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 18, 2022
Q3 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-419- 4.16% |
$210K - $230K
|
9.67K
$5.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-420- 8.95% |
$211K - $231K
|
4.27K
$2.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-421- 2.41% |
$211K - $232K
|
17.1K
$9.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-428- 6.29% |
$215K - $235K
|
6.38K
$3.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-431- 4.1% |
$216K - $237K
|
10.1K
$5.37M
|
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-433- 18.55% |
$217K - $238K
|
1.9K
$1.01M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-433- 0.54% |
$217K - $238K
|
80.5K
$42.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-437- 11.55% |
$219K - $240K
|
3.35K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-437- 2.9% |
$219K - $240K
|
14.6K
$7.8M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
SELL
|
- |
-445- 2.19% |
$223K - $245K
|
19.9K
$10.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-448- 11.34% |
$225K - $246K
|
3.5K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-455- 0.4% |
$228K - $250K
|
113K
$60.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-457- 0.75% |
$229K - $251K
|
60.7K
$32.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-458- 6.79% |
$230K - $252K
|
6.29K
$3.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-462- 2.84% |
$232K - $254K
|
15.8K
$8.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-462- 18.08% |
$232K - $254K
|
2.09K
$1.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-463- 84.95% |
$232K - $255K
|
82
$43.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-465Closed |
$233K - $256K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-467- 0.97% |
$234K - $257K
|
47.7K
$25.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-469- 3.0% |
$235K - $258K
|
15.2K
$8.08M
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-473- 60.49% |
$237K - $260K
|
309
$165K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-478- 0.73% |
$240K - $263K
|
64.9K
$34.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-480- 2.33% |
$241K - $264K
|
20.1K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-480- 5.07% |
$241K - $264K
|
8.99K
$4.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-490- 16.99% |
$246K - $269K
|
2.39K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-490- 9.54% |
$246K - $269K
|
4.65K
$2.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-491- 7.72% |
$246K - $270K
|
5.87K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-492- 15.45% |
$247K - $271K
|
2.69K
$1.44M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-496- 4.48% |
$249K - $273K
|
10.6K
$5.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-498- 18.09% |
$250K - $274K
|
2.26K
$1.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
SELL
|
- |
-499- 2.4% |
$250K - $274K
|
20.3K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-500- 16.67% |
$251K - $275K
|
2.5K
$1.33M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-501- 0.65% |
$251K - $276K
|
76.4K
$40.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-504- 24.38% |
$253K - $277K
|
1.56K
$834K
|
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-505- 10.51% |
$253K - $278K
|
4.3K
$2.29M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-506- 1.29% |
$254K - $278K
|
38.7K
$20.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-506- 7.4% |
$254K - $278K
|
6.33K
$3.38M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-515- 1.91% |
$258K - $283K
|
26.5K
$14.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-518Closed |
$260K - $285K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-518- 2.24% |
$260K - $285K
|
22.6K
$12M
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-520- 17.28% |
$261K - $286K
|
2.49K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-522- 29.54% |
$262K - $287K
|
1.25K
$664K
|
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-523- 8.43% |
$262K - $288K
|
5.68K
$3.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-524- 1.36% |
$263K - $288K
|
38.1K
$20.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-531- 30.39% |
$266K - $292K
|
1.22K
$649K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-535- 3.91% |
$268K - $294K
|
13.2K
$7.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-535- 1.92% |
$268K - $294K
|
27.4K
$14.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-547- 18.03% |
$274K - $301K
|
2.49K
$1.33M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-548- 26.26% |
$275K - $301K
|
1.54K
$821K
|
|
|
Oct 25, 2022
Q3 2022
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-548- 3.0% |
$275K - $301K
|
17.7K
$9.47M
|