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 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
57+ 0.39% |
$28.6K - $31.3K
|
14.8K
$7.64M
|
|
|
Nov 10, 2022
Q3 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
56+ 0.01% |
$28.1K - $30.8K
|
494K
$255M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
56+ 0.63% |
$28.1K - $30.8K
|
8.95K
$4.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
55+ 2.7% |
$27.6K - $30.2K
|
2.09K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
55+ 0.06% |
$27.6K - $30.2K
|
90.4K
$46.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
55+ 7.79% |
$27.6K - $30.2K
|
761
$392K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
54+ 0.25% |
$27.1K - $29.7K
|
21.3K
$11M
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
54+ 5.39% |
$27.1K - $29.7K
|
1.06K
$545K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
54+ 0.7% |
$27.1K - $29.7K
|
7.8K
$4.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
54+ 1.93% |
$27.1K - $29.7K
|
2.85K
$1.47M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
53+ 1.21% |
$26.6K - $29.1K
|
4.42K
$2.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
53+ 0.17% |
$26.6K - $29.1K
|
31.1K
$16M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
52+ 0.44% |
$26.1K - $28.6K
|
11.8K
$6.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
52+ 0.78% |
$26.1K - $28.6K
|
6.76K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
52+ 6.93% |
$26.1K - $28.6K
|
802
$414K
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
51+ 9.07% |
$25.6K - $28K
|
613
$316K
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
51+ 7.2% |
$25.6K - $28K
|
759
$391K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
51+ 19.39% |
$25.6K - $28K
|
314
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
51+ 0.64% |
$25.6K - $28K
|
8.02K
$4.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
50+ 294.12% |
$25.1K - $27.5K
|
67
$34.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
50+ 2.13% |
$25.1K - $27.5K
|
2.39K
$1.23M
|
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
50+ 0.56% |
$25.1K - $27.5K
|
8.94K
$4.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
50+ 3.89% |
$25.1K - $27.5K
|
1.34K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
50+ 1.3% |
$25.1K - $27.5K
|
3.91K
$2.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
49+ 7.11% |
$24.6K - $26.9K
|
738
$381K
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
49+ 20.68% |
$24.6K - $26.9K
|
286
$148K
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
49+ 4.45% |
$24.6K - $26.9K
|
1.15K
$594K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
49+ 6.68% |
$24.6K - $26.9K
|
783
$404K
|
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
BUY
|
- |
48+ 5.89% |
$24.1K - $26.4K
|
863
$445K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
48+ 2.57% |
$24.1K - $26.4K
|
1.92K
$990K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
47+ 1.82% |
$23.6K - $25.8K
|
2.63K
$1.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
47+ 0.57% |
$23.6K - $25.8K
|
8.3K
$4.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
47+ 6.6% |
$23.6K - $25.8K
|
759
$391K
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
47+ 1.02% |
$23.6K - $25.8K
|
4.68K
$2.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 0.88% |
$23.1K - $25.3K
|
5.3K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
46+ 1.77% |
$23.1K - $25.3K
|
2.65K
$1.36M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
46+ 3.05% |
$23.1K - $25.3K
|
1.56K
$802K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
45+ 1.52% |
$22.6K - $24.7K
|
3.02K
$1.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
BUY
|
- |
45+ 0.49% |
$22.6K - $24.7K
|
9.22K
$4.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
45+ 7.83% |
$22.6K - $24.7K
|
620
$320K
|
|
|
Nov 04, 2022
Q3 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
45+ 11.03% |
$22.6K - $24.7K
|
453
$234K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
45+ 3.83% |
$22.6K - $24.7K
|
1.22K
$629K
|
|
|
Nov 10, 2022
Q3 2022
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
45+ 2.27% |
$22.6K - $24.7K
|
2.03K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
45+ 2.2% |
$22.6K - $24.7K
|
2.09K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
44+ 0.55% |
$22.1K - $24.2K
|
8.03K
$4.14M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
44+ 5.7% |
$22.1K - $24.2K
|
816
$421K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
44+ 20.75% |
$22.1K - $24.2K
|
256
$132K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
44+ 3.62% |
$22.1K - $24.2K
|
1.26K
$649K
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
44+ 7.75% |
$22.1K - $24.2K
|
612
$316K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
44+ 2.32% |
$22.1K - $24.2K
|
1.94K
$1M
|