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 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-319- 10.95% |
$159K - $177K
|
2.59K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-325- 5.1% |
$162K - $180K
|
6.05K
$3.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-327- 19.76% |
$163K - $182K
|
1.33K
$818K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-329- 9.16% |
$164K - $183K
|
3.26K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-329- 0.72% |
$164K - $183K
|
45.6K
$28.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-330- 7.99% |
$165K - $183K
|
3.8K
$2.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-331- 5.84% |
$165K - $184K
|
5.34K
$3.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-337- 3.8% |
$168K - $187K
|
8.53K
$5.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-337- 0.83% |
$168K - $187K
|
40.4K
$24.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-340- 4.77% |
$170K - $189K
|
6.8K
$4.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-341- 11.49% |
$170K - $189K
|
2.63K
$1.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-342- 0.78% |
$171K - $190K
|
43.8K
$27M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-342- 9.54% |
$171K - $190K
|
3.24K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-342- 4.02% |
$171K - $190K
|
8.16K
$5.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-348- 2.19% |
$174K - $193K
|
15.6K
$9.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-350- 3.42% |
$175K - $194K
|
9.88K
$6.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-351- 2.28% |
$175K - $195K
|
15.1K
$9.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-352- 0.43% |
$176K - $195K
|
80.9K
$49.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-354- 22.69% |
$177K - $197K
|
1.21K
$743K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-355- 52.21% |
$177K - $197K
|
325
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-355- 5.02% |
$177K - $197K
|
6.72K
$4.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-359- 1.87% |
$179K - $199K
|
18.8K
$11.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-362- 17.49% |
$181K - $201K
|
1.71K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-363- 4.84% |
$181K - $202K
|
7.14K
$4.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-367- 41.66% |
$183K - $204K
|
514
$317K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-368- 2.5% |
$184K - $204K
|
14.4K
$8.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-371- 4.63% |
$185K - $206K
|
7.65K
$4.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Sitrin Capital Management LLC
|
SELL
|
- |
-372- 4.02% |
$186K - $207K
|
8.88K
$5.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-378- 22.35% |
$189K - $210K
|
1.31K
$809K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-379- 9.09% |
$189K - $210K
|
3.79K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-379- 4.46% |
$189K - $210K
|
8.13K
$5M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-380- 6.96% |
$190K - $211K
|
5.08K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-381- 41.55% |
$190K - $212K
|
536
$330K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-383- 32.99% |
$191K - $213K
|
778
$479K
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-383- 7.1% |
$191K - $213K
|
5.01K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-385- 28.39% |
$192K - $214K
|
971
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-385- 1.37% |
$192K - $214K
|
27.7K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-390- 13.42% |
$195K - $217K
|
2.52K
$1.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-393- 1.74% |
$196K - $218K
|
22.2K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-395- 8.24% |
$197K - $219K
|
4.4K
$2.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-396- 2.3% |
$198K - $220K
|
16.8K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-396- 0.92% |
$198K - $220K
|
42.9K
$26.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-397- 2.87% |
$198K - $220K
|
13.5K
$8.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-397- 18.14% |
$198K - $220K
|
1.79K
$1.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-399- 22.83% |
$199K - $222K
|
1.35K
$831K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-399- 0.6% |
$199K - $222K
|
66.1K
$40.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-400- 1.78% |
$200K - $222K
|
22.1K
$13.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-401- 6.93% |
$200K - $223K
|
5.39K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-405- 2.72% |
$202K - $225K
|
14.5K
$8.93M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-406- 1.19% |
$203K - $225K
|
33.8K
$20.8M
|