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 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-50- 1.58% |
$25.1K - $27.5K
|
3.12K
$954K
|
|
|
Oct 19, 2022
Q3 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-50- 0.31% |
$25.1K - $27.5K
|
16K
$4.87M
|
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-50- 4.39% |
$25.1K - $27.5K
|
1.09K
$333K
|
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 1.2% |
$25.1K - $27.5K
|
4.13K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-50- 26.18% |
$25.1K - $27.5K
|
141
$43.1K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-51- 4.14% |
$25.6K - $28K
|
1.18K
$361K
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
SELL
|
- |
-51- 2.74% |
$25.6K - $28K
|
1.81K
$554K
|
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-51- 8.87% |
$25.6K - $28K
|
524
$160K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-51- 3.66% |
$25.6K - $28K
|
1.34K
$410K
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-51- 5.26% |
$25.6K - $28K
|
918
$281K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-53- 1.14% |
$26.6K - $29.1K
|
4.58K
$1.4M
|
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-55- 7.88% |
$27.6K - $30.2K
|
643
$197K
|
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-55- 5.55% |
$27.6K - $30.2K
|
936
$286K
|
|
|
Oct 17, 2022
Q3 2022
|
Harvey Investment CO LLC
|
SELL
|
- |
-55- 1.14% |
$27.6K - $30.2K
|
4.78K
$1.46M
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-55- 10.89% |
$27.6K - $30.2K
|
450
$138K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-55- 4.07% |
$27.6K - $30.2K
|
1.3K
$397K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-55- 3.3% |
$27.6K - $30.2K
|
1.61K
$492K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-55- 1.12% |
$27.6K - $30.2K
|
4.85K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-55- 0.43% |
$27.6K - $30.2K
|
12.7K
$3.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-55- 9.93% |
$27.6K - $30.2K
|
499
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-55- 0.6% |
$27.6K - $30.2K
|
9.06K
$2.77M
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-55- 0.53% |
$27.6K - $30.2K
|
10.4K
$3.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-56- 0.56% |
$28.1K - $30.8K
|
9.86K
$3.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-56- 0.36% |
$28.1K - $30.8K
|
15.4K
$4.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-56- 9.32% |
$28.1K - $30.8K
|
545
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-56- 1.37% |
$28.1K - $30.8K
|
4.02K
$1.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-58- 1.23% |
$29.1K - $31.9K
|
4.68K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-58- 0.39% |
$29.1K - $31.9K
|
14.7K
$4.49M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-59- 11.78% |
$29.6K - $32.4K
|
442
$135K
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-59- 0.92% |
$29.6K - $32.4K
|
6.35K
$1.94M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-59- 0.22% |
$29.6K - $32.4K
|
26.3K
$8.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-60- 0.47% |
$30.1K - $33K
|
12.7K
$3.88M
|
|
|
Oct 26, 2022
Q3 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-60- 3.65% |
$30.1K - $33K
|
1.59K
$485K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-60- 0.21% |
$30.1K - $33K
|
28.1K
$8.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-61- 6.46% |
$30.6K - $33.5K
|
884
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-61- 1.67% |
$30.6K - $33.5K
|
3.6K
$1.1M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-61- 65.59% |
$30.6K - $33.5K
|
32
$9.78K
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-62- 3.77% |
$31.1K - $34.1K
|
1.58K
$484K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-62- 0.81% |
$31.1K - $34.1K
|
7.56K
$2.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-63- 9.04% |
$31.6K - $34.6K
|
634
$194K
|
|
|
Nov 02, 2022
Q3 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-63- 1.12% |
$31.6K - $34.6K
|
5.55K
$1.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-64- 0.82% |
$32.1K - $35.2K
|
7.73K
$2.36M
|
|
|
Oct 11, 2022
Q3 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-65- 0.83% |
$32.6K - $35.7K
|
7.77K
$2.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-65- 4.97% |
$32.6K - $35.7K
|
1.24K
$380K
|
|
|
Nov 03, 2022
Q3 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-65- 1.47% |
$32.6K - $35.7K
|
4.36K
$1.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-65- 0.85% |
$32.6K - $35.7K
|
7.63K
$2.33M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-65- 0.44% |
$32.6K - $35.7K
|
14.8K
$4.53M
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-66- 0.71% |
$33.1K - $36.3K
|
9.25K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-66- 0.96% |
$33.1K - $36.3K
|
6.82K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-66- 7.58% |
$33.1K - $36.3K
|
805
$246K
|