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 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
20+ 0.47% |
$9.98K - $11.1K
|
4.24K
$2.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
20+ 4.36% |
$9.98K - $11.1K
|
479
$291K
|
|
|
Feb 09, 2023
Q4 2022
|
Vista Finance, LLC
|
BUY
|
- |
20+ 1.19% |
$9.98K - $11.1K
|
1.7K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
20+ 1.38% |
$9.98K - $11.1K
|
1.47K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
20+ 0.68% |
$9.98K - $11.1K
|
2.96K
$1.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
19+ 4.3% |
$9.48K - $10.5K
|
461
$280K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
19+ 0.42% |
$9.48K - $10.5K
|
4.57K
$2.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
19+ 0.08% |
$9.48K - $10.5K
|
24.8K
$15.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
19+ 5.03% |
$9.48K - $10.5K
|
397
$242K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
19+ 1.13% |
$9.48K - $10.5K
|
1.7K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
19+ 0.85% |
$9.48K - $10.5K
|
2.26K
$1.37M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
19+ 4.49% |
$9.48K - $10.5K
|
442
$269K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
18+ 0.75% |
$8.98K - $9.99K
|
2.43K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 3.54% |
$8.98K - $9.99K
|
527
$321K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
17+ 0.65% |
$8.48K - $9.44K
|
2.65K
$1.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
17+ 0.65% |
$8.48K - $9.44K
|
2.64K
$1.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
17+ 0.22% |
$8.48K - $9.44K
|
7.91K
$4.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
17+ 0.78% |
$8.48K - $9.44K
|
2.19K
$1.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
17+ 3.55% |
$8.48K - $9.44K
|
496
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
17+ 0.3% |
$8.48K - $9.44K
|
5.78K
$3.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
17+ 2.04% |
$8.48K - $9.44K
|
851
$518K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.46% |
$7.98K - $8.88K
|
3.5K
$2.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
BUY
|
- |
16+ 1.85% |
$7.98K - $8.88K
|
879
$535K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
16+ 2.0% |
$7.98K - $8.88K
|
818
$498K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16+ 3.52% |
$7.98K - $8.88K
|
471
$287K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
16+ 0.72% |
$7.98K - $8.88K
|
2.24K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
16+ 0.84% |
$7.98K - $8.88K
|
1.92K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
16+ 1.67% |
$7.98K - $8.88K
|
976
$594K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
16+ 2.04% |
$7.98K - $8.88K
|
799
$486K
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
15+ 0.38% |
$7.48K - $8.33K
|
3.93K
$2.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
15+ 2.54% |
$7.48K - $8.33K
|
605
$368K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
15+ 5.23% |
$7.48K - $8.33K
|
302
$184K
|
|
|
Feb 07, 2023
Q4 2022
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
15+ 0.13% |
$7.48K - $8.33K
|
11.7K
$7.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
15+ 0.78% |
$7.48K - $8.33K
|
1.93K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
15+ 0.2% |
$7.48K - $8.33K
|
7.6K
$4.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
15+ 0.78% |
$7.48K - $8.33K
|
1.94K
$1.18M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
14+ 1.99% |
$6.98K - $7.77K
|
717
$436K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
14New |
$6.98K - $7.77K
|
14
$8.52K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
14+ 2.21% |
$6.98K - $7.77K
|
648
$394K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
14+ 1.97% |
$6.98K - $7.77K
|
725
$441K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14+ 0.15% |
$6.98K - $7.77K
|
9.59K
$5.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 1.6% |
$6.49K - $7.22K
|
823
$501K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
13+ 1.38% |
$6.49K - $7.22K
|
957
$582K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
13+ 0.54% |
$6.49K - $7.22K
|
2.43K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
13+ 1.18% |
$6.49K - $7.22K
|
1.12K
$680K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
12+ 0.38% |
$5.99K - $6.66K
|
3.15K
$1.91M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
12+ 1.47% |
$5.99K - $6.66K
|
828
$504K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
12+ 1.17% |
$5.99K - $6.66K
|
1.03K
$629K
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
12+ 3.02% |
$5.99K - $6.66K
|
409
$249K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
12+ 0.38% |
$5.99K - $6.66K
|
3.19K
$1.94M
|