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 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-50- 6.96% |
$24.9K - $27.8K
|
668
$408K
|
|
|
Jan 24, 2023
Q4 2022
|
Davis Rea Ltd.
|
SELL
|
- |
-50- 0.71% |
$24.9K - $27.8K
|
6.97K
$4.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-50- 7.02% |
$24.9K - $27.8K
|
662
$404K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-50- 0.4% |
$24.9K - $27.8K
|
12.4K
$7.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-50- 1.61% |
$24.9K - $27.8K
|
3.05K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-50- 1.91% |
$24.9K - $27.8K
|
2.57K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-50- 8.21% |
$24.9K - $27.8K
|
559
$341K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-52- 1.87% |
$25.9K - $28.9K
|
2.73K
$1.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-52- 4.76% |
$25.9K - $28.9K
|
1.04K
$635K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-53- 7.03% |
$26.4K - $29.4K
|
701
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-53- 44.92% |
$26.4K - $29.4K
|
65
$39.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-54- 6.82% |
$26.9K - $30K
|
738
$450K
|
|
|
Jan 19, 2023
Q4 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-55- 0.63% |
$27.4K - $30.5K
|
8.69K
$5.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Pettee Investors, Inc.
|
SELL
|
- |
-55- 1.57% |
$27.4K - $30.5K
|
3.46K
$2.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-55- 0.46% |
$27.4K - $30.5K
|
11.9K
$7.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-56- 0.14% |
$27.9K - $31.1K
|
38.8K
$23.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-57- 0.73% |
$28.4K - $31.6K
|
7.71K
$4.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-57- 4.97% |
$28.4K - $31.6K
|
1.09K
$665K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-58- 6.12% |
$28.9K - $32.2K
|
889
$542K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-58- 2.3% |
$28.9K - $32.2K
|
2.47K
$1.51M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-59- 6.77% |
$29.4K - $32.8K
|
813
$496K
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-59- 0.12% |
$29.4K - $32.8K
|
50.9K
$31.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-59- 5.79% |
$29.4K - $32.8K
|
960
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-59- 62.77% |
$29.4K - $32.8K
|
35
$21.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-60- 1.59% |
$29.9K - $33.3K
|
3.71K
$2.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-60- 3.37% |
$29.9K - $33.3K
|
1.72K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-60- 0.41% |
$29.9K - $33.3K
|
14.7K
$8.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-61- 1.39% |
$30.4K - $33.9K
|
4.32K
$2.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-61- 0.45% |
$30.4K - $33.9K
|
13.5K
$8.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-61- 12.5% |
$30.4K - $33.9K
|
427
$261K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-61- 65.59% |
$30.4K - $33.9K
|
32
$19.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-62- 2.18% |
$30.9K - $34.4K
|
2.78K
$1.7M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-62- 9.04% |
$30.9K - $34.4K
|
624
$381K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-62- 0.44% |
$30.9K - $34.4K
|
13.9K
$8.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-62- 9.63% |
$30.9K - $34.4K
|
582
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-62- 2.42% |
$30.9K - $34.4K
|
2.5K
$1.53M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-63- 64.29% |
$31.4K - $35K
|
35
$21.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-63- 6.11% |
$31.4K - $35K
|
968
$591K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-63- 4.05% |
$31.4K - $35K
|
1.49K
$910K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-64- 1.15% |
$31.9K - $35.5K
|
5.48K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-64- 91.43% |
$31.9K - $35.5K
|
6
$3.66K
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-65- 4.65% |
$32.4K - $36.1K
|
1.33K
$814K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-65- 1.18% |
$32.4K - $36.1K
|
5.46K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-65- 6.51% |
$32.4K - $36.1K
|
933
$569K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-66- 0.58% |
$32.9K - $36.6K
|
11.4K
$6.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-66- 1.22% |
$32.9K - $36.6K
|
5.35K
$3.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-66- 8.81% |
$32.9K - $36.6K
|
683
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-68- 9.09% |
$33.9K - $37.8K
|
680
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-68- 2.01% |
$33.9K - $37.8K
|
3.32K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-68- 2.62% |
$33.9K - $37.8K
|
2.53K
$1.55M
|