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
|
First National Trust CO
|
BUY
|
- |
28+ 0.05% |
$14K - $15.5K
|
52K
$31.6M
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
28+ 1.45% |
$14K - $15.5K
|
1.95K
$1.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
27+ 0.84% |
$13.5K - $15K
|
3.23K
$1.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
27+ 4.75% |
$13.5K - $15K
|
595
$362K
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
27+ 1.95% |
$13.5K - $15K
|
1.41K
$858K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
27+ 0.07% |
$13.5K - $15K
|
38.7K
$23.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
27+ 0.76% |
$13.5K - $15K
|
3.58K
$2.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 1.25% |
$13K - $14.4K
|
2.11K
$1.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
26+ 0.32% |
$13K - $14.4K
|
8.24K
$5.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
26+ 0.11% |
$13K - $14.4K
|
22.6K
$13.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
26+ 0.34% |
$13K - $14.4K
|
7.79K
$4.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
26+ 0.71% |
$13K - $14.4K
|
3.67K
$2.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
26+ 4.26% |
$13K - $14.4K
|
636
$387K
|
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
26+ 0.84% |
$13K - $14.4K
|
3.13K
$1.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Asset Planning Services Inc
|
BUY
|
- |
25+ 0.16% |
$12.5K - $13.9K
|
16K
$9.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
25+ 0.12% |
$12.5K - $13.9K
|
21.2K
$12.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 8.59% |
$12.5K - $13.9K
|
316
$192K
|
|
|
Feb 01, 2023
Q4 2022
|
Groesbeck Investment Management Corp
|
BUY
|
- |
25+ 0.62% |
$12.5K - $13.9K
|
4.06K
$2.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
25+ 0.36% |
$12.5K - $13.9K
|
7.06K
$4.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
25+ 4.13% |
$12.5K - $13.9K
|
631
$384K
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
25+ 3.29% |
$12.5K - $13.9K
|
784
$477K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
25+ 1.23% |
$12.5K - $13.9K
|
2.06K
$1.25M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
25+ 1.6% |
$12.5K - $13.9K
|
1.59K
$966K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
24+ 0.24% |
$12K - $13.3K
|
9.88K
$6.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 4.94% |
$12K - $13.3K
|
510
$310K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
24+ 0.26% |
$12K - $13.3K
|
9.25K
$5.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
24+ 0.63% |
$12K - $13.3K
|
3.84K
$2.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
24+ 51.06% |
$12K - $13.3K
|
71
$43.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
24+ 1.07% |
$12K - $13.3K
|
2.27K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
24+ 1.49% |
$12K - $13.3K
|
1.64K
$997K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
24New |
$12K - $13.3K
|
24
$14.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
24+ 2.11% |
$12K - $13.3K
|
1.16K
$705K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
24+ 0.21% |
$12K - $13.3K
|
11.6K
$7.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
24+ 1.21% |
$12K - $13.3K
|
2.01K
$1.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
23+ 0.38% |
$11.5K - $12.8K
|
6.13K
$3.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
23+ 0.46% |
$11.5K - $12.8K
|
5.01K
$3.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
22+ 0.87% |
$11K - $12.2K
|
2.56K
$1.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
22+ 0.15% |
$11K - $12.2K
|
14.6K
$8.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
22+ 0.64% |
$11K - $12.2K
|
3.43K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
22+ 4.08% |
$11K - $12.2K
|
561
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
22+ 4.31% |
$11K - $12.2K
|
533
$324K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
21+ 1.62% |
$10.5K - $11.7K
|
1.32K
$801K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
21New |
$10.5K - $11.7K
|
21
$12.8K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
21+ 1.92% |
$10.5K - $11.7K
|
1.12K
$678K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
21+ 3.53% |
$10.5K - $11.7K
|
616
$375K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
21+ 0.18% |
$10.5K - $11.7K
|
11.6K
$7.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
21+ 1.84% |
$10.5K - $11.7K
|
1.16K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
21+ 2.49% |
$10.5K - $11.7K
|
864
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21+ 4.3% |
$10.5K - $11.7K
|
509
$310K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
20+ 1.82% |
$9.98K - $11.1K
|
1.12K
$682K
|