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 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
129+ 2.56% |
$58.3K - $70.4K
|
5.18K
$2.76M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
127+ 5.52% |
$57.4K - $69.3K
|
2.43K
$1.29M
|
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
BUY
|
- |
126+ 3.4% |
$57K - $68.8K
|
3.83K
$2.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
126+ 5.2% |
$57K - $68.8K
|
2.55K
$1.36M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
126+ 1.7% |
$57K - $68.8K
|
7.54K
$4.02M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
125+ 4.75% |
$56.5K - $68.3K
|
2.75K
$1.47M
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
124+ 1.64% |
$56.1K - $67.7K
|
7.7K
$4.11M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
124+ 0.19% |
$56.1K - $67.7K
|
65K
$34.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
123+ 0.81% |
$55.6K - $67.2K
|
15.3K
$8.18M
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
122+ 2.17% |
$55.2K - $66.6K
|
5.74K
$3.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
121+ 3.06% |
$54.7K - $66.1K
|
4.08K
$2.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
121+ 43.84% |
$54.7K - $66.1K
|
397
$212K
|
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
120+ 0.5% |
$54.2K - $65.5K
|
24.3K
$12.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
120+ 4.1% |
$54.2K - $65.5K
|
3.05K
$1.63M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
118+ 3.82% |
$53.3K - $64.4K
|
3.21K
$1.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
118+ 1.77% |
$53.3K - $64.4K
|
6.8K
$3.63M
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
116+ 0.73% |
$52.4K - $63.3K
|
16.1K
$8.59M
|
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
116+ 1.17% |
$52.4K - $63.3K
|
10K
$5.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
115+ 12.94% |
$52K - $62.8K
|
1K
$536K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
113+ 1.14% |
$51.1K - $61.7K
|
10.1K
$5.36M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
113+ 6.73% |
$51.1K - $61.7K
|
1.79K
$956K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
112+ 2.91% |
$50.6K - $61.2K
|
3.96K
$2.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
112+ 5.82% |
$50.6K - $61.2K
|
2.04K
$1.09M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
111+ 12.56% |
$50.2K - $60.6K
|
995
$531K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
109+ 4.66% |
$49.3K - $59.5K
|
2.45K
$1.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
109+ 0.18% |
$49.3K - $59.5K
|
60.1K
$32.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
109+ 9.89% |
$49.3K - $59.5K
|
1.21K
$646K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
109+ 3.07% |
$49.3K - $59.5K
|
3.66K
$1.95M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
108+ 5.21% |
$48.8K - $59K
|
2.18K
$1.16M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
107+ 12.2% |
$48.4K - $58.4K
|
984
$525K
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
107+ 0.95% |
$48.4K - $58.4K
|
11.3K
$6.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
107+ 1.19% |
$48.4K - $58.4K
|
9.14K
$4.87M
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
106+ 2.31% |
$47.9K - $57.9K
|
4.7K
$2.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
106+ 0.01% |
$47.9K - $57.9K
|
1.87M
$998M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
106+ 0.32% |
$47.9K - $57.9K
|
33.1K
$17.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
105+ 1.48% |
$47.5K - $57.3K
|
7.19K
$3.84M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
105+ 5.65% |
$47.5K - $57.3K
|
1.96K
$1.05M
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
104+ 14.11% |
$47K - $56.8K
|
841
$449K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
104+ 0.04% |
$47K - $56.8K
|
289K
$154M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
104+ 0.91% |
$47K - $56.8K
|
11.6K
$6.18M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
103+ 3.67% |
$46.6K - $56.2K
|
2.91K
$1.55M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
103+ 0.26% |
$46.6K - $56.2K
|
39.2K
$20.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
102+ 4.2% |
$46.1K - $55.7K
|
2.53K
$1.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
101+ 2.37% |
$45.7K - $55.1K
|
4.35K
$2.32M
|
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
100+ 4.93% |
$45.2K - $54.6K
|
2.13K
$1.13M
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
100+ 15.15% |
$45.2K - $54.6K
|
760
$405K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
100+ 13.83% |
$45.2K - $54.6K
|
823
$439K
|
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
100+ 1.0% |
$45.2K - $54.6K
|
10.1K
$5.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 1.03% |
$45.2K - $54.6K
|
9.83K
$5.25M
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
99+ 19.53% |
$44.8K - $54.1K
|
606
$323K
|