Purchases and Sales Made in Q1 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q1 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 |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.26K+ 1.94% |
$572K - $654K
|
66K
$38.9M
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.22K+ 2.78% |
$554K - $633K
|
45K
$26.5M
|
|
May 13, 2022
Q1 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.19K+ 10.21% |
$543K - $621K
|
12.9K
$7.58M
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.19KNew |
$543K - $620K
|
1.19K
$701K
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.19KNew |
$542K - $619K
|
1.19K
$700K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.18K+ 23.23% |
$539K - $616K
|
6.28K
$3.7M
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.18K+ 12.24% |
$537K - $613K
|
10.8K
$6.36M
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.17K+ 4.46% |
$535K - $611K
|
27.5K
$16.2M
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
1.15K+ 2.42% |
$522K - $596K
|
48.5K
$28.6M
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.14K+ 51.87% |
$519K - $593K
|
3.34K
$1.96M
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.13K+ 4.65% |
$517K - $591K
|
25.5K
$15M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.13K+ 14.44% |
$516K - $590K
|
8.97K
$5.28M
|
|
May 16, 2022
Q1 2022
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
- |
1.12KNew |
$512K - $585K
|
1.12K
$662K
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.12KNew |
$508K - $581K
|
1.12K
$657K
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 224.4% |
$507K - $580K
|
1.61K
$948K
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1.11K+ 42.87% |
$507K - $579K
|
3.71K
$2.18M
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
1.11KNew |
$505K - $577K
|
1.11K
$652K
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
1.11K+ 140.0% |
$504K - $576K
|
1.9K
$1.12M
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.1K+ 1.8% |
$503K - $574K
|
62.4K
$36.7M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.1K+ 41.87% |
$501K - $573K
|
3.73K
$2.2M
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
1.1K+ 1.43% |
$500K - $571K
|
77.7K
$45.8M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 11.4% |
$496K - $567K
|
10.6K
$6.26M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.08K+ 17.98% |
$494K - $565K
|
7.11K
$4.19M
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.06K+ 21.63% |
$483K - $552K
|
5.95K
$3.51M
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
1.05K+ 17.79% |
$478K - $546K
|
6.95K
$4.09M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 40.5% |
$475K - $543K
|
3.62K
$2.13M
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
1.04K+ 189.95% |
$474K - $541K
|
1.59K
$934K
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
1.03KNew |
$470K - $537K
|
1.03K
$608K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 67.67% |
$470K - $537K
|
2.56K
$1.51M
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.03K+ 1.52% |
$468K - $535K
|
68.8K
$40.5M
|
|
May 16, 2022
Q1 2022
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 4.47% |
$461K - $527K
|
23.7K
$13.9M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.01K+ 3.6% |
$460K - $525K
|
29K
$17.1M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.01K+ 15.94% |
$459K - $524K
|
7.32K
$4.31M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1K+ 6666.67% |
$456K - $521K
|
1.02K
$598K
|
|
Apr 11, 2022
Q1 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
1K+ 52.63% |
$456K - $521K
|
2.9K
$1.71M
|
|
May 10, 2022
Q1 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1K+ 33.33% |
$456K - $521K
|
4K
$2.36M
|
|
May 09, 2022
Q1 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
1K+ 3.23% |
$456K - $521K
|
32K
$18.9M
|
|
May 16, 2022
Q1 2022
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
1K+ 58.82% |
$456K - $521K
|
2.7K
$1.59M
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
994+ 7.53% |
$453K - $518K
|
14.2K
$8.36M
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
990+ 42.15% |
$451K - $516K
|
3.34K
$1.97M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
987+ 6.91% |
$450K - $514K
|
15.3K
$9M
|
|
May 12, 2022
Q1 2022
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
985+ 21.18% |
$449K - $513K
|
5.64K
$3.32M
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
983+ 1.67% |
$448K - $512K
|
60K
$35.4M
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
980+ 9.32% |
$447K - $510K
|
11.5K
$6.77M
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
968+ 15.88% |
$441K - $504K
|
7.07K
$4.16M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
965+ 3.74% |
$440K - $503K
|
26.8K
$15.8M
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
963+ 20.39% |
$439K - $502K
|
5.69K
$3.35M
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
961+ 1.25% |
$438K - $501K
|
77.7K
$45.8M
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
960+ 52.15% |
$438K - $500K
|
2.8K
$1.65M
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
960New |
$438K - $500K
|
960
$566K
|