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 31, 2022
Q3 2022
|
Optas, LLC
|
SELL
|
- |
-25- 0.61% |
$12.5K - $13.7K
|
4.07K
$2.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 0.68% |
$12.5K - $13.7K
|
3.63K
$1.94M
|
|
|
Nov 03, 2022
Q3 2022
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-25- 0.05% |
$12.5K - $13.7K
|
51.1K
$27.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-25- 2.22% |
$12.5K - $13.7K
|
1.1K
$587K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-26- 1.9% |
$13K - $14.3K
|
1.35K
$718K
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.71% |
$13.5K - $14.8K
|
3.77K
$2.01M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-27- 8.13% |
$13.5K - $14.8K
|
305
$163K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-27- 1.54% |
$13.5K - $14.8K
|
1.72K
$920K
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-27- 1.03% |
$13.5K - $14.8K
|
2.6K
$1.39M
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-27- 4.43% |
$13.5K - $14.8K
|
582
$311K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-27- 3.43% |
$13.5K - $14.8K
|
760
$405K
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-28- 3.02% |
$14K - $15.4K
|
898
$479K
|
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-28- 20.0% |
$14K - $15.4K
|
112
$59.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-29- 4.13% |
$14.5K - $15.9K
|
673
$359K
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-29- 0.2% |
$14.5K - $15.9K
|
14.6K
$7.79M
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-30- 0.83% |
$15K - $16.5K
|
3.58K
$1.91M
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-30- 6.52% |
$15K - $16.5K
|
430
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-30- 0.24% |
$15K - $16.5K
|
12.4K
$6.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-31- 1.26% |
$15.5K - $17K
|
2.42K
$1.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.54% |
$15.5K - $17K
|
5.67K
$3.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-31- 2.9% |
$15.5K - $17K
|
1.04K
$554K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-31- 4.69% |
$15.5K - $17K
|
630
$336K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-31- 0.3% |
$15.5K - $17K
|
10.3K
$5.5M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-32- 3.24% |
$16K - $17.6K
|
955
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-32- 0.41% |
$16K - $17.6K
|
7.78K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-32- 2.18% |
$16K - $17.6K
|
1.43K
$765K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32- 1.05% |
$16K - $17.6K
|
3.02K
$1.61M
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-32- 1.95% |
$16K - $17.6K
|
1.61K
$860K
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-33- 1.96% |
$16.5K - $18.1K
|
1.65K
$880K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-33- 1.18% |
$16.5K - $18.1K
|
2.77K
$1.48M
|
|
|
Oct 11, 2022
Q3 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-33- 0.75% |
$16.5K - $18.1K
|
4.38K
$2.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-33- 4.56% |
$16.5K - $18.1K
|
690
$368K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-33- 0.42% |
$16.5K - $18.1K
|
7.82K
$4.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-33- 1.61% |
$16.5K - $18.1K
|
2.01K
$1.07M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-34- 3.46% |
$17K - $18.7K
|
950
$507K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-34- 4.27% |
$17K - $18.7K
|
762
$407K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-34- 3.15% |
$17K - $18.7K
|
1.05K
$558K
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-34- 1.77% |
$17K - $18.7K
|
1.89K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 6.54% |
$17K - $18.7K
|
486
$259K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-34- 1.88% |
$17K - $18.7K
|
1.77K
$946K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-35- 5.07% |
$17.5K - $19.2K
|
655
$349K
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-35- 0.89% |
$17.5K - $19.2K
|
3.91K
$2.09M
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-35- 2.49% |
$17.5K - $19.2K
|
1.37K
$733K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-35- 1.78% |
$17.5K - $19.2K
|
1.93K
$1.03M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-36- 0.57% |
$18K - $19.8K
|
6.28K
$3.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-36- 4.35% |
$18K - $19.8K
|
792
$423K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-36- 5.44% |
$18K - $19.8K
|
626
$334K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-37- 1.51% |
$18.5K - $20.3K
|
2.41K
$1.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-37- 5.92% |
$18.5K - $20.3K
|
588
$314K
|
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
SELL
|
- |
-38- 1.68% |
$19K - $20.9K
|
2.22K
$1.18M
|