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 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-636- 1.55% |
$317K - $353K
|
40.3K
$12.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-642- 3.62% |
$320K - $356K
|
17.1K
$5.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-646- 2.36% |
$322K - $359K
|
26.7K
$8.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Stewart & Patten CO LLC
|
SELL
|
- |
-647- 1.7% |
$323K - $359K
|
37.3K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-651- 15.79% |
$325K - $361K
|
3.47K
$1.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Bristol John W & CO Inc
|
SELL
|
- |
-652- 0.34% |
$325K - $362K
|
192K
$58M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-652- 4.44% |
$325K - $362K
|
14K
$4.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-656- 5.37% |
$327K - $364K
|
11.6K
$3.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-660- 37.14% |
$329K - $366K
|
1.12K
$337K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-661- 4.15% |
$330K - $367K
|
15.3K
$4.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-662- 7.97% |
$330K - $368K
|
7.64K
$2.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-669- 5.74% |
$334K - $371K
|
11K
$3.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-676- 1.81% |
$337K - $375K
|
36.7K
$11.1M
|
|
|
Apr 26, 2023
Q4 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-680- 22.86% |
$339K - $378K
|
2.29K
$693K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-685- 0.14% |
$342K - $380K
|
481K
$145M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-686- 2.17% |
$342K - $381K
|
31K
$9.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-690- 5.9% |
$344K - $383K
|
11K
$3.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-691- 7.65% |
$345K - $384K
|
8.34K
$2.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-694- 0.79% |
$346K - $385K
|
87.4K
$26.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Cooke & Bieler LP
|
SELL
|
- |
-699- 10.33% |
$349K - $388K
|
6.07K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-699- 4.55% |
$349K - $388K
|
14.7K
$4.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-699- 9.87% |
$349K - $388K
|
6.39K
$1.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-700- 8.81% |
$349K - $389K
|
7.25K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-713- 3.16% |
$356K - $396K
|
21.9K
$6.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-715- 2.59% |
$357K - $397K
|
26.9K
$8.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-716- 1.18% |
$357K - $397K
|
59.8K
$18.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-720- 5.19% |
$359K - $400K
|
13.1K
$3.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-726- 8.36% |
$362K - $403K
|
7.96K
$2.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-727- 6.94% |
$363K - $404K
|
9.75K
$2.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-744- 13.28% |
$371K - $413K
|
4.86K
$1.47M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-744- 13.28% |
$371K - $413K
|
4.86K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-746- 4.12% |
$372K - $414K
|
17.4K
$5.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-746- 6.33% |
$372K - $414K
|
11K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-752- 26.14% |
$375K - $417K
|
2.13K
$642K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-756- 2.16% |
$377K - $420K
|
34.3K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-756- 3.72% |
$377K - $420K
|
19.6K
$5.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-758- 7.16% |
$378K - $421K
|
9.83K
$2.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-760- 5.02% |
$379K - $422K
|
14.4K
$4.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-762- 15.42% |
$380K - $423K
|
4.18K
$1.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-768- 1.39% |
$383K - $426K
|
54.3K
$16.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-772- 24.22% |
$385K - $429K
|
2.42K
$729K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-785- 2.22% |
$392K - $436K
|
34.5K
$10.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-788- 1.14% |
$393K - $437K
|
68.4K
$20.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-791- 5.24% |
$395K - $439K
|
14.3K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-795- 14.76% |
$397K - $441K
|
4.59K
$1.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-800- 34.78% |
$399K - $444K
|
1.5K
$453K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-800- 7.4% |
$399K - $444K
|
10K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-800- 30.19% |
$399K - $444K
|
1.85K
$559K
|
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-804- 5.2% |
$401K - $446K
|
14.7K
$4.42M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-817- 3.82% |
$408K - $454K
|
20.6K
$6.21M
|