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 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
6.24K+ 0.21% |
$3.11M - $3.46M
|
2.98M
$1.79B
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
6.2K+ 6200.0% |
$3.09M - $3.44M
|
6.3K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.19K+ 111.92% |
$3.09M - $3.44M
|
11.7K
$7.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.17K+ 68.62% |
$3.08M - $3.43M
|
15.2K
$9.11M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.16K+ 8.84% |
$3.07M - $3.42M
|
75.9K
$45.6M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6.13KNew |
$3.06M - $3.41M
|
6.13K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.11KNew |
$3.05M - $3.39M
|
6.11K
$3.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.05KNew |
$3.02M - $3.36M
|
6.05K
$3.63M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
6.04K+ 25.16% |
$3.01M - $3.35M
|
30K
$18M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.91K+ 19.5% |
$2.95M - $3.28M
|
36.2K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
5.9KNew |
$2.94M - $3.27M
|
5.9K
$3.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.89KNew |
$2.94M - $3.27M
|
5.89K
$3.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
5.8K+ 1.38% |
$2.89M - $3.22M
|
426K
$256M
|
|
|
Jan 17, 2023
Q4 2022
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
5.8KNew |
$2.89M - $3.22M
|
5.8K
$3.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.78K+ 75.14% |
$2.89M - $3.21M
|
13.5K
$8.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
5.55K+ 108.02% |
$2.77M - $3.08M
|
10.7K
$6.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.51K+ 516.7% |
$2.75M - $3.06M
|
6.57K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.45K+ 13.3% |
$2.72M - $3.03M
|
46.5K
$27.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
5.45K+ 117.38% |
$2.72M - $3.03M
|
10.1K
$6.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.33K+ 10.53% |
$2.66M - $2.96M
|
56K
$33.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.05KNew |
$2.52M - $2.8M
|
5.05K
$3.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
5K+ 68.12% |
$2.49M - $2.78M
|
12.3K
$7.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Prosight Management, LP
Dallas, TX |
BUY
|
- |
5KNew |
$2.49M - $2.78M
|
5K
$3M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.99K+ 573.91% |
$2.49M - $2.77M
|
5.86K
$3.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
4.96K+ 13.47% |
$2.47M - $2.75M
|
41.8K
$25.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.95K+ 4.01% |
$2.47M - $2.75M
|
129K
$77.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.91KNew |
$2.45M - $2.72M
|
4.91K
$2.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.88K+ 12.11% |
$2.43M - $2.71M
|
45.2K
$27.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.82K+ 133.8% |
$2.41M - $2.68M
|
8.43K
$5.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
4.82K+ 740.25% |
$2.4M - $2.68M
|
5.47K
$3.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.77K+ 8.51% |
$2.38M - $2.65M
|
60.8K
$36.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.74K+ 45.14% |
$2.36M - $2.63M
|
15.2K
$9.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.72K+ 19.06% |
$2.35M - $2.62M
|
29.5K
$17.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.69K+ 0.64% |
$2.34M - $2.6M
|
742K
$446M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.61K+ 21.65% |
$2.3M - $2.56M
|
25.9K
$15.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
4.6K+ 1.91% |
$2.29M - $2.55M
|
246K
$147M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.58K+ 2.76% |
$2.28M - $2.54M
|
170K
$102M
|
|
|
Feb 14, 2023
Q4 2022
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
4.52KNew |
$2.25M - $2.51M
|
4.52K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.52K+ 0.47% |
$2.25M - $2.51M
|
960K
$576M
|
|
|
Feb 14, 2023
Q4 2022
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
- |
4.51K+ 4.05% |
$2.25M - $2.51M
|
116K
$69.7M
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
BUY
|
- |
4.49KNew |
$2.24M - $2.49M
|
4.49K
$2.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.45KNew |
$2.22M - $2.47M
|
4.45K
$2.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.38K+ 3.63% |
$2.19M - $2.43M
|
125K
$75.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
4.34KNew |
$2.17M - $2.41M
|
4.34K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.34KNew |
$2.17M - $2.41M
|
4.34K
$2.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.34KNew |
$2.16M - $2.41M
|
4.34K
$2.6M
|
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
4.29KNew |
$2.14M - $2.38M
|
4.29K
$2.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.28K+ 19.88% |
$2.14M - $2.38M
|
25.8K
$15.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
4.28K+ 942.73% |
$2.14M - $2.38M
|
4.73K
$2.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.27K+ 14.43% |
$2.13M - $2.37M
|
33.9K
$20.4M
|