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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
76+ 0.27% |
$34.4K - $41.5K
|
28.3K
$15.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
76+ 0.52% |
$34.4K - $41.5K
|
14.8K
$7.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
76+ 2.5% |
$34.4K - $41.5K
|
3.12K
$1.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
76+ 1.45% |
$34.4K - $41.5K
|
5.31K
$2.83M
|
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
76New |
$34.4K - $41.5K
|
76
$40.5K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
76New |
$34.4K - $41.5K
|
76
$40.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
BUY
|
- |
75+ 1.97% |
$33.9K - $41K
|
3.88K
$2.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
75+ 2.01% |
$33.9K - $41K
|
3.81K
$2.03M
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
74+ 0.7% |
$33.5K - $40.4K
|
10.7K
$5.71M
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
74+ 1.06% |
$33.5K - $40.4K
|
7.07K
$3.77M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
73+ 8.37% |
$33K - $39.9K
|
945
$504K
|
|
|
Aug 15, 2022
Q2 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
73+ 11.97% |
$33K - $39.9K
|
683
$364K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
73+ 1.31% |
$33K - $39.9K
|
5.63K
$3M
|
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
BUY
|
- |
72+ 1.54% |
$32.5K - $39.3K
|
4.75K
$2.54M
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
72+ 5.25% |
$32.5K - $39.3K
|
1.44K
$770K
|
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
72+ 4.29% |
$32.5K - $39.3K
|
1.75K
$933K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
71+ 4.25% |
$32.1K - $38.8K
|
1.74K
$930K
|
|
|
Jul 25, 2022
Q2 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
71+ 2.06% |
$32.1K - $38.8K
|
3.51K
$1.87M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
70+ 1.02% |
$31.6K - $38.2K
|
6.94K
$3.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Wd Rutherford LLC
|
BUY
|
- |
70+ 1.61% |
$31.6K - $38.2K
|
4.43K
$2.36M
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
70+ 7.13% |
$31.6K - $38.2K
|
1.05K
$561K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
70+ 4.96% |
$31.6K - $38.2K
|
1.48K
$790K
|
|
|
Aug 10, 2022
Q2 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
70+ 9.72% |
$31.6K - $38.2K
|
790
$421K
|
|
|
Jul 12, 2022
Q2 2022
|
Sky Investment Group LLC
|
BUY
|
- |
69+ 0.69% |
$31.2K - $37.7K
|
10.1K
$5.37M
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
69+ 0.56% |
$31.2K - $37.7K
|
12.3K
$6.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
69+ 2.24% |
$31.2K - $37.7K
|
3.14K
$1.68M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
69+ 8.54% |
$31.2K - $37.7K
|
877
$468K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
69+ 2.7% |
$31.2K - $37.7K
|
2.62K
$1.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
68+ 8.5% |
$30.7K - $37.1K
|
868
$463K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
68+ 16.43% |
$30.7K - $37.1K
|
482
$257K
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
67+ 1.91% |
$30.3K - $36.6K
|
3.57K
$1.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
67+ 1.07% |
$30.3K - $36.6K
|
6.31K
$3.37M
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
67+ 5.38% |
$30.3K - $36.6K
|
1.31K
$701K
|
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
67+ 3.29% |
$30.3K - $36.6K
|
2.1K
$1.12M
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
67+ 1.92% |
$30.3K - $36.6K
|
3.55K
$1.89M
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
66+ 6.84% |
$29.8K - $36K
|
1.03K
$550K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
66+ 4.95% |
$29.8K - $36K
|
1.4K
$746K
|
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
66+ 8.8% |
$29.8K - $36K
|
816
$435K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
66+ 9.88% |
$29.8K - $36K
|
734
$392K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
64+ 11.64% |
$28.9K - $34.9K
|
614
$328K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
64+ 15.76% |
$28.9K - $34.9K
|
470
$251K
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
64+ 15.38% |
$28.9K - $34.9K
|
480
$256K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
63+ 9.2% |
$28.5K - $34.4K
|
748
$399K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
63+ 4.4% |
$28.5K - $34.4K
|
1.5K
$798K
|
|
|
Aug 18, 2023
Q2 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
63+ 1.1% |
$28.5K - $34.4K
|
5.79K
$3.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
62+ 2.74% |
$28K - $33.9K
|
2.33K
$1.24M
|
|
|
Jul 15, 2022
Q2 2022
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
61New |
$27.6K - $33.3K
|
61
$32.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
61+ 0.55% |
$27.6K - $33.3K
|
11.1K
$5.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
61+ 2.45% |
$27.6K - $33.3K
|
2.55K
$1.36M
|
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
61+ 17.78% |
$27.6K - $33.3K
|
404
$216K
|