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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
150+ 4.97% |
$74.8K - $83.3K
|
3.17K
$944K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
150+ 6.86% |
$74.8K - $83.3K
|
2.34K
$696K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
148+ 4.85% |
$73.8K - $82.2K
|
3.2K
$953K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
147+ 7.66% |
$73.3K - $81.6K
|
2.07K
$616K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
146+ 17.44% |
$72.8K - $81.1K
|
983
$293K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
146+ 17.34% |
$72.8K - $81.1K
|
988
$295K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
146+ 21.16% |
$72.8K - $81.1K
|
836
$249K
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
145+ 27.67% |
$72.3K - $80.5K
|
669
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
145+ 11.15% |
$72.3K - $80.5K
|
1.45K
$431K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
143+ 12.59% |
$71.3K - $79.4K
|
1.28K
$381K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
143+ 10.87% |
$71.3K - $79.4K
|
1.46K
$435K
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
143+ 22.41% |
$71.3K - $79.4K
|
781
$233K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
142+ 3.14% |
$70.8K - $78.8K
|
4.66K
$1.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
142New |
$70.8K - $78.8K
|
142
$42.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
142+ 13.71% |
$70.8K - $78.8K
|
1.18K
$351K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
141+ 1.43% |
$70.3K - $78.3K
|
9.99K
$2.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
140+ 5.27% |
$69.8K - $77.7K
|
2.8K
$833K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
138+ 0.27% |
$68.8K - $76.6K
|
50.4K
$15M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
137+ 14.68% |
$68.3K - $76.1K
|
1.07K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
137New |
$68.3K - $76.1K
|
137
$40.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
136+ 2.14% |
$67.8K - $75.5K
|
6.5K
$1.94M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
135+ 8.38% |
$67.3K - $74.9K
|
1.75K
$521K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
134+ 26.8% |
$66.8K - $74.4K
|
634
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
132+ 9.88% |
$65.8K - $73.3K
|
1.47K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
132+ 5.92% |
$65.8K - $73.3K
|
2.36K
$704K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
131+ 10.76% |
$65.4K - $72.7K
|
1.35K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
130+ 1.48% |
$64.9K - $72.2K
|
8.91K
$2.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
129+ 77.71% |
$64.4K - $71.6K
|
295
$87.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
129+ 6.8% |
$64.4K - $71.6K
|
2.03K
$604K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
128+ 0.17% |
$63.9K - $71.1K
|
74.3K
$22.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
127New |
$63.4K - $70.5K
|
127
$37.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
126New |
$62.9K - $69.9K
|
126
$37.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
125+ 8.27% |
$62.4K - $69.4K
|
1.64K
$488K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
125+ 2.17% |
$62.4K - $69.4K
|
5.87K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
125+ 10.43% |
$62.4K - $69.4K
|
1.32K
$394K
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
125+ 17.96% |
$62.4K - $69.4K
|
821
$245K
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
124+ 14.35% |
$61.9K - $68.8K
|
988
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
124+ 23.18% |
$61.9K - $68.8K
|
659
$196K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
123+ 1.29% |
$61.4K - $68.3K
|
9.63K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
122New |
$60.9K - $67.7K
|
122
$36.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
122+ 5.22% |
$60.9K - $67.7K
|
2.46K
$732K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
121New |
$60.4K - $67.2K
|
121
$36.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
120+ 28.78% |
$59.9K - $66.6K
|
537
$160K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
120+ 11.0% |
$59.9K - $66.6K
|
1.21K
$361K
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
BUY
|
- |
119+ 2.13% |
$59.4K - $66.1K
|
5.69K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
119+ 1.05% |
$59.4K - $66.1K
|
11.4K
$3.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
118+ 1.04% |
$58.9K - $65.5K
|
11.5K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
118+ 9.28% |
$58.9K - $65.5K
|
1.39K
$414K
|
|
|
Feb 02, 2023
Q4 2022
|
Independent Investors Inc
|
BUY
|
- |
117+ 3.4% |
$58.4K - $65K
|
3.56K
$1.06M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
117+ 7.04% |
$58.4K - $65K
|
1.78K
$531K
|