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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-301- 5.1% |
$151K - $166K
|
5.6K
$1.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Ninepoint Partners LP
|
SELL
|
- |
-301- 25.86% |
$151K - $166K
|
863
$264K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-301- 5.1% |
$151K - $166K
|
5.6K
$1.71M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-305- 2.5% |
$153K - $168K
|
11.9K
$3.64M
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-307- 2.51% |
$154K - $169K
|
11.9K
$3.65M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-309- 1.43% |
$155K - $170K
|
21.2K
$6.49M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-310- 6.96% |
$155K - $170K
|
4.14K
$1.27M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-314- 38.25% |
$157K - $173K
|
507
$155K
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-315- 4.67% |
$158K - $173K
|
6.43K
$1.97M
|
|
|
Nov 02, 2022
Q3 2022
|
Trust Investment Advisors
|
SELL
|
- |
-315- 6.35% |
$158K - $173K
|
4.64K
$1.42M
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-318- 0.45% |
$159K - $175K
|
69.6K
$21.3M
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
SELL
|
- |
-324- 11.09% |
$162K - $178K
|
2.6K
$794K
|
|
|
Nov 04, 2022
Q3 2022
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-326- 9.32% |
$163K - $179K
|
3.17K
$969K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-327- 1.87% |
$164K - $180K
|
17.2K
$5.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-329- 2.88% |
$165K - $181K
|
11.1K
$3.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-330- 1.44% |
$165K - $181K
|
22.5K
$6.89M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-333- 0.24% |
$167K - $183K
|
139K
$42.5M
|
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-334- 22.83% |
$167K - $184K
|
1.13K
$345K
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-339- 4.62% |
$170K - $186K
|
7K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-339- 3.71% |
$170K - $186K
|
8.8K
$2.69M
|
|
|
Oct 12, 2022
Q3 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-340- 6.71% |
$170K - $187K
|
4.73K
$1.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-341- 4.8% |
$171K - $188K
|
6.76K
$2.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-341- 8.0% |
$171K - $188K
|
3.92K
$1.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-345- 2.18% |
$173K - $190K
|
15.5K
$4.72M
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-347- 9.34% |
$174K - $191K
|
3.37K
$1.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-352- 1.82% |
$176K - $194K
|
19K
$5.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-357- 3.15% |
$179K - $196K
|
11K
$3.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-357- 0.6% |
$179K - $196K
|
59.4K
$18.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-359- 2.95% |
$180K - $197K
|
11.8K
$3.61M
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-361- 6.58% |
$181K - $199K
|
5.13K
$1.57M
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-367- 2.38% |
$184K - $202K
|
15.1K
$4.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-367- 14.09% |
$184K - $202K
|
2.24K
$684K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
SELL
|
- |
-372- 2.6% |
$186K - $205K
|
13.9K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-373- 0.55% |
$187K - $205K
|
67.1K
$20.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Arjuna Capital
|
SELL
|
- |
-375- 2.26% |
$188K - $206K
|
16.2K
$4.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
SELL
|
- |
-376- 3.56% |
$188K - $207K
|
10.2K
$3.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-376- 0.84% |
$188K - $207K
|
44.2K
$13.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
SELL
|
- |
-377- 15.29% |
$189K - $207K
|
2.09K
$638K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-377- 24.03% |
$189K - $207K
|
1.19K
$364K
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-377- 11.75% |
$189K - $207K
|
2.83K
$866K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-381- 1.26% |
$191K - $210K
|
29.8K
$9.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-383- 26.43% |
$192K - $211K
|
1.07K
$326K
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-384- 5.49% |
$192K - $211K
|
6.61K
$2.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-384- 2.06% |
$192K - $211K
|
18.3K
$5.58M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-385- 5.96% |
$193K - $212K
|
6.08K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-392- 10.52% |
$196K - $216K
|
3.34K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-395- 3.97% |
$198K - $217K
|
9.56K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-396- 22.18% |
$198K - $218K
|
1.39K
$425K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-397- 3.71% |
$199K - $218K
|
10.3K
$3.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-398- 2.14% |
$199K - $219K
|
18.2K
$5.57M
|