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 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
2+ 0.02% |
$998 - $1.11K
|
11.6K
$7.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2+ 0.33% |
$998 - $1.11K
|
607
$374K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2+ 0.11% |
$998 - $1.11K
|
1.79K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1+ 0.0% |
$499 - $555
|
247K
$152M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
1+ 0.15% |
$499 - $555
|
648
$399K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$499 - $555
|
155
$95.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$499 - $555
|
1
$616
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.07% |
$499 - $555
|
1.45K
$895K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.87% |
$499 - $555
|
116
$71.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$499 - $555
|
736
$453K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.05% |
$499 - $555
|
1.84K
$1.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$499 - $555
|
3.19K
$1.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.21% |
$499 - $555
|
468
$288K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.01% |
$499 - $555
|
7.86K
$4.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.11% |
$499 - $555
|
885
$545K
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.04% |
$499 - $555
|
2.56K
$1.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
1+ 0.1% |
$499 - $555
|
1.04K
$640K
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.16% |
$499 - $555
|
611
$376K
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$499 - $555
|
1.9K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.2% |
$499 - $555
|
492
$303K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
$499 - $555
|
2.44K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$499 - $555
|
490
$302K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1+ 0.15% |
$499 - $555
|
679
$418K
|
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.11% |
$499 - $555
|
934
$575K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.15% |
$499 - $555
|
671
$413K
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$499 - $555
|
1
$616
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 2.33% |
$499 - $555
|
44
$27.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$499 - $555
|
2.56K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$499 - $555
|
3.27K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$499 - $555
|
618
$381K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1+ 0.07% |
$499 - $555
|
1.49K
$916K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-1- 0.16% |
$499 - $555
|
623
$384K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.01% |
$499 - $555
|
6.73K
$4.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1- 0.07% |
$499 - $555
|
1.37K
$845K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1- 0.06% |
$499 - $555
|
1.78K
$1.09M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1- 0.06% |
$499 - $555
|
1.65K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$499 - $555
|
5.28K
$3.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1- 0.04% |
$499 - $555
|
2.75K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1- 0.11% |
$499 - $555
|
897
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1- -0.0% |
$499 - $555
|
39.8K
$24.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.08% |
$998 - $1.11K
|
2.6K
$1.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-2- 0.11% |
$998 - $1.11K
|
1.87K
$1.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-2- 0.12% |
$998 - $1.11K
|
1.72K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2- 0.06% |
$998 - $1.11K
|
3.59K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.23% |
$998 - $1.11K
|
884
$544K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.09% |
$998 - $1.11K
|
2.21K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-2- 0.01% |
$998 - $1.11K
|
21.9K
$13.5M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 0.17% |
$998 - $1.11K
|
1.2K
$738K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-3- 0.21% |
$1.5K - $1.67K
|
1.44K
$885K
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-3- 0.65% |
$1.5K - $1.67K
|
456
$281K
|