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
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
283+ 1.35% |
$128K - $155K
|
21.3K
$11.4M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
283+ 7.2% |
$128K - $155K
|
4.21K
$2.25M
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
281+ 2.1% |
$127K - $153K
|
13.7K
$7.29M
|
|
Aug 10, 2022
Q2 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
280+ 9.3% |
$127K - $153K
|
3.29K
$1.76M
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
280New |
$127K - $153K
|
280
$149K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
278+ 1.82% |
$126K - $152K
|
15.6K
$8.3M
|
|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
274+ 31.28% |
$124K - $150K
|
1.15K
$614K
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
274+ 1.76% |
$124K - $150K
|
15.8K
$8.44M
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
272+ 2.27% |
$123K - $149K
|
12.3K
$6.55M
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
270+ 0.69% |
$122K - $147K
|
39.2K
$20.9M
|
|
Aug 12, 2022
Q2 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
270+ 2.87% |
$122K - $147K
|
9.69K
$5.17M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
269+ 8.07% |
$122K - $147K
|
3.6K
$1.92M
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
269+ 21.13% |
$122K - $147K
|
1.54K
$823K
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
BUY
|
- |
267+ 5.07% |
$121K - $146K
|
5.53K
$2.95M
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
266+ 5.73% |
$120K - $145K
|
4.91K
$2.62M
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
266+ 15.63% |
$120K - $145K
|
1.97K
$1.05M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
266+ 2.9% |
$120K - $145K
|
9.45K
$5.04M
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
265+ 1.79% |
$120K - $145K
|
15.1K
$8.06M
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
265+ 8.71% |
$120K - $145K
|
3.31K
$1.76M
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
BUY
|
- |
262+ 9.57% |
$118K - $143K
|
3K
$1.6M
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
261+ 3.58% |
$118K - $143K
|
7.55K
$4.03M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
261+ 16.21% |
$118K - $143K
|
1.87K
$998K
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
BUY
|
- |
259+ 12.96% |
$117K - $141K
|
2.26K
$1.2M
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
259+ 13.13% |
$117K - $141K
|
2.23K
$1.19M
|
|
Aug 10, 2022
Q2 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
257+ 44.54% |
$116K - $140K
|
834
$445K
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
256+ 1.55% |
$116K - $140K
|
16.7K
$8.92M
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
255+ 13.15% |
$115K - $139K
|
2.19K
$1.17M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
255+ 2.02% |
$115K - $139K
|
12.9K
$6.86M
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
255+ 7.56% |
$115K - $139K
|
3.63K
$1.94M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
254+ 7.15% |
$115K - $139K
|
3.8K
$2.03M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
253New |
$114K - $138K
|
253
$135K
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
250+ 24.63% |
$113K - $137K
|
1.27K
$675K
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
250+ 3.54% |
$113K - $137K
|
7.32K
$3.9M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
249+ 6.69% |
$113K - $136K
|
3.97K
$2.12M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
249+ 7.31% |
$113K - $136K
|
3.66K
$1.95M
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
247+ 3.62% |
$112K - $135K
|
7.08K
$3.77M
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
246+ 0.91% |
$111K - $134K
|
27.3K
$14.5M
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
245+ 3.3% |
$111K - $134K
|
7.67K
$4.09M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
244+ 1.58% |
$110K - $133K
|
15.7K
$8.39M
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
242+ 30.44% |
$109K - $132K
|
1.04K
$553K
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
241+ 40.1% |
$109K - $132K
|
842
$449K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
241+ 7.51% |
$109K - $132K
|
3.45K
$1.84M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
240+ 14.77% |
$108K - $131K
|
1.87K
$995K
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
240+ 4.16% |
$108K - $131K
|
6.01K
$3.21M
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
239+ 6.03% |
$108K - $130K
|
4.2K
$2.24M
|
|
Aug 02, 2022
Q2 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
238+ 5.79% |
$108K - $130K
|
4.35K
$2.32M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
238+ 366.15% |
$108K - $130K
|
303
$162K
|
|
Jul 15, 2022
Q2 2022
|
Redwood Investments, LLC
|
BUY
|
- |
235+ 31.13% |
$106K - $128K
|
990
$528K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
234+ 12.28% |
$106K - $128K
|
2.14K
$1.14M
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
234+ 0.9% |
$106K - $128K
|
26.4K
$14.1M
|