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 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-123- 7.8% |
$61.7K - $67.6K
|
1.45K
$775K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-123- 3.46% |
$61.7K - $67.6K
|
3.43K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-123- 15.73% |
$61.7K - $67.6K
|
659
$352K
|
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-124- 12.28% |
$62.2K - $68.2K
|
886
$473K
|
|
|
Nov 08, 2022
Q3 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-124- 1.44% |
$62.2K - $68.2K
|
8.48K
$4.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-124- 2.07% |
$62.2K - $68.2K
|
5.88K
$3.14M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-126- 7.07% |
$63.2K - $69.3K
|
1.66K
$883K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-126- 2.04% |
$63.2K - $69.3K
|
6.06K
$3.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-126- 0.58% |
$63.2K - $69.3K
|
21.5K
$11.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-127- 0.67% |
$63.7K - $69.8K
|
18.9K
$10.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-127- 1.18% |
$63.7K - $69.8K
|
10.7K
$5.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-127- 0.72% |
$63.7K - $69.8K
|
17.4K
$9.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-128- 5.82% |
$64.2K - $70.4K
|
2.07K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-129- 0.67% |
$64.7K - $70.9K
|
19.1K
$10.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-130- 1.32% |
$65.2K - $71.5K
|
9.7K
$5.18M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-130- 0.82% |
$65.2K - $71.5K
|
15.8K
$8.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-130- 17.57% |
$65.2K - $71.5K
|
610
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-131- 0.39% |
$65.7K - $72K
|
33.5K
$17.9M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-132- 12.39% |
$66.2K - $72.6K
|
933
$498K
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-132- 11.28% |
$66.2K - $72.6K
|
1.04K
$554K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-133- 2.72% |
$66.7K - $73.1K
|
4.76K
$2.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-133- 3.05% |
$66.7K - $73.1K
|
4.22K
$2.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-134- 4.12% |
$67.2K - $73.7K
|
3.12K
$1.67M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-134- 8.26% |
$67.2K - $73.7K
|
1.49K
$794K
|
|
|
Nov 01, 2022
Q3 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-135- 1.75% |
$67.7K - $74.2K
|
7.58K
$4.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-135- 1.93% |
$67.7K - $74.2K
|
6.85K
$3.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-135- 2.72% |
$67.7K - $74.2K
|
4.83K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-136- 6.07% |
$68.2K - $74.8K
|
2.11K
$1.12M
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-137- 1.11% |
$68.7K - $75.3K
|
12.2K
$6.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-137- 0.85% |
$68.7K - $75.3K
|
15.9K
$8.49M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-137- 14.11% |
$68.7K - $75.3K
|
834
$445K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-138- 7.36% |
$69.2K - $75.9K
|
1.74K
$926K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-138- 2.19% |
$69.2K - $75.9K
|
6.18K
$3.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-140- 2.55% |
$70.2K - $77K
|
5.34K
$2.85M
|
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-143- 4.68% |
$71.7K - $78.6K
|
2.91K
$1.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-143- 4.3% |
$71.7K - $78.6K
|
3.18K
$1.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-144- 1.22% |
$72.2K - $79.2K
|
11.7K
$6.24M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-145- 6.64% |
$72.7K - $79.7K
|
2.04K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-145- 3.89% |
$72.7K - $79.7K
|
3.58K
$1.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-145- 0.53% |
$72.7K - $79.7K
|
27.1K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-147- 0.98% |
$73.7K - $80.8K
|
14.9K
$7.95M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-149- 1.66% |
$74.7K - $81.9K
|
8.8K
$4.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-149- 1.59% |
$74.7K - $81.9K
|
9.23K
$4.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-149- 7.98% |
$74.7K - $81.9K
|
1.72K
$917K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-150- 19.69% |
$75.2K - $82.5K
|
612
$327K
|
|
|
Oct 20, 2022
Q3 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-150- 2.66% |
$75.2K - $82.5K
|
5.48K
$2.93M
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 4.91% |
$75.2K - $82.5K
|
2.91K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-150- 2.18% |
$75.2K - $82.5K
|
6.73K
$3.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Page Arthur B
|
SELL
|
- |
-152- 2.0% |
$76.2K - $83.6K
|
7.45K
$3.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-153- 6.05% |
$76.7K - $84.1K
|
2.38K
$1.27M
|