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
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
189New |
$94.3K - $105K
|
189
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
188+ 4.82% |
$93.8K - $104K
|
4.09K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
187+ 4.74% |
$93.3K - $104K
|
4.13K
$2.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
185+ 14.68% |
$92.3K - $103K
|
1.45K
$879K
|
|
|
Feb 06, 2023
Q4 2022
|
Unison Asset Management LLC
|
BUY
|
- |
185+ 1.99% |
$92.3K - $103K
|
9.5K
$5.78M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
183+ 3.77% |
$91.3K - $102K
|
5.04K
$3.07M
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
183+ 88.83% |
$91.3K - $102K
|
389
$237K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
181+ 5.2% |
$90.3K - $100K
|
3.66K
$2.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
179+ 8.77% |
$89.3K - $99.4K
|
2.22K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
179+ 39.17% |
$89.3K - $99.4K
|
636
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
179+ 9.03% |
$89.3K - $99.4K
|
2.16K
$1.32M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
179+ 11.8% |
$89.3K - $99.4K
|
1.7K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
178+ 6.85% |
$88.8K - $98.8K
|
2.78K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
178+ 22.19% |
$88.8K - $98.8K
|
980
$596K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
176+ 176.0% |
$87.8K - $97.7K
|
276
$168K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
175+ 5.21% |
$87.3K - $97.2K
|
3.54K
$2.15M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
174+ 41.04% |
$86.8K - $96.6K
|
598
$364K
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
172+ 3.06% |
$85.8K - $95.5K
|
5.79K
$3.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
172+ 7.74% |
$85.8K - $95.5K
|
2.39K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
172+ 55.13% |
$85.8K - $95.5K
|
484
$294K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
171+ 5.07% |
$85.3K - $94.9K
|
3.54K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
171New |
$85.3K - $94.9K
|
171
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
170+ 7.02% |
$84.8K - $94.4K
|
2.59K
$1.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
169+ 6.58% |
$84.3K - $93.8K
|
2.74K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
169New |
$84.3K - $93.8K
|
169
$103K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
166+ 1.65% |
$82.8K - $92.2K
|
10.2K
$6.23M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
166+ 29.07% |
$82.8K - $92.2K
|
737
$448K
|
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
165+ 1.24% |
$82.3K - $91.6K
|
13.5K
$8.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
165+ 6.9% |
$82.3K - $91.6K
|
2.56K
$1.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
165+ 0.25% |
$82.3K - $91.6K
|
66.8K
$40.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
165+ 2.41% |
$82.3K - $91.6K
|
7.02K
$4.27M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
163+ 4.56% |
$81.3K - $90.5K
|
3.74K
$2.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
163+ 6.56% |
$81.3K - $90.5K
|
2.65K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
163+ 7.24% |
$81.3K - $90.5K
|
2.42K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
163+ 17.23% |
$81.3K - $90.5K
|
1.11K
$675K
|
|
|
Feb 16, 2023
Q4 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
163+ 0.81% |
$81.3K - $90.5K
|
20.4K
$12.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
162+ 21.57% |
$80.8K - $89.9K
|
913
$555K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
161+ 24.62% |
$80.3K - $89.4K
|
815
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
157+ 1.62% |
$78.3K - $87.2K
|
9.83K
$5.98M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
157+ 34.28% |
$78.3K - $87.2K
|
615
$374K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
156+ 1.39% |
$77.8K - $86.6K
|
11.4K
$6.94M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
153+ 28.76% |
$76.3K - $84.9K
|
685
$417K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
153+ 0.67% |
$76.3K - $84.9K
|
23.1K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
150+ 6.86% |
$74.8K - $83.3K
|
2.34K
$1.42M
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
150+ 4.97% |
$74.8K - $83.3K
|
3.17K
$1.93M
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
150+ 6.86% |
$74.8K - $83.3K
|
2.34K
$1.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
148+ 4.85% |
$73.8K - $82.2K
|
3.2K
$1.95M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
147+ 7.66% |
$73.3K - $81.6K
|
2.07K
$1.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
146+ 17.44% |
$72.8K - $81.1K
|
983
$598K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
146+ 17.34% |
$72.8K - $81.1K
|
988
$601K
|