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 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-9- 0.16% |
$4.49K - $5K
|
5.6K
$3.4M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-9- 0.38% |
$4.49K - $5K
|
2.38K
$1.45M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-9- 0.92% |
$4.49K - $5K
|
971
$591K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-10- 0.9% |
$4.99K - $5.55K
|
1.1K
$668K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-10- 1.42% |
$4.99K - $5.55K
|
692
$421K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-10- 1.76% |
$4.99K - $5.55K
|
559
$340K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-10- 1.15% |
$4.99K - $5.55K
|
856
$521K
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-10- 0.23% |
$4.99K - $5.55K
|
4.38K
$2.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-10- 1.22% |
$4.99K - $5.55K
|
813
$495K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10- 1.06% |
$4.99K - $5.55K
|
936
$569K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-10- 0.1% |
$4.99K - $5.55K
|
9.54K
$5.8M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-10- 2.21% |
$4.99K - $5.55K
|
443
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-10- 3.95% |
$4.99K - $5.55K
|
243
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-10- 1.44% |
$4.99K - $5.55K
|
684
$416K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-11- 0.25% |
$5.49K - $6.11K
|
4.41K
$2.68M
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
SELL
|
- |
-11- 1.3% |
$5.49K - $6.11K
|
835
$508K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-11- 0.99% |
$5.49K - $6.11K
|
1.1K
$667K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11- 0.1% |
$5.49K - $6.11K
|
11.1K
$6.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-11- 1.0% |
$5.49K - $6.11K
|
1.09K
$663K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-11- 0.63% |
$5.49K - $6.11K
|
1.73K
$1.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-11- 0.25% |
$5.49K - $6.11K
|
4.42K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-11- 2.37% |
$5.49K - $6.11K
|
454
$276K
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-11- 0.69% |
$5.49K - $6.11K
|
1.58K
$964K
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-12- 1.2% |
$5.99K - $6.66K
|
984
$599K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12- 1.96% |
$5.99K - $6.66K
|
600
$365K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-12- 0.62% |
$5.99K - $6.66K
|
1.92K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-12- 0.35% |
$5.99K - $6.66K
|
3.45K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12- 0.39% |
$5.99K - $6.66K
|
3.08K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 3.75% |
$5.99K - $6.66K
|
308
$187K
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-13- 1.4% |
$6.49K - $7.22K
|
914
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-13- 0.09% |
$6.49K - $7.22K
|
13.9K
$8.44M
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-14- 0.24% |
$6.98K - $7.77K
|
5.81K
$3.53M
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-14- 6.6% |
$6.98K - $7.77K
|
198
$120K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-14- 1.49% |
$6.98K - $7.77K
|
924
$562K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-14- 2.97% |
$6.98K - $7.77K
|
457
$278K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-14- 1.64% |
$6.98K - $7.77K
|
840
$511K
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-15- 0.64% |
$7.48K - $8.33K
|
2.34K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-15- 4.92% |
$7.48K - $8.33K
|
290
$176K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-15- 0.74% |
$7.48K - $8.33K
|
2.02K
$1.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-15- 0.49% |
$7.48K - $8.33K
|
3.04K
$1.85M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 0.15% |
$7.48K - $8.33K
|
9.95K
$6.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-15- 1.79% |
$7.48K - $8.33K
|
823
$501K
|
|
|
Feb 06, 2023
Q4 2022
|
Dillon & Associates Inc
|
SELL
|
- |
-15- 1.26% |
$7.48K - $8.33K
|
1.17K
$713K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-15- 3.18% |
$7.48K - $8.33K
|
457
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-15- 7.5% |
$7.48K - $8.33K
|
185
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-15- 3.51% |
$7.48K - $8.33K
|
412
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-15- 0.51% |
$7.48K - $8.33K
|
2.94K
$1.79M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-16- 0.97% |
$7.98K - $8.88K
|
1.63K
$994K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-16- 0.5% |
$7.98K - $8.88K
|
3.2K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-16- 0.39% |
$7.98K - $8.88K
|
4.1K
$2.49M
|