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 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
9+ 0.79% |
$4.1K - $4.69K
|
1.16K
$539K
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
9+ 0.02% |
$4.1K - $4.69K
|
38.3K
$17.9M
|
|
|
May 11, 2022
Q1 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
9+ 0.06% |
$4.1K - $4.69K
|
14.3K
$6.68M
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
8New |
$3.65K - $4.17K
|
8
$3.74K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.85% |
$3.65K - $4.17K
|
953
$445K
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
8+ 0.07% |
$3.65K - $4.17K
|
12.2K
$5.72M
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8+ 0.67% |
$3.65K - $4.17K
|
1.2K
$560K
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8+ 0.12% |
$3.65K - $4.17K
|
6.69K
$3.13M
|
|
|
May 02, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
7+ 0.59% |
$3.19K - $3.65K
|
1.19K
$554K
|
|
|
Apr 29, 2022
Q1 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
7+ 1.21% |
$3.19K - $3.65K
|
586
$274K
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
7+ 0.23% |
$3.19K - $3.65K
|
3.05K
$1.43M
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
7+ 1.47% |
$3.19K - $3.65K
|
482
$225K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7+ 2.83% |
$3.19K - $3.65K
|
254
$119K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
7+ 0.18% |
$3.19K - $3.65K
|
3.82K
$1.78M
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
7+ 0.37% |
$3.19K - $3.65K
|
1.91K
$894K
|
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
6+ 0.22% |
$2.74K - $3.12K
|
2.73K
$1.27M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
6+ 0.29% |
$2.74K - $3.12K
|
2.09K
$975K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
6+ 0.09% |
$2.74K - $3.12K
|
6.93K
$3.24M
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6+ 0.1% |
$2.74K - $3.12K
|
5.8K
$2.71M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.63% |
$2.74K - $3.12K
|
957
$447K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
6+ 0.33% |
$2.74K - $3.12K
|
1.8K
$840K
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6+ 0.7% |
$2.74K - $3.12K
|
869
$406K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6+ 1.03% |
$2.74K - $3.12K
|
587
$274K
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
BUY
|
- |
5+ 1.04% |
$2.28K - $2.6K
|
484
$226K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
5+ 0.07% |
$2.28K - $2.6K
|
7.12K
$3.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5+ 0.49% |
$2.28K - $2.6K
|
1.03K
$481K
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
5+ 0.51% |
$2.28K - $2.6K
|
984
$460K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 1.52% |
$2.28K - $2.6K
|
333
$156K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
5+ 0.54% |
$2.28K - $2.6K
|
937
$438K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.16% |
$2.28K - $2.6K
|
3.11K
$1.45M
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.36% |
$2.28K - $2.6K
|
1.39K
$651K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
5+ 0.12% |
$2.28K - $2.6K
|
4.05K
$1.89M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
5+ 0.28% |
$2.28K - $2.6K
|
1.79K
$835K
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
5+ 0.67% |
$2.28K - $2.6K
|
750
$350K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.3% |
$2.28K - $2.6K
|
1.69K
$791K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.24% |
$2.28K - $2.6K
|
2.12K
$991K
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5+ 0.08% |
$2.28K - $2.6K
|
6.52K
$3.04M
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5+ 0.12% |
$2.28K - $2.6K
|
4.13K
$1.93M
|
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
4+ 0.63% |
$1.82K - $2.08K
|
638
$298K
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4+ 0.21% |
$1.82K - $2.08K
|
1.94K
$905K
|
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.28% |
$1.82K - $2.08K
|
1.45K
$675K
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
4+ 0.67% |
$1.82K - $2.08K
|
603
$282K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4New |
$1.82K - $2.08K
|
4
$1.87K
|
|
|
May 05, 2022
Q1 2022
|
Baillie Gifford & CO
|
BUY
|
- |
4+ 6.35% |
$1.82K - $2.08K
|
67
$31.3K
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4+ 0.58% |
$1.82K - $2.08K
|
693
$324K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
4+ 0.27% |
$1.82K - $2.08K
|
1.49K
$695K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4+ 1.07% |
$1.82K - $2.08K
|
378
$177K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 2.14% |
$1.82K - $2.08K
|
191
$89.2K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.64% |
$1.82K - $2.08K
|
630
$294K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$1.37K - $1.56K
|
2.21K
$1.03M
|