Purchases and Sales Made in Q2 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 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 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 19.34% |
$495K - $597K
|
6.75K
$3.76M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.09K+ 10.12% |
$494K - $597K
|
11.9K
$6.63M
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.09K+ 17.56% |
$493K - $596K
|
7.3K
$4.07M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.09K+ 7.43% |
$493K - $595K
|
15.8K
$8.79M
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.08KNew |
$486K - $587K
|
1.08K
$600K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.08K+ 3.5% |
$486K - $587K
|
31.8K
$17.7M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.06K+ 41.95% |
$481K - $580K
|
3.6K
$2.01M
|
|
Jul 29, 2022
Q2 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.04K+ 0.98% |
$472K - $570K
|
107K
$59.9M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 40.28% |
$466K - $562K
|
3.59K
$2M
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.01K+ 4.57% |
$458K - $553K
|
23.2K
$12.9M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.01K+ 9.18% |
$455K - $549K
|
12K
$6.67M
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1K+ 9.01% |
$452K - $546K
|
12.1K
$6.75M
|
|
Aug 18, 2022
Q2 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1K+ 1.74% |
$452K - $546K
|
58.3K
$32.5M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
992+ 12.94% |
$448K - $542K
|
8.66K
$4.83M
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
991+ 9.48% |
$448K - $541K
|
11.4K
$6.39M
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
991+ 1.44% |
$448K - $541K
|
69.7K
$38.9M
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
990+ 10.95% |
$448K - $541K
|
10K
$5.6M
|
|
Aug 15, 2022
Q2 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
990+ 15.39% |
$448K - $541K
|
7.42K
$4.14M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
982+ 6.13% |
$444K - $536K
|
17K
$9.49M
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
981+ 41.98% |
$443K - $536K
|
3.32K
$1.85M
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
953+ 60.55% |
$431K - $520K
|
2.53K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
947New |
$428K - $517K
|
947
$528K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
945+ 0.78% |
$427K - $516K
|
122K
$68.2M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
941+ 5.89% |
$425K - $514K
|
16.9K
$9.44M
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
934New |
$422K - $510K
|
934
$521K
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
932+ 5.67% |
$421K - $509K
|
17.4K
$9.69M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
927+ 8.15% |
$419K - $506K
|
12.3K
$6.86M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
925+ 16.01% |
$418K - $505K
|
6.7K
$3.74M
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
924+ 47.9% |
$418K - $505K
|
2.85K
$1.59M
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
923+ 46.55% |
$417K - $504K
|
2.91K
$1.62M
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
912+ 21.62% |
$412K - $498K
|
5.13K
$2.86M
|
|
Aug 12, 2022
Q2 2022
|
Mirova
Paris, I0 |
BUY
|
- |
911New |
$412K - $497K
|
911
$508K
|
|
Jul 12, 2022
Q2 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
907+ 8.96% |
$410K - $495K
|
11K
$6.15M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
907+ 2386.84% |
$410K - $495K
|
945
$527K
|
|
Oct 04, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
907New |
$410K - $495K
|
907
$506K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
899+ 4.96% |
$406K - $491K
|
19K
$10.6M
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
892+ 4.69% |
$403K - $487K
|
19.9K
$11.1M
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
888+ 0.85% |
$401K - $485K
|
106K
$59M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
887+ 61.38% |
$401K - $484K
|
2.33K
$1.3M
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
881New |
$398K - $481K
|
881
$491K
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
878+ 19.05% |
$397K - $479K
|
5.49K
$3.06M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
872+ 28.35% |
$394K - $476K
|
3.95K
$2.2M
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
869+ 1.44% |
$393K - $474K
|
61.2K
$34.1M
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
866+ 0.91% |
$391K - $473K
|
95.5K
$53.3M
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
865New |
$391K - $472K
|
865
$482K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
861+ 7.62% |
$389K - $470K
|
12.2K
$6.78M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
858+ 11.34% |
$388K - $468K
|
8.42K
$4.7M
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
857+ 16.59% |
$387K - $468K
|
6.02K
$3.36M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
841+ 14.96% |
$380K - $459K
|
6.46K
$3.6M
|
|
Aug 03, 2022
Q2 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
835New |
$377K - $456K
|
835
$466K
|