Purchases and Sales Made in Q4 2022 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
349
+ 10.2%
$174K - $194K
3.77K $2.23M
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
349
New
$174K - $194K
349 $206K
Jan 18, 2023 Q4 2022
Cerro Pacific Wealth Advisors LLC

BUY
 -
348
+ 20.71%
$174K - $193K
2.03K $1.2M
Feb 09, 2023 Q4 2022
Capital Advisors Wealth Management, LLC

BUY
 -
348
+ 25.31%
$174K - $193K
1.72K $1.02M
Feb 02, 2023 Q4 2022
Profund Advisors LLC

BUY
 -
347
+ 1.82%
$173K - $193K
19.4K $11.5M
Feb 07, 2023 Q4 2022
Lockerman Financial Group, Inc.

BUY
 -
347
+ 56.61%
$173K - $193K
960 $567K
Jan 09, 2023 Q4 2022
Pure Financial Advisors, LLC

BUY
 -
345
+ 14.37%
$172K - $192K
2.75K $1.62M
Feb 07, 2023 Q4 2022
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
345
+ 38.42%
$172K - $192K
1.24K $734K
Jan 11, 2023 Q4 2022
Enterprise Bank & Trust CO

BUY
 -
343
+ 4.05%
$171K - $190K
8.81K $5.2M
Jan 27, 2023 Q4 2022
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
343
+ 14.83%
$171K - $190K
2.66K $1.57M
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
343
New
$171K - $190K
343 $203K
Feb 14, 2023 Q4 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
342
+ 3.87%
$171K - $190K
9.18K $5.42M
Feb 13, 2023 Q4 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
335
+ 20.83%
$167K - $186K
1.94K $1.15M
Feb 13, 2023 Q4 2022
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
334
+ 8.4%
$167K - $185K
4.31K $2.55M
Feb 13, 2023 Q4 2022
Qtron Investments LLC

Boston, MA
BUY
 -
334
+ 3.49%
$167K - $185K
9.9K $5.85M
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
333
+ 2.54%
$166K - $185K
13.5K $7.96M
Jan 23, 2023 Q4 2022
Occidental Asset Management, LLC

BUY
 -
332
+ 5.51%
$166K - $184K
6.35K $3.75M
Feb 17, 2023 Q4 2022
Compass Wealth Management LLC

Guilford, CT
BUY
 -
332
New
$166K - $184K
332 $196K
Feb 09, 2023 Q4 2022
Wealthsource Partners, LLC

BUY
 -
329
+ 5.79%
$164K - $183K
6.01K $3.55M
Jan 25, 2023 Q4 2022
Wespac Advisors So Cal, LLC

BUY
 -
328
+ 1.71%
$164K - $182K
19.5K $11.5M
Feb 01, 2023 Q4 2022
Tfg Advisers LLC

BUY
 -
328
+ 4.4%
$164K - $182K
7.78K $4.6M
Feb 23, 2023 Q4 2022
Chesapeake Wealth Management

BUY
 -
326
+ 6.99%
$163K - $181K
4.99K $2.95M
Jan 11, 2023 Q4 2022
Cox Capital Mgt LLC

BUY
 -
325
+ 5.85%
$162K - $180K
5.88K $3.48M
Oct 19, 2023 Q4 2022
Aegon Asset Management Uk PLC

BUY
 -
325
+ 2.77%
$162K - $180K
12K $7.12M
Feb 14, 2023 Q4 2022
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
322
+ 3.39%
$161K - $179K
9.82K $5.8M
Feb 14, 2023 Q4 2022
Wellington Shields & Co., LLC

New York, NY
BUY
 -
322
+ 42.37%
$161K - $179K
1.08K $639K
Feb 06, 2023 Q4 2022
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
321
+ 0.44%
$160K - $178K
73.5K $43.5M
Oct 07, 2024 Q4 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
320
+ 444.44%
$160K - $178K
392 $232K
Jan 06, 2023 Q4 2022
Goal Vest Advisory LLC

BUY
 -
314
+ 15.09%
$157K - $174K
2.4K $1.42M
Jan 27, 2023 Q4 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
313
+ 4.05%
$156K - $174K
8.05K $4.76M
Jan 17, 2023 Q4 2022
Bay Rivers Group

BUY
 -
312
+ 5.87%
$156K - $173K
5.63K $3.33M
Jan 31, 2023 Q4 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
312
+ 0.4%
$156K - $173K
77.9K $46M
Jan 25, 2023 Q4 2022
Thrive Wealth Management, LLC

BUY
 -
311
+ 25.94%
$155K - $173K
1.51K $892K
Jan 12, 2023 Q4 2022
Crescent Grove Advisors, LLC

BUY
 -
308
+ 7.86%
$154K - $171K
4.23K $2.5M
Jan 30, 2023 Q4 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
299
+ 1.48%
$149K - $166K
20.6K $12.1M
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
299
+ 4.16%
$149K - $166K
7.48K $4.42M
Jan 19, 2023 Q4 2022
Elk River Wealth Management, LLC

BUY
 -
295
+ 1.66%
$147K - $164K
18.1K $10.7M
Feb 02, 2023 Q4 2022
Sawtooth Solutions, LLC

BUY
 -
295
+ 2.07%
$147K - $164K
14.6K $8.61M
Feb 07, 2023 Q4 2022
Washburn Capital Management, Inc.

BUY
 -
293
+ 7.83%
$146K - $163K
4.04K $2.38M
Feb 09, 2023 Q4 2022
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
291
+ 34.24%
$145K - $162K
1.14K $674K
Feb 13, 2023 Q4 2022
Jacobi Capital Management LLC

BUY
 -
289
+ 14.58%
$144K - $160K
2.27K $1.34M
Jan 23, 2023 Q4 2022
Caprock Group, Inc.

BUY
 -
286
+ 2.26%
$143K - $159K
13K $7.66M
Feb 02, 2023 Q4 2022
Ocean Capital Management, LLC

BUY
 -
286
+ 2.67%
$143K - $159K
11K $6.49M
Jan 17, 2023 Q4 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
285
+ 9.24%
$142K - $158K
3.37K $1.99M
Jan 20, 2023 Q4 2022
G&S Capital LLC

BUY
 -
284
+ 3.91%
$142K - $158K
7.54K $4.46M
Apr 24, 2024 Q4 2022
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
281
+ 6.16%
$140K - $156K
4.84K $2.86M
Feb 08, 2023 Q4 2022
Madison Asset Management, LLC

Madison, WI
BUY
 -
280
+ 0.9%
$140K - $155K
31.2K $18.4M
Jan 27, 2023 Q4 2022
Tkg Advisors, LLC

BUY
 -
279
+ 6.12%
$139K - $155K
4.84K $2.86M
Feb 06, 2023 Q4 2022
Tandem Investment Advisors, Inc.

Charleston, SC
BUY
 -
279
+ 22.21%
$139K - $155K
1.54K $907K

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