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 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
15+ 1.82% |
$7.52K - $8.25K
|
838
$516K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
15+ 0.76% |
$7.52K - $8.25K
|
1.98K
$1.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Diamant Asset Management, Inc.
|
BUY
|
- |
15+ 2.38% |
$7.52K - $8.25K
|
645
$397K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 3.07% |
$7.52K - $8.25K
|
503
$310K
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
15+ 0.86% |
$7.52K - $8.25K
|
1.76K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
15+ 2.2% |
$7.52K - $8.25K
|
697
$429K
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
15+ 1.4% |
$7.52K - $8.25K
|
1.09K
$671K
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
15+ 1.16% |
$7.52K - $8.25K
|
1.31K
$808K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
15+ 3.31% |
$7.52K - $8.25K
|
468
$288K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
14+ 10.94% |
$7.02K - $7.7K
|
142
$87.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
14New |
$7.02K - $7.7K
|
14
$8.62K
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
14+ 3.05% |
$7.02K - $7.7K
|
473
$291K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
14+ 2.08% |
$7.02K - $7.7K
|
688
$424K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
14+ 0.4% |
$7.02K - $7.7K
|
3.48K
$2.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
14+ 0.87% |
$7.02K - $7.7K
|
1.62K
$995K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
14+ 2.25% |
$7.02K - $7.7K
|
637
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
14+ 0.55% |
$7.02K - $7.7K
|
2.56K
$1.58M
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
13+ 1.61% |
$6.52K - $7.15K
|
822
$506K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
13+ 36.11% |
$6.52K - $7.15K
|
49
$30.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
13+ 0.49% |
$6.52K - $7.15K
|
2.68K
$1.65M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
13+ 1.86% |
$6.52K - $7.15K
|
712
$438K
|
|
|
Nov 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
13+ 1.82% |
$6.52K - $7.15K
|
729
$449K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.17% |
$6.52K - $7.15K
|
7.66K
$4.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
13+ 1.49% |
$6.52K - $7.15K
|
885
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
13+ 0.13% |
$6.52K - $7.15K
|
10.1K
$6.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
13+ 0.69% |
$6.52K - $7.15K
|
1.9K
$1.17M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12+ 0.39% |
$6.01K - $6.6K
|
3.09K
$1.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
12+ 0.84% |
$6.01K - $6.6K
|
1.44K
$884K
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
12+ 2.48% |
$6.01K - $6.6K
|
496
$305K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
12+ 0.45% |
$6.01K - $6.6K
|
2.69K
$1.66M
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
12+ 15.79% |
$6.01K - $6.6K
|
88
$54.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
12+ 0.5% |
$6.01K - $6.6K
|
2.39K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12+ 3.9% |
$6.01K - $6.6K
|
320
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
12+ 0.33% |
$6.01K - $6.6K
|
3.6K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
12+ 1.06% |
$6.01K - $6.6K
|
1.14K
$704K
|
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
11+ 0.07% |
$5.51K - $6.05K
|
16.8K
$10.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
11+ 0.22% |
$5.51K - $6.05K
|
4.91K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
11+ 3.93% |
$5.51K - $6.05K
|
291
$179K
|
|
|
Aug 18, 2023
Q3 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
11+ 0.19% |
$5.51K - $6.05K
|
5.8K
$3.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 2.55% |
$5.01K - $5.5K
|
402
$248K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
10+ 1.95% |
$5.01K - $5.5K
|
522
$321K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.28% |
$5.01K - $5.5K
|
3.58K
$2.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.42% |
$5.01K - $5.5K
|
2.39K
$1.47M
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
10+ 0.1% |
$5.01K - $5.5K
|
9.55K
$5.88M
|
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
10+ 1.08% |
$5.01K - $5.5K
|
936
$576K
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
10+ 0.65% |
$5.01K - $5.5K
|
1.56K
$961K
|
|
|
Nov 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
10+ 1.57% |
$5.01K - $5.5K
|
645
$397K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
10+ 0.55% |
$5.01K - $5.5K
|
1.82K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10+ 1.45% |
$5.01K - $5.5K
|
699
$430K
|
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
10+ 0.13% |
$5.01K - $5.5K
|
7.45K
$4.59M
|