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 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-228- 0.81% |
$114K - $125K
|
28K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-228- 45.6% |
$114K - $125K
|
272
$145K
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-233- 1.8% |
$117K - $128K
|
12.7K
$6.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-235- 6.05% |
$118K - $129K
|
3.65K
$1.95M
|
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-239- 2.4% |
$120K - $131K
|
9.71K
$5.18M
|
|
|
Oct 20, 2022
Q3 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-240- 3.67% |
$120K - $132K
|
6.29K
$3.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-241- 1.76% |
$121K - $133K
|
13.5K
$7.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-242- 2.42% |
$121K - $133K
|
9.75K
$5.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-244- 20.2% |
$122K - $134K
|
964
$514K
|
|
|
Nov 15, 2022
Q3 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-245- 2.62% |
$123K - $135K
|
9.1K
$4.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-246- 9.22% |
$123K - $135K
|
2.42K
$1.29M
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-249- 14.33% |
$125K - $137K
|
1.49K
$794K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-255- 7.41% |
$128K - $140K
|
3.19K
$1.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-257- 1.84% |
$129K - $141K
|
13.7K
$7.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-260- 0.66% |
$130K - $143K
|
38.9K
$20.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
SELL
|
- |
-261- 2.25% |
$131K - $144K
|
11.4K
$6.06M
|
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-269- 5.24% |
$135K - $148K
|
4.86K
$2.59M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-272- 1.77% |
$136K - $150K
|
15.1K
$8.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-273- 3.44% |
$137K - $150K
|
7.66K
$4.09M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-275- 0.21% |
$138K - $151K
|
131K
$69.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-278- 21.09% |
$139K - $153K
|
1.04K
$555K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-278- 1.66% |
$139K - $153K
|
16.4K
$8.76M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-278- 5.28% |
$139K - $153K
|
4.99K
$2.66M
|
|
|
Oct 25, 2022
Q3 2022
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-278- 2.33% |
$139K - $153K
|
11.6K
$6.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-278- 1.77% |
$139K - $153K
|
15.4K
$8.23M
|
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-280- 15.49% |
$140K - $154K
|
1.53K
$815K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-284- 3.68% |
$142K - $156K
|
7.44K
$3.97M
|
|
|
Nov 10, 2022
Q3 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-284- 1.75% |
$142K - $156K
|
15.9K
$8.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-285- 8.45% |
$143K - $157K
|
3.09K
$1.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-285- 16.04% |
$143K - $157K
|
1.49K
$796K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-285- 1.22% |
$143K - $157K
|
23K
$12.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-286- 8.03% |
$143K - $157K
|
3.27K
$1.75M
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-288- 14.44% |
$144K - $158K
|
1.71K
$910K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-292Closed |
$146K - $161K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-295- 16.34% |
$148K - $162K
|
1.51K
$806K
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-295- 24.28% |
$148K - $162K
|
920
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-297- 2.76% |
$149K - $163K
|
10.5K
$5.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-298- 34.33% |
$149K - $164K
|
570
$304K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-300- 15.38% |
$150K - $165K
|
1.65K
$880K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-301- 5.1% |
$151K - $166K
|
5.6K
$2.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Ninepoint Partners LP
|
SELL
|
- |
-301- 25.86% |
$151K - $166K
|
863
$460K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-301- 5.1% |
$151K - $166K
|
5.6K
$2.99M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-305- 2.5% |
$153K - $168K
|
11.9K
$6.35M
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-307- 2.51% |
$154K - $169K
|
11.9K
$6.37M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-309- 1.43% |
$155K - $170K
|
21.2K
$11.3M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-310- 6.96% |
$155K - $170K
|
4.14K
$2.21M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-314- 38.25% |
$157K - $173K
|
507
$270K
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-315- 4.67% |
$158K - $173K
|
6.43K
$3.43M
|
|
|
Nov 02, 2022
Q3 2022
|
Trust Investment Advisors
|
SELL
|
- |
-315- 6.35% |
$158K - $173K
|
4.64K
$2.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-318- 0.45% |
$159K - $175K
|
69.6K
$37.1M
|