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
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
75+ 3.63% |
$37.6K - $41.2K
|
2.14K
$1.1M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
74+ 7.44% |
$37.1K - $40.7K
|
1.07K
$551K
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
74+ 4.97% |
$37.1K - $40.7K
|
1.56K
$807K
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
74+ 1.97% |
$37.1K - $40.7K
|
3.84K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
74+ 0.52% |
$37.1K - $40.7K
|
14.4K
$7.41M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
73New |
$36.6K - $40.1K
|
73
$37.7K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
72+ 1.39% |
$36.1K - $39.6K
|
5.25K
$2.71M
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
71+ 1.32% |
$35.6K - $39K
|
5.46K
$2.81M
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
71+ 6.14% |
$35.6K - $39K
|
1.23K
$633K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
71+ 2.04% |
$35.6K - $39K
|
3.55K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
71+ 1.79% |
$35.6K - $39K
|
4.04K
$2.08M
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
71+ 0.15% |
$35.6K - $39K
|
45.9K
$23.7M
|
|
Oct 25, 2022
Q3 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
70+ 14.86% |
$35.1K - $38.5K
|
541
$279K
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
70+ 0.96% |
$35.1K - $38.5K
|
7.33K
$3.78M
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
70+ 16.75% |
$35.1K - $38.5K
|
488
$252K
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
69+ 2.37% |
$34.6K - $37.9K
|
2.99K
$1.54M
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
68+ 0.49% |
$34.1K - $37.4K
|
14K
$7.23M
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
68+ 1.9% |
$34.1K - $37.4K
|
3.65K
$1.88M
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
BUY
|
- |
68+ 0.97% |
$34.1K - $37.4K
|
7.1K
$3.66M
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
68+ 16.46% |
$34.1K - $37.4K
|
481
$248K
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
67+ 1.56% |
$33.6K - $36.8K
|
4.36K
$2.25M
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
67+ 6.99% |
$33.6K - $36.8K
|
1.03K
$529K
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
67+ 0.25% |
$33.6K - $36.8K
|
27.3K
$14.1M
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
66+ 5.16% |
$33.1K - $36.3K
|
1.34K
$693K
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
66+ 4.56% |
$33.1K - $36.3K
|
1.51K
$780K
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
66+ 0.42% |
$33.1K - $36.3K
|
15.8K
$8.15M
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
66+ 15.28% |
$33.1K - $36.3K
|
498
$257K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
66+ 1.39% |
$33.1K - $36.3K
|
4.81K
$2.48M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
66+ 0.59% |
$33.1K - $36.3K
|
11.3K
$5.81M
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
66+ 13.2% |
$33.1K - $36.3K
|
566
$292K
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
65+ 0.85% |
$32.6K - $35.7K
|
7.74K
$3.99M
|
|
Nov 09, 2022
Q3 2022
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
65+ 6.04% |
$32.6K - $35.7K
|
1.14K
$588K
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
65+ 14.57% |
$32.6K - $35.7K
|
511
$264K
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
64+ 11.43% |
$32.1K - $35.2K
|
624
$322K
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
64+ 0.97% |
$32.1K - $35.2K
|
6.65K
$3.43M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
64+ 9.34% |
$32.1K - $35.2K
|
749
$386K
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
63+ 3.49% |
$31.6K - $34.6K
|
1.87K
$964K
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
62+ 1.44% |
$31.1K - $34.1K
|
4.38K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
62+ 3.83% |
$31.1K - $34.1K
|
1.68K
$866K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
61+ 0.93% |
$30.6K - $33.5K
|
6.65K
$3.43M
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
61+ 5.52% |
$30.6K - $33.5K
|
1.17K
$602K
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
60+ 9.77% |
$30.1K - $33K
|
674
$348K
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
60+ 0.3% |
$30.1K - $33K
|
19.8K
$10.2M
|
|
Nov 14, 2022
Q3 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
60+ 1.0% |
$30.1K - $33K
|
6.07K
$3.13M
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
59+ 6.31% |
$29.6K - $32.4K
|
994
$513K
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
59+ 6.73% |
$29.6K - $32.4K
|
936
$483K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
59+ 0.57% |
$29.6K - $32.4K
|
10.5K
$5.42M
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
59+ 1.68% |
$29.6K - $32.4K
|
3.57K
$1.84M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
57+ 10.05% |
$28.6K - $31.3K
|
624
$322K
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
57+ 4.74% |
$28.6K - $31.3K
|
1.26K
$649K
|