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 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
67+ 1.16% |
$33.4K - $37.2K
|
5.85K
$3.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
67+ 2.76% |
$33.4K - $37.2K
|
2.49K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
67+ 5.86% |
$33.4K - $37.2K
|
1.21K
$737K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
66+ 7.53% |
$32.9K - $36.6K
|
943
$574K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
66+ 1.08% |
$32.9K - $36.6K
|
6.15K
$3.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
66+ 2.5% |
$32.9K - $36.6K
|
2.71K
$1.65M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
66+ 14.54% |
$32.9K - $36.6K
|
520
$316K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
66+ 2.25% |
$32.9K - $36.6K
|
2.99K
$1.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
66+ 1.38% |
$32.9K - $36.6K
|
4.84K
$2.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
66+ 2.78% |
$32.9K - $36.6K
|
2.44K
$1.49M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
66New |
$32.9K - $36.6K
|
66
$40.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
65+ 1.86% |
$32.4K - $36.1K
|
3.56K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 0.63% |
$32.4K - $36.1K
|
10.4K
$6.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
64+ 0.55% |
$31.9K - $35.5K
|
11.7K
$7.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
63+ 2.99% |
$31.4K - $35K
|
2.17K
$1.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
63+ 3.37% |
$31.4K - $35K
|
1.93K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
63+ 8.67% |
$31.4K - $35K
|
790
$481K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
62+ 2.49% |
$30.9K - $34.4K
|
2.55K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
62+ 8.68% |
$30.9K - $34.4K
|
776
$472K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
62+ 2.01% |
$30.9K - $34.4K
|
3.14K
$1.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
62+ 1.13% |
$30.9K - $34.4K
|
5.54K
$3.37M
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
61+ 3.47% |
$30.4K - $33.9K
|
1.82K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
61+ 10.78% |
$30.4K - $33.9K
|
627
$381K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
60+ 0.28% |
$29.9K - $33.3K
|
21.7K
$13.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
60+ 5.08% |
$29.9K - $33.3K
|
1.24K
$755K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
60+ 8.05% |
$29.9K - $33.3K
|
805
$490K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
60+ 3.91% |
$29.9K - $33.3K
|
1.59K
$969K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
59New |
$29.4K - $32.8K
|
59
$35.9K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
59+ 1.15% |
$29.4K - $32.8K
|
5.19K
$3.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
58+ 0.43% |
$28.9K - $32.2K
|
13.5K
$8.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
58+ 1.22% |
$28.9K - $32.2K
|
4.81K
$2.93M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
58+ 65.91% |
$28.9K - $32.2K
|
146
$88.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
BUY
|
- |
58+ 0.48% |
$28.9K - $32.2K
|
12.1K
$7.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
57+ 1.08% |
$28.4K - $31.6K
|
5.33K
$3.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
56+ 7.05% |
$27.9K - $31.1K
|
850
$517K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
56+ 3.09% |
$27.9K - $31.1K
|
1.87K
$1.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
55+ 2.29% |
$27.4K - $30.5K
|
2.46K
$1.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
55+ 5.29% |
$27.4K - $30.5K
|
1.1K
$666K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
54+ 1.32% |
$26.9K - $30K
|
4.15K
$2.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
54+ 5.77% |
$26.9K - $30K
|
990
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
54+ 0.61% |
$26.9K - $30K
|
8.85K
$5.38M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
54+ 6.1% |
$26.9K - $30K
|
939
$571K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
53+ 0.33% |
$26.4K - $29.4K
|
16.3K
$9.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
53+ 8.92% |
$26.4K - $29.4K
|
647
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
53+ 0.74% |
$26.4K - $29.4K
|
7.2K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
53+ 1.49% |
$26.4K - $29.4K
|
3.6K
$2.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
52+ 0.14% |
$25.9K - $28.9K
|
38.5K
$23.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52+ 1.6% |
$25.9K - $28.9K
|
3.3K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
52+ 1.81% |
$25.9K - $28.9K
|
2.92K
$1.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
51+ 3.44% |
$25.4K - $28.3K
|
1.53K
$933K
|