
433
$267K
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
158+ 15.94% |
$79.2K - $86.9K
|
1.15K
$708K
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
158+ 6.47% |
$79.2K - $86.9K
|
2.6K
$1.6M
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
BUY
|
- |
157+ 26.21% |
$78.7K - $86.3K
|
756
$466K
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
157+ 13.96% |
$78.7K - $86.3K
|
1.28K
$789K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
152+ 33.55% |
$76.2K - $83.6K
|
605
$373K
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
151+ 2.0% |
$75.7K - $83K
|
7.7K
$4.74M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
151+ 3.59% |
$75.7K - $83K
|
4.36K
$2.69M
|