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 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
3+ 0.2% |
$1.5K - $1.65K
|
1.48K
$791K
|
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.35% |
$1.5K - $1.65K
|
863
$460K
|
|
|
Oct 24, 2022
Q3 2022
|
Independent Investors Inc
|
BUY
|
- |
3+ 0.09% |
$1.5K - $1.65K
|
3.44K
$1.84M
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
3+ 0.13% |
$1.5K - $1.65K
|
2.32K
$1.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$1.5K - $1.65K
|
9.22K
$4.92M
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.52% |
$1.5K - $1.65K
|
580
$309K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.24% |
$1.5K - $1.65K
|
1.25K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.14% |
$1.5K - $1.65K
|
2.11K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3+ 0.34% |
$1.5K - $1.65K
|
884
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3+ 0.1% |
$1.5K - $1.65K
|
2.99K
$1.6M
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2+ 0.05% |
$1K - $1.1K
|
4.42K
$2.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
2+ 12.5% |
$1K - $1.1K
|
18
$9.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
2+ 0.25% |
$1K - $1.1K
|
809
$432K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.08% |
$1K - $1.1K
|
2.56K
$1.37M
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2+ 0.33% |
$1K - $1.1K
|
605
$323K
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$1K - $1.1K
|
842
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.27% |
$1K - $1.1K
|
731
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2+ 0.39% |
$1K - $1.1K
|
513
$274K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.22% |
$501 - $550
|
451
$241K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
1+ 0.04% |
$501 - $550
|
2.25K
$1.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
BUY
|
- |
1+ 0.11% |
$501 - $550
|
879
$469K
|
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.16% |
$501 - $550
|
610
$325K
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$501 - $550
|
469
$250K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.1% |
$501 - $550
|
1.05K
$561K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.12% |
$501 - $550
|
816
$435K
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1+ 0.11% |
$501 - $550
|
901
$481K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.28% |
$501 - $550
|
353
$188K
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$501 - $550
|
2.39K
$1.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
1+ 0.22% |
$501 - $550
|
459
$245K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$501 - $550
|
3.12K
$1.66M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.37% |
$501 - $550
|
271
$145K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.1% |
$501 - $550
|
998
$532K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.42% |
$501 - $550
|
238
$127K
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.04% |
$501 - $550
|
2.55K
$1.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.01% |
$501 - $550
|
7.08K
$3.78M
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.07% |
$501 - $550
|
1.38K
$738K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1+ 0.15% |
$501 - $550
|
678
$362K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.13% |
$501 - $550
|
753
$402K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.17% |
$501 - $550
|
578
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.11% |
$501 - $550
|
933
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.13% |
$501 - $550
|
744
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
1+ 0.0% |
$501 - $550
|
35K
$18.6M
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.28% |
$501 - $550
|
358
$191K
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1- 0.08% |
$501 - $550
|
1.3K
$691K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-1- 0.09% |
$501 - $550
|
1.16K
$618K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 2.78% |
$501 - $550
|
35
$18.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 0.57% |
$501 - $550
|
173
$92.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1- 0.09% |
$501 - $550
|
1.14K
$606K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$501 - $550
|
1.92K
$1.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- -0.0% |
$501 - $550
|
37.1K
$19.8M
|