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 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-150- 19.74% |
$74.8K - $83.3K
|
610
$371K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-150- 5.61% |
$74.8K - $83.3K
|
2.52K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-150- 16.01% |
$74.8K - $83.3K
|
787
$479K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-150- 0.82% |
$74.8K - $83.3K
|
18.1K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 8.42% |
$74.8K - $83.3K
|
1.63K
$993K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-152- 6.38% |
$75.8K - $84.4K
|
2.23K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-153- 0.06% |
$76.3K - $84.9K
|
255K
$155M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-153- 1.3% |
$76.3K - $84.9K
|
11.7K
$7.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-154- 4.84% |
$76.8K - $85.5K
|
3.03K
$1.84M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-155- 1.07% |
$77.3K - $86K
|
14.3K
$8.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-155- 2.08% |
$77.3K - $86K
|
7.3K
$4.44M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-157- 7.69% |
$78.3K - $87.2K
|
1.89K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-158- 2.0% |
$78.8K - $87.7K
|
7.76K
$4.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-159- 7.89% |
$79.3K - $88.3K
|
1.86K
$1.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-160- 4.5% |
$79.8K - $88.8K
|
3.39K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-160- 1.19% |
$79.8K - $88.8K
|
13.3K
$8.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-161- 1.0% |
$80.3K - $89.4K
|
15.9K
$9.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-161- 1.6% |
$80.3K - $89.4K
|
9.9K
$6.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-162- 9.82% |
$80.8K - $89.9K
|
1.49K
$905K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-162- 2.27% |
$80.8K - $89.9K
|
6.97K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-162- 0.79% |
$80.8K - $89.9K
|
20.2K
$12.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-163- 15.49% |
$81.3K - $90.5K
|
889
$541K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-163- 12.95% |
$81.3K - $90.5K
|
1.1K
$667K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-165- 1.79% |
$82.3K - $91.6K
|
9.07K
$5.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-166- 1.42% |
$82.8K - $92.2K
|
11.5K
$7M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-167- 6.74% |
$83.3K - $92.7K
|
2.31K
$1.41M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-167- 4.38% |
$83.3K - $92.7K
|
3.64K
$2.22M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-167- 10.59% |
$83.3K - $92.7K
|
1.41K
$858K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-170- 1.29% |
$84.8K - $94.4K
|
13K
$7.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-171- 8.05% |
$85.3K - $94.9K
|
1.95K
$1.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-172- 1.28% |
$85.8K - $95.5K
|
13.3K
$8.1M
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-172- 8.01% |
$85.8K - $95.5K
|
1.97K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-174- 19.02% |
$86.8K - $96.6K
|
741
$451K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-174- 3.75% |
$86.8K - $96.6K
|
4.47K
$2.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-176- 0.99% |
$87.8K - $97.7K
|
17.6K
$10.7M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-176- 49.16% |
$87.8K - $97.7K
|
182
$111K
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-177- 12.24% |
$88.3K - $98.3K
|
1.27K
$772K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
SELL
|
- |
-178- 1.27% |
$88.8K - $98.8K
|
13.8K
$8.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-179- 13.34% |
$89.3K - $99.4K
|
1.16K
$708K
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-184- 8.19% |
$91.8K - $102K
|
2.06K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-185- 6.87% |
$92.3K - $103K
|
2.51K
$1.53M
|
|
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-185- 6.46% |
$92.3K - $103K
|
2.68K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-186- 3.65% |
$92.8K - $103K
|
4.91K
$2.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-187- 1.9% |
$93.3K - $104K
|
9.65K
$5.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-188- 5.05% |
$93.8K - $104K
|
3.54K
$2.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-190- 1.3% |
$94.8K - $105K
|
14.4K
$8.77M
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-192- 1.38% |
$95.8K - $107K
|
13.8K
$8.38M
|
|
|
Aug 02, 2023
Q4 2022
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-193- 4.72% |
$96.3K - $107K
|
3.89K
$2.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-194- 3.62% |
$96.8K - $108K
|
5.17K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-194- 1.64% |
$96.8K - $108K
|
11.6K
$7.08M
|