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 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-195- 4.15% |
$97.3K - $108K
|
4.5K
$2.74M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-195- 17.43% |
$97.3K - $108K
|
924
$562K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-196- 11.29% |
$97.8K - $109K
|
1.54K
$937K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-196- 3.08% |
$97.8K - $109K
|
6.16K
$3.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-196- 1.69% |
$97.8K - $109K
|
11.4K
$6.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-197- 2.96% |
$98.3K - $109K
|
6.47K
$3.93M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-198- 1.93% |
$98.8K - $110K
|
10.1K
$6.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-198- 2.12% |
$98.8K - $110K
|
9.15K
$5.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 11.63% |
$99.8K - $111K
|
1.52K
$925K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-200- 5.48% |
$99.8K - $111K
|
3.45K
$2.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-201- 10.74% |
$100K - $112K
|
1.67K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-201- 4.85% |
$100K - $112K
|
3.94K
$2.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-205- 4.73% |
$102K - $114K
|
4.13K
$2.51M
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-205- 2.9% |
$102K - $114K
|
6.86K
$4.17M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-207- 4.49% |
$103K - $115K
|
4.41K
$2.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-208- 8.69% |
$104K - $115K
|
2.19K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-209- 10.41% |
$104K - $116K
|
1.8K
$1.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-210- 22.85% |
$105K - $117K
|
709
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-210- 19.18% |
$105K - $117K
|
885
$538K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-212- 0.34% |
$106K - $118K
|
61.8K
$37.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-214- 1.54% |
$107K - $119K
|
13.6K
$8.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-214- 21.27% |
$107K - $119K
|
792
$482K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-215- 1.2% |
$107K - $119K
|
17.7K
$10.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-215- 9.45% |
$107K - $119K
|
2.06K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-218- 11.55% |
$109K - $121K
|
1.67K
$1.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-218- 3.2% |
$109K - $121K
|
6.6K
$4.01M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-221- 21.99% |
$110K - $123K
|
784
$477K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-222- 13.01% |
$111K - $123K
|
1.48K
$903K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-222- 69.38% |
$111K - $123K
|
98
$59.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-225- 35.43% |
$112K - $125K
|
410
$249K
|
|
|
Feb 10, 2023
Q4 2022
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-225- 6.96% |
$112K - $125K
|
3.01K
$1.83M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-226- 0.72% |
$113K - $125K
|
31.3K
$19M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-227- 0.94% |
$113K - $126K
|
23.8K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-228- 4.12% |
$114K - $127K
|
5.31K
$3.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-229- 1.63% |
$114K - $127K
|
13.9K
$8.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-230- 1.57% |
$115K - $128K
|
14.4K
$8.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-231- 5.97% |
$115K - $128K
|
3.64K
$2.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-231- 5.69% |
$115K - $128K
|
3.83K
$2.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-234- 15.59% |
$117K - $130K
|
1.27K
$771K
|
|
|
Feb 09, 2023
Q4 2022
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-235- 11.6% |
$117K - $130K
|
1.79K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-235- 0.6% |
$117K - $130K
|
38.7K
$23.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-237- 13.26% |
$118K - $132K
|
1.55K
$944K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-242- 5.03% |
$121K - $134K
|
4.57K
$2.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-243- 0.92% |
$121K - $135K
|
26.1K
$15.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-244- 8.25% |
$122K - $135K
|
2.72K
$1.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-245- 15.3% |
$122K - $136K
|
1.36K
$825K
|
|
|
Feb 14, 2023
Q4 2022
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-245- 0.4% |
$122K - $136K
|
60.6K
$36.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-247- 1.94% |
$123K - $137K
|
12.5K
$7.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-247- 1.0% |
$123K - $137K
|
24.6K
$15M
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-248- 3.87% |
$124K - $138K
|
6.15K
$3.74M
|