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 |
---|---|---|---|---|---|---|---|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
50New |
$24.9K - $27.8K
|
50
$28.9K
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
49+ 5.07% |
$24.4K - $27.2K
|
1.02K
$586K
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
49+ 1.06% |
$24.4K - $27.2K
|
4.67K
$2.69M
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
49+ 3.04% |
$24.4K - $27.2K
|
1.66K
$959K
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
49New |
$24.4K - $27.2K
|
49
$28.3K
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.47% |
$23.9K - $26.6K
|
10.3K
$5.97M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
48+ 2.82% |
$23.9K - $26.6K
|
1.75K
$1.01M
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
48+ 11.59% |
$23.9K - $26.6K
|
462
$267K
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
47+ 11.81% |
$23.4K - $26.1K
|
445
$257K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
47+ 17.74% |
$23.4K - $26.1K
|
312
$180K
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
47+ 2.24% |
$23.4K - $26.1K
|
2.14K
$1.24M
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
47+ 5.66% |
$23.4K - $26.1K
|
878
$507K
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
47+ 1.04% |
$23.4K - $26.1K
|
4.55K
$2.63M
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
47+ 3.39% |
$23.4K - $26.1K
|
1.43K
$827K
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
47+ 0.63% |
$23.4K - $26.1K
|
7.48K
$4.32M
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
46+ 10.04% |
$22.9K - $25.5K
|
504
$291K
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
46+ 6.3% |
$22.9K - $25.5K
|
776
$448K
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
46+ 0.6% |
$22.9K - $25.5K
|
7.75K
$4.47M
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
46+ 0.24% |
$22.9K - $25.5K
|
18.9K
$10.9M
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
46+ 1.11% |
$22.9K - $25.5K
|
4.19K
$2.42M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
46+ 8.78% |
$22.9K - $25.5K
|
570
$329K
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
45+ 0.95% |
$22.4K - $25K
|
4.8K
$2.77M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
45+ 16.54% |
$22.4K - $25K
|
317
$183K
|
|
Jan 11, 2023
Q4 2022
|
Albert D Mason Inc
|
BUY
|
- |
44+ 9.13% |
$21.9K - $24.4K
|
526
$304K
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
44+ 7.33% |
$21.9K - $24.4K
|
644
$372K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
44+ 0.27% |
$21.9K - $24.4K
|
16.6K
$9.59M
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
44+ 4.43% |
$21.9K - $24.4K
|
1.04K
$599K
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
43+ 6.61% |
$21.5K - $23.9K
|
694
$400K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
43+ 6.35% |
$21.5K - $23.9K
|
720
$415K
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
42+ 0.46% |
$21K - $23.3K
|
9.2K
$5.31M
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42+ 95.45% |
$21K - $23.3K
|
86
$49.6K
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
42+ 1.04% |
$21K - $23.3K
|
4.06K
$2.34M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
41+ 0.99% |
$20.5K - $22.8K
|
4.19K
$2.42M
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
41+ 1.58% |
$20.5K - $22.8K
|
2.64K
$1.52M
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
41+ 0.18% |
$20.5K - $22.8K
|
23.3K
$13.4M
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
41+ 3.13% |
$20.5K - $22.8K
|
1.35K
$781K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
41+ 53.95% |
$20.5K - $22.8K
|
117
$67.5K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
40+ 3.19% |
$20K - $22.2K
|
1.29K
$746K
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
BUY
|
- |
40+ 0.54% |
$20K - $22.2K
|
7.45K
$4.3M
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
40+ 2.79% |
$20K - $22.2K
|
1.48K
$852K
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
40+ 0.04% |
$20K - $22.2K
|
90.5K
$52.2M
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
40+ 3.7% |
$20K - $22.2K
|
1.12K
$646K
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
39+ 9.35% |
$19.5K - $21.7K
|
456
$263K
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
39+ 4.63% |
$19.5K - $21.7K
|
881
$508K
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
39+ 14.39% |
$19.5K - $21.7K
|
310
$179K
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
39+ 1.45% |
$19.5K - $21.7K
|
2.73K
$1.57M
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
39+ 0.36% |
$19.5K - $21.7K
|
10.7K
$6.2M
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
39+ 1.25% |
$19.5K - $21.7K
|
3.16K
$1.82M
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
39+ 0.59% |
$19.5K - $21.7K
|
6.68K
$3.86M
|
|
Jan 19, 2023
Q4 2022
|
Reliant Investment Management, LLC
|
BUY
|
- |
38+ 0.3% |
$19K - $21.1K
|
12.9K
$7.44M
|