Purchases and Sales Made in Q3 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
1.12K+ 2.69% |
$562K - $617K
|
42.8K
$25.9M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.1KNew |
$551K - $604K
|
1.1K
$665K
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
BUY
|
- |
1.1KNew |
$550K - $604K
|
1.1K
$665K
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.09KNew |
$544K - $597K
|
1.09K
$657K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.07K+ 4.51% |
$535K - $587K
|
24.8K
$15M
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
1.07K+ 6.8% |
$534K - $586K
|
16.7K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.06K+ 0.98% |
$532K - $583K
|
110K
$66.4M
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.06K+ 103.92% |
$531K - $583K
|
2.08K
$1.26M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.04K+ 44.37% |
$522K - $572K
|
3.39K
$2.05M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$520K - $571K
|
1.04K
$628K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.04K+ 1.59% |
$519K - $570K
|
66.4K
$40.2M
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
1.04K+ 74.8% |
$519K - $570K
|
2.42K
$1.47M
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.03K+ 6.46% |
$516K - $566K
|
17K
$10.3M
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.02K+ 1.95% |
$510K - $560K
|
53.3K
$32.2M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.02K+ 41.11% |
$510K - $560K
|
3.49K
$2.11M
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
1.01K+ 1.39% |
$508K - $558K
|
74.1K
$44.9M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.01K+ 5.41% |
$507K - $556K
|
19.7K
$11.9M
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1.01KNew |
$504K - $553K
|
1.01K
$609K
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.01K+ 83.4% |
$504K - $553K
|
2.21K
$1.34M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1KNew |
$503K - $552K
|
1K
$607K
|
|
Oct 26, 2022
Q3 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
1K+ 22.73% |
$501K - $550K
|
5.4K
$3.27M
|
|
Nov 09, 2022
Q3 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1K+ 16.67% |
$501K - $550K
|
7K
$4.24M
|
|
Nov 14, 2022
Q3 2022
|
Rock Springs Capital Management LP
Baltimore, MD |
BUY
|
- |
1K+ 0.37% |
$501K - $550K
|
270K
$163M
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1K+ 1.45% |
$501K - $550K
|
70.1K
$42.4M
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
997+ 5.32% |
$500K - $548K
|
19.7K
$11.9M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
994+ 5.47% |
$498K - $547K
|
19.2K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
991+ 6.43% |
$497K - $545K
|
16.4K
$9.93M
|
|
Nov 14, 2022
Q3 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
991+ 1.2% |
$497K - $545K
|
83.8K
$50.7M
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
988+ 44.91% |
$495K - $543K
|
3.19K
$1.93M
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
978+ 27.71% |
$490K - $538K
|
4.51K
$2.73M
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
973New |
$488K - $535K
|
973
$589K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
969+ 5.23% |
$486K - $533K
|
19.5K
$11.8M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
960New |
$481K - $528K
|
960
$581K
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
959+ 11.23% |
$481K - $527K
|
9.5K
$5.75M
|
|
Oct 27, 2022
Q3 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
957+ 25.08% |
$480K - $526K
|
4.77K
$2.89M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
957+ 13.37% |
$480K - $526K
|
8.11K
$4.91M
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
954+ 20.49% |
$478K - $525K
|
5.61K
$3.4M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
949+ 2.32% |
$476K - $522K
|
41.9K
$25.4M
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
944+ 24.78% |
$473K - $519K
|
4.75K
$2.88M
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
942New |
$472K - $518K
|
942
$570K
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
942New |
$472K - $518K
|
942
$570K
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
920+ 8.13% |
$461K - $506K
|
12.2K
$7.41M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
915+ 25.39% |
$459K - $503K
|
4.52K
$2.74M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
913+ 95.1% |
$458K - $502K
|
1.87K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
913+ 4.62% |
$458K - $502K
|
20.7K
$12.5M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
912+ 5.36% |
$457K - $502K
|
17.9K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
910+ 0.65% |
$456K - $500K
|
142K
$85.8M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
900+ 19.66% |
$451K - $495K
|
5.48K
$3.32M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
899+ 8.24% |
$451K - $494K
|
11.8K
$7.14M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
893+ 34.24% |
$448K - $491K
|
3.5K
$2.12M
|