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 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
668+ 49.08% |
$333K - $371K
|
2.03K
$1.23M
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
665+ 155.74% |
$332K - $369K
|
1.09K
$663K
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
665+ 3.36% |
$332K - $369K
|
20.5K
$12.4M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
663+ 1.0% |
$331K - $368K
|
66.8K
$40.6M
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
662+ 35.78% |
$330K - $368K
|
2.51K
$1.52M
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
661New |
$330K - $367K
|
661
$401K
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
659New |
$329K - $366K
|
659
$400K
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
655+ 0.96% |
$327K - $364K
|
69.2K
$42M
|
|
Feb 14, 2023
Q4 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
654+ 0.64% |
$326K - $363K
|
103K
$62.4M
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
644+ 8.76% |
$321K - $358K
|
8K
$4.85M
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
643New |
$321K - $357K
|
643
$390K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
640+ 5.83% |
$319K - $355K
|
11.6K
$7.05M
|
|
Jan 12, 2023
Q4 2022
|
Green Alpha Advisors, LLC
|
BUY
|
- |
630New |
$314K - $350K
|
630
$382K
|
|
Feb 08, 2023
Q4 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
630New |
$314K - $350K
|
630
$382K
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
627New |
$313K - $348K
|
627
$380K
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
620+ 15.5% |
$309K - $344K
|
4.62K
$2.8M
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
615New |
$307K - $341K
|
615
$373K
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
612+ 12.3% |
$305K - $340K
|
5.59K
$3.39M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
610+ 4.38% |
$304K - $339K
|
14.5K
$8.83M
|
|
Feb 06, 2023
Q4 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
605+ 1728.57% |
$302K - $336K
|
640
$388K
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
605+ 10.64% |
$302K - $336K
|
6.29K
$3.82M
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
604+ 2.75% |
$301K - $335K
|
22.5K
$13.7M
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
603+ 58.09% |
$301K - $335K
|
1.64K
$996K
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
599+ 1.98% |
$299K - $333K
|
30.8K
$18.7M
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
596+ 11.13% |
$297K - $331K
|
5.95K
$3.61M
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
596New |
$297K - $331K
|
596
$362K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
586+ 2.95% |
$292K - $325K
|
20.5K
$12.4M
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
584New |
$291K - $324K
|
584
$354K
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
581+ 4.96% |
$290K - $323K
|
12.3K
$7.46M
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
580New |
$289K - $322K
|
580
$352K
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
579+ 7.21% |
$289K - $321K
|
8.61K
$5.22M
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
579+ 5.75% |
$289K - $321K
|
10.7K
$6.46M
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
577New |
$288K - $320K
|
577
$350K
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
572+ 54.74% |
$285K - $318K
|
1.62K
$981K
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
571+ 14.53% |
$285K - $317K
|
4.5K
$2.73M
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
566New |
$282K - $314K
|
566
$343K
|
|
Feb 02, 2023
Q4 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
566+ 1.14% |
$282K - $314K
|
50.4K
$30.6M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
562+ 3.49% |
$280K - $312K
|
16.7K
$10.1M
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
561New |
$280K - $311K
|
561
$340K
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
556New |
$277K - $309K
|
556
$337K
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
555New |
$277K - $308K
|
555
$337K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
553+ 2.91% |
$276K - $307K
|
19.5K
$11.9M
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
553New |
$276K - $307K
|
553
$336K
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
546New |
$272K - $303K
|
546
$331K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
546+ 1.88% |
$272K - $303K
|
29.6K
$18M
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
542+ 0.79% |
$270K - $301K
|
69K
$41.9M
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
541New |
$270K - $300K
|
541
$328K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
541+ 4.97% |
$270K - $300K
|
11.4K
$6.93M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
537+ 0.38% |
$268K - $298K
|
142K
$86.4M
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
536New |
$267K - $298K
|
536
$325K
|