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 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
354+ 16.68% |
$160K - $193K
|
2.48K
$1.52M
|
|
Aug 12, 2022
Q2 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
350+ 15.22% |
$158K - $191K
|
2.65K
$1.63M
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
349+ 3.93% |
$158K - $191K
|
9.23K
$5.68M
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
BUY
|
- |
346+ 2.56% |
$156K - $189K
|
13.9K
$8.55M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
342+ 7.04% |
$155K - $187K
|
5.2K
$3.2M
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
341+ 13.43% |
$154K - $186K
|
2.88K
$1.77M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
341+ 2.54% |
$154K - $186K
|
13.8K
$8.48M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
337+ 1.21% |
$152K - $184K
|
28.2K
$17.4M
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
337+ 3.52% |
$152K - $184K
|
9.92K
$6.11M
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
337+ 12.54% |
$152K - $184K
|
3.03K
$1.86M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
336+ 2.22% |
$152K - $183K
|
15.5K
$9.52M
|
|
Aug 05, 2022
Q2 2022
|
Humankind Investments LLC
|
BUY
|
- |
336+ 16.3% |
$152K - $183K
|
2.4K
$1.48M
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
335+ 8.39% |
$151K - $183K
|
4.33K
$2.67M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
334+ 1.43% |
$151K - $182K
|
23.7K
$14.6M
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
331+ 5.56% |
$150K - $181K
|
6.29K
$3.87M
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
330+ 64.08% |
$149K - $180K
|
845
$520K
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
330+ 5.69% |
$149K - $180K
|
6.13K
$3.77M
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
330+ 13.67% |
$149K - $180K
|
2.74K
$1.69M
|
|
Aug 09, 2022
Q2 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
328+ 2.29% |
$148K - $179K
|
14.6K
$9.01M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
327+ 2.28% |
$148K - $179K
|
14.7K
$9.04M
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
325+ 4.44% |
$147K - $177K
|
7.64K
$4.71M
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
325+ 13.92% |
$147K - $177K
|
2.66K
$1.64M
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
325+ 20.49% |
$147K - $177K
|
1.91K
$1.18M
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
324+ 1.59% |
$146K - $177K
|
20.8K
$12.8M
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
324+ 22.91% |
$146K - $177K
|
1.74K
$1.07M
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
323+ 4.33% |
$146K - $176K
|
7.77K
$4.79M
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
321+ 6.64% |
$145K - $175K
|
5.15K
$3.17M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
321+ 5.29% |
$145K - $175K
|
6.39K
$3.94M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
315+ 8.89% |
$142K - $172K
|
3.86K
$2.38M
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
310+ 47.18% |
$140K - $169K
|
967
$595K
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
310+ 48.9% |
$140K - $169K
|
944
$581K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
308New |
$139K - $168K
|
308
$190K
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
302+ 4.24% |
$137K - $165K
|
7.42K
$4.57M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
302+ 0.06% |
$137K - $165K
|
480K
$296M
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
298+ 1.79% |
$135K - $163K
|
16.9K
$10.4M
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
298+ 7.81% |
$135K - $163K
|
4.11K
$2.53M
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
297+ 38.42% |
$134K - $162K
|
1.07K
$659K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
295+ 23.16% |
$133K - $161K
|
1.57K
$966K
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
293+ 6.45% |
$132K - $160K
|
4.84K
$2.98M
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
292+ 22.64% |
$132K - $159K
|
1.58K
$974K
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
290+ 5.1% |
$131K - $158K
|
5.98K
$3.68M
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
290+ 9.86% |
$131K - $158K
|
3.23K
$1.99M
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
289+ 2.1% |
$131K - $158K
|
14.1K
$8.67M
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
289+ 18.3% |
$131K - $158K
|
1.87K
$1.15M
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
286+ 1.49% |
$129K - $156K
|
19.5K
$12M
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
284+ 4.79% |
$128K - $155K
|
6.21K
$3.83M
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
284+ 13.61% |
$128K - $155K
|
2.37K
$1.46M
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
283+ 4.66% |
$128K - $155K
|
6.36K
$3.92M
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
283+ 1.35% |
$128K - $155K
|
21.3K
$13.1M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
283+ 7.2% |
$128K - $155K
|
4.21K
$2.59M
|