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 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-16- 3.4% |
$7.98K - $8.88K
|
454
$276K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-17- 4.62% |
$8.48K - $9.44K
|
351
$214K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-17- 0.58% |
$8.48K - $9.44K
|
2.92K
$1.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-17- 0.04% |
$8.48K - $9.44K
|
44.1K
$26.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-18- 1.08% |
$8.98K - $9.99K
|
1.64K
$998K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-18- 2.86% |
$8.98K - $9.99K
|
612
$372K
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-18- 0.37% |
$8.98K - $9.99K
|
4.91K
$2.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-18- 1.65% |
$8.98K - $9.99K
|
1.07K
$653K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-18- 0.28% |
$8.98K - $9.99K
|
6.38K
$3.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-18- 1.79% |
$8.98K - $9.99K
|
986
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-18- 1.07% |
$8.98K - $9.99K
|
1.66K
$1.01M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-18- 1.28% |
$8.98K - $9.99K
|
1.39K
$843K
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-19- 0.17% |
$9.48K - $10.5K
|
11.2K
$6.81M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-19- 2.28% |
$9.48K - $10.5K
|
815
$496K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-19- 2.19% |
$9.48K - $10.5K
|
848
$516K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-19- 0.4% |
$9.48K - $10.5K
|
4.75K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-19- 0.29% |
$9.48K - $10.5K
|
6.44K
$3.91M
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-19- 4.57% |
$9.48K - $10.5K
|
397
$242K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-20- 0.35% |
$9.98K - $11.1K
|
5.66K
$3.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-20- 0.5% |
$9.98K - $11.1K
|
4K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-20- 2.53% |
$9.98K - $11.1K
|
770
$468K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-20- 5.06% |
$9.98K - $11.1K
|
375
$228K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-21- 0.69% |
$10.5K - $11.7K
|
3.02K
$1.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-21- 1.54% |
$10.5K - $11.7K
|
1.35K
$818K
|
|
|
Feb 09, 2023
Q4 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-21- 0.36% |
$10.5K - $11.7K
|
5.84K
$3.55M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-21- 0.85% |
$10.5K - $11.7K
|
2.44K
$1.48M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-22- 0.14% |
$11K - $12.2K
|
15.4K
$9.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-22- 0.5% |
$11K - $12.2K
|
4.36K
$2.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-22- 0.67% |
$11K - $12.2K
|
3.24K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
SELL
|
- |
-22- 0.22% |
$11K - $12.2K
|
10.1K
$6.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-23- 4.08% |
$11.5K - $12.8K
|
541
$329K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-24- 2.53% |
$12K - $13.3K
|
926
$563K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-24- 3.13% |
$12K - $13.3K
|
743
$452K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-24- 0.5% |
$12K - $13.3K
|
4.73K
$2.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-24- 2.1% |
$12K - $13.3K
|
1.12K
$680K
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-24- 0.26% |
$12K - $13.3K
|
9.06K
$5.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-24- 1.32% |
$12K - $13.3K
|
1.8K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-24- 0.67% |
$12K - $13.3K
|
3.56K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-24- 3.53% |
$12K - $13.3K
|
655
$398K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-24- 5.44% |
$12K - $13.3K
|
417
$254K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-25- 12.5% |
$12.5K - $13.9K
|
175
$106K
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-25- 0.36% |
$12.5K - $13.9K
|
6.98K
$4.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-25- 0.95% |
$12.5K - $13.9K
|
2.61K
$1.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 0.69% |
$12.5K - $13.9K
|
3.61K
$2.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.75% |
$12.5K - $13.9K
|
3.32K
$2.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.02% |
$12.5K - $13.9K
|
111K
$67.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-25- 1.8% |
$12.5K - $13.9K
|
1.36K
$829K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25- 0.05% |
$12.5K - $13.9K
|
54K
$32.9M
|
|
|
Feb 13, 2024
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- 0.02% |
$12.5K - $13.9K
|
111K
$67.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-27- 1.44% |
$13.5K - $15K
|
1.85K
$1.12M
|