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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.92% |
$3.49K - $3.89K
|
770
$470K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
6+ 0.2% |
$2.99K - $3.33K
|
2.95K
$1.8M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6+ 120.0% |
$2.99K - $3.33K
|
11
$6.71K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
6+ 0.51% |
$2.99K - $3.33K
|
1.18K
$722K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
6+ 0.39% |
$2.99K - $3.33K
|
1.55K
$945K
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.3% |
$2.99K - $3.33K
|
1.97K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 37.5% |
$2.99K - $3.33K
|
22
$13.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6New |
$2.99K - $3.33K
|
6
$3.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
6+ 0.28% |
$2.99K - $3.33K
|
2.18K
$1.33M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6+ 0.24% |
$2.99K - $3.33K
|
2.46K
$1.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
5+ 0.32% |
$2.49K - $2.78K
|
1.55K
$946K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
5+ 0.2% |
$2.49K - $2.78K
|
2.55K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 0.64% |
$2.49K - $2.78K
|
792
$483K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.21% |
$2.49K - $2.78K
|
2.43K
$1.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.06% |
$2.49K - $2.78K
|
8.31K
$5.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
5+ 27.78% |
$2.49K - $2.78K
|
23
$14K
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5+ 0.29% |
$2.49K - $2.78K
|
1.72K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.05% |
$2.49K - $2.78K
|
9.77K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
5+ 0.41% |
$2.49K - $2.78K
|
1.22K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.29% |
$2.49K - $2.78K
|
1.73K
$1.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 3.16% |
$2.49K - $2.78K
|
163
$99.5K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$2K - $2.22K
|
3.93K
$2.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
4+ 0.85% |
$2K - $2.22K
|
477
$291K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4+ 0.14% |
$2K - $2.22K
|
2.95K
$1.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 4.44% |
$2K - $2.22K
|
94
$57.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
4+ 0.53% |
$2K - $2.22K
|
753
$459K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
4+ 0.22% |
$2K - $2.22K
|
1.81K
$1.1M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 30.77% |
$2K - $2.22K
|
17
$10.4K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 1.01% |
$2K - $2.22K
|
401
$245K
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.35% |
$1.5K - $1.67K
|
866
$528K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
3+ 0.25% |
$1.5K - $1.67K
|
1.18K
$722K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
3+ 0.66% |
$1.5K - $1.67K
|
455
$278K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3+ 0.29% |
$1.5K - $1.67K
|
1.05K
$641K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 0.05% |
$1.5K - $1.67K
|
5.46K
$3.33M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3+ 0.0% |
$1.5K - $1.67K
|
95K
$57.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3+ 0.45% |
$1.5K - $1.67K
|
673
$411K
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
3+ 0.37% |
$1.5K - $1.67K
|
812
$495K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
3+ 0.13% |
$1.5K - $1.67K
|
2.32K
$1.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.14% |
$1.5K - $1.67K
|
2.12K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
3+ 0.6% |
$1.5K - $1.67K
|
499
$304K
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3+ 0.22% |
$1.5K - $1.67K
|
1.38K
$845K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.28% |
$1.5K - $1.67K
|
1.09K
$666K
|
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$1.5K - $1.67K
|
15.2K
$9.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3+ 0.32% |
$1.5K - $1.67K
|
938
$572K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2+ 0.13% |
$998 - $1.11K
|
1.59K
$968K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
2+ 0.37% |
$998 - $1.11K
|
548
$334K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
2+ 0.05% |
$998 - $1.11K
|
4.07K
$2.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.39% |
$998 - $1.11K
|
509
$311K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.27% |
$998 - $1.11K
|
733
$447K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.21% |
$998 - $1.11K
|
966
$589K
|