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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
813+ 1.9% |
$406K - $451K
|
43.6K
$26.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
807+ 2.79% |
$403K - $448K
|
29.7K
$18.3M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
801+ 3.79% |
$400K - $445K
|
21.9K
$13.5M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
795+ 14.65% |
$397K - $441K
|
6.22K
$3.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
773New |
$386K - $429K
|
773
$476K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
771+ 79.24% |
$385K - $428K
|
1.74K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
770+ 179.91% |
$384K - $427K
|
1.2K
$738K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
748+ 4.44% |
$373K - $415K
|
17.6K
$10.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
744New |
$371K - $413K
|
744
$458K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
739+ 4.88% |
$369K - $410K
|
15.9K
$9.78M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
737New |
$368K - $409K
|
737
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
734New |
$366K - $407K
|
734
$452K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
733+ 23.87% |
$366K - $407K
|
3.8K
$2.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
729+ 7.3% |
$364K - $405K
|
10.7K
$6.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
727New |
$363K - $404K
|
727
$448K
|
|
|
Feb 13, 2023
Q4 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
724New |
$361K - $402K
|
724
$446K
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
723New |
$361K - $401K
|
723
$445K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
723+ 32.57% |
$361K - $401K
|
2.94K
$1.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
723+ 2.33% |
$361K - $401K
|
31.7K
$19.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
722New |
$360K - $401K
|
722
$445K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
720New |
$359K - $400K
|
720
$443K
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
719New |
$359K - $399K
|
719
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
718New |
$358K - $399K
|
718
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
715+ 25.47% |
$357K - $397K
|
3.52K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
715+ 9.96% |
$357K - $397K
|
7.89K
$4.86M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
715New |
$357K - $397K
|
715
$440K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
709+ 229.45% |
$354K - $394K
|
1.02K
$627K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
708+ 19.54% |
$353K - $393K
|
4.33K
$2.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
707+ 1.7% |
$353K - $392K
|
42.2K
$26M
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
707New |
$353K - $392K
|
707
$435K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
705+ 9.27% |
$352K - $391K
|
8.31K
$5.12M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
700+ 2.73% |
$349K - $389K
|
26.4K
$16.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
700+ 2.21% |
$349K - $389K
|
32.4K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
700New |
$349K - $389K
|
700
$431K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
697+ 23.33% |
$348K - $387K
|
3.68K
$2.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
696+ 0.64% |
$347K - $386K
|
109K
$67.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
692+ 55.18% |
$345K - $384K
|
1.95K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
692+ 5.74% |
$345K - $384K
|
12.8K
$7.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
685+ 100.0% |
$342K - $380K
|
1.37K
$844K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
684New |
$341K - $380K
|
684
$421K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
683+ 6.81% |
$341K - $379K
|
10.7K
$6.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
682+ 29.26% |
$340K - $379K
|
3.01K
$1.86M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
681+ 118.85% |
$340K - $378K
|
1.25K
$772K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
680+ 27.5% |
$339K - $378K
|
3.15K
$1.94M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
680New |
$339K - $378K
|
680
$419K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
678+ 44.46% |
$338K - $376K
|
2.2K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
675New |
$337K - $375K
|
675
$416K
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
673New |
$336K - $374K
|
673
$414K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
671+ 2.83% |
$335K - $373K
|
24.4K
$15M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
668+ 49.08% |
$333K - $371K
|
2.03K
$1.25M
|