Purchases and Sales Made in Q4 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
2.29K+ 23.53% |
$1.14M - $1.27M
|
12K
$7.12M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.22K+ 4.03% |
$1.1M - $1.23M
|
57.2K
$33.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
2.21K+ 51.02% |
$1.1M - $1.23M
|
6.54K
$3.86M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.2KNew |
$1.1M - $1.22M
|
2.2K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.2K+ 51.83% |
$1.1M - $1.22M
|
6.45K
$3.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.18KNew |
$1.09M - $1.21M
|
2.18K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
2.16K+ 20.73% |
$1.08M - $1.2M
|
12.6K
$7.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.14KNew |
$1.07M - $1.19M
|
2.14K
$1.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.12K+ 7.55% |
$1.06M - $1.18M
|
30.2K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
2.1K+ 2.79% |
$1.05M - $1.17M
|
77.4K
$45.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
2.09KNew |
$1.04M - $1.16M
|
2.09K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.07K+ 13.68% |
$1.03M - $1.15M
|
17.2K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.04K+ 362.99% |
$1.02M - $1.13M
|
2.6K
$1.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.03K+ 19.42% |
$1.01M - $1.13M
|
12.5K
$7.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.03K+ 1.1% |
$1.01M - $1.12M
|
186K
$110M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2KNew |
$997K - $1.11M
|
2K
$1.18M
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.99K+ 45.05% |
$994K - $1.11M
|
6.42K
$3.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
1.97K+ 4.46% |
$983K - $1.09M
|
46.1K
$27.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.96K+ 24.13% |
$977K - $1.09M
|
10.1K
$5.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.95K+ 13.17% |
$973K - $1.08M
|
16.8K
$9.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.95K+ 2.77% |
$972K - $1.08M
|
72.4K
$42.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.94K+ 153.93% |
$967K - $1.08M
|
3.2K
$1.89M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.94KNew |
$965K - $1.07M
|
1.94K
$1.14M
|
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.93K+ 0.29% |
$962K - $1.07M
|
656K
$388M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.93KNew |
$961K - $1.07M
|
1.93K
$1.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.91K+ 8.34% |
$951K - $1.06M
|
24.8K
$14.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.89KNew |
$943K - $1.05M
|
1.89K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.88K+ 54.87% |
$936K - $1.04M
|
5.3K
$3.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.86K+ 2.82% |
$930K - $1.03M
|
68K
$40.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.85K+ 11.43% |
$922K - $1.03M
|
18K
$10.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.84K+ 133.19% |
$919K - $1.02M
|
3.23K
$1.91M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.83KNew |
$914K - $1.02M
|
1.83K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.82KNew |
$908K - $1.01M
|
1.82K
$1.08M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.81KNew |
$904K - $1.01M
|
1.81K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.81KNew |
$902K - $1M
|
1.81K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.8KNew |
$898K - $1M
|
1.8K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
1.8K+ 1.66% |
$898K - $999K
|
110K
$65.3M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.8K+ 3.45% |
$898K - $999K
|
54K
$31.9M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.79KNew |
$894K - $995K
|
1.79K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.79KNew |
$890K - $991K
|
1.79K
$1.05M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.75KNew |
$872K - $970K
|
1.75K
$1.03M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.75KNew |
$871K - $969K
|
1.75K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.74KNew |
$867K - $964K
|
1.74K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.74K+ 36.66% |
$866K - $964K
|
6.47K
$3.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.73KNew |
$865K - $962K
|
1.73K
$1.02M
|
|
|
May 17, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.73KNew |
$865K - $962K
|
1.73K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 8.98% |
$859K - $955K
|
20.9K
$12.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.72K+ 49.7% |
$858K - $955K
|
5.18K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
1.7K+ 3.82% |
$850K - $946K
|
46.3K
$27.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.7K+ 17.53% |
$847K - $942K
|
11.4K
$6.72M
|