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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
30+ 5.96% |
$13.7K - $15.6K
|
533
$249K
|
|
|
Feb 20, 2025
Q1 2022
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
30+ 4.8% |
$13.7K - $15.6K
|
655
$306K
|
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
29+ 0.52% |
$13.2K - $15.1K
|
5.62K
$2.63M
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
29+ 0.27% |
$13.2K - $15.1K
|
10.8K
$5.02M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28+ 0.84% |
$12.8K - $14.6K
|
3.36K
$1.57M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
28+ 1.22% |
$12.8K - $14.6K
|
2.33K
$1.09M
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
27+ 5.88% |
$12.3K - $14.1K
|
486
$227K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
27+ 1.46% |
$12.3K - $14.1K
|
1.88K
$878K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
26+ 2.24% |
$11.9K - $13.5K
|
1.19K
$555K
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
26+ 3.95% |
$11.9K - $13.5K
|
685
$320K
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
26+ 1.17% |
$11.9K - $13.5K
|
2.25K
$1.05M
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
26+ 3.07% |
$11.9K - $13.5K
|
874
$408K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
25+ 75.76% |
$11.4K - $13K
|
58
$27.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
25+ 0.24% |
$11.4K - $13K
|
10.4K
$4.88M
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
25+ 0.71% |
$11.4K - $13K
|
3.54K
$1.65M
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
25+ 0.79% |
$11.4K - $13K
|
3.2K
$1.49M
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
25+ 0.71% |
$11.4K - $13K
|
3.55K
$1.66M
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
25+ 0.68% |
$11.4K - $13K
|
3.72K
$1.74M
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
25+ 2.64% |
$11.4K - $13K
|
971
$454K
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
25+ 1.35% |
$11.4K - $13K
|
1.88K
$879K
|
|
|
May 16, 2022
Q1 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
25+ 3.14% |
$11.4K - $13K
|
820
$383K
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
24+ 1.44% |
$10.9K - $12.5K
|
1.69K
$788K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
24+ 0.99% |
$10.9K - $12.5K
|
2.44K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24+ 1.75% |
$10.9K - $12.5K
|
1.39K
$651K
|
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
23+ 0.16% |
$10.5K - $12K
|
14.7K
$6.85M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
23+ 0.07% |
$10.5K - $12K
|
31.7K
$14.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
23+ 5.87% |
$10.5K - $12K
|
415
$194K
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
23+ 1.66% |
$10.5K - $12K
|
1.41K
$659K
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
23+ 3.7% |
$10.5K - $12K
|
645
$301K
|
|
|
Feb 04, 2025
Q1 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
23+ 0.97% |
$10.5K - $12K
|
2.39K
$1.12M
|
|
|
May 06, 2022
Q1 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
22+ 0.38% |
$10K - $11.5K
|
5.85K
$2.73M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
22+ 0.65% |
$10K - $11.5K
|
3.41K
$1.59M
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
21+ 0.31% |
$9.57K - $10.9K
|
6.7K
$3.13M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21+ 0.1% |
$9.57K - $10.9K
|
21.5K
$10.1M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
21+ 2.21% |
$9.57K - $10.9K
|
972
$454K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
21+ 6.75% |
$9.57K - $10.9K
|
332
$155K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
21+ 2.23% |
$9.57K - $10.9K
|
964
$450K
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21+ 3.65% |
$9.57K - $10.9K
|
597
$279K
|
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
21+ 5.21% |
$9.57K - $10.9K
|
424
$198K
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
20+ 1.57% |
$9.12K - $10.4K
|
1.29K
$602K
|
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
20+ 1.5% |
$9.12K - $10.4K
|
1.35K
$631K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
20New |
$9.12K - $10.4K
|
20
$9.34K
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20+ 2.83% |
$9.12K - $10.4K
|
726
$339K
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
20+ 1.67% |
$9.12K - $10.4K
|
1.22K
$570K
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
19+ 1.2% |
$8.66K - $9.9K
|
1.61K
$750K
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
19+ 0.28% |
$8.66K - $9.9K
|
6.9K
$3.22M
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
19+ 0.25% |
$8.66K - $9.9K
|
7.57K
$3.54M
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
19+ 1.13% |
$8.66K - $9.9K
|
1.7K
$794K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
18+ 2.74% |
$8.21K - $9.37K
|
675
$315K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18+ 2.19% |
$8.21K - $9.37K
|
840
$392K
|