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 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
9.7K+ 2136.78% |
$4.84M - $5.39M
|
10.2K
$6M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
9.53K+ 579.91% |
$4.75M - $5.29M
|
11.2K
$6.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
9.5K+ 23.02% |
$4.74M - $5.27M
|
50.8K
$30M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.31K+ 10.43% |
$4.65M - $5.17M
|
98.6K
$58.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9.08KNew |
$4.53M - $5.04M
|
9.08K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.06K+ 10.73% |
$4.52M - $5.03M
|
93.5K
$55.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.02K+ 307.92% |
$4.5M - $5.01M
|
11.9K
$7.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
8.95K+ 1642.75% |
$4.47M - $4.97M
|
9.5K
$5.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.95K+ 3.83% |
$4.47M - $4.97M
|
243K
$143M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
8.95KNew |
$4.46M - $4.97M
|
8.95K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.78K+ 13.11% |
$4.38M - $4.87M
|
75.7K
$44.7M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
8.73KNew |
$4.35M - $4.84M
|
8.73K
$5.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
8.66K+ 154.97% |
$4.32M - $4.81M
|
14.3K
$8.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.61K+ 1058.11% |
$4.3M - $4.78M
|
9.43K
$5.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
8.6KNew |
$4.29M - $4.77M
|
8.6K
$5.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.57K+ 45.21% |
$4.27M - $4.76M
|
27.5K
$16.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
BUY
|
- |
8.43K+ 500.24% |
$4.2M - $4.68M
|
10.1K
$5.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.41K+ 20.59% |
$4.19M - $4.67M
|
49.3K
$29.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.37KNew |
$4.17M - $4.64M
|
8.37K
$4.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
BUY
|
- |
8.36K+ 1.73% |
$4.17M - $4.64M
|
492K
$291M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
8.34K+ 115.37% |
$4.16M - $4.63M
|
15.6K
$9.2M
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
8.3KNew |
$4.14M - $4.61M
|
8.3K
$4.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
8.24KNew |
$4.11M - $4.57M
|
8.24K
$4.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Waverton Investment Management LTD
|
BUY
|
- |
8.24K+ 23.93% |
$4.11M - $4.57M
|
42.7K
$25.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.11K+ 0.66% |
$4.04M - $4.5M
|
1.23M
$726M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
8K+ 0.86% |
$3.99M - $4.44M
|
935K
$552M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.88K+ 114.53% |
$3.93M - $4.37M
|
14.8K
$8.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
7.84K+ 20.61% |
$3.91M - $4.35M
|
45.9K
$27.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
7.54K+ 12.87% |
$3.76M - $4.19M
|
66.1K
$39.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.51K+ 27.27% |
$3.75M - $4.17M
|
35K
$20.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.45K+ 193.05% |
$3.71M - $4.13M
|
11.3K
$6.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.38KNew |
$3.68M - $4.09M
|
7.38K
$4.36M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.28KNew |
$3.63M - $4.04M
|
7.28K
$4.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
7.24K+ 25.85% |
$3.61M - $4.02M
|
35.3K
$20.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
7.24KNew |
$3.61M - $4.02M
|
7.24K
$4.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
7.04KNew |
$3.51M - $3.91M
|
7.04K
$4.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
7K+ 15.91% |
$3.49M - $3.89M
|
51K
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
6.76K+ 37.85% |
$3.37M - $3.75M
|
24.6K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
6.63K+ 68.79% |
$3.31M - $3.68M
|
16.3K
$9.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.6K+ 1.83% |
$3.29M - $3.66M
|
366K
$217M
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
6.6KNew |
$3.29M - $3.66M
|
6.6K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
6.57K+ 3.99% |
$3.28M - $3.65M
|
171K
$101M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.56K+ 4.8% |
$3.27M - $3.64M
|
143K
$84.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.5KNew |
$3.24M - $3.61M
|
6.5K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.48K+ 4.95% |
$3.23M - $3.6M
|
137K
$81.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Shaker Investments LLC
|
BUY
|
- |
6.46KNew |
$3.22M - $3.59M
|
6.46K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6.43K+ 8.18% |
$3.21M - $3.57M
|
85K
$50.2M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.4K+ 28.36% |
$3.19M - $3.55M
|
29K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.3K+ 24.31% |
$3.14M - $3.5M
|
32.2K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.29K+ 9.27% |
$3.14M - $3.49M
|
74.1K
$43.8M
|