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
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
168+ 5.53% |
$75.9K - $91.7K
|
3.21K
$1.71M
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
168+ 8.96% |
$75.9K - $91.7K
|
2.04K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
167+ 17.78% |
$75.5K - $91.2K
|
1.11K
$590K
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
166+ 0.98% |
$75K - $90.6K
|
17.2K
$9.16M
|
|
|
Jul 12, 2022
Q2 2022
|
Renaissance Investment Group LLC
|
BUY
|
- |
166+ 13.84% |
$75K - $90.6K
|
1.37K
$728K
|
|
|
Jul 15, 2022
Q2 2022
|
Morris Capital Advisors, LLC
|
BUY
|
- |
166+ 1.73% |
$75K - $90.6K
|
9.78K
$5.22M
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
BUY
|
- |
166+ 11.44% |
$75K - $90.6K
|
1.62K
$863K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
164+ 20.65% |
$74.1K - $89.5K
|
958
$511K
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
163+ 2.35% |
$73.7K - $89K
|
7.11K
$3.79M
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
162+ 6.71% |
$73.2K - $88.5K
|
2.58K
$1.37M
|
|
|
Jul 28, 2022
Q2 2022
|
Gouws Capital LLC
|
BUY
|
- |
160+ 2.35% |
$72.3K - $87.4K
|
6.98K
$3.72M
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
159+ 5.78% |
$71.9K - $86.8K
|
2.91K
$1.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
159+ 2.33% |
$71.9K - $86.8K
|
6.99K
$3.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
159+ 3.42% |
$71.9K - $86.8K
|
4.8K
$2.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
159New |
$71.9K - $86.8K
|
159
$84.8K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
156+ 0.77% |
$70.5K - $85.2K
|
20.3K
$10.8M
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
156+ 32.77% |
$70.5K - $85.2K
|
632
$337K
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
156+ 23.11% |
$70.5K - $85.2K
|
831
$443K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
156+ 4.78% |
$70.5K - $85.2K
|
3.42K
$1.82M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
155+ 13.62% |
$70.1K - $84.6K
|
1.29K
$690K
|
|
|
Aug 15, 2022
Q2 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
153+ 13.59% |
$69.2K - $83.5K
|
1.28K
$682K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
152+ 1.11% |
$68.7K - $83K
|
13.9K
$7.4M
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
151+ 17.83% |
$68.3K - $82.4K
|
998
$532K
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
150+ 2.68% |
$67.8K - $81.9K
|
5.75K
$3.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
150+ 0.1% |
$67.8K - $81.9K
|
155K
$82.5M
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
150+ 10.97% |
$67.8K - $81.9K
|
1.52K
$809K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
148+ 1.48% |
$66.9K - $80.8K
|
10.1K
$5.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
148+ 0.34% |
$66.9K - $80.8K
|
44K
$23.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
147+ 0.01% |
$66.5K - $80.3K
|
2.87M
$1.53B
|
|
|
Aug 15, 2022
Q2 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
146+ 17.72% |
$66K - $79.7K
|
970
$518K
|
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
145+ 16.26% |
$65.5K - $79.2K
|
1.04K
$553K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
145+ 4.47% |
$65.5K - $79.2K
|
3.39K
$1.81M
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
145+ 134.26% |
$65.5K - $79.2K
|
253
$135K
|
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
141+ 1.1% |
$63.7K - $77K
|
13K
$6.94M
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
140+ 24.22% |
$63.3K - $76.4K
|
718
$383K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
139+ 5.0% |
$62.8K - $75.9K
|
2.92K
$1.56M
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
138+ 2.21% |
$62.4K - $75.3K
|
6.38K
$3.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
137+ 0.75% |
$61.9K - $74.8K
|
18.3K
$9.78M
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
136+ 3.13% |
$61.5K - $74.3K
|
4.48K
$2.39M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
136+ 9.91% |
$61.5K - $74.3K
|
1.51K
$805K
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
135+ 12.11% |
$61K - $73.7K
|
1.25K
$667K
|
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
134+ 3.07% |
$60.6K - $73.2K
|
4.51K
$2.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
BUY
|
- |
133+ 13.52% |
$60.1K - $72.6K
|
1.12K
$596K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
132+ 7.3% |
$59.7K - $72.1K
|
1.94K
$1.04M
|
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
131+ 1.15% |
$59.2K - $71.5K
|
11.5K
$6.13M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
131+ 7.89% |
$59.2K - $71.5K
|
1.79K
$956K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
131+ 1.91% |
$59.2K - $71.5K
|
7K
$3.74M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
130+ 17.64% |
$58.8K - $71K
|
867
$463K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
130+ 32.5% |
$58.8K - $71K
|
530
$283K
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
130+ 1.31% |
$58.8K - $71K
|
10K
$5.35M
|