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 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
124+ 2.24% |
$56.5K - $64.6K
|
5.66K
$3.48M
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
124+ 31.0% |
$56.5K - $64.6K
|
524
$323K
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
124+ 1.33% |
$56.5K - $64.6K
|
9.45K
$5.82M
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
124+ 0.74% |
$56.5K - $64.6K
|
17K
$10.4M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
124+ 2.71% |
$56.5K - $64.6K
|
4.7K
$2.89M
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
123+ 16.99% |
$56.1K - $64.1K
|
847
$522K
|
|
Apr 27, 2022
Q1 2022
|
Epiq Partners, LLC
|
BUY
|
- |
122+ 6.1% |
$55.6K - $63.5K
|
2.12K
$1.31M
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
122+ 0.32% |
$55.6K - $63.5K
|
38.9K
$23.9M
|
|
May 04, 2022
Q1 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
122+ 9.67% |
$55.6K - $63.5K
|
1.38K
$852K
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
121+ 10.72% |
$55.2K - $63K
|
1.25K
$770K
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
121+ 5.39% |
$55.2K - $63K
|
2.37K
$1.46M
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
120+ 1.65% |
$54.7K - $62.5K
|
7.4K
$4.56M
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
120+ 3.37% |
$54.7K - $62.5K
|
3.68K
$2.27M
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
120+ 23.76% |
$54.7K - $62.5K
|
625
$385K
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
120+ 4.6% |
$54.7K - $62.5K
|
2.73K
$1.68M
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
119+ 0.86% |
$54.3K - $62K
|
14K
$8.63M
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
119+ 3.23% |
$54.3K - $62K
|
3.81K
$2.35M
|
|
Apr 13, 2022
Q1 2022
|
Scharf Investments, LLC
|
BUY
|
- |
118+ 7.1% |
$53.8K - $61.5K
|
1.78K
$1.1M
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
118+ 3.03% |
$53.8K - $61.5K
|
4.02K
$2.47M
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
118+ 10.5% |
$53.8K - $61.5K
|
1.24K
$765K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
117+ 0.41% |
$53.3K - $60.9K
|
28.7K
$17.7M
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
BUY
|
- |
115+ 6.99% |
$52.4K - $59.9K
|
1.76K
$1.08M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
115+ 3.26% |
$52.4K - $59.9K
|
3.64K
$2.24M
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
114+ 17.67% |
$52K - $59.4K
|
759
$467K
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
113+ 6.03% |
$51.5K - $58.9K
|
1.99K
$1.22M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
113+ 7.45% |
$51.5K - $58.9K
|
1.63K
$1M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
113+ 1.04% |
$51.5K - $58.9K
|
11K
$6.74M
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
112+ 5.29% |
$51.1K - $58.3K
|
2.23K
$1.37M
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
112+ 11.49% |
$51.1K - $58.3K
|
1.09K
$669K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
111+ 0.03% |
$50.6K - $57.8K
|
359K
$221M
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
111+ 0.88% |
$50.6K - $57.8K
|
12.7K
$7.85M
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
110+ 1.72% |
$50.1K - $57.3K
|
6.51K
$4.01M
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
109+ 11.3% |
$49.7K - $56.8K
|
1.07K
$661K
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
109+ 7.86% |
$49.7K - $56.8K
|
1.5K
$921K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
109+ 2.38% |
$49.7K - $56.8K
|
4.68K
$2.88M
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
109+ 0.32% |
$49.7K - $56.8K
|
34K
$21M
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
108+ 4.61% |
$49.2K - $56.2K
|
2.45K
$1.51M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
108+ 3.93% |
$49.2K - $56.2K
|
2.86K
$1.76M
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
108+ 4.46% |
$49.2K - $56.2K
|
2.53K
$1.56M
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
107+ 8.21% |
$48.8K - $55.7K
|
1.41K
$869K
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
106+ 4.08% |
$48.3K - $55.2K
|
2.71K
$1.67M
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
105+ 23.39% |
$47.9K - $54.7K
|
554
$341K
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
105New |
$47.9K - $54.7K
|
105
$64.7K
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
105+ 4.13% |
$47.9K - $54.7K
|
2.65K
$1.63M
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
105+ 6.69% |
$47.9K - $54.7K
|
1.68K
$1.03M
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
105+ 1.21% |
$47.9K - $54.7K
|
8.8K
$5.42M
|
|
May 16, 2022
Q1 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
105+ 0.62% |
$47.9K - $54.7K
|
17.1K
$10.5M
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
105+ 3.05% |
$47.9K - $54.7K
|
3.55K
$2.19M
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
104+ 12.68% |
$47.4K - $54.2K
|
924
$569K
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
104+ 5.22% |
$47.4K - $54.2K
|
2.1K
$1.29M
|