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 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
31+ 4.39% |
$15.5K - $17K
|
737
$380K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 2.22% |
$15.5K - $17K
|
1.43K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 4.42% |
$15.5K - $17K
|
732
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
31+ 6.31% |
$15.5K - $17K
|
522
$269K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
30New |
$15K - $16.5K
|
30
$15.5K
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
30+ 0.24% |
$15K - $16.5K
|
12.3K
$6.37M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30+ 76.92% |
$15K - $16.5K
|
69
$35.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
BUY
|
- |
30+ 0.33% |
$15K - $16.5K
|
9.04K
$4.66M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
30+ 5.33% |
$15K - $16.5K
|
593
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
30+ 3.33% |
$15K - $16.5K
|
930
$480K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
29+ 7.3% |
$14.5K - $15.9K
|
426
$220K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
29+ 12.55% |
$14.5K - $15.9K
|
260
$134K
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
28+ 1.0% |
$14K - $15.4K
|
2.84K
$1.46M
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
28+ 3.05% |
$14K - $15.4K
|
946
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.65% |
$14K - $15.4K
|
4.32K
$2.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
27+ 0.7% |
$13.5K - $14.8K
|
3.91K
$2.02M
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
27+ 5.97% |
$13.5K - $14.8K
|
479
$247K
|
|
|
Oct 28, 2022
Q3 2022
|
Gouws Capital LLC
|
BUY
|
- |
27+ 0.39% |
$13.5K - $14.8K
|
7.01K
$3.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
27+ 0.43% |
$13.5K - $14.8K
|
6.36K
$3.28M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
27+ 28.72% |
$13.5K - $14.8K
|
121
$62.4K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
27+ 1.5% |
$13.5K - $14.8K
|
1.83K
$941K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
27+ 1.79% |
$13.5K - $14.8K
|
1.53K
$791K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
26+ 7.6% |
$13K - $14.3K
|
368
$190K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
26+ 0.68% |
$13K - $14.3K
|
3.87K
$2M
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
26+ 0.19% |
$13K - $14.3K
|
13.5K
$6.94M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
26+ 4.25% |
$13K - $14.3K
|
638
$329K
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
26+ 0.84% |
$13K - $14.3K
|
3.12K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
26+ 5.62% |
$13K - $14.3K
|
489
$252K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
26+ 3.57% |
$13K - $14.3K
|
755
$389K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
25+ 2.44% |
$12.5K - $13.7K
|
1.05K
$541K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
25+ 5.56% |
$12.5K - $13.7K
|
475
$245K
|
|
|
Nov 03, 2022
Q3 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
25+ 0.32% |
$12.5K - $13.7K
|
7.84K
$4.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
25+ 0.35% |
$12.5K - $13.7K
|
7.14K
$3.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
25+ 0.39% |
$12.5K - $13.7K
|
6.45K
$3.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
25+ 4.9% |
$12.5K - $13.7K
|
535
$276K
|
|
|
Nov 08, 2022
Q3 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
25+ 4.08% |
$12.5K - $13.7K
|
638
$329K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25+ 1.11% |
$12.5K - $13.7K
|
2.28K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
25+ 1.02% |
$12.5K - $13.7K
|
2.48K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
25+ 0.72% |
$12.5K - $13.7K
|
3.48K
$1.79M
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
24New |
$12K - $13.2K
|
24
$12.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
24+ 3.83% |
$12K - $13.2K
|
651
$336K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
23+ 1.11% |
$11.5K - $12.6K
|
2.1K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
23+ 1.4% |
$11.5K - $12.6K
|
1.66K
$858K
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
23+ 2.44% |
$11.5K - $12.6K
|
967
$499K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
23+ 0.23% |
$11.5K - $12.6K
|
10.1K
$5.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
23+ 4.03% |
$11.5K - $12.6K
|
594
$306K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
23+ 209.09% |
$11.5K - $12.6K
|
34
$17.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
22+ 2.94% |
$11K - $12.1K
|
770
$397K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
22+ 2.24% |
$11K - $12.1K
|
1K
$517K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
22+ 2.59% |
$11K - $12.1K
|
870
$449K
|