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 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-826- 3.34% |
$412K - $459K
|
23.9K
$7.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-829- 4.02% |
$414K - $460K
|
19.8K
$6.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-830- 7.15% |
$414K - $461K
|
10.8K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-835- 1.26% |
$417K - $464K
|
65.2K
$19.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-847- 3.02% |
$423K - $470K
|
27.2K
$8.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-847- 2.68% |
$423K - $470K
|
30.8K
$9.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-849- 11.62% |
$424K - $471K
|
6.46K
$1.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-867- 69.75% |
$433K - $481K
|
376
$115K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-898- 19.24% |
$448K - $499K
|
3.77K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-899- 56.33% |
$448K - $499K
|
697
$213K
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-903- 0.16% |
$450K - $501K
|
550K
$168M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-905- 2.98% |
$451K - $502K
|
29.5K
$9.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-908- 55.98% |
$453K - $504K
|
714
$218K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-911- 1.45% |
$454K - $506K
|
61.7K
$18.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-917- 0.86% |
$457K - $509K
|
106K
$32.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-920- 9.28% |
$459K - $511K
|
9K
$2.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-933- 54.28% |
$465K - $518K
|
786
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-935- 3.26% |
$466K - $519K
|
27.8K
$8.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-950- 2.13% |
$474K - $527K
|
43.8K
$13.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-950- 10.92% |
$474K - $527K
|
7.75K
$2.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-951- 1.57% |
$474K - $528K
|
59.7K
$18.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-954- 1.63% |
$476K - $530K
|
57.7K
$17.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-954- 2.28% |
$476K - $530K
|
40.9K
$12.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-955- 34.44% |
$476K - $530K
|
1.82K
$556K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-959- 2.5% |
$478K - $532K
|
37.5K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-962- 0.47% |
$480K - $534K
|
203K
$61.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-970- 39.5% |
$484K - $538K
|
1.49K
$454K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-977- 25.46% |
$487K - $542K
|
2.86K
$874K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-984- 7.1% |
$491K - $546K
|
12.9K
$3.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-985- 6.25% |
$491K - $547K
|
14.8K
$4.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-989- 52.0% |
$493K - $549K
|
913
$279K
|
|
|
Jan 25, 2023
Q4 2022
|
Deltec Asset Management LLC
|
SELL
|
- |
-1K- 18.52% |
$499K - $555K
|
4.4K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1K- 32.26% |
$499K - $555K
|
2.1K
$642K
|
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 40.0% |
$499K - $555K
|
1.5K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1K- 31.24% |
$499K - $556K
|
2.2K
$673K
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.01K- 15.22% |
$502K - $558K
|
5.6K
$1.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.01K- 7.5% |
$504K - $561K
|
12.5K
$3.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.01K- 7.89% |
$506K - $563K
|
11.8K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.02K- 1.63% |
$507K - $564K
|
61.2K
$18.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.02K- 45.68% |
$509K - $567K
|
1.21K
$371K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.02K- 6.03% |
$510K - $568K
|
15.9K
$4.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.03K- 4.83% |
$512K - $570K
|
20.2K
$6.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.03K- 10.63% |
$512K - $570K
|
8.64K
$2.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-1.04K- 89.47% |
$517K - $576K
|
122
$37.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 4.66% |
$518K - $576K
|
21.2K
$6.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
SELL
|
- |
-1.04K- 5.12% |
$518K - $576K
|
19.3K
$5.88M
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.06K- 71.84% |
$527K - $586K
|
414
$127K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-1.06K- 7.97% |
$530K - $590K
|
12.3K
$3.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-1.07K- 7.91% |
$531K - $591K
|
12.4K
$3.79M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.07K- 18.38% |
$532K - $592K
|
4.73K
$1.45M
|