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 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
110+ 10.09% |
$54.9K - $61.1K
|
1.2K
$730K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
109+ 3.31% |
$54.4K - $60.5K
|
3.41K
$2.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
109+ 25.89% |
$54.4K - $60.5K
|
530
$322K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
107+ 30.31% |
$53.4K - $59.4K
|
460
$280K
|
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
107+ 2.4% |
$53.4K - $59.4K
|
4.57K
$2.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
106+ 20.91% |
$52.9K - $58.8K
|
613
$373K
|
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
BUY
|
- |
106+ 4.18% |
$52.9K - $58.8K
|
2.64K
$1.61M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
105+ 18.99% |
$52.4K - $58.3K
|
658
$400K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
105+ 12.67% |
$52.4K - $58.3K
|
934
$568K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
105+ 4.34% |
$52.4K - $58.3K
|
2.53K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
105+ 0.89% |
$52.4K - $58.3K
|
11.9K
$7.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
105+ 2.4% |
$52.4K - $58.3K
|
4.48K
$2.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
104+ 3.05% |
$51.9K - $57.7K
|
3.51K
$2.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
104+ 0.27% |
$51.9K - $57.7K
|
38.6K
$23.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
104+ 3.62% |
$51.9K - $57.7K
|
2.98K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
104+ 4.97% |
$51.9K - $57.7K
|
2.2K
$1.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
103+ 85.12% |
$51.4K - $57.2K
|
224
$136K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
103+ 3.91% |
$51.4K - $57.2K
|
2.74K
$1.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
102+ 71.83% |
$50.9K - $56.6K
|
244
$148K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
102+ 9.76% |
$50.9K - $56.6K
|
1.15K
$698K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
102+ 0.73% |
$50.9K - $56.6K
|
14.1K
$8.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
101+ 2.58% |
$50.4K - $56.1K
|
4.01K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkman Healthcare Partners LLC
Stamford, CT |
BUY
|
- |
101+ 0.37% |
$50.4K - $56.1K
|
27.7K
$16.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
101+ 8.14% |
$50.4K - $56.1K
|
1.34K
$816K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
100+ 9.79% |
$49.9K - $55.5K
|
1.12K
$682K
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
100+ 3.07% |
$49.9K - $55.5K
|
3.36K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
100+ 20.16% |
$49.9K - $55.5K
|
596
$363K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
99+ 0.51% |
$49.4K - $55K
|
19.6K
$11.9M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
99+ 3.18% |
$49.4K - $55K
|
3.22K
$1.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
98+ 9.9% |
$48.9K - $54.4K
|
1.09K
$662K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
98+ 2.96% |
$48.9K - $54.4K
|
3.4K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
98New |
$48.9K - $54.4K
|
98
$59.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
97New |
$48.4K - $53.8K
|
97
$59K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
96+ 0.91% |
$47.9K - $53.3K
|
10.6K
$6.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
95+ 11.2% |
$47.4K - $52.7K
|
943
$574K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
94+ 1.82% |
$46.9K - $52.2K
|
5.26K
$3.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
94+ 21.41% |
$46.9K - $52.2K
|
533
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
94+ 1.79% |
$46.9K - $52.2K
|
5.34K
$3.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
93+ 127.4% |
$46.4K - $51.6K
|
166
$101K
|
|
|
Jan 20, 2023
Q4 2022
|
Founders Capital Management, LLC
|
BUY
|
- |
90+ 5.48% |
$44.9K - $50K
|
1.73K
$1.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
90+ 2.95% |
$44.9K - $50K
|
3.14K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
90+ 9.92% |
$44.9K - $50K
|
997
$607K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
89+ 1.16% |
$44.4K - $49.4K
|
7.74K
$4.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
88+ 4.25% |
$43.9K - $48.9K
|
2.16K
$1.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
87+ 5.4% |
$43.4K - $48.3K
|
1.7K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
87+ 10.65% |
$43.4K - $48.3K
|
904
$550K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
87+ 5.78% |
$43.4K - $48.3K
|
1.59K
$969K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
86+ 2.85% |
$42.9K - $47.7K
|
3.1K
$1.89M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
86+ 10.54% |
$42.9K - $47.7K
|
902
$549K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
86+ 4.86% |
$42.9K - $47.7K
|
1.86K
$1.13M
|