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 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-15- 0.83% |
$7.52K - $8.25K
|
1.78K
$951K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 1.02% |
$7.52K - $8.25K
|
1.46K
$776K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-15- 2.9% |
$7.52K - $8.25K
|
503
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-15- 37.5% |
$7.52K - $8.25K
|
25
$13.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-16- 0.17% |
$8.02K - $8.8K
|
9.5K
$5.07M
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-16- 5.69% |
$8.02K - $8.8K
|
265
$141K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-16- 0.4% |
$8.02K - $8.8K
|
3.98K
$2.12M
|
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-17- 0.61% |
$8.52K - $9.35K
|
2.78K
$1.49M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-17- 2.06% |
$8.52K - $9.35K
|
810
$432K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-17- 2.3% |
$8.52K - $9.35K
|
723
$386K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17- 2.48% |
$8.52K - $9.35K
|
669
$357K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-17- 0.48% |
$8.52K - $9.35K
|
3.5K
$1.87M
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-18- 4.04% |
$9.02K - $9.9K
|
427
$228K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-18- 0.25% |
$9.02K - $9.9K
|
7.06K
$3.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-18- 0.13% |
$9.02K - $9.9K
|
14.1K
$7.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-18- 0.35% |
$9.02K - $9.9K
|
5.16K
$2.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-18- 4.04% |
$9.02K - $9.9K
|
427
$228K
|
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
SELL
|
- |
-18- 1.27% |
$9.02K - $9.9K
|
1.4K
$746K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-18- 1.61% |
$9.02K - $9.9K
|
1.1K
$587K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-19- 6.53% |
$9.52K - $10.4K
|
272
$145K
|
|
|
Nov 03, 2022
Q3 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-19- 1.28% |
$9.52K - $10.4K
|
1.47K
$785K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-19- 2.84% |
$9.52K - $10.4K
|
651
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-19- 0.84% |
$9.52K - $10.4K
|
2.25K
$1.2M
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-20- 3.67% |
$10K - $11K
|
525
$280K
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-20- 0.14% |
$10K - $11K
|
13.9K
$7.39M
|
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-20- 0.92% |
$10K - $11K
|
2.16K
$1.15M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-20- 1.47% |
$10K - $11K
|
1.34K
$715K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-20- 3.09% |
$10K - $11K
|
627
$335K
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-20- 3.54% |
$10K - $11K
|
545
$291K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-20- 1.08% |
$10K - $11K
|
1.84K
$982K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-20- 0.53% |
$10K - $11K
|
3.75K
$2M
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-20- 3.58% |
$10K - $11K
|
538
$287K
|
|
|
Nov 08, 2022
Q3 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-20- 0.42% |
$10K - $11K
|
4.8K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-20- 0.89% |
$10K - $11K
|
2.24K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20- 0.11% |
$10K - $11K
|
18.8K
$10.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-22- 5.3% |
$11K - $12.1K
|
393
$210K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-22- 3.57% |
$11K - $12.1K
|
595
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-22- 3.48% |
$11K - $12.1K
|
611
$326K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-22- 0.19% |
$11K - $12.1K
|
11.6K
$6.19M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-22- 18.03% |
$11K - $12.1K
|
100
$53.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-23- 0.13% |
$11.5K - $12.6K
|
18.3K
$9.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-24- 0.04% |
$12K - $13.2K
|
55.1K
$29.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
SELL
|
- |
-24- 1.37% |
$12K - $13.2K
|
1.73K
$920K
|
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-24- 1.7% |
$12K - $13.2K
|
1.39K
$740K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-24- 1.47% |
$12K - $13.2K
|
1.61K
$858K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-24- 0.54% |
$12K - $13.2K
|
4.4K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-24- 0.75% |
$12K - $13.2K
|
3.19K
$1.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-24- 13.19% |
$12K - $13.2K
|
158
$84.3K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-25- 2.87% |
$12.5K - $13.7K
|
846
$451K
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.24% |
$12.5K - $13.7K
|
10.3K
$5.49M
|