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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
457+ 2.14% |
$228K - $254K
|
21.8K
$13.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
456New |
$227K - $253K
|
456
$277K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
456+ 6.99% |
$227K - $253K
|
6.98K
$4.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
456New |
$227K - $253K
|
456
$277K
|
|
|
Jan 31, 2023
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
455+ 3.34% |
$227K - $253K
|
14.1K
$8.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
454+ 3.9% |
$226K - $252K
|
12.1K
$7.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
453+ 5.93% |
$226K - $251K
|
8.1K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
453New |
$226K - $251K
|
453
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
453New |
$226K - $251K
|
453
$275K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
451+ 2.47% |
$225K - $250K
|
18.7K
$11.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
451+ 31.67% |
$225K - $250K
|
1.88K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
451+ 83.06% |
$225K - $250K
|
994
$603K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
451New |
$225K - $250K
|
451
$274K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
450+ 4.62% |
$224K - $250K
|
10.2K
$6.18M
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
450+ 100.0% |
$224K - $250K
|
900
$546K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
450+ 5.03% |
$224K - $250K
|
9.4K
$5.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
449+ 17.14% |
$224K - $249K
|
3.07K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
447New |
$223K - $248K
|
447
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
445+ 12.74% |
$222K - $247K
|
3.94K
$2.39M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
445New |
$222K - $247K
|
445
$270K
|
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
BUY
|
- |
443+ 1.38% |
$221K - $246K
|
32.6K
$19.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
440New |
$219K - $244K
|
440
$267K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
440+ 16.83% |
$219K - $244K
|
3.05K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
437+ 3.51% |
$218K - $243K
|
12.9K
$7.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
436+ 0.73% |
$218K - $242K
|
59.8K
$36.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
436+ 1.46% |
$218K - $242K
|
30.3K
$18.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
435+ 4.43% |
$217K - $241K
|
10.3K
$6.23M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
435New |
$217K - $241K
|
435
$264K
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
434New |
$217K - $241K
|
434
$263K
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
433New |
$216K - $240K
|
433
$263K
|
|
|
Feb 09, 2023
Q4 2022
|
Broderick Brian C
|
BUY
|
- |
429+ 2.98% |
$214K - $238K
|
14.8K
$8.99M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
429New |
$214K - $238K
|
429
$260K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
428+ 4.37% |
$214K - $238K
|
10.2K
$6.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
427+ 5.4% |
$213K - $237K
|
8.33K
$5.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
423New |
$211K - $235K
|
423
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
422New |
$211K - $234K
|
422
$256K
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
420+ 1.23% |
$210K - $233K
|
34.7K
$21M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
420+ 3.57% |
$210K - $233K
|
12.2K
$7.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
420New |
$210K - $233K
|
420
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
419+ 1.09% |
$209K - $233K
|
38.9K
$23.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
418+ 30.22% |
$209K - $232K
|
1.8K
$1.09M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
418New |
$209K - $232K
|
418
$254K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
418+ 79.47% |
$209K - $232K
|
944
$573K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
414+ 7.02% |
$207K - $230K
|
6.31K
$3.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
410New |
$205K - $228K
|
410
$249K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
410New |
$205K - $228K
|
410
$249K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
409+ 9.95% |
$204K - $227K
|
4.52K
$2.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
405+ 3.0% |
$202K - $225K
|
13.9K
$8.44M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
403+ 1.72% |
$201K - $224K
|
23.9K
$14.5M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
402+ 89.14% |
$201K - $223K
|
853
$518K
|