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 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-406- 1.19% |
$203K - $225K
|
33.8K
$20.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-410- 19.48% |
$205K - $228K
|
1.7K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-411- 2.57% |
$205K - $228K
|
15.6K
$9.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-414- 8.86% |
$207K - $230K
|
4.26K
$2.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-415- 1.52% |
$207K - $230K
|
26.9K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-417- 11.91% |
$208K - $231K
|
3.09K
$1.88M
|
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-418- 3.3% |
$209K - $232K
|
12.2K
$7.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-418- 10.36% |
$209K - $232K
|
3.62K
$2.2M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-424- 53.74% |
$212K - $235K
|
365
$222K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-425- 12.62% |
$212K - $236K
|
2.94K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-425- 5.03% |
$212K - $236K
|
8.03K
$4.88M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-426- 3.04% |
$213K - $236K
|
13.6K
$8.26M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-427- 16.63% |
$213K - $237K
|
2.14K
$1.3M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-436- 2.1% |
$218K - $242K
|
20.3K
$12.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-436- 10.28% |
$218K - $242K
|
3.81K
$2.32M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-437- 2.66% |
$218K - $243K
|
16K
$9.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-439- 1.31% |
$219K - $244K
|
33K
$20.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-442- 4.12% |
$220K - $245K
|
10.3K
$6.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-444- 5.8% |
$221K - $246K
|
7.21K
$4.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-445- 9.11% |
$222K - $247K
|
4.44K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-446- 0.42% |
$222K - $248K
|
106K
$64.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-449- 1.32% |
$224K - $249K
|
33.6K
$20.4M
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-452- 1.31% |
$225K - $251K
|
34.1K
$20.8M
|
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-453- 2.84% |
$226K - $251K
|
15.5K
$9.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-454- 49.13% |
$226K - $252K
|
470
$286K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-467- 21.33% |
$233K - $259K
|
1.72K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-468- 1.7% |
$233K - $260K
|
27.1K
$16.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-471- 17.85% |
$235K - $261K
|
2.17K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-472- 9.28% |
$235K - $262K
|
4.62K
$2.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-474- 8.61% |
$236K - $263K
|
5.03K
$3.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-475- 8.13% |
$237K - $264K
|
5.37K
$3.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-479- 27.53% |
$239K - $266K
|
1.26K
$767K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-481- 2.76% |
$240K - $267K
|
16.9K
$10.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-483- 7.22% |
$241K - $268K
|
6.21K
$3.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-486- 3.24% |
$242K - $270K
|
14.5K
$8.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-486- 4.06% |
$242K - $270K
|
11.5K
$6.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-487- 1.76% |
$243K - $270K
|
27.2K
$16.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-488- 27.52% |
$243K - $271K
|
1.29K
$782K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-492- 15.6% |
$245K - $273K
|
2.66K
$1.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-493- 0.51% |
$246K - $274K
|
95.6K
$58.2M
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-494- 1.34% |
$246K - $274K
|
36.5K
$22.2M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-495Closed |
$247K - $275K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-500- 11.11% |
$249K - $278K
|
4K
$2.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-500- 1.37% |
$249K - $278K
|
36K
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-500- 17.86% |
$249K - $278K
|
2.3K
$1.4M
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-500- 0.17% |
$249K - $278K
|
302K
$183M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-502- 15.89% |
$250K - $279K
|
2.66K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-505- 12.86% |
$252K - $280K
|
3.42K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-506- 3.39% |
$252K - $281K
|
14.4K
$8.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-510- 0.48% |
$254K - $283K
|
105K
$64M
|