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 15, 2023
Q4 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.32K- 4.71% |
$657K - $732K
|
26.6K
$15.7M
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-1.32K- 3.45% |
$659K - $733K
|
37K
$21.8M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.33K- 30.44% |
$662K - $737K
|
3.03K
$1.79M
|
|
Jan 31, 2023
Q4 2022
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.34K- 2.63% |
$670K - $746K
|
49.8K
$29.3M
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.35K- 0.64% |
$673K - $749K
|
211K
$124M
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-1.36K- 3.58% |
$677K - $754K
|
36.6K
$21.6M
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.37K- 3.88% |
$681K - $758K
|
33.8K
$19.9M
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-1.37K- 31.96% |
$681K - $758K
|
2.91K
$1.71M
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.37K- 42.99% |
$683K - $761K
|
1.82K
$1.07M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 7.47% |
$689K - $767K
|
17.1K
$10.1M
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.39K- 4.0% |
$694K - $772K
|
33.4K
$19.7M
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.42K- 32.6% |
$706K - $786K
|
2.93K
$1.72M
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.42K- 2.45% |
$707K - $787K
|
56.5K
$33.3M
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.43K- 1.78% |
$711K - $792K
|
78.9K
$46.5M
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.44K- 1.27% |
$717K - $798K
|
111K
$65.6M
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.45K- 1.0% |
$722K - $803K
|
144K
$84.6M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.46K- 8.36% |
$727K - $809K
|
16K
$9.41M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.48K- 4.04% |
$737K - $821K
|
35.1K
$20.7M
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.49K- 15.3% |
$741K - $824K
|
8.22K
$4.84M
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-1.5K- 2.88% |
$750K - $834K
|
50.7K
$29.9M
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.53K- 1.25% |
$762K - $848K
|
120K
$71M
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.53K- 0.91% |
$763K - $849K
|
166K
$97.9M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.54K- 0.79% |
$768K - $855K
|
194K
$114M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.55K- 0.98% |
$773K - $860K
|
156K
$91.9M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.55K- 7.49% |
$773K - $860K
|
19.1K
$11.3M
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.56K- 5.54% |
$776K - $863K
|
26.5K
$15.6M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.57K- 4.95% |
$781K - $869K
|
30K
$17.7M
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.57K- 3.66% |
$782K - $870K
|
41.3K
$24.3M
|
|
Feb 10, 2023
Q4 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.59K- 23.71% |
$791K - $880K
|
5.1K
$3.01M
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.59K- 7.24% |
$793K - $883K
|
20.4K
$12M
|
|
Feb 01, 2023
Q4 2022
|
River Road Asset Management, LLC
|
SELL
|
- |
-1.62K- 5.37% |
$806K - $897K
|
28.5K
$16.8M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.63K- 12.47% |
$815K - $907K
|
11.5K
$6.76M
|
|
Jan 17, 2023
Q4 2022
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-1.64K- 3.22% |
$816K - $908K
|
49.2K
$29M
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.65K- 1.96% |
$821K - $914K
|
82.1K
$48.4M
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.65K- 0.59% |
$822K - $914K
|
279K
$164M
|
|
Jan 12, 2023
Q4 2022
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-1.66K- 21.34% |
$828K - $922K
|
6.12K
$3.61M
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1.71K- 2.56% |
$855K - $951K
|
65.1K
$38.4M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.75K- 1.43% |
$874K - $973K
|
120K
$70.9M
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.75K- 32.98% |
$875K - $973K
|
3.56K
$2.1M
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-1.77K- 27.5% |
$882K - $982K
|
4.66K
$2.75M
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.81K- 4.03% |
$904K - $1.01M
|
43.2K
$25.4M
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.83K- 17.85% |
$910K - $1.01M
|
8.4K
$4.95M
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.86K- 18.63% |
$927K - $1.03M
|
8.12K
$4.78M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 25.63% |
$927K - $1.03M
|
5.4K
$3.18M
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.87K- 23.96% |
$932K - $1.04M
|
5.93K
$3.49M
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.88K- 8.99% |
$939K - $1.05M
|
19.1K
$11.2M
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.9K- 2.83% |
$948K - $1.06M
|
65.2K
$38.4M
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.94K- 37.31% |
$968K - $1.08M
|
3.26K
$1.92M
|
|
Feb 14, 2023
Q4 2022
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-1.98K- 20.1% |
$988K - $1.1M
|
7.88K
$4.64M
|
|
Aug 15, 2023
Q4 2022
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-1.98K- 20.1% |
$988K - $1.1M
|
7.88K
$4.64M
|