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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
43+ 4.54% |
$21.6K - $23.6K
|
990
$511K
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
43+ 0.16% |
$21.6K - $23.6K
|
27.4K
$14.1M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
43+ 20.98% |
$21.6K - $23.6K
|
248
$128K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
42+ 0.94% |
$21.1K - $23.1K
|
4.52K
$2.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42+ 2100.0% |
$21.1K - $23.1K
|
44
$22.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
42+ 0.3% |
$21.1K - $23.1K
|
14.1K
$7.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
42+ 2.65% |
$21.1K - $23.1K
|
1.63K
$840K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
42+ 0.39% |
$21.1K - $23.1K
|
10.9K
$5.62M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
41+ 0.76% |
$20.6K - $22.5K
|
5.46K
$2.82M
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
41+ 6.77% |
$20.6K - $22.5K
|
647
$334K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
41+ 70.69% |
$20.6K - $22.5K
|
99
$51.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
41+ 9.67% |
$20.6K - $22.5K
|
465
$240K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
41+ 19.34% |
$20.6K - $22.5K
|
253
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
41+ 5.39% |
$20.6K - $22.5K
|
802
$414K
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
40+ 2.06% |
$20K - $22K
|
1.99K
$1.02M
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
40+ 1.55% |
$20K - $22K
|
2.62K
$1.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
39+ 0.61% |
$19.5K - $21.4K
|
6.4K
$3.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
39+ 0.29% |
$19.5K - $21.4K
|
13.5K
$6.96M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
39+ 2.46% |
$19.5K - $21.4K
|
1.62K
$837K
|
|
|
Nov 08, 2022
Q3 2022
|
Puzo Michael J
|
BUY
|
- |
39+ 0.34% |
$19.5K - $21.4K
|
11.5K
$5.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39+ 8.3% |
$19.5K - $21.4K
|
509
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
39+ 2.48% |
$19.5K - $21.4K
|
1.61K
$831K
|
|
|
Nov 17, 2022
Q3 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
39+ 6.44% |
$19.5K - $21.4K
|
645
$333K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
38+ 2.5% |
$19K - $20.9K
|
1.56K
$802K
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
38+ 4.66% |
$19K - $20.9K
|
854
$440K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
37+ 1.79% |
$18.5K - $20.3K
|
2.11K
$1.09M
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
37+ 1.69% |
$18.5K - $20.3K
|
2.23K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
37+ 7.31% |
$18.5K - $20.3K
|
543
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
37+ 1.2% |
$18.5K - $20.3K
|
3.12K
$1.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
36+ 1.24% |
$18K - $19.8K
|
2.95K
$1.52M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
36+ 276.92% |
$18K - $19.8K
|
49
$25.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
36+ 2.88% |
$18K - $19.8K
|
1.29K
$663K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
36+ 1.09% |
$18K - $19.8K
|
3.34K
$1.72M
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
36+ 1.21% |
$18K - $19.8K
|
3.02K
$1.56M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
35New |
$17.5K - $19.2K
|
35
$18.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
35+ 0.17% |
$17.5K - $19.2K
|
20.1K
$10.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
34+ 0.21% |
$17K - $18.7K
|
16.1K
$8.29M
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
33+ 6.61% |
$16.5K - $18.1K
|
532
$274K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
33+ 2.83% |
$16.5K - $18.1K
|
1.2K
$618K
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
32+ 1.5% |
$16K - $17.6K
|
2.16K
$1.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
32+ 160.0% |
$16K - $17.6K
|
52
$26.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
32+ 2.3% |
$16K - $17.6K
|
1.42K
$734K
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
32+ 1.27% |
$16K - $17.6K
|
2.54K
$1.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
32+ 0.39% |
$16K - $17.6K
|
8.31K
$4.28M
|
|
|
Oct 25, 2022
Q3 2022
|
Alta Capital Management LLC
|
BUY
|
- |
32+ 0.73% |
$16K - $17.6K
|
4.43K
$2.29M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
32+ 0.08% |
$16K - $17.6K
|
38.5K
$19.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
32+ 0.45% |
$16K - $17.6K
|
7.11K
$3.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
32+ 0.21% |
$16K - $17.6K
|
15.4K
$7.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
32+ 1.93% |
$16K - $17.6K
|
1.69K
$872K
|
|
|
Nov 14, 2022
Q3 2022
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
32+ 8.0% |
$16K - $17.6K
|
432
$223K
|