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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
512+ 13.28% |
$231K - $280K
|
4.37K
$2.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
511New |
$231K - $279K
|
511
$289K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
508+ 7.87% |
$230K - $277K
|
6.96K
$3.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
507+ 3.15% |
$229K - $277K
|
16.6K
$9.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
507New |
$229K - $277K
|
507
$287K
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
505+ 7.09% |
$228K - $276K
|
7.62K
$4.31M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
504New |
$228K - $275K
|
504
$285K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
500+ 64.6% |
$226K - $273K
|
1.27K
$720K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
500+ 3.63% |
$226K - $273K
|
14.3K
$8.07M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
494+ 2.79% |
$223K - $270K
|
18.2K
$10.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
492New |
$222K - $269K
|
492
$278K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
490+ 50.15% |
$222K - $268K
|
1.47K
$829K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
489+ 7.45% |
$221K - $267K
|
7.05K
$3.99M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
487+ 4.05% |
$220K - $266K
|
12.5K
$7.07M
|
|
|
Jul 12, 2022
Q2 2022
|
Grassi Investment Management
|
BUY
|
- |
485New |
$219K - $265K
|
485
$274K
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
485+ 45.84% |
$219K - $265K
|
1.54K
$872K
|
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
485+ 13.13% |
$219K - $265K
|
4.18K
$2.36M
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
481New |
$217K - $263K
|
481
$272K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
480+ 3.48% |
$217K - $262K
|
14.3K
$8.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
480+ 1.26% |
$217K - $262K
|
38.5K
$21.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
479+ 3.52% |
$217K - $262K
|
14.1K
$7.97M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
476+ 3.79% |
$215K - $260K
|
13K
$7.37M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
476+ 5.45% |
$215K - $260K
|
9.22K
$5.21M
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
475+ 7.67% |
$215K - $259K
|
6.66K
$3.77M
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
473+ 19.87% |
$214K - $258K
|
2.85K
$1.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
472+ 20.25% |
$213K - $258K
|
2.8K
$1.58M
|
|
|
Jul 29, 2022
Q2 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
471New |
$213K - $257K
|
471
$266K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
469+ 27.09% |
$212K - $256K
|
2.2K
$1.24M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
466+ 34.93% |
$211K - $254K
|
1.8K
$1.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
465+ 61.26% |
$210K - $254K
|
1.22K
$692K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
465+ 30.82% |
$210K - $254K
|
1.97K
$1.12M
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
464+ 13.84% |
$210K - $253K
|
3.82K
$2.16M
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
463+ 51.33% |
$209K - $253K
|
1.37K
$771K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
459New |
$207K - $251K
|
459
$259K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
454+ 34.21% |
$205K - $248K
|
1.78K
$1.01M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
451+ 8.0% |
$204K - $246K
|
6.09K
$3.44M
|
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
449+ 0.38% |
$203K - $245K
|
119K
$67.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
446New |
$202K - $244K
|
446
$252K
|
|
|
Aug 11, 2022
Q2 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
446New |
$202K - $244K
|
446
$252K
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
BUY
|
- |
443New |
$200K - $242K
|
443
$250K
|
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
443New |
$200K - $242K
|
443
$250K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
438+ 43.41% |
$198K - $239K
|
1.45K
$818K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
435New |
$197K - $238K
|
435
$246K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
434New |
$196K - $237K
|
434
$245K
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
BUY
|
- |
433New |
$196K - $236K
|
433
$245K
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
432+ 8.28% |
$195K - $236K
|
5.65K
$3.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
431+ 152.3% |
$195K - $235K
|
714
$404K
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
430+ 15.91% |
$194K - $235K
|
3.13K
$1.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
430+ 86.0% |
$194K - $235K
|
930
$526K
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
429+ 4.2% |
$194K - $234K
|
10.6K
$6.01M
|