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 15, 2023
Q4 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-512- 1.98% |
$255K - $284K
|
25.4K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-515- 8.08% |
$257K - $286K
|
5.86K
$3.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-517- 11.46% |
$258K - $287K
|
4K
$2.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-525- 42.75% |
$262K - $291K
|
703
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-530- 0.7% |
$264K - $294K
|
75K
$45.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-534- 10.41% |
$266K - $296K
|
4.6K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-534- 8.3% |
$266K - $296K
|
5.9K
$3.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-535- 1.64% |
$267K - $297K
|
32.1K
$19.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-541- 1.09% |
$270K - $300K
|
49.1K
$29.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-549- 4.81% |
$274K - $305K
|
10.9K
$6.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-549- 7.68% |
$274K - $305K
|
6.6K
$4.01M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-557- 1.19% |
$278K - $309K
|
46.2K
$28.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-560- 7.15% |
$279K - $311K
|
7.28K
$4.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-561- 6.16% |
$280K - $311K
|
8.55K
$5.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-562- 4.27% |
$280K - $312K
|
12.6K
$7.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-565- 0.33% |
$282K - $314K
|
170K
$104M
|
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
SELL
|
- |
-569- 0.49% |
$284K - $316K
|
116K
$70.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-575- 36.53% |
$287K - $319K
|
999
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-578- 3.21% |
$288K - $321K
|
17.4K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-579- 2.35% |
$289K - $321K
|
24.1K
$14.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-587- 3.33% |
$293K - $326K
|
17K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-590- 6.45% |
$294K - $328K
|
8.56K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-592- 28.46% |
$295K - $329K
|
1.49K
$905K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-594- 98.84% |
$296K - $330K
|
7
$4.26K
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-596- 3.95% |
$297K - $331K
|
14.5K
$8.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-599- 6.44% |
$299K - $333K
|
8.7K
$5.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-600- 9.09% |
$299K - $333K
|
6K
$3.65M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-601- 31.12% |
$300K - $334K
|
1.33K
$809K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-604- 0.29% |
$301K - $335K
|
211K
$128M
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-605- 39.59% |
$302K - $336K
|
923
$562K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-615- 2.27% |
$307K - $341K
|
26.5K
$16.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-624- 3.74% |
$311K - $346K
|
16.1K
$9.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-625- 2.28% |
$312K - $347K
|
26.7K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-625- 50.0% |
$312K - $347K
|
625
$380K
|
|
|
Feb 15, 2023
Q4 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-635- 4.28% |
$317K - $353K
|
14.2K
$8.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-636- 1.55% |
$317K - $353K
|
40.3K
$24.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-642- 3.62% |
$320K - $356K
|
17.1K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-646- 2.36% |
$322K - $359K
|
26.7K
$16.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Stewart & Patten CO LLC
|
SELL
|
- |
-647- 1.7% |
$323K - $359K
|
37.3K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-651- 15.79% |
$325K - $361K
|
3.47K
$2.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Bristol John W & CO Inc
|
SELL
|
- |
-652- 0.34% |
$325K - $362K
|
192K
$117M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-652- 4.44% |
$325K - $362K
|
14K
$8.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-656- 5.37% |
$327K - $364K
|
11.6K
$7.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-660- 37.14% |
$329K - $366K
|
1.12K
$680K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-661- 4.15% |
$330K - $367K
|
15.3K
$9.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-662- 7.97% |
$330K - $368K
|
7.64K
$4.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-669- 5.74% |
$334K - $371K
|
11K
$6.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-676- 1.81% |
$337K - $375K
|
36.7K
$22.3M
|
|
|
Apr 26, 2023
Q4 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-680- 22.86% |
$339K - $378K
|
2.29K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-685- 0.14% |
$342K - $380K
|
481K
$293M
|