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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-97- 0.76% |
$48.6K - $53.3K
|
12.7K
$6.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-98- 5.39% |
$49.1K - $53.9K
|
1.72K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-98- 7.01% |
$49.1K - $53.9K
|
1.3K
$694K
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-99- 16.34% |
$49.6K - $54.4K
|
507
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-99- 33.0% |
$49.6K - $54.4K
|
201
$107K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-100- 16.98% |
$50.1K - $55K
|
489
$261K
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-100- 16.98% |
$50.1K - $55K
|
489
$261K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-100- 1.2% |
$50.1K - $55K
|
8.21K
$4.38M
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
SELL
|
- |
-100- 0.74% |
$50.1K - $55K
|
13.5K
$7.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
SELL
|
- |
-100- 4.17% |
$50.1K - $55K
|
2.3K
$1.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 2.5% |
$50.1K - $55K
|
3.91K
$2.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-100- 8.7% |
$50.1K - $55K
|
1.05K
$560K
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-101- 15.33% |
$50.6K - $55.5K
|
558
$298K
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-101- 2.87% |
$50.6K - $55.5K
|
3.42K
$1.82M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-102- 5.67% |
$51.1K - $56.1K
|
1.7K
$906K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-102- 5.5% |
$51.1K - $56.1K
|
1.75K
$936K
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-102- 14.19% |
$51.1K - $56.1K
|
617
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-102- 4.37% |
$51.1K - $56.1K
|
2.23K
$1.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-103- 7.13% |
$51.6K - $56.6K
|
1.34K
$716K
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-103- 7.24% |
$51.6K - $56.6K
|
1.32K
$704K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-104- 2.0% |
$52.1K - $57.2K
|
5.1K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 5.66% |
$52.1K - $57.2K
|
1.74K
$926K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-105- 8.27% |
$52.6K - $57.7K
|
1.17K
$622K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-105- 5.03% |
$52.6K - $57.7K
|
1.98K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-105- 1.44% |
$52.6K - $57.7K
|
7.18K
$3.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-106- 1.88% |
$53.1K - $58.3K
|
5.52K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-106- 3.68% |
$53.1K - $58.3K
|
2.78K
$1.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-107- 0.71% |
$53.6K - $58.8K
|
15K
$8M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-107- 0.27% |
$53.6K - $58.8K
|
38.8K
$20.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-107- 2.89% |
$53.6K - $58.8K
|
3.59K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-110- 7.61% |
$55.1K - $60.5K
|
1.34K
$713K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-110- 7.02% |
$55.1K - $60.5K
|
1.46K
$777K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-111- 9.05% |
$55.6K - $61K
|
1.12K
$595K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-111- 3.61% |
$55.6K - $61K
|
2.96K
$1.58M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-112- 10.47% |
$56.1K - $61.6K
|
958
$511K
|
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-112- 17.72% |
$56.1K - $61.6K
|
520
$277K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-113- 3.79% |
$56.6K - $62.1K
|
2.87K
$1.53M
|
|
|
Aug 02, 2023
Q3 2022
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-113- 2.69% |
$56.6K - $62.1K
|
4.09K
$2.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-115- 2.78% |
$57.6K - $63.2K
|
4.02K
$2.14M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-115- 7.51% |
$57.6K - $63.2K
|
1.42K
$756K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-116- 6.12% |
$58.1K - $63.8K
|
1.78K
$949K
|
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-116- 6.04% |
$58.1K - $63.8K
|
1.8K
$962K
|
|
|
Oct 26, 2022
Q3 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-119- 1.22% |
$59.6K - $65.4K
|
9.66K
$5.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-119- 0.62% |
$59.6K - $65.4K
|
19.1K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-119- 5.02% |
$59.6K - $65.4K
|
2.25K
$1.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-120- 22.86% |
$60.1K - $66K
|
405
$216K
|
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-120- 5.2% |
$60.1K - $66K
|
2.19K
$1.17M
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-121- 14.99% |
$60.7K - $66.5K
|
686
$366K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-122- 0.91% |
$61.2K - $67.1K
|
13.3K
$7.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-122- 0.9% |
$61.2K - $67.1K
|
13.5K
$7.2M
|