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
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
4.17K+ 6.12% |
$2.08M - $2.31M
|
72.3K
$42.6M
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.14KNew |
$2.07M - $2.3M
|
4.14K
$2.44M
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.14K+ 10.55% |
$2.06M - $2.3M
|
43.3K
$25.5M
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4.07KNew |
$2.03M - $2.26M
|
4.07K
$2.39M
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4KNew |
$2M - $2.22M
|
4K
$2.36M
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.97K+ 4.93% |
$1.98M - $2.2M
|
84.4K
$49.7M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.96K+ 3.09% |
$1.98M - $2.2M
|
132K
$78M
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.93K+ 22.35% |
$1.96M - $2.18M
|
21.5K
$12.7M
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.93KNew |
$1.96M - $2.18M
|
3.93K
$2.32M
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.79KNew |
$1.89M - $2.1M
|
3.79K
$2.23M
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
3.73K+ 320.15% |
$1.86M - $2.07M
|
4.9K
$2.89M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
3.65K+ 4.89% |
$1.82M - $2.03M
|
78.5K
$46.2M
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.62K+ 39.09% |
$1.8M - $2.01M
|
12.9K
$7.58M
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.61K+ 2.63% |
$1.8M - $2M
|
141K
$82.8M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.61KNew |
$1.8M - $2M
|
3.61K
$2.12M
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.59K+ 28.2% |
$1.79M - $1.99M
|
16.3K
$9.62M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.59K+ 88.09% |
$1.79M - $1.99M
|
7.66K
$4.51M
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
3.56K+ 19.12% |
$1.77M - $1.97M
|
22.2K
$13.1M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.51K+ 100.29% |
$1.75M - $1.95M
|
7.01K
$4.13M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.49K+ 4.95% |
$1.74M - $1.94M
|
74.1K
$43.7M
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.47KNew |
$1.73M - $1.92M
|
3.47K
$2.04M
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.47K+ 21.63% |
$1.73M - $1.92M
|
19.5K
$11.5M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.47K+ 34.35% |
$1.73M - $1.92M
|
13.6K
$7.98M
|
|
Feb 13, 2023
Q4 2022
|
Paralel Advisors LLC
|
BUY
|
- |
3.46KNew |
$1.73M - $1.92M
|
3.46K
$2.04M
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
3.46K+ 0.18% |
$1.73M - $1.92M
|
1.93M
$1.14B
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.43K+ 0.6% |
$1.71M - $1.91M
|
574K
$338M
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.42K+ 7.48% |
$1.7M - $1.9M
|
49.1K
$28.9M
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
3.41KNew |
$1.7M - $1.89M
|
3.41K
$2.01M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.41K+ 20.1% |
$1.7M - $1.89M
|
20.4K
$12M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.39K+ 194.71% |
$1.69M - $1.88M
|
5.13K
$3.02M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.35K+ 13.79% |
$1.67M - $1.86M
|
27.7K
$16.3M
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.34KNew |
$1.67M - $1.85M
|
3.34K
$1.97M
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.32KNew |
$1.66M - $1.85M
|
3.32K
$1.96M
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.3K+ 1.37% |
$1.64M - $1.83M
|
243K
$143M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.29K+ 2.73% |
$1.64M - $1.83M
|
124K
$73M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.29K+ 2.73% |
$1.64M - $1.83M
|
124K
$73M
|
|
Feb 13, 2023
Q4 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
3.28K+ 2.28% |
$1.64M - $1.82M
|
147K
$86.6M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.22K+ 1.58% |
$1.61M - $1.79M
|
207K
$122M
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
3.21K+ 321.22% |
$1.6M - $1.78M
|
4.21K
$2.48M
|
|
Feb 09, 2023
Q4 2022
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.2KNew |
$1.6M - $1.78M
|
3.2K
$1.89M
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.2K+ 2.29% |
$1.6M - $1.78M
|
143K
$84.2M
|
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.19K+ 29.39% |
$1.59M - $1.77M
|
14.1K
$8.28M
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.16KNew |
$1.58M - $1.76M
|
3.16K
$1.86M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.13K+ 6.01% |
$1.56M - $1.74M
|
55.2K
$32.5M
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.12KNew |
$1.55M - $1.73M
|
3.12K
$1.84M
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.1K+ 7.35% |
$1.55M - $1.72M
|
45.2K
$26.7M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.08KNew |
$1.54M - $1.71M
|
3.08K
$1.81M
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$1.52M - $1.69M
|
3.05K
$1.8M
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
3.04KNew |
$1.52M - $1.69M
|
3.04K
$1.79M
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.02K+ 88.52% |
$1.51M - $1.68M
|
6.44K
$3.79M
|