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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-38- 1.37% |
$19K - $21.1K
|
2.73K
$1.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-38- 3.66% |
$19K - $21.1K
|
1K
$608K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-38- 2.28% |
$19K - $21.1K
|
1.63K
$993K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-38- 6.5% |
$19K - $21.1K
|
547
$333K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-38- 8.0% |
$19K - $21.1K
|
437
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 1.16% |
$19K - $21.1K
|
3.25K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-38- 1.14% |
$19K - $21.1K
|
3.31K
$2.01M
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-38- 0.05% |
$19K - $21.1K
|
81.7K
$49.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-38- 1.99% |
$19K - $21.1K
|
1.87K
$1.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-39- 0.61% |
$19.5K - $21.7K
|
6.32K
$3.84M
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-39- 0.26% |
$19.5K - $21.7K
|
14.8K
$9M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-39- 0.63% |
$19.5K - $21.7K
|
6.14K
$3.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-39- 0.65% |
$19.5K - $21.7K
|
5.98K
$3.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-39- 0.12% |
$19.5K - $21.7K
|
31.3K
$19M
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-39- 2.3% |
$19.5K - $21.7K
|
1.66K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-40- 14.71% |
$20K - $22.2K
|
232
$141K
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-40- 4.76% |
$20K - $22.2K
|
801
$487K
|
|
|
Jan 20, 2023
Q4 2022
|
Harvey Investment CO LLC
|
SELL
|
- |
-40- 0.84% |
$20K - $22.2K
|
4.74K
$2.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-40- 3.9% |
$20K - $22.2K
|
986
$600K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-40- 0.61% |
$20K - $22.2K
|
6.54K
$3.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-40- 6.12% |
$20K - $22.2K
|
614
$374K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-41- 1.64% |
$20.5K - $22.8K
|
2.46K
$1.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-41- 4.11% |
$20.5K - $22.8K
|
957
$582K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-41- 0.57% |
$20.5K - $22.8K
|
7.12K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-42- 7.54% |
$21K - $23.3K
|
515
$313K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-43- 4.89% |
$21.5K - $23.9K
|
836
$509K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-43- 2.54% |
$21.5K - $23.9K
|
1.65K
$1M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-44- 44.44% |
$21.9K - $24.4K
|
55
$33.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-44- 1.79% |
$21.9K - $24.4K
|
2.41K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-44- 0.61% |
$21.9K - $24.4K
|
7.21K
$4.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-45- 0.37% |
$22.4K - $25K
|
12K
$7.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-45- 8.65% |
$22.4K - $25K
|
475
$289K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-45- 6.32% |
$22.4K - $25K
|
667
$406K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-45- 3.03% |
$22.4K - $25K
|
1.44K
$875K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-46- 0.51% |
$22.9K - $25.5K
|
8.89K
$5.41M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-46- 3.56% |
$22.9K - $25.5K
|
1.25K
$758K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-47- 9.36% |
$23.4K - $26.1K
|
455
$277K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-47- 18.95% |
$23.4K - $26.1K
|
201
$122K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-48- 4.91% |
$23.9K - $26.6K
|
930
$566K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-48- 5.23% |
$23.9K - $26.6K
|
870
$529K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-48- 2.53% |
$23.9K - $26.6K
|
1.85K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-48- 8.59% |
$23.9K - $26.6K
|
511
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-48- 8.59% |
$23.9K - $26.6K
|
511
$311K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-49- 2.27% |
$24.4K - $27.2K
|
2.11K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-49- 4.26% |
$24.4K - $27.2K
|
1.1K
$670K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-49- 2.14% |
$24.4K - $27.2K
|
2.25K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-49- 1.8% |
$24.4K - $27.2K
|
2.67K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-49- 1.43% |
$24.4K - $27.2K
|
3.38K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-49- 2.06% |
$24.4K - $27.2K
|
2.33K
$1.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-50- 4.17% |
$24.9K - $27.8K
|
1.15K
$698K
|