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 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
279+ 22.21% |
$139K - $155K
|
1.54K
$931K
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
278+ 1.85% |
$139K - $154K
|
15.3K
$9.27M
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
273+ 18.66% |
$136K - $152K
|
1.74K
$1.05M
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
273+ 13.04% |
$136K - $152K
|
2.37K
$1.44M
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
270+ 4.66% |
$135K - $150K
|
6.06K
$3.68M
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
268+ 3.39% |
$134K - $149K
|
8.18K
$4.96M
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
268+ 5.54% |
$134K - $149K
|
5.1K
$3.1M
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
266+ 5.3% |
$133K - $148K
|
5.29K
$3.21M
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
265+ 3.68% |
$132K - $147K
|
7.46K
$4.53M
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
264+ 1.71% |
$132K - $147K
|
15.7K
$9.52M
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
262+ 54.02% |
$131K - $145K
|
747
$453K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
261+ 3.0% |
$130K - $145K
|
8.96K
$5.43M
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
261+ 10.17% |
$130K - $145K
|
2.83K
$1.72M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
260+ 19.67% |
$130K - $144K
|
1.58K
$960K
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
259+ 2.2% |
$129K - $144K
|
12K
$7.3M
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
258+ 8.28% |
$129K - $143K
|
3.38K
$2.05M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
258+ 6.55% |
$129K - $143K
|
4.2K
$2.55M
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
255+ 0.86% |
$127K - $142K
|
29.9K
$18.1M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
254+ 20.09% |
$127K - $141K
|
1.52K
$921K
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
253+ 2.0% |
$126K - $140K
|
12.9K
$7.84M
|
|
Feb 28, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
251+ 0.01% |
$125K - $139K
|
2.02M
$1.22B
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
250+ 15.22% |
$125K - $139K
|
1.89K
$1.15M
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
249+ 49.9% |
$124K - $138K
|
748
$454K
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
248+ 41.06% |
$124K - $138K
|
852
$517K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
247+ 6.93% |
$123K - $137K
|
3.81K
$2.31M
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
246+ 46.24% |
$123K - $137K
|
778
$472K
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
246+ 21.58% |
$123K - $137K
|
1.39K
$841K
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
243+ 1.42% |
$121K - $135K
|
17.3K
$10.5M
|
|
Jan 24, 2023
Q4 2022
|
North Point Portfolio Managers Corp
|
BUY
|
- |
242+ 0.5% |
$121K - $134K
|
48.4K
$29.4M
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
241+ 11.16% |
$120K - $134K
|
2.4K
$1.46M
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
240+ 3.1% |
$120K - $133K
|
7.98K
$4.84M
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
240+ 0.55% |
$120K - $133K
|
43.8K
$26.6M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
239+ 22.36% |
$119K - $133K
|
1.31K
$794K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
239+ 1.52% |
$119K - $133K
|
16K
$9.71M
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
238+ 15.45% |
$119K - $132K
|
1.78K
$1.08M
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
237+ 34.35% |
$118K - $132K
|
927
$562K
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
236+ 28.16% |
$118K - $131K
|
1.07K
$652K
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
236+ 9.32% |
$118K - $131K
|
2.77K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
236+ 0.66% |
$118K - $131K
|
35.9K
$21.8M
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
235+ 3.01% |
$117K - $130K
|
8.03K
$4.87M
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
234+ 1.9% |
$117K - $130K
|
12.6K
$7.63M
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
229+ 2.98% |
$114K - $127K
|
7.91K
$4.8M
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
229+ 0.73% |
$114K - $127K
|
31.8K
$19.3M
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
229+ 1.55% |
$114K - $127K
|
15K
$9.13M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
229+ 9.65% |
$114K - $127K
|
2.6K
$1.58M
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
228+ 1.27% |
$114K - $127K
|
18.2K
$11M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
227+ 1.79% |
$113K - $126K
|
12.9K
$7.83M
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
226+ 2.45% |
$113K - $125K
|
9.45K
$5.73M
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
226+ 2.22% |
$113K - $125K
|
10.4K
$6.31M
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
225+ 26.91% |
$112K - $125K
|
1.06K
$644K
|