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 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$1.52M - $1.69M
|
3.05K
$1.85M
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
3.04KNew |
$1.52M - $1.69M
|
3.04K
$1.84M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.02K+ 88.52% |
$1.51M - $1.68M
|
6.44K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
3.01KNew |
$1.5M - $1.67M
|
3.01K
$1.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
2.99K+ 45.02% |
$1.49M - $1.66M
|
9.63K
$5.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
2.97K+ 1.38% |
$1.48M - $1.65M
|
218K
$132M
|
|
|
Feb 13, 2023
Q4 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
2.96KNew |
$1.48M - $1.64M
|
2.96K
$1.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.94KNew |
$1.47M - $1.63M
|
2.94K
$1.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.94K+ 1132.31% |
$1.47M - $1.63M
|
3.2K
$1.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.94K+ 3.89% |
$1.47M - $1.63M
|
78.6K
$47.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.93KNew |
$1.46M - $1.63M
|
2.93K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
2.88K+ 0.98% |
$1.44M - $1.6M
|
296K
$179M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.84KNew |
$1.41M - $1.57M
|
2.84K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
2.81K+ 2.15% |
$1.4M - $1.56M
|
133K
$80.8M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.81KNew |
$1.4M - $1.56M
|
2.81K
$1.7M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.81K+ 1.02% |
$1.4M - $1.56M
|
278K
$168M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.8K+ 8.89% |
$1.4M - $1.56M
|
34.3K
$20.8M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.8KNew |
$1.4M - $1.56M
|
2.8K
$1.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.8K+ 141.84% |
$1.4M - $1.55M
|
4.77K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.78K+ 19.34% |
$1.39M - $1.54M
|
17.1K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.78K+ 2.16% |
$1.38M - $1.54M
|
131K
$79.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.77KNew |
$1.38M - $1.54M
|
2.77K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.75K+ 5.33% |
$1.37M - $1.53M
|
54.3K
$32.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.74K+ 2.27% |
$1.37M - $1.52M
|
124K
$74.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.69KNew |
$1.34M - $1.49M
|
2.69K
$1.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.68KNew |
$1.34M - $1.49M
|
2.68K
$1.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.67K+ 0.74% |
$1.33M - $1.48M
|
364K
$220M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.66KNew |
$1.33M - $1.48M
|
2.66K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
2.65K+ 6.71% |
$1.32M - $1.47M
|
42.2K
$25.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.65K+ 13.21% |
$1.32M - $1.47M
|
22.7K
$13.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.63KNew |
$1.31M - $1.46M
|
2.63K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.58K+ 4.55% |
$1.29M - $1.43M
|
59.4K
$35.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.56K+ 33.68% |
$1.28M - $1.42M
|
10.2K
$6.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.51KNew |
$1.25M - $1.4M
|
2.51K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
2.5K+ 91.39% |
$1.25M - $1.39M
|
5.24K
$3.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2.5KNew |
$1.25M - $1.39M
|
2.5K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.5K+ 92.79% |
$1.25M - $1.39M
|
5.19K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
2.49K+ 1.77% |
$1.24M - $1.38M
|
143K
$86.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.42K+ 210.79% |
$1.21M - $1.34M
|
3.57K
$2.16M
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
2.41K+ 260.13% |
$1.2M - $1.34M
|
3.34K
$2.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.4KNew |
$1.2M - $1.33M
|
2.4K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.38K+ 9.34% |
$1.19M - $1.32M
|
27.9K
$16.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.37KNew |
$1.18M - $1.32M
|
2.37K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.37K+ 42.15% |
$1.18M - $1.31M
|
7.98K
$4.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.35KNew |
$1.17M - $1.31M
|
2.35K
$1.42M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.31K+ 1.99% |
$1.15M - $1.28M
|
118K
$71.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.3K+ 1.99% |
$1.15M - $1.28M
|
118K
$71.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2.3K+ 2.74% |
$1.15M - $1.28M
|
86.3K
$52.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.3K+ 0.79% |
$1.15M - $1.28M
|
293K
$177M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
2.3K+ 18.88% |
$1.15M - $1.28M
|
14.5K
$8.77M
|