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 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
39+ 4.63% |
$19.5K - $21.7K
|
881
$543K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
39+ 14.39% |
$19.5K - $21.7K
|
310
$191K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
39+ 1.45% |
$19.5K - $21.7K
|
2.73K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
39+ 0.36% |
$19.5K - $21.7K
|
10.7K
$6.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
39+ 1.25% |
$19.5K - $21.7K
|
3.16K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
39+ 0.59% |
$19.5K - $21.7K
|
6.68K
$4.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Reliant Investment Management, LLC
|
BUY
|
- |
38+ 0.3% |
$19K - $21.1K
|
12.9K
$7.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
38+ 0.5% |
$19K - $21.1K
|
7.6K
$4.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38+ 1.84% |
$19K - $21.1K
|
2.1K
$1.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
38+ 0.75% |
$19K - $21.1K
|
5.08K
$3.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
38+ 1.42% |
$19K - $21.1K
|
2.72K
$1.67M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.63% |
$18.5K - $20.5K
|
5.89K
$3.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
37+ 4.98% |
$18.5K - $20.5K
|
780
$480K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
36+ 0.57% |
$18K - $20K
|
6.33K
$3.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
36+ 0.22% |
$18K - $20K
|
16.2K
$9.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
36+ 2.48% |
$18K - $20K
|
1.49K
$918K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
36+ 5.75% |
$18K - $20K
|
662
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
36+ 2.11% |
$18K - $20K
|
1.75K
$1.08M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
36+ 1.35% |
$18K - $20K
|
2.71K
$1.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
35+ 0.5% |
$17.5K - $19.4K
|
7.09K
$4.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
34+ 0.57% |
$17K - $18.9K
|
6.01K
$3.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
34+ 0.12% |
$17K - $18.9K
|
27.5K
$16.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
34+ 0.78% |
$17K - $18.9K
|
4.39K
$2.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
34+ 2.92% |
$17K - $18.9K
|
1.2K
$738K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
33+ 4.48% |
$16.5K - $18.3K
|
770
$474K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
33+ 1.55% |
$16.5K - $18.3K
|
2.16K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
33+ 2.33% |
$16.5K - $18.3K
|
1.45K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
33+ 6.43% |
$16.5K - $18.3K
|
546
$336K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
32New |
$16K - $17.8K
|
32
$19.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
32+ 1.87% |
$16K - $17.8K
|
1.75K
$1.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
32+ 7.57% |
$16K - $17.8K
|
455
$280K
|
|
|
Jan 23, 2024
Q4 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
32+ 0.77% |
$16K - $17.8K
|
4.16K
$2.56M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
32+ 1.17% |
$16K - $17.8K
|
2.77K
$1.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
31+ 0.17% |
$15.5K - $17.2K
|
17.8K
$11M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
31+ 1.99% |
$15.5K - $17.2K
|
1.59K
$977K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
31+ 4.78% |
$15.5K - $17.2K
|
679
$418K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
31+ 3.6% |
$15.5K - $17.2K
|
892
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
31+ 4.09% |
$15.5K - $17.2K
|
789
$486K
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
30+ 1.4% |
$15K - $16.7K
|
2.18K
$1.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
30+ 6.74% |
$15K - $16.7K
|
475
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
30+ 1.29% |
$15K - $16.7K
|
2.35K
$1.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
30+ 3.94% |
$15K - $16.7K
|
791
$487K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
29+ 2.15% |
$14.5K - $16.1K
|
1.38K
$850K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
29+ 0.87% |
$14.5K - $16.1K
|
3.37K
$2.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
29New |
$14.5K - $16.1K
|
29
$17.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
29+ 1.93% |
$14.5K - $16.1K
|
1.53K
$944K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
28+ 4.16% |
$14K - $15.5K
|
701
$432K
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
28+ 0.39% |
$14K - $15.5K
|
7.13K
$4.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
28+ 0.61% |
$14K - $15.5K
|
4.61K
$2.84M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
28+ 0.05% |
$14K - $15.5K
|
52K
$32M
|