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 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-69- 9.96% |
$34.4K - $38.3K
|
624
$380K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-70- 7.26% |
$34.9K - $38.9K
|
894
$544K
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-70- 8.47% |
$34.9K - $38.9K
|
756
$460K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-71- 6.2% |
$35.4K - $39.4K
|
1.07K
$653K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-71- 22.61% |
$35.4K - $39.4K
|
243
$148K
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-72- 1.02% |
$35.9K - $40K
|
6.97K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-72- 0.25% |
$35.9K - $40K
|
28.6K
$17.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-73- 1.69% |
$36.4K - $40.5K
|
4.26K
$2.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-73- 13.44% |
$36.4K - $40.5K
|
470
$286K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-74- 2.04% |
$36.9K - $41.1K
|
3.55K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-74- 0.89% |
$36.9K - $41.1K
|
8.23K
$5.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-74- 9.95% |
$36.9K - $41.1K
|
670
$408K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-74- 2.44% |
$36.9K - $41.1K
|
2.96K
$1.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-75- 4.22% |
$37.4K - $41.6K
|
1.7K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-75- 0.85% |
$37.4K - $41.6K
|
8.73K
$5.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-75- 0.54% |
$37.4K - $41.6K
|
13.8K
$8.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-75- 1.81% |
$37.4K - $41.6K
|
4.06K
$2.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-76- 2.12% |
$37.9K - $42.2K
|
3.51K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Page Arthur B
|
SELL
|
- |
-76- 1.02% |
$37.9K - $42.2K
|
7.37K
$4.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
SELL
|
- |
-77- 10.19% |
$38.4K - $42.7K
|
679
$413K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-78- 3.08% |
$38.9K - $43.3K
|
2.45K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-78- 1.48% |
$38.9K - $43.3K
|
5.2K
$3.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-79- 3.52% |
$39.4K - $43.9K
|
2.17K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-79- 2.03% |
$39.4K - $43.9K
|
3.81K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-79- 1.77% |
$39.4K - $43.9K
|
4.38K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-79- 2.62% |
$39.4K - $43.9K
|
2.94K
$1.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-80- 11.0% |
$39.9K - $44.4K
|
647
$394K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-80- 2.0% |
$39.9K - $44.4K
|
3.92K
$2.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-80- 0.15% |
$39.9K - $44.4K
|
52.7K
$32.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Puzo Michael J
|
SELL
|
- |
-80- 0.7% |
$39.9K - $44.4K
|
11.4K
$6.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-80- 9.21% |
$39.9K - $44.4K
|
789
$480K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-81- 14.97% |
$40.4K - $45K
|
460
$280K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-81- 2.33% |
$40.4K - $45K
|
3.4K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-81- 1.38% |
$40.4K - $45K
|
5.8K
$3.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-82- 4.22% |
$40.9K - $45.5K
|
1.86K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-82- 0.76% |
$40.9K - $45.5K
|
10.7K
$6.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-82- 14.83% |
$40.9K - $45.5K
|
471
$287K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-84- 3.45% |
$41.9K - $46.6K
|
2.35K
$1.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-84- 7.2% |
$41.9K - $46.6K
|
1.08K
$659K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-84- 6.25% |
$41.9K - $46.6K
|
1.26K
$766K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-84- 5.37% |
$41.9K - $46.6K
|
1.48K
$900K
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-85- 0.7% |
$42.4K - $47.2K
|
12.1K
$7.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-85- 26.32% |
$42.4K - $47.2K
|
238
$145K
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-85- 9.08% |
$42.4K - $47.2K
|
851
$518K
|
|
|
Jan 19, 2023
Q4 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-86- 16.96% |
$42.9K - $47.7K
|
421
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-86- 8.44% |
$42.9K - $47.7K
|
933
$568K
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-86- 5.29% |
$42.9K - $47.7K
|
1.54K
$937K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-86- 0.89% |
$42.9K - $47.7K
|
9.56K
$5.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-87- 10.81% |
$43.4K - $48.3K
|
718
$437K
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-88- 0.48% |
$43.9K - $48.9K
|
18.2K
$11.1M
|