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 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8- 0.13% |
$4.01K - $4.4K
|
6.08K
$3.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-8- 0.25% |
$4.01K - $4.4K
|
3.2K
$1.71M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.95% |
$4.01K - $4.4K
|
837
$447K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-8- 0.69% |
$4.01K - $4.4K
|
1.15K
$612K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-8- 0.79% |
$4.01K - $4.4K
|
1K
$536K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-8- 4.71% |
$4.01K - $4.4K
|
162
$86.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-8- 1.1% |
$4.01K - $4.4K
|
720
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.2% |
$4.01K - $4.4K
|
3.98K
$2.12M
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-9- 0.22% |
$4.51K - $4.95K
|
4.03K
$2.15M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-9- 0.17% |
$4.51K - $4.95K
|
5.17K
$2.76M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9- 1.42% |
$4.51K - $4.95K
|
626
$334K
|
|
|
Oct 20, 2022
Q3 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-9- 0.1% |
$4.51K - $4.95K
|
8.75K
$4.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-9- 0.36% |
$4.51K - $4.95K
|
2.5K
$1.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-9- 0.29% |
$4.51K - $4.95K
|
3.05K
$1.63M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-9- 0.95% |
$4.51K - $4.95K
|
938
$500K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-9- 1.05% |
$4.51K - $4.95K
|
845
$451K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9- 1.9% |
$4.51K - $4.95K
|
465
$248K
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-10- 1.04% |
$5.01K - $5.5K
|
955
$510K
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10- 0.45% |
$5.01K - $5.5K
|
2.22K
$1.18M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-10- 10.53% |
$5.01K - $5.5K
|
85
$45.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-10- 0.41% |
$5.01K - $5.5K
|
2.4K
$1.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-10- 1.68% |
$5.01K - $5.5K
|
585
$312K
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-10- 0.5% |
$5.01K - $5.5K
|
1.98K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-10- 2.44% |
$5.01K - $5.5K
|
399
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 0.19% |
$5.01K - $5.5K
|
5.28K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
SELL
|
- |
-10- 2.08% |
$5.01K - $5.5K
|
471
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-10- 0.12% |
$5.01K - $5.5K
|
8.51K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-10- 2.26% |
$5.01K - $5.5K
|
433
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-10- 0.36% |
$5.01K - $5.5K
|
2.79K
$1.49M
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-10- 1.92% |
$5.01K - $5.5K
|
510
$272K
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.32% |
$5.51K - $6.05K
|
825
$440K
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-11- 0.36% |
$5.51K - $6.05K
|
3.04K
$1.62M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-11- 6.51% |
$5.51K - $6.05K
|
158
$84.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-11- 2.53% |
$5.51K - $6.05K
|
424
$226K
|
|
|
Oct 12, 2022
Q3 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-12- 2.14% |
$6.01K - $6.6K
|
550
$293K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
SELL
|
- |
-12- 0.44% |
$6.01K - $6.6K
|
2.74K
$1.46M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-12- 0.35% |
$6.01K - $6.6K
|
3.41K
$1.82M
|
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-13- 0.16% |
$6.52K - $7.15K
|
8.25K
$4.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-13- 1.04% |
$6.52K - $7.15K
|
1.24K
$661K
|
|
|
Nov 15, 2022
Q3 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-13- 0.25% |
$6.52K - $7.15K
|
5.23K
$2.79M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.75% |
$7.02K - $7.7K
|
787
$420K
|
|
|
Nov 08, 2022
Q3 2022
|
Somerville Kurt F
|
SELL
|
- |
-14- 0.07% |
$7.02K - $7.7K
|
21.3K
$11.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-14- 0.81% |
$7.02K - $7.7K
|
1.71K
$914K
|
|
|
Nov 09, 2022
Q3 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-14- 0.15% |
$7.02K - $7.7K
|
9.49K
$5.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-14- 0.72% |
$7.02K - $7.7K
|
1.93K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-14- 1.54% |
$7.02K - $7.7K
|
897
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-14- 0.18% |
$7.02K - $7.7K
|
7.61K
$4.06M
|
|
|
Oct 17, 2022
Q3 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-15- 0.04% |
$7.52K - $8.25K
|
35.9K
$19.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-15- 0.63% |
$7.52K - $8.25K
|
2.36K
$1.26M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-15- 0.54% |
$7.52K - $8.25K
|
2.79K
$1.49M
|