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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
22+ 1.3% |
$11K - $12.1K
|
1.71K
$1.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
22+ 1.13% |
$11K - $12.1K
|
1.96K
$1.21M
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
22+ 2.86% |
$11K - $12.1K
|
791
$487K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
22+ 0.72% |
$11K - $12.1K
|
3.08K
$1.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
22+ 2.17% |
$11K - $12.1K
|
1.04K
$638K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
22+ 4.02% |
$11K - $12.1K
|
569
$350K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
21+ 2.56% |
$10.5K - $11.5K
|
841
$518K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
21+ 0.83% |
$10.5K - $11.5K
|
2.54K
$1.56M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
21+ 2.59% |
$10.5K - $11.5K
|
831
$512K
|
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
21+ 4.5% |
$10.5K - $11.5K
|
488
$301K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
21+ 3.88% |
$10.5K - $11.5K
|
562
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
21+ 1.96% |
$10.5K - $11.5K
|
1.09K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
21+ 0.29% |
$10.5K - $11.5K
|
7.31K
$4.5M
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
21+ 3.04% |
$10.5K - $11.5K
|
711
$438K
|
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
20+ 0.14% |
$10K - $11K
|
14K
$8.6M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
20+ 13.7% |
$10K - $11K
|
166
$102K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
20+ 4.15% |
$10K - $11K
|
502
$309K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
20+ 2.16% |
$10K - $11K
|
946
$583K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
20+ 1.38% |
$10K - $11K
|
1.47K
$906K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20+ 4.44% |
$10K - $11K
|
470
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
20+ 1.49% |
$10K - $11K
|
1.37K
$841K
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
BUY
|
- |
19+ 0.82% |
$9.52K - $10.4K
|
2.34K
$1.44M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
19+ 1.8% |
$9.52K - $10.4K
|
1.07K
$661K
|
|
|
Oct 31, 2022
Q3 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
19+ 0.04% |
$9.52K - $10.4K
|
49.8K
$30.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
19+ 0.67% |
$9.52K - $10.4K
|
2.87K
$1.77M
|
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
19+ 4.81% |
$9.52K - $10.4K
|
414
$255K
|
|
|
Oct 12, 2022
Q3 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
18+ 1.74% |
$9.02K - $9.9K
|
1.06K
$650K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
18+ 0.96% |
$9.02K - $9.9K
|
1.89K
$1.17M
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
18+ 0.83% |
$9.02K - $9.9K
|
2.18K
$1.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 0.38% |
$9.02K - $9.9K
|
4.77K
$2.94M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
BUY
|
- |
18+ 0.76% |
$9.02K - $9.9K
|
2.39K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
18+ 1.08% |
$9.02K - $9.9K
|
1.68K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
18+ 4.53% |
$9.02K - $9.9K
|
415
$256K
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
17+ 2.92% |
$8.52K - $9.35K
|
600
$369K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
17+ 0.48% |
$8.52K - $9.35K
|
3.55K
$2.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
17New |
$8.52K - $9.35K
|
17
$10.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
17+ 1.08% |
$8.52K - $9.35K
|
1.6K
$982K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
17+ 1.43% |
$8.52K - $9.35K
|
1.21K
$743K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
17+ 0.7% |
$8.52K - $9.35K
|
2.43K
$1.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
17+ 4.15% |
$8.52K - $9.35K
|
427
$263K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
17+ 0.29% |
$8.52K - $9.35K
|
5.79K
$3.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
17+ 1.75% |
$8.52K - $9.35K
|
987
$608K
|
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
17+ 0.57% |
$8.52K - $9.35K
|
2.97K
$1.83M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
16+ 1.57% |
$8.02K - $8.8K
|
1.03K
$637K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
16+ 2.87% |
$8.02K - $8.8K
|
574
$353K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
16+ 0.61% |
$8.02K - $8.8K
|
2.66K
$1.63M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15+ 0.46% |
$7.52K - $8.25K
|
3.25K
$2M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
15+ 0.3% |
$7.52K - $8.25K
|
5.02K
$3.09M
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
15+ 0.58% |
$7.52K - $8.25K
|
2.58K
$1.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
15+ 2.15% |
$7.52K - $8.25K
|
714
$440K
|