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 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.28% |
$501 - $550
|
358
$109K
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1- 0.08% |
$501 - $550
|
1.3K
$396K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-1- 0.09% |
$501 - $550
|
1.16K
$354K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 2.78% |
$501 - $550
|
35
$10.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 0.57% |
$501 - $550
|
173
$52.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1- 0.09% |
$501 - $550
|
1.14K
$347K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$501 - $550
|
1.92K
$586K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- -0.0% |
$501 - $550
|
37.1K
$11.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$501 - $550
|
3.59K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1- 0.04% |
$501 - $550
|
2.38K
$727K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1- 0.12% |
$501 - $550
|
861
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1- 0.08% |
$501 - $550
|
1.29K
$395K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1- 0.02% |
$501 - $550
|
5.92K
$1.81M
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
SELL
|
- |
-2- 0.39% |
$1K - $1.1K
|
515
$157K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-2- 0.26% |
$1K - $1.1K
|
754
$230K
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-2- 0.03% |
$1K - $1.1K
|
6.02K
$1.84M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2- 28.57% |
$1K - $1.1K
|
5
$1.53K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2- 0.08% |
$1K - $1.1K
|
2.45K
$750K
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.38% |
$1K - $1.1K
|
522
$160K
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.01% |
$1K - $1.1K
|
14.8K
$4.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2- 25.0% |
$1K - $1.1K
|
6
$1.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 20.0% |
$1K - $1.1K
|
8
$2.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2- 0.18% |
$1K - $1.1K
|
1.1K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2- 0.36% |
$1K - $1.1K
|
559
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.36% |
$1K - $1.1K
|
559
$171K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 0.19% |
$1.5K - $1.65K
|
1.58K
$482K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3- 0.17% |
$1.5K - $1.65K
|
1.79K
$546K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-3- 0.45% |
$1.5K - $1.65K
|
670
$205K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-3- 0.55% |
$1.5K - $1.65K
|
546
$167K
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3- 0.32% |
$1.5K - $1.65K
|
927
$283K
|
|
|
Nov 08, 2022
Q3 2022
|
Kidder Stephen W
|
SELL
|
- |
-3- 0.03% |
$1.5K - $1.65K
|
11.4K
$3.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-3- 0.08% |
$1.5K - $1.65K
|
3.89K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.09% |
$1.5K - $1.65K
|
3.29K
$1.01M
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-4- 0.13% |
$2K - $2.2K
|
3.02K
$924K
|
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-4- 0.56% |
$2K - $2.2K
|
716
$219K
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-4- 0.1% |
$2K - $2.2K
|
3.91K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4- 0.13% |
$2K - $2.2K
|
3.02K
$924K
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4- 0.65% |
$2K - $2.2K
|
612
$187K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-4- 0.75% |
$2K - $2.2K
|
526
$161K
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-5- 1.15% |
$2.51K - $2.75K
|
428
$131K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-5- 0.51% |
$2.51K - $2.75K
|
978
$299K
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-5- 0.5% |
$2.51K - $2.75K
|
1.01K
$307K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-5- 0.16% |
$2.51K - $2.75K
|
3.13K
$958K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 1.52% |
$2.51K - $2.75K
|
323
$98.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5- 0.05% |
$2.51K - $2.75K
|
9.3K
$2.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5- 0.2% |
$2.51K - $2.75K
|
2.44K
$744K
|
|
|
Nov 14, 2022
Q3 2022
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-5- 0.03% |
$2.51K - $2.75K
|
16K
$4.9M
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5- 0.45% |
$2.51K - $2.75K
|
1.11K
$340K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-6- 0.94% |
$3.01K - $3.3K
|
630
$193K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-6- 1.42% |
$3.01K - $3.3K
|
417
$127K
|