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 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-187- 29.17% |
$93.7K - $103K
|
454
$242K
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-190- 1.24% |
$95.2K - $104K
|
15.1K
$8.06M
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-190- 6.09% |
$95.2K - $104K
|
2.93K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-192- 7.6% |
$96.2K - $106K
|
2.34K
$1.25M
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-193- 1.92% |
$96.7K - $106K
|
9.84K
$5.25M
|
|
Oct 06, 2022
Q3 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-194- 0.52% |
$97.2K - $107K
|
37K
$19.7M
|
|
Oct 18, 2022
Q3 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-194- 14.9% |
$97.2K - $107K
|
1.11K
$591K
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-195- 12.33% |
$97.7K - $107K
|
1.39K
$740K
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-196- 12.49% |
$98.2K - $108K
|
1.37K
$733K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-196- 6.21% |
$98.2K - $108K
|
2.96K
$1.58M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-197- 4.23% |
$98.7K - $108K
|
4.46K
$2.38M
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-198- 1.67% |
$99.2K - $109K
|
11.7K
$6.24M
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
SELL
|
- |
-199- 0.82% |
$99.7K - $109K
|
24K
$12.8M
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-200- 10.12% |
$100K - $110K
|
1.78K
$948K
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-200- 3.7% |
$100K - $110K
|
5.2K
$2.78M
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 4.5% |
$100K - $110K
|
4.25K
$2.26M
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-200- 31.01% |
$100K - $110K
|
445
$237K
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-200- 18.18% |
$100K - $110K
|
900
$480K
|
|
Nov 14, 2022
Q3 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-200- 1.18% |
$100K - $110K
|
16.7K
$8.9M
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-201- 10.21% |
$101K - $111K
|
1.77K
$943K
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-201- 3.32% |
$101K - $111K
|
5.85K
$3.12M
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-201- 24.81% |
$101K - $111K
|
609
$325K
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-201- 14.73% |
$101K - $111K
|
1.16K
$621K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-202- 1.88% |
$101K - $111K
|
10.5K
$5.62M
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-202- 4.98% |
$101K - $111K
|
3.85K
$2.06M
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-202- 3.67% |
$101K - $111K
|
5.31K
$2.83M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-203- 6.2% |
$102K - $112K
|
3.07K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-204- 7.77% |
$102K - $112K
|
2.42K
$1.29M
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-204- 3.18% |
$102K - $112K
|
6.22K
$3.32M
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-205- 24.79% |
$103K - $113K
|
622
$332K
|
|
Oct 04, 2022
Q3 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-206- 0.59% |
$103K - $113K
|
34.6K
$18.4M
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-209- 6.91% |
$105K - $115K
|
2.82K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-210- 2.26% |
$105K - $115K
|
9.09K
$4.85M
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-211- 3.82% |
$106K - $116K
|
5.32K
$2.84M
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
- |
-212- 8.5% |
$106K - $117K
|
2.28K
$1.22M
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-213- 25.21% |
$107K - $117K
|
632
$337K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-214- 1.51% |
$107K - $118K
|
14K
$7.46M
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-214- 0.52% |
$107K - $118K
|
40.9K
$21.8M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-215- 18.7% |
$108K - $118K
|
935
$499K
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-216- 13.74% |
$108K - $119K
|
1.36K
$723K
|
|
Oct 28, 2022
Q3 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-218- 3.88% |
$109K - $120K
|
5.4K
$2.88M
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-218- 5.0% |
$109K - $120K
|
4.14K
$2.21M
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-219- 1.54% |
$110K - $120K
|
14K
$7.45M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-220- 65.67% |
$110K - $121K
|
115
$61.4K
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-224- 4.91% |
$112K - $123K
|
4.34K
$2.31M
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-224- 4.82% |
$112K - $123K
|
4.43K
$2.36M
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-225- 14.73% |
$113K - $124K
|
1.3K
$695K
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-225- 2.04% |
$113K - $124K
|
10.8K
$5.77M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-225- 1.62% |
$113K - $124K
|
13.7K
$7.28M
|
|
Oct 14, 2022
Q3 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-228- 1.12% |
$114K - $125K
|
20.1K
$10.7M
|