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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Fosun International LTD
|
BUY
|
- |
525+ 52.5% |
$263K - $289K
|
1.53K
$814K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
521+ 19.95% |
$261K - $287K
|
3.13K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
521+ 5.69% |
$261K - $287K
|
9.68K
$5.16M
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
520+ 2.12% |
$261K - $286K
|
25.1K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
514+ 8.6% |
$258K - $283K
|
6.49K
$3.46M
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
513+ 8.78% |
$257K - $282K
|
6.36K
$3.39M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
513+ 24.2% |
$257K - $282K
|
2.63K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
510+ 1.99% |
$256K - $280K
|
26.1K
$13.9M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
509+ 4.87% |
$255K - $280K
|
11K
$5.84M
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
508+ 71.55% |
$255K - $279K
|
1.22K
$650K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
508+ 3.39% |
$255K - $279K
|
15.5K
$8.27M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
507New |
$254K - $279K
|
507
$270K
|
|
Nov 14, 2022
Q3 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
507+ 2.0% |
$254K - $279K
|
25.9K
$13.8M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
504+ 16.16% |
$253K - $277K
|
3.62K
$1.93M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
503+ 1.58% |
$252K - $277K
|
32.3K
$17.2M
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.84% |
$251K - $275K
|
59.9K
$32M
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
495New |
$248K - $272K
|
495
$264K
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
489+ 5.46% |
$245K - $269K
|
9.45K
$5.04M
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
489+ 39.06% |
$245K - $269K
|
1.74K
$929K
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
486+ 63.28% |
$244K - $267K
|
1.25K
$669K
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
484+ 6.52% |
$243K - $266K
|
7.91K
$4.22M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
483+ 0.35% |
$242K - $266K
|
139K
$74.2M
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
482New |
$242K - $265K
|
482
$257K
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
476+ 11.36% |
$239K - $262K
|
4.67K
$2.49M
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
475+ 7.09% |
$238K - $261K
|
7.18K
$3.83M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
473+ 6.56% |
$237K - $260K
|
7.69K
$4.1M
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
472New |
$237K - $260K
|
472
$252K
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
471+ 4.28% |
$236K - $259K
|
11.5K
$6.12M
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
BUY
|
- |
467+ 60.34% |
$234K - $257K
|
1.24K
$662K
|
|
Nov 14, 2022
Q3 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
465New |
$233K - $256K
|
465
$248K
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
462+ 100.0% |
$232K - $254K
|
924
$493K
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
459New |
$230K - $252K
|
459
$245K
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
457+ 20.98% |
$229K - $251K
|
2.64K
$1.41M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
456+ 20.18% |
$229K - $251K
|
2.72K
$1.45M
|
|
Nov 18, 2022
Q3 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
453New |
$227K - $249K
|
453
$242K
|
|
Oct 21, 2022
Q3 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
450New |
$226K - $247K
|
450
$240K
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
450+ 79.09% |
$226K - $247K
|
1.02K
$544K
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
450+ 30.91% |
$226K - $247K
|
1.91K
$1.02M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
448+ 3.53% |
$225K - $246K
|
13.1K
$7.01M
|
|
Oct 25, 2022
Q3 2022
|
Scharf Investments, LLC
|
BUY
|
- |
446+ 25.51% |
$224K - $245K
|
2.19K
$1.17M
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
445New |
$223K - $245K
|
445
$237K
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
441+ 14.6% |
$221K - $243K
|
3.46K
$1.85M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
439+ 7.54% |
$220K - $241K
|
6.26K
$3.34M
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
431+ 28.89% |
$216K - $237K
|
1.92K
$1.03M
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
430+ 2.73% |
$216K - $236K
|
16.2K
$8.62M
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
430+ 1.44% |
$216K - $236K
|
30.3K
$16.2M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
427+ 19.96% |
$214K - $235K
|
2.57K
$1.37M
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
425New |
$213K - $234K
|
425
$227K
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
425New |
$213K - $234K
|
425
$227K
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
424New |
$213K - $233K
|
424
$226K
|