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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
113+ 2.5% |
$56.6K - $62.1K
|
4.63K
$2.39M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
112+ 7.81% |
$56.1K - $61.6K
|
1.55K
$797K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
111+ 9.17% |
$55.6K - $61K
|
1.32K
$682K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
111+ 8.34% |
$55.6K - $61K
|
1.44K
$744K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
111+ 1.47% |
$55.6K - $61K
|
7.66K
$3.95M
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
110+ 1.94% |
$55.1K - $60.5K
|
5.79K
$2.99M
|
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
BUY
|
- |
110+ 11.18% |
$55.1K - $60.5K
|
1.09K
$564K
|
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
110+ 0.53% |
$55.1K - $60.5K
|
20.9K
$10.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
109+ 7.31% |
$54.6K - $59.9K
|
1.6K
$826K
|
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
109New |
$54.6K - $59.9K
|
109
$56.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
108+ 10.19% |
$54.1K - $59.4K
|
1.17K
$602K
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
108+ 5.19% |
$54.1K - $59.4K
|
2.19K
$1.13M
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
107+ 27.23% |
$53.6K - $58.8K
|
500
$258K
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
107+ 6.93% |
$53.6K - $58.8K
|
1.65K
$851K
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
106+ 10.22% |
$53.1K - $58.3K
|
1.14K
$590K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
106+ 2.92% |
$53.1K - $58.3K
|
3.74K
$1.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
106+ 4.73% |
$53.1K - $58.3K
|
2.35K
$1.21M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
106+ 3.6% |
$53.1K - $58.3K
|
3.05K
$1.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
105+ 1.11% |
$52.6K - $57.7K
|
9.55K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
105+ 1.62% |
$52.6K - $57.7K
|
6.58K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
104+ 0.49% |
$52.1K - $57.2K
|
21.4K
$11M
|
|
|
Nov 15, 2022
Q3 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
104+ 1.19% |
$52.1K - $57.2K
|
8.82K
$4.55M
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
104+ 12.73% |
$52.1K - $57.2K
|
921
$475K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
102+ 0.88% |
$51.1K - $56.1K
|
11.7K
$6.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
102+ 1.1% |
$51.1K - $56.1K
|
9.42K
$4.86M
|
|
|
Nov 04, 2022
Q3 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
102+ 21.89% |
$51.1K - $56.1K
|
568
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
102+ 0.78% |
$51.1K - $56.1K
|
13.1K
$6.76M
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
100+ 20.62% |
$50.1K - $55K
|
585
$302K
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
100+ 18.28% |
$50.1K - $55K
|
647
$334K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
100+ 0.46% |
$50.1K - $55K
|
21.7K
$11.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
100+ 6.1% |
$50.1K - $55K
|
1.74K
$897K
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
100+ 3.85% |
$50.1K - $55K
|
2.7K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
100+ 5.55% |
$50.1K - $55K
|
1.9K
$981K
|
|
|
Oct 11, 2022
Q3 2022
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
99+ 24.75% |
$49.6K - $54.4K
|
499
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
99+ 2.45% |
$49.6K - $54.4K
|
4.14K
$2.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
99+ 14.39% |
$49.6K - $54.4K
|
787
$406K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
98+ 38.28% |
$49.1K - $53.9K
|
354
$183K
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
97+ 11.98% |
$48.6K - $53.3K
|
907
$468K
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
96+ 3.44% |
$48.1K - $52.8K
|
2.89K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
96+ 19.55% |
$48.1K - $52.8K
|
587
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
96+ 5.93% |
$48.1K - $52.8K
|
1.72K
$885K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
95+ 16.67% |
$47.6K - $52.2K
|
665
$343K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
94+ 1.59% |
$47.1K - $51.7K
|
6.02K
$3.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
93+ 37.96% |
$46.6K - $51.1K
|
338
$174K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
93+ 2.8% |
$46.6K - $51.1K
|
3.42K
$1.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
93+ 4.71% |
$46.6K - $51.1K
|
2.07K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Unison Asset Management LLC
|
BUY
|
- |
93+ 1.01% |
$46.6K - $51.1K
|
9.32K
$4.81M
|
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
93+ 0.35% |
$46.6K - $51.1K
|
26.3K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
92+ 1.2% |
$46.1K - $50.6K
|
7.74K
$3.99M
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
91+ 7.43% |
$45.6K - $50K
|
1.32K
$679K
|