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 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
224+ 7.26% |
$112K - $124K
|
3.31K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
224+ 0.34% |
$112K - $124K
|
65.3K
$39.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
224+ 31.11% |
$112K - $124K
|
944
$574K
|
|
|
Jan 31, 2023
Q4 2022
|
Maj Invest Holding A
|
BUY
|
- |
222New |
$111K - $123K
|
222
$135K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
221+ 2.18% |
$110K - $123K
|
10.4K
$6.31M
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
221+ 7.66% |
$110K - $123K
|
3.11K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
220+ 0.42% |
$110K - $122K
|
52.8K
$32.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
219+ 0.85% |
$109K - $122K
|
25.9K
$15.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
217+ 4.59% |
$108K - $120K
|
4.95K
$3.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
214+ 3.66% |
$107K - $119K
|
6.06K
$3.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
213+ 20.17% |
$106K - $118K
|
1.27K
$772K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
213+ 2.18% |
$106K - $118K
|
9.98K
$6.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
212+ 9.02% |
$106K - $118K
|
2.56K
$1.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
211+ 1.78% |
$105K - $117K
|
12K
$7.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
211+ 1.66% |
$105K - $117K
|
12.9K
$7.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
211+ 1.04% |
$105K - $117K
|
20.5K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
211+ 1.06% |
$105K - $117K
|
20.1K
$12.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
210+ 27.17% |
$105K - $117K
|
983
$598K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
210+ 20.49% |
$105K - $117K
|
1.24K
$751K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
209+ 14.04% |
$104K - $116K
|
1.7K
$1.03M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
209+ 3.53% |
$104K - $116K
|
6.13K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
208+ 42.54% |
$104K - $115K
|
697
$424K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
207+ 9.59% |
$103K - $115K
|
2.37K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
206+ 3.28% |
$103K - $114K
|
6.48K
$3.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
203+ 1.41% |
$101K - $113K
|
14.6K
$8.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
203+ 3.8% |
$101K - $113K
|
5.54K
$3.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
202+ 6.92% |
$101K - $112K
|
3.12K
$1.9M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
201+ 8.42% |
$100K - $112K
|
2.59K
$1.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
201+ 1.7% |
$100K - $112K
|
12K
$7.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
200+ 1.27% |
$99.8K - $111K
|
16K
$9.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
199+ 9.0% |
$99.3K - $110K
|
2.41K
$1.47M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
199+ 3.07% |
$99.3K - $110K
|
6.69K
$4.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
BUY
|
- |
198+ 1.73% |
$98.8K - $110K
|
11.6K
$7.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
197+ 2.99% |
$98.3K - $109K
|
6.79K
$4.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
197New |
$98.3K - $109K
|
197
$120K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
195New |
$97.3K - $108K
|
195
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
195+ 0.35% |
$97.3K - $108K
|
56.2K
$34.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
194+ 6.45% |
$96.8K - $108K
|
3.2K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
193+ 14.35% |
$96.3K - $107K
|
1.54K
$936K
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
193+ 37.48% |
$96.3K - $107K
|
708
$431K
|
|
|
Feb 08, 2023
Q4 2022
|
Gouws Capital LLC
|
BUY
|
- |
192+ 2.74% |
$95.8K - $107K
|
7.2K
$4.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
192+ 7.0% |
$95.8K - $107K
|
2.93K
$1.78M
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
192+ 31.53% |
$95.8K - $107K
|
801
$487K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
191+ 6.45% |
$95.3K - $106K
|
3.15K
$1.92M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
190+ 13.06% |
$94.8K - $105K
|
1.65K
$1M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
190+ 25.99% |
$94.8K - $105K
|
921
$560K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
190+ 0.76% |
$94.8K - $105K
|
25.3K
$15.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Somerville Kurt F
|
BUY
|
- |
190+ 0.89% |
$94.8K - $105K
|
21.5K
$13.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
189+ 7.81% |
$94.3K - $105K
|
2.61K
$1.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
189+ 4.76% |
$94.3K - $105K
|
4.16K
$2.53M
|