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 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
86+ 0.21% |
$42.9K - $47.7K
|
40.9K
$24.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
85New |
$42.4K - $47.2K
|
85
$51.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
85+ 0.51% |
$42.4K - $47.2K
|
16.9K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
85+ 1.85% |
$42.4K - $47.2K
|
4.69K
$2.85M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
84New |
$41.9K - $46.6K
|
84
$51.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
84+ 9.06% |
$41.9K - $46.6K
|
1.01K
$615K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
83+ 0.99% |
$41.4K - $46.1K
|
8.5K
$5.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
83New |
$41.4K - $46.1K
|
83
$50.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
82+ 1.05% |
$40.9K - $45.5K
|
7.9K
$4.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
82+ 3.64% |
$40.9K - $45.5K
|
2.34K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
82+ 13.95% |
$40.9K - $45.5K
|
670
$408K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
81+ 7.89% |
$40.4K - $45K
|
1.11K
$674K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
81+ 7.89% |
$40.4K - $45K
|
1.11K
$674K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
80+ 2.77% |
$39.9K - $44.4K
|
2.97K
$1.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
80+ 9.8% |
$39.9K - $44.4K
|
896
$545K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
80+ 0.05% |
$39.9K - $44.4K
|
157K
$95.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
80+ 18.26% |
$39.9K - $44.4K
|
518
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
80+ 0.06% |
$39.9K - $44.4K
|
125K
$76.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
79+ 6.53% |
$39.4K - $43.9K
|
1.29K
$784K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
79+ 2.84% |
$39.4K - $43.9K
|
2.86K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
79New |
$39.4K - $43.9K
|
79
$48.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
79New |
$39.4K - $43.9K
|
79
$48.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
78+ 2.37% |
$38.9K - $43.3K
|
3.37K
$2.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
77+ 0.41% |
$38.4K - $42.7K
|
18.7K
$11.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
77+ 6.9% |
$38.4K - $42.7K
|
1.19K
$726K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
77+ 0.96% |
$38.4K - $42.7K
|
8.11K
$4.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
77+ 3.66% |
$38.4K - $42.7K
|
2.18K
$1.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
76+ 0.4% |
$37.9K - $42.2K
|
19.1K
$11.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
76+ 3.64% |
$37.9K - $42.2K
|
2.17K
$1.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
75+ 3.1% |
$37.4K - $41.6K
|
2.5K
$1.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Scharf Investments, LLC
|
BUY
|
- |
75+ 3.42% |
$37.4K - $41.6K
|
2.27K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
75+ 1.15% |
$37.4K - $41.6K
|
6.59K
$4.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
74+ 0.33% |
$36.9K - $41.1K
|
22.6K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
BUY
|
- |
74+ 5.08% |
$36.9K - $41.1K
|
1.53K
$931K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
74+ 14.57% |
$36.9K - $41.1K
|
582
$354K
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
73+ 13.98% |
$36.4K - $40.5K
|
595
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
73+ 7.81% |
$36.4K - $40.5K
|
1.01K
$613K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
72+ 118.03% |
$35.9K - $40K
|
133
$80.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
72+ 4.98% |
$35.9K - $40K
|
1.52K
$924K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
70+ 16.67% |
$34.9K - $38.9K
|
490
$298K
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
69+ 0.52% |
$34.4K - $38.3K
|
13.4K
$8.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
69+ 12.83% |
$34.4K - $38.3K
|
607
$369K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
68+ 4.42% |
$33.9K - $37.8K
|
1.61K
$978K
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
68+ 3.15% |
$33.9K - $37.8K
|
2.23K
$1.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
68+ 1.84% |
$33.9K - $37.8K
|
3.77K
$2.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
68+ 20.12% |
$33.9K - $37.8K
|
406
$247K
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
68+ 0.71% |
$33.9K - $37.8K
|
9.67K
$5.88M
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
68+ 1.67% |
$33.9K - $37.8K
|
4.13K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
68+ 8.56% |
$33.9K - $37.8K
|
862
$524K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
68+ 3.92% |
$33.9K - $37.8K
|
1.8K
$1.1M
|