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 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-27- 10.67% |
$13.5K - $15K
|
226
$138K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-27- 0.43% |
$13.5K - $15K
|
6.23K
$3.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-27- 1.55% |
$13.5K - $15K
|
1.72K
$1.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-27- 2.18% |
$13.5K - $15K
|
1.21K
$738K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-28- 0.58% |
$14K - $15.5K
|
4.83K
$2.95M
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
SELL
|
- |
-28- 1.75% |
$14K - $15.5K
|
1.57K
$960K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-28- 0.1% |
$14K - $15.5K
|
27.4K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-28- 4.58% |
$14K - $15.5K
|
584
$356K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-29- 1.22% |
$14.5K - $16.1K
|
2.35K
$1.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-29- 1.21% |
$14.5K - $16.1K
|
2.37K
$1.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-29- 1.79% |
$14.5K - $16.1K
|
1.59K
$972K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-29- 0.66% |
$14.5K - $16.1K
|
4.37K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 5.77% |
$14.5K - $16.1K
|
474
$289K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-29- 1.11% |
$14.5K - $16.1K
|
2.59K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-30- 1.51% |
$15K - $16.7K
|
1.96K
$1.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-30- 1.87% |
$15K - $16.7K
|
1.57K
$959K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-30- 1.92% |
$15K - $16.7K
|
1.53K
$933K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30- 0.02% |
$15K - $16.7K
|
136K
$82.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-30- 13.33% |
$15K - $16.7K
|
195
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-30- 5.06% |
$15K - $16.7K
|
563
$344K
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-30- 1.04% |
$15K - $16.7K
|
2.86K
$1.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
SELL
|
- |
-31- 2.82% |
$15.5K - $17.2K
|
1.07K
$651K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-31- 6.61% |
$15.5K - $17.2K
|
438
$267K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-31- 0.04% |
$15.5K - $17.2K
|
71.4K
$43.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-31- 0.06% |
$15.5K - $17.2K
|
50.6K
$30.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-31- 5.09% |
$15.5K - $17.2K
|
578
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-31- 1.69% |
$15.5K - $17.2K
|
1.81K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-32- 1.69% |
$16K - $17.8K
|
1.86K
$1.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-32- 4.43% |
$16K - $17.8K
|
691
$422K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-32- 0.51% |
$16K - $17.8K
|
6.26K
$3.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-32- 2.05% |
$16K - $17.8K
|
1.53K
$935K
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-32- 5.13% |
$16K - $17.8K
|
592
$361K
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-32- 2.58% |
$16K - $17.8K
|
1.21K
$736K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-32- 2.91% |
$16K - $17.8K
|
1.07K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-32- 17.3% |
$16K - $17.8K
|
153
$93.4K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-32- 16.0% |
$16K - $17.8K
|
168
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-33- 2.38% |
$16.5K - $18.3K
|
1.36K
$827K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-34- 2.28% |
$17K - $18.9K
|
1.45K
$887K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-35- 1.49% |
$17.5K - $19.4K
|
2.31K
$1.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-35- 5.44% |
$17.5K - $19.4K
|
608
$371K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-35- 5.34% |
$17.5K - $19.4K
|
620
$378K
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-36- 0.17% |
$18K - $20K
|
21K
$12.8M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-36- 12.37% |
$18K - $20K
|
255
$156K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-36- 3.28% |
$18K - $20K
|
1.06K
$647K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-36- 0.59% |
$18K - $20K
|
6.09K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-36- 0.78% |
$18K - $20K
|
4.59K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-37- 1.55% |
$18.5K - $20.5K
|
2.36K
$1.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-37- 0.84% |
$18.5K - $20.5K
|
4.37K
$2.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-37- 5.45% |
$18.5K - $20.5K
|
642
$392K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-38- 1.12% |
$19K - $21.1K
|
3.34K
$2.04M
|