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 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
402+ 0.3% |
$201K - $223K
|
133K
$80.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
402+ 0.64% |
$201K - $223K
|
62.8K
$38.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
402+ 2.05% |
$201K - $223K
|
20K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
401+ 39.98% |
$200K - $223K
|
1.4K
$852K
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
401New |
$200K - $223K
|
401
$243K
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
400+ 7.2% |
$200K - $222K
|
5.95K
$3.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
400New |
$200K - $222K
|
400
$243K
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
398New |
$199K - $221K
|
398
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
397New |
$198K - $220K
|
397
$241K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
396+ 10.4% |
$198K - $220K
|
4.2K
$2.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
395New |
$197K - $219K
|
395
$240K
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
394New |
$197K - $219K
|
394
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
394+ 960.98% |
$197K - $219K
|
435
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
393New |
$196K - $218K
|
393
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
392New |
$196K - $218K
|
392
$238K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
391+ 6.49% |
$195K - $217K
|
6.41K
$3.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
390+ 10.1% |
$195K - $217K
|
4.25K
$2.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
389+ 0.98% |
$194K - $216K
|
40.1K
$24.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
389New |
$194K - $216K
|
389
$236K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
388+ 3.26% |
$194K - $215K
|
12.3K
$7.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
388New |
$194K - $215K
|
388
$235K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
388New |
$194K - $215K
|
388
$235K
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
387+ 13.25% |
$193K - $215K
|
3.31K
$2.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
386New |
$193K - $214K
|
386
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
386New |
$193K - $214K
|
386
$234K
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
385New |
$192K - $214K
|
385
$234K
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
384New |
$192K - $213K
|
384
$233K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
384New |
$192K - $213K
|
384
$233K
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
384New |
$192K - $213K
|
384
$233K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
380New |
$190K - $211K
|
380
$231K
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
379New |
$189K - $210K
|
379
$230K
|
|
|
Feb 08, 2023
Q4 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
379New |
$189K - $210K
|
379
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Health Invest Partners Ab
|
BUY
|
- |
379New |
$189K - $210K
|
379
$230K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
378+ 2.87% |
$189K - $210K
|
13.6K
$8.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
378New |
$189K - $210K
|
378
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
378New |
$189K - $210K
|
378
$229K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
378New |
$189K - $210K
|
378
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
374+ 1.43% |
$187K - $208K
|
26.5K
$16.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
373+ 1.01% |
$186K - $207K
|
37.4K
$22.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
372+ 4.02% |
$186K - $207K
|
9.62K
$5.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
372+ 0.1% |
$186K - $207K
|
370K
$225M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
367+ 2.17% |
$183K - $204K
|
17.3K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
365+ 1.7% |
$182K - $203K
|
21.8K
$13.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
363+ 11.15% |
$181K - $202K
|
3.62K
$2.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
362+ 1.37% |
$181K - $201K
|
26.8K
$16.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
361+ 3.06% |
$180K - $200K
|
12.2K
$7.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
360+ 5.1% |
$180K - $200K
|
7.42K
$4.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
360New |
$180K - $200K
|
360
$218K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
359+ 3.56% |
$179K - $199K
|
10.4K
$6.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
352+ 23.59% |
$176K - $195K
|
1.84K
$1.12M
|