Purchases and Sales Made in Q4 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.7K+ 4.5% |
$846K - $942K
|
39.4K
$24M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.69K+ 1.25% |
$845K - $940K
|
137K
$83.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.69K+ 1.33% |
$844K - $939K
|
128K
$78.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.68K+ 20.75% |
$840K - $935K
|
9.8K
$5.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.67KNew |
$831K - $924K
|
1.67K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.66K+ 61.59% |
$830K - $923K
|
4.36K
$2.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.66K+ 5.35% |
$830K - $923K
|
32.8K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 42.89% |
$823K - $915K
|
5.49K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
1.63KNew |
$812K - $904K
|
1.63K
$994K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.62K+ 11.91% |
$810K - $902K
|
15.3K
$9.32M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.62K+ 13.67% |
$806K - $897K
|
13.4K
$8.21M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
1.61K+ 15.01% |
$804K - $895K
|
12.3K
$7.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.59K+ 137.64% |
$792K - $881K
|
2.74K
$1.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
1.57K+ 6.97% |
$783K - $872K
|
24.1K
$14.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.56KNew |
$777K - $865K
|
1.56K
$952K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
1.56K+ 4.02% |
$777K - $864K
|
40.3K
$24.6M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.54K+ 24.07% |
$768K - $854K
|
7.93K
$4.85M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.53K+ 33.69% |
$761K - $847K
|
6.05K
$3.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
1.52K+ 17.49% |
$759K - $845K
|
10.2K
$6.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.52K+ 6.62% |
$759K - $845K
|
24.5K
$15M
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
1.52KNew |
$759K - $844K
|
1.52K
$929K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.52KNew |
$756K - $842K
|
1.52K
$926K
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.5K+ 5.94% |
$747K - $831K
|
26.7K
$16.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.48K+ 10.88% |
$737K - $821K
|
15.1K
$9.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.46KNew |
$726K - $808K
|
1.46K
$889K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.44K+ 0.54% |
$716K - $797K
|
265K
$162M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.42K+ 5.04% |
$709K - $789K
|
29.6K
$18.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.42K+ 23.65% |
$706K - $786K
|
7.4K
$4.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.41KNew |
$703K - $782K
|
1.41K
$861K
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.39KNew |
$691K - $769K
|
1.39K
$846K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.38KNew |
$689K - $767K
|
1.38K
$844K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.38K+ 24.92% |
$687K - $764K
|
6.9K
$4.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.37K+ 3.6% |
$683K - $760K
|
39.4K
$24.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.35K+ 23.52% |
$673K - $749K
|
7.08K
$4.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.35K+ 1.5% |
$672K - $748K
|
91.4K
$55.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
1.35KNew |
$671K - $747K
|
1.35K
$822K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.33K+ 4.17% |
$665K - $741K
|
33.3K
$20.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.33K+ 11.11% |
$665K - $740K
|
13.3K
$8.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.33K+ 1.82% |
$661K - $736K
|
74.2K
$45.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.32KNew |
$660K - $734K
|
1.32K
$808K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.32K+ 8.06% |
$660K - $734K
|
17.7K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.32K+ 16.48% |
$659K - $734K
|
9.34K
$5.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.31KNew |
$653K - $727K
|
1.31K
$800K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
1.31K+ 1.68% |
$652K - $725K
|
79K
$48.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 14.38% |
$645K - $718K
|
10.3K
$6.28M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.28KNew |
$636K - $708K
|
1.28K
$779K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.27K+ 75.03% |
$636K - $707K
|
2.97K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.27K+ 3.95% |
$636K - $707K
|
33.6K
$20.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.27K+ 11.99% |
$632K - $703K
|
11.8K
$7.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$631K - $702K
|
1.26K
$772K
|