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
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-153- 12.2% |
$76.7K - $84.1K
|
1.1K
$587K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-154- 17.8% |
$77.2K - $84.7K
|
711
$379K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-154- 25.2% |
$77.2K - $84.7K
|
457
$244K
|
|
|
Oct 19, 2022
Q3 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-154- 1.18% |
$77.2K - $84.7K
|
12.9K
$6.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-154- 18.53% |
$77.2K - $84.7K
|
677
$361K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-156- 4.02% |
$78.2K - $85.8K
|
3.73K
$1.99M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-156- 2.36% |
$78.2K - $85.8K
|
6.44K
$3.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-156- 12.2% |
$78.2K - $85.8K
|
1.12K
$599K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-156- 10.14% |
$78.2K - $85.8K
|
1.38K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-157- 2.12% |
$78.7K - $86.3K
|
7.26K
$3.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-158- 2.3% |
$79.2K - $86.9K
|
6.71K
$3.58M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-158- 0.34% |
$79.2K - $86.9K
|
46.8K
$25M
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-158- 4.75% |
$79.2K - $86.9K
|
3.17K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-158- 14.07% |
$79.2K - $86.9K
|
965
$515K
|
|
|
Nov 07, 2022
Q3 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-160- 0.57% |
$80.2K - $88K
|
28K
$15M
|
|
|
Oct 06, 2022
Q3 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-161- 2.42% |
$80.7K - $88.5K
|
6.5K
$3.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-161- 2.76% |
$80.7K - $88.5K
|
5.68K
$3.03M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-161- 2.1% |
$80.7K - $88.5K
|
7.51K
$4M
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-163- 6.09% |
$81.7K - $89.6K
|
2.52K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-163- 1.64% |
$81.7K - $89.6K
|
9.77K
$5.21M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-164- 6.25% |
$82.2K - $90.2K
|
2.46K
$1.31M
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-165- 0.97% |
$82.7K - $90.7K
|
16.9K
$9.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-166- 1.45% |
$83.2K - $91.3K
|
11.3K
$6.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-168- 1.54% |
$84.2K - $92.4K
|
10.7K
$5.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-169- 3.94% |
$84.7K - $92.9K
|
4.12K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-171- 0.72% |
$85.7K - $94K
|
23.7K
$12.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-172- 0.44% |
$86.2K - $94.6K
|
38.5K
$20.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-173- 0.76% |
$86.7K - $95.1K
|
22.6K
$12.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-174- 5.87% |
$87.2K - $95.7K
|
2.79K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-174- 7.19% |
$87.2K - $95.7K
|
2.25K
$1.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Jlb & Associates Inc
|
SELL
|
- |
-175- 0.44% |
$87.7K - $96.2K
|
39.7K
$21.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-175- 14.1% |
$87.7K - $96.2K
|
1.07K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Merlin Capital LLC
|
SELL
|
- |
-175- 19.6% |
$87.7K - $96.2K
|
718
$383K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-175- 6.15% |
$87.7K - $96.2K
|
2.67K
$1.42M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-177- 3.69% |
$88.7K - $97.3K
|
4.62K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-177- 54.8% |
$88.7K - $97.3K
|
146
$77.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-178- 5.18% |
$89.2K - $97.9K
|
3.26K
$1.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-178- 8.95% |
$89.2K - $97.9K
|
1.81K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-178- 4.95% |
$89.2K - $97.9K
|
3.42K
$1.82M
|
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-179- 4.57% |
$89.7K - $98.4K
|
3.74K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-180- 0.24% |
$90.2K - $99K
|
75.4K
$40.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-180- 8.92% |
$90.2K - $99K
|
1.84K
$980K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-184- 2.54% |
$92.2K - $101K
|
7.07K
$3.77M
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-185- 14.31% |
$92.7K - $102K
|
1.11K
$591K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-185- 1.78% |
$92.7K - $102K
|
10.2K
$5.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-185- 15.69% |
$92.7K - $102K
|
994
$530K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-186- 1.16% |
$93.2K - $102K
|
15.9K
$8.49M
|
|
|
Oct 28, 2022
Q3 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-186- 1.25% |
$93.2K - $102K
|
14.7K
$7.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-186- 1.39% |
$93.2K - $102K
|
13.2K
$7.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-187- 11.51% |
$93.7K - $103K
|
1.44K
$767K
|