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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10+ 0.98% |
$5.01K - $5.5K
|
1.03K
$632K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.26% |
$4.51K - $4.95K
|
3.49K
$2.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
9+ 0.31% |
$4.51K - $4.95K
|
2.89K
$1.78M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
9+ 0.3% |
$4.51K - $4.95K
|
2.96K
$1.82M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.57% |
$4.51K - $4.95K
|
1.58K
$971K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9+ 0.13% |
$4.51K - $4.95K
|
6.73K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
9+ 0.13% |
$4.51K - $4.95K
|
7.16K
$4.41M
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
9+ 0.41% |
$4.51K - $4.95K
|
2.19K
$1.35M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
8+ 0.41% |
$4.01K - $4.4K
|
1.97K
$1.22M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
8+ 1.8% |
$4.01K - $4.4K
|
452
$278K
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
8+ 1.78% |
$4.01K - $4.4K
|
458
$282K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8+ 0.67% |
$4.01K - $4.4K
|
1.21K
$745K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
8+ 0.32% |
$4.01K - $4.4K
|
2.52K
$1.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8+ 1.08% |
$4.01K - $4.4K
|
748
$461K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
8+ 0.46% |
$4.01K - $4.4K
|
1.75K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
8+ 0.42% |
$4.01K - $4.4K
|
1.92K
$1.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7+ 0.36% |
$3.51K - $3.85K
|
1.96K
$1.21M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
7+ 0.69% |
$3.51K - $3.85K
|
1.03K
$632K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
7+ 0.69% |
$3.51K - $3.85K
|
1.03K
$632K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7+ 0.32% |
$3.51K - $3.85K
|
2.18K
$1.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
7+ 0.13% |
$3.51K - $3.85K
|
5.32K
$3.27M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7+ 7.69% |
$3.51K - $3.85K
|
98
$60.3K
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
7+ 3.52% |
$3.51K - $3.85K
|
206
$127K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7+ 2.77% |
$3.51K - $3.85K
|
260
$160K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
7+ 17.5% |
$3.51K - $3.85K
|
47
$28.9K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
7+ 2.97% |
$3.51K - $3.85K
|
243
$150K
|
|
|
Oct 20, 2022
Q3 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
6+ 0.18% |
$3.01K - $3.3K
|
3.3K
$2.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
6+ 0.72% |
$3.01K - $3.3K
|
835
$514K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.23% |
$3.01K - $3.3K
|
2.57K
$1.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
6+ 0.13% |
$3.01K - $3.3K
|
4.59K
$2.83M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 0.34% |
$3.01K - $3.3K
|
1.8K
$1.11M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6+ 0.45% |
$3.01K - $3.3K
|
1.35K
$830K
|
|
|
Oct 12, 2022
Q3 2022
|
Albert D Mason Inc
|
BUY
|
- |
5+ 1.05% |
$2.51K - $2.75K
|
482
$297K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.01% |
$2.51K - $2.75K
|
34.2K
$21.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
5+ 1.15% |
$2.51K - $2.75K
|
439
$270K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.23% |
$2.51K - $2.75K
|
2.22K
$1.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5+ 0.93% |
$2.51K - $2.75K
|
543
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
5+ 0.43% |
$2.51K - $2.75K
|
1.17K
$717K
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.28% |
$2K - $2.2K
|
1.45K
$895K
|
|
|
Oct 17, 2022
Q3 2022
|
Iam Advisory, LLC
|
BUY
|
- |
4+ 0.08% |
$2K - $2.2K
|
4.76K
$2.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.14% |
$2K - $2.2K
|
2.81K
$1.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
4+ 0.47% |
$2K - $2.2K
|
848
$522K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.42% |
$2K - $2.2K
|
964
$594K
|
|
|
Nov 08, 2022
Q3 2022
|
Dempze Nancy E
|
BUY
|
- |
4+ 0.07% |
$2K - $2.2K
|
5.58K
$3.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4+ 0.29% |
$2K - $2.2K
|
1.38K
$850K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 0.9% |
$2K - $2.2K
|
447
$275K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.83% |
$2K - $2.2K
|
486
$299K
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3+ 0.29% |
$1.5K - $1.65K
|
1.05K
$645K
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
3+ 0.73% |
$1.5K - $1.65K
|
416
$256K
|
|
|
Oct 19, 2022
Q3 2022
|
Insight Folios Inc
|
BUY
|
- |
3+ 0.33% |
$1.5K - $1.65K
|
922
$568K
|