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 17, 2023
Q4 2022
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-920- 9.28% |
$459K - $511K
|
9K
$5.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-933- 54.28% |
$465K - $518K
|
786
$478K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-935- 3.26% |
$466K - $519K
|
27.8K
$16.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-950- 2.13% |
$474K - $527K
|
43.8K
$26.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-950- 10.92% |
$474K - $527K
|
7.75K
$4.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-951- 1.57% |
$474K - $528K
|
59.7K
$36.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-954- 1.63% |
$476K - $530K
|
57.7K
$35.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-954- 2.28% |
$476K - $530K
|
40.9K
$24.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-955- 34.44% |
$476K - $530K
|
1.82K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-959- 2.5% |
$478K - $532K
|
37.5K
$22.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-962- 0.47% |
$480K - $534K
|
203K
$123M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-970- 39.5% |
$484K - $538K
|
1.49K
$904K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-977- 25.46% |
$487K - $542K
|
2.86K
$1.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-984- 7.1% |
$491K - $546K
|
12.9K
$7.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-985- 6.25% |
$491K - $547K
|
14.8K
$8.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-989- 52.0% |
$493K - $549K
|
913
$555K
|
|
|
Jan 25, 2023
Q4 2022
|
Deltec Asset Management LLC
|
SELL
|
- |
-1K- 18.52% |
$499K - $555K
|
4.4K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1K- 32.26% |
$499K - $555K
|
2.1K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 40.0% |
$499K - $555K
|
1.5K
$913K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1K- 31.24% |
$499K - $556K
|
2.2K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.01K- 15.22% |
$502K - $558K
|
5.6K
$3.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.01K- 7.5% |
$504K - $561K
|
12.5K
$7.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.01K- 7.89% |
$506K - $563K
|
11.8K
$7.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.02K- 1.63% |
$507K - $564K
|
61.2K
$37.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.02K- 45.68% |
$509K - $567K
|
1.21K
$739K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.02K- 6.03% |
$510K - $568K
|
15.9K
$9.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.03K- 4.83% |
$512K - $570K
|
20.2K
$12.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.03K- 10.63% |
$512K - $570K
|
8.64K
$5.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-1.04K- 89.47% |
$517K - $576K
|
122
$74.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 4.66% |
$518K - $576K
|
21.2K
$12.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
SELL
|
- |
-1.04K- 5.12% |
$518K - $576K
|
19.3K
$11.7M
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.06K- 71.84% |
$527K - $586K
|
414
$252K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-1.06K- 7.97% |
$530K - $590K
|
12.3K
$7.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-1.07K- 7.91% |
$531K - $591K
|
12.4K
$7.54M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.07K- 18.38% |
$532K - $592K
|
4.73K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.08K- 1.71% |
$539K - $600K
|
62K
$37.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-1.09K- 0.54% |
$542K - $603K
|
199K
$121M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 13.97% |
$552K - $614K
|
6.81K
$4.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.11K- 71.46% |
$553K - $616K
|
443
$270K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-1.12K- 4.31% |
$557K - $620K
|
24.8K
$15.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-1.15K- 6.3% |
$573K - $637K
|
17.1K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.15K- 1.75% |
$574K - $638K
|
64.6K
$39.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-1.16K- 3.85% |
$580K - $645K
|
29K
$17.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.17K- 1.18% |
$582K - $648K
|
97.5K
$59.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.18K- 8.02% |
$588K - $654K
|
13.5K
$8.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-1.18K- 2.53% |
$590K - $656K
|
45.6K
$27.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-1.19K- 45.75% |
$593K - $660K
|
1.41K
$857K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.2K- 5.05% |
$597K - $664K
|
22.5K
$13.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Suncoast Equity Management
|
SELL
|
- |
-1.21K- 2.52% |
$604K - $672K
|
46.8K
$28.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.22K- 10.75% |
$607K - $675K
|
10.1K
$6.14M
|