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 04, 2022
Q3 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
91+ 9.38% |
$45.6K - $50K
|
1.06K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
91+ 0.45% |
$45.6K - $50K
|
20.3K
$10.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
90+ 6.02% |
$45.1K - $49.5K
|
1.59K
$817K
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
90+ 11.95% |
$45.1K - $49.5K
|
843
$435K
|
|
|
Oct 24, 2022
Q3 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
89+ 1.06% |
$44.6K - $48.9K
|
8.45K
$4.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
89+ 8.86% |
$44.6K - $48.9K
|
1.09K
$564K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
88+ 14.31% |
$44.1K - $48.4K
|
703
$363K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
88+ 0.75% |
$44.1K - $48.4K
|
11.8K
$6.07M
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
88+ 5.97% |
$44.1K - $48.4K
|
1.56K
$806K
|
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
87+ 21.53% |
$43.6K - $47.8K
|
491
$253K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
87+ 0.69% |
$43.6K - $47.8K
|
12.7K
$6.54M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
86+ 5.07% |
$43.1K - $47.3K
|
1.78K
$919K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
86+ 1.11% |
$43.1K - $47.3K
|
7.86K
$4.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
86+ 1.52% |
$43.1K - $47.3K
|
5.74K
$2.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
85+ 0.43% |
$42.6K - $46.7K
|
19.7K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
85+ 13.24% |
$42.6K - $46.7K
|
727
$375K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
84+ 5.75% |
$42.1K - $46.2K
|
1.54K
$796K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
84+ 1.29% |
$42.1K - $46.2K
|
6.59K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
84+ 0.22% |
$42.1K - $46.2K
|
38.5K
$19.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
83+ 1.67% |
$41.6K - $45.6K
|
5.05K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
BUY
|
- |
83+ 5.18% |
$41.6K - $45.6K
|
1.68K
$869K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
82+ 11.8% |
$41.1K - $45.1K
|
777
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
82+ 227.78% |
$41.1K - $45.1K
|
118
$60.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
82+ 1.47% |
$41.1K - $45.1K
|
5.68K
$2.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
81+ 7.25% |
$40.6K - $44.5K
|
1.2K
$618K
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
81+ 3.52% |
$40.6K - $44.5K
|
2.38K
$1.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
81+ 0.58% |
$40.6K - $44.5K
|
14K
$7.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
81+ 1.03% |
$40.6K - $44.5K
|
7.93K
$4.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
80+ 21.22% |
$40.1K - $44K
|
457
$236K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
80+ 2.73% |
$40.1K - $44K
|
3.01K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
80+ 1.09% |
$40.1K - $44K
|
7.4K
$3.81M
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
79+ 2.94% |
$39.6K - $43.4K
|
2.77K
$1.43M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
79+ 4.81% |
$39.6K - $43.4K
|
1.72K
$888K
|
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
79+ 1.12% |
$39.6K - $43.4K
|
7.14K
$3.68M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
78+ 4.91% |
$39.1K - $42.9K
|
1.67K
$860K
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
78+ 0.66% |
$39.1K - $42.9K
|
11.9K
$6.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
BUY
|
- |
78+ 0.78% |
$39.1K - $42.9K
|
10.1K
$5.22M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
77+ 0.98% |
$38.6K - $42.3K
|
7.91K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
77+ 0.72% |
$38.6K - $42.3K
|
10.8K
$5.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
77+ 0.12% |
$38.6K - $42.3K
|
62.4K
$32.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
77+ 11.31% |
$38.6K - $42.3K
|
758
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
77+ 1.15% |
$38.6K - $42.3K
|
6.78K
$3.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
77+ 0.78% |
$38.6K - $42.3K
|
9.97K
$5.14M
|
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
BUY
|
- |
76+ 1.32% |
$38.1K - $41.8K
|
5.82K
$3M
|
|
|
Oct 11, 2022
Q3 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
76+ 1.39% |
$38.1K - $41.8K
|
5.56K
$2.87M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
76+ 0.88% |
$38.1K - $41.8K
|
8.7K
$4.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
76+ 0.61% |
$38.1K - $41.8K
|
12.5K
$6.44M
|
|
|
Oct 21, 2022
Q3 2022
|
Foundry Partners, LLC
|
BUY
|
- |
75+ 7.81% |
$37.6K - $41.2K
|
1.04K
$534K
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
75+ 11.5% |
$37.6K - $41.2K
|
727
$375K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
75+ 6.19% |
$37.6K - $41.2K
|
1.29K
$664K
|