Purchases and Sales Made in Q3 2022 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
424
+ 7.05%
$213K - $233K
6.44K $3.93M
Oct 13, 2022 Q3 2022
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
423
+ 0.81%
$212K - $233K
52.7K $32.2M
Oct 31, 2022 Q3 2022
Keystone Wealth Services, LLC

BUY
 -
421
New
$211K - $232K
421 $257K
Nov 08, 2022 Q3 2022
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
421
New
$211K - $232K
421 $257K
Nov 14, 2022 Q3 2022
Vestor Capital, LLC

Chicago, IL
BUY
 -
421
+ 0.7%
$211K - $232K
60.5K $37M
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
418
+ 0.84%
$210K - $230K
50.3K $30.7M
Nov 14, 2022 Q3 2022
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
418
+ 6.99%
$210K - $230K
6.39K $3.91M
Oct 18, 2022 Q3 2022
Kesler, Norman & Wride, LLC

BUY
 -
415
+ 2.44%
$208K - $228K
17.4K $10.6M
Oct 25, 2022 Q3 2022
Sky Oak Wealth, LLC

BUY
 -
415
+ 55.63%
$208K - $228K
1.16K $709K
Oct 21, 2022 Q3 2022
Rb Capital Management, LLC

BUY
 -
414
+ 9.85%
$208K - $228K
4.62K $2.82M
Nov 10, 2022 Q3 2022
Carl P. Sherr & Co., LLC

BUY
 -
407
New
$204K - $224K
407 $249K
Oct 19, 2022 Q3 2022
Lgt Fund Management CO Ltd.

BUY
 -
400
+ 2.24%
$200K - $220K
18.3K $11.2M
Oct 26, 2022 Q3 2022
Steel Peak Wealth Management LLC

BUY
 -
400
+ 27.27%
$200K - $220K
1.87K $1.14M
Nov 14, 2022 Q3 2022
Alpha Square Group S, LLC

New York, NY
BUY
 -
400
+ 7.41%
$200K - $220K
5.8K $3.54M
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
398
New
$199K - $219K
398 $243K
Nov 01, 2022 Q3 2022
Noesis Capital Mangement Corp

BUY
 -
397
New
$199K - $218K
397 $242K
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
394
+ 11.42%
$197K - $217K
3.85K $2.35M
Oct 21, 2022 Q3 2022
Motive Wealth Advisors

BUY
 -
388
+ 90.65%
$194K - $213K
816 $498K
Oct 24, 2022 Q3 2022
Calamos Wealth Management LLC

BUY
 -
388
+ 0.89%
$194K - $213K
44.1K $26.9M
Nov 14, 2022 Q3 2022
H. L. Ormond & Company, LLC

Greenville, NC
BUY
 -
383
+ 79.3%
$192K - $211K
866 $529K
Oct 06, 2022 Q3 2022
Martin Capital Partners, LLC

BUY
 -
378
+ 4.31%
$189K - $208K
9.16K $5.59M
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
377
+ 45.15%
$189K - $207K
1.21K $740K
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
377
+ 124.42%
$189K - $207K
680 $415K
May 18, 2023 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
375
+ 56.82%
$188K - $206K
1.04K $632K
Oct 27, 2022 Q3 2022
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
370
+ 21.03%
$185K - $203K
2.13K $1.3M
Nov 10, 2022 Q3 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
368
+ 2.7%
$184K - $202K
14K $8.55M
Nov 14, 2022 Q3 2022
Forbes J M & CO LLP

BUY
 -
368
+ 1.3%
$184K - $202K
28.7K $17.5M
Oct 31, 2022 Q3 2022
Paragon Advisors, LLC

BUY
 -
364
+ 8.08%
$182K - $200K
4.87K $2.97M
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
360
+ 1.25%
$180K - $198K
29.1K $17.8M
Nov 23, 2022 Q3 2022
Invst, LLC

Indianapolis, IN
BUY
 -
360
+ 46.63%
$180K - $198K
1.13K $691K
Oct 12, 2022 Q3 2022
Cerro Pacific Wealth Advisors LLC

BUY
 -
358
+ 27.08%
$179K - $197K
1.68K $1.03M
Oct 21, 2022 Q3 2022
Aaron Wealth Advisors LLC

BUY
 -
357
+ 19.84%
$179K - $196K
2.16K $1.32M
Nov 04, 2022 Q3 2022
Cypress Capital Group

BUY
 -
350
+ 5.11%
$175K - $192K
7.2K $4.4M
Oct 13, 2022 Q3 2022
Red Door Wealth Management, LLC

BUY
 -
343
+ 3.0%
$172K - $189K
11.8K $7.2M
Nov 14, 2022 Q3 2022
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
340
New
$170K - $187K
340 $208K
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

BUY
 -
339
+ 5.79%
$170K - $186K
6.19K $3.78M
Oct 12, 2022 Q3 2022
Everhart Financial Group, Inc.

BUY
 -
338
+ 15.41%
$169K - $186K
2.53K $1.55M
Nov 14, 2022 Q3 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
338
+ 9.41%
$169K - $186K
3.93K $2.4M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
337
+ 3.89%
$169K - $185K
9K $5.5M
Nov 04, 2022 Q3 2022
Glenview Trust CO

Louisville, KY
BUY
 -
336
+ 1.56%
$168K - $185K
21.9K $13.4M
Nov 14, 2022 Q3 2022
Simplify Asset Management Inc.

New York, NY
BUY
 -
336
+ 4.79%
$168K - $185K
7.35K $4.49M
Nov 01, 2022 Q3 2022
Prestige Wealth Management Group LLC

BUY
 -
334
+ 6.31%
$167K - $184K
5.63K $3.44M
Nov 07, 2022 Q3 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
333
+ 0.43%
$167K - $183K
77.5K $47.4M
Nov 07, 2022 Q3 2022
Advanced Research Investment Solutions, LLC

BUY
 -
330
+ 188.57%
$165K - $181K
505 $308K
Nov 08, 2022 Q3 2022
Zions Bancorporation, N.A.

BUY
 -
330
+ 2.08%
$165K - $181K
16.2K $9.87M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
325
+ 2.6%
$163K - $179K
12.8K $7.83M
Oct 17, 2022 Q3 2022
Btc Capital Management, Inc.

BUY
 -
321
+ 1.83%
$161K - $177K
17.9K $10.9M
Oct 24, 2022 Q3 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
321
+ 1.27%
$161K - $177K
25.7K $15.7M
Nov 10, 2022 Q3 2022
Americana Partners, LLC

Houston, TX
BUY
 -
320
+ 2.43%
$160K - $176K
13.5K $8.25M

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