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 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-35- 0.89% |
$17.5K - $19.2K
|
3.91K
$1.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-35- 2.49% |
$17.5K - $19.2K
|
1.37K
$420K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-35- 1.78% |
$17.5K - $19.2K
|
1.93K
$589K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-36- 0.57% |
$18K - $19.8K
|
6.28K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-36- 4.35% |
$18K - $19.8K
|
792
$242K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-36- 5.44% |
$18K - $19.8K
|
626
$191K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-37- 1.51% |
$18.5K - $20.3K
|
2.41K
$737K
|
|
|
Oct 20, 2022
Q3 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-37- 5.92% |
$18.5K - $20.3K
|
588
$180K
|
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
SELL
|
- |
-38- 1.68% |
$19K - $20.9K
|
2.22K
$678K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-38- 0.11% |
$19K - $20.9K
|
34.2K
$10.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-38- 2.18% |
$19K - $20.9K
|
1.71K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-38- 4.06% |
$19K - $20.9K
|
898
$274K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-39- 4.28% |
$19.5K - $21.4K
|
872
$267K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-39- 8.55% |
$19.5K - $21.4K
|
417
$127K
|
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-39- 1.85% |
$19.5K - $21.4K
|
2.07K
$633K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-39- 5.43% |
$19.5K - $21.4K
|
679
$208K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-40- 1.89% |
$20K - $22K
|
2.08K
$636K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-40- 1.31% |
$20K - $22K
|
3.02K
$924K
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-40- 1.04% |
$20K - $22K
|
3.81K
$1.16M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-41- 6.36% |
$20.6K - $22.5K
|
604
$185K
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-41- 4.73% |
$20.6K - $22.5K
|
826
$252K
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-41- 0.41% |
$20.6K - $22.5K
|
9.85K
$3.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-42- 4.44% |
$21.1K - $23.1K
|
903
$276K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-42- 1.26% |
$21.1K - $23.1K
|
3.3K
$1.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-42- 1.41% |
$21.1K - $23.1K
|
2.94K
$899K
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-42- 1.3% |
$21.1K - $23.1K
|
3.19K
$975K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-42- 1.72% |
$21.1K - $23.1K
|
2.4K
$734K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-43- 2.22% |
$21.6K - $23.6K
|
1.9K
$579K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-43- 0.41% |
$21.6K - $23.6K
|
10.3K
$3.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-43- 2.4% |
$21.6K - $23.6K
|
1.75K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-43- 2.55% |
$21.6K - $23.6K
|
1.64K
$502K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-44- 3.88% |
$22.1K - $24.2K
|
1.09K
$333K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-44- 0.44% |
$22.1K - $24.2K
|
10K
$3.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-44- 2.72% |
$22.1K - $24.2K
|
1.57K
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-44- 1.21% |
$22.1K - $24.2K
|
3.58K
$1.1M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-44- 2.57% |
$22.1K - $24.2K
|
1.67K
$510K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-45- 0.72% |
$22.6K - $24.7K
|
6.18K
$1.89M
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-45- 2.93% |
$22.6K - $24.7K
|
1.49K
$455K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-45- 0.11% |
$22.6K - $24.7K
|
42.7K
$13.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-45- 2.62% |
$22.6K - $24.7K
|
1.67K
$510K
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-46- 0.99% |
$23.1K - $25.3K
|
4.61K
$1.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-46- 0.72% |
$23.1K - $25.3K
|
6.32K
$1.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-46- 2.37% |
$23.1K - $25.3K
|
1.89K
$579K
|
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-47- 0.55% |
$23.6K - $25.8K
|
8.46K
$2.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-47- 1.5% |
$23.6K - $25.8K
|
3.1K
$946K
|
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-48- 1.68% |
$24.1K - $26.4K
|
2.81K
$858K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-48- 4.88% |
$24.1K - $26.4K
|
935
$286K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-48- 1.84% |
$24.1K - $26.4K
|
2.57K
$785K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-49- 2.6% |
$24.6K - $26.9K
|
1.84K
$562K
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-49- 1.39% |
$24.6K - $26.9K
|
3.48K
$1.06M
|