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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
408New |
$186K - $212K
|
408
$251K
|
|
|
May 12, 2022
Q1 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
405+ 3.89% |
$185K - $211K
|
10.8K
$6.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
404+ 5.76% |
$184K - $210K
|
7.41K
$4.56M
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
404+ 2.19% |
$184K - $210K
|
18.8K
$11.6M
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
BUY
|
- |
400New |
$182K - $208K
|
400
$246K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.68% |
$182K - $208K
|
59.4K
$36.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
400+ 97.56% |
$182K - $208K
|
810
$499K
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
400New |
$182K - $208K
|
400
$246K
|
|
|
May 13, 2022
Q1 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
400New |
$182K - $208K
|
400
$246K
|
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
400+ 67.68% |
$182K - $208K
|
991
$610K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
397+ 3.0% |
$181K - $207K
|
13.6K
$8.38M
|
|
|
May 13, 2022
Q1 2022
|
Harbor Advisory Corp
|
BUY
|
- |
397New |
$181K - $207K
|
397
$244K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
394+ 16.84% |
$180K - $205K
|
2.73K
$1.68M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
387+ 2.24% |
$176K - $202K
|
17.7K
$10.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
384+ 1.71% |
$175K - $200K
|
22.8K
$14M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
384+ 5.92% |
$175K - $200K
|
6.87K
$4.23M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
384+ 19.23% |
$175K - $200K
|
2.38K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
384New |
$175K - $200K
|
384
$236K
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
381+ 1.37% |
$174K - $198K
|
28.1K
$17.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
378+ 12.04% |
$172K - $197K
|
3.52K
$2.17M
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
377+ 12.99% |
$172K - $196K
|
3.28K
$2.02M
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
376+ 16.7% |
$171K - $196K
|
2.63K
$1.62M
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
376+ 93.07% |
$171K - $196K
|
780
$480K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
375+ 22.14% |
$171K - $195K
|
2.07K
$1.27M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
375New |
$171K - $195K
|
375
$231K
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
373+ 2.58% |
$170K - $194K
|
14.8K
$9.14M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
372+ 0.42% |
$170K - $194K
|
89.5K
$55.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
371+ 3.04% |
$169K - $193K
|
12.6K
$7.74M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
370+ 13.19% |
$169K - $193K
|
3.18K
$1.96M
|
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
BUY
|
- |
369+ 7.54% |
$168K - $192K
|
5.26K
$3.24M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
369+ 26.7% |
$168K - $192K
|
1.75K
$1.08M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
369+ 24.73% |
$168K - $192K
|
1.86K
$1.15M
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
369+ 26.7% |
$168K - $192K
|
1.75K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
369+ 997.3% |
$168K - $192K
|
406
$250K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
368+ 15.94% |
$168K - $192K
|
2.68K
$1.65M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
363+ 3.68% |
$165K - $189K
|
10.2K
$6.29M
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
361+ 5.9% |
$165K - $188K
|
6.48K
$3.99M
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
359+ 4.47% |
$164K - $187K
|
8.39K
$5.17M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
359+ 3.34% |
$164K - $187K
|
11.1K
$6.83M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
358+ 6.42% |
$163K - $186K
|
5.93K
$3.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
358+ 2.29% |
$163K - $186K
|
16K
$9.86M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
354+ 18.64% |
$161K - $184K
|
2.25K
$1.39M
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
353+ 14.53% |
$161K - $184K
|
2.78K
$1.71M
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
351+ 39.22% |
$160K - $183K
|
1.25K
$767K
|
|
|
Jun 16, 2022
Q1 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
347+ 20.94% |
$158K - $181K
|
2K
$1.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
344+ 2.27% |
$157K - $179K
|
15.5K
$9.55M
|
|
|
Apr 06, 2022
Q1 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
343+ 4.08% |
$156K - $179K
|
8.75K
$5.39M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
343+ 2.16% |
$156K - $179K
|
16.2K
$10M
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
340+ 6.19% |
$155K - $177K
|
5.83K
$3.59M
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
338+ 55.78% |
$154K - $176K
|
944
$581K
|