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 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-119- 2.33% |
$59.4K - $66.1K
|
4.98K
$3.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-119- 0.72% |
$59.4K - $66.1K
|
16.3K
$9.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-119- 19.67% |
$59.4K - $66.1K
|
486
$296K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-120- 11.26% |
$59.9K - $66.6K
|
946
$576K
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-122- 9.52% |
$60.9K - $67.7K
|
1.16K
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-122- 2.57% |
$60.9K - $67.7K
|
4.63K
$2.82M
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-123- 3.94% |
$61.4K - $68.3K
|
3K
$1.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-123- 3.09% |
$61.4K - $68.3K
|
3.86K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-123- 1.64% |
$61.4K - $68.3K
|
7.38K
$4.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-124- 8.42% |
$61.9K - $68.8K
|
1.35K
$820K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-125- 1.15% |
$62.4K - $69.4K
|
10.8K
$6.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-125- 9.71% |
$62.4K - $69.4K
|
1.16K
$707K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-127- 4.48% |
$63.4K - $70.5K
|
2.71K
$1.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-127- 2.09% |
$63.4K - $70.5K
|
5.95K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-127- 2.04% |
$63.4K - $70.5K
|
6.09K
$3.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-128- 1.51% |
$63.9K - $71.1K
|
8.35K
$5.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-129- 2.13% |
$64.4K - $71.6K
|
5.93K
$3.61M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-130- 16.52% |
$64.9K - $72.2K
|
657
$400K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-131- 0.71% |
$65.4K - $72.7K
|
18.3K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-132- 2.82% |
$65.8K - $73.3K
|
4.55K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-132- 0.9% |
$65.8K - $73.3K
|
14.6K
$8.89M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-133- 1.21% |
$66.3K - $73.8K
|
10.8K
$6.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-134- 14.84% |
$66.8K - $74.4K
|
769
$468K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-134- 5.0% |
$66.8K - $74.4K
|
2.54K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-134- 6.26% |
$66.8K - $74.4K
|
2.01K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-134- 1.72% |
$66.8K - $74.4K
|
7.64K
$4.65M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-134- 2.75% |
$66.8K - $74.4K
|
4.73K
$2.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-136- 1.91% |
$67.8K - $75.5K
|
6.98K
$4.25M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-138- 56.79% |
$68.8K - $76.6K
|
105
$63.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-138- 20.85% |
$68.8K - $76.6K
|
524
$319K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-139- 0.1% |
$69.3K - $77.2K
|
139K
$84.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-139- 3.0% |
$69.3K - $77.2K
|
4.49K
$2.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-140- 87.5% |
$69.8K - $77.7K
|
20
$12.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-140- 0.39% |
$69.8K - $77.7K
|
35.8K
$21.8M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-140- 3.78% |
$69.8K - $77.7K
|
3.57K
$2.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-140- 2.8% |
$69.8K - $77.7K
|
4.86K
$2.96M
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-141- 5.47% |
$70.3K - $78.3K
|
2.44K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-142- 7.78% |
$70.8K - $78.8K
|
1.68K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-142- 0.22% |
$70.8K - $78.8K
|
63.8K
$38.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-144- 33.88% |
$71.8K - $79.9K
|
281
$171K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-144- 1.46% |
$71.8K - $79.9K
|
9.73K
$5.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-146- 0.68% |
$72.8K - $81.1K
|
21.2K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-146- 2.79% |
$72.8K - $81.1K
|
5.09K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-148- 21.23% |
$73.8K - $82.2K
|
549
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-148- 5.2% |
$73.8K - $82.2K
|
2.7K
$1.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-149- 20.22% |
$74.3K - $82.7K
|
588
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-149- 26.37% |
$74.3K - $82.7K
|
416
$253K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-150- 1.41% |
$74.8K - $83.3K
|
10.5K
$6.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-150- 5.75% |
$74.8K - $83.3K
|
2.46K
$1.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-150- 4.19% |
$74.8K - $83.3K
|
3.43K
$2.09M
|