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 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
519+ 21.69% |
$259K - $288K
|
2.91K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
519+ 15.38% |
$259K - $288K
|
3.89K
$2.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
517+ 15.08% |
$258K - $287K
|
3.95K
$2.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
516New |
$257K - $286K
|
516
$318K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
516New |
$257K - $286K
|
516
$318K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
515+ 42.21% |
$257K - $286K
|
1.74K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
512+ 25.87% |
$255K - $284K
|
2.49K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
512New |
$255K - $284K
|
512
$315K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
508+ 44.44% |
$253K - $282K
|
1.65K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
507New |
$253K - $281K
|
507
$312K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
505New |
$252K - $280K
|
505
$311K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
503New |
$251K - $279K
|
503
$310K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
501+ 3.91% |
$250K - $278K
|
13.3K
$8.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
500New |
$249K - $278K
|
500
$308K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.83% |
$249K - $278K
|
60.4K
$37.2M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
500+ 44.44% |
$249K - $278K
|
1.63K
$1M
|
|
|
Jan 30, 2023
Q4 2022
|
Parnassus Investments, LLC
|
BUY
|
- |
500New |
$249K - $278K
|
500
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Rock Springs Capital Management LP
Baltimore, MD |
BUY
|
- |
500+ 0.19% |
$249K - $278K
|
270K
$166M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
498New |
$248K - $276K
|
498
$307K
|
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
496New |
$247K - $275K
|
496
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Pavadi Capital LLC
New York, NY |
BUY
|
- |
495+ 5.81% |
$247K - $275K
|
9.01K
$5.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
494+ 12.21% |
$246K - $274K
|
4.54K
$2.8M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
491+ 0.59% |
$245K - $273K
|
84K
$51.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
487+ 8.3% |
$243K - $270K
|
6.36K
$3.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
487New |
$243K - $270K
|
487
$300K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
485New |
$242K - $269K
|
485
$299K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
482+ 10.64% |
$240K - $268K
|
5.01K
$3.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
481+ 33.64% |
$240K - $267K
|
1.91K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
479+ 2.79% |
$239K - $266K
|
17.7K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
479New |
$239K - $266K
|
479
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
478+ 5.85% |
$238K - $265K
|
8.65K
$5.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
477+ 36.61% |
$238K - $265K
|
1.78K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
477+ 4.16% |
$238K - $265K
|
11.9K
$7.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
477+ 1.81% |
$238K - $265K
|
26.8K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
477+ 9.16% |
$238K - $265K
|
5.69K
$3.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
474+ 1.79% |
$236K - $263K
|
27K
$16.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
472+ 63.53% |
$235K - $262K
|
1.22K
$748K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
471+ 7.78% |
$235K - $261K
|
6.53K
$4.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
470New |
$234K - $261K
|
470
$289K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
469+ 23.89% |
$234K - $260K
|
2.43K
$1.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
466New |
$232K - $259K
|
466
$287K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
466New |
$232K - $259K
|
466
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
466+ 1.05% |
$232K - $259K
|
44.7K
$27.5M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
465New |
$232K - $258K
|
465
$286K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
463New |
$231K - $257K
|
463
$285K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
460+ 3.27% |
$229K - $255K
|
14.5K
$8.94M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
458New |
$228K - $254K
|
458
$282K
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
458New |
$228K - $254K
|
458
$282K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
457+ 3.71% |
$228K - $254K
|
12.8K
$7.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
457+ 2.14% |
$228K - $254K
|
21.8K
$13.4M
|