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 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
37+ 0.26% |
$16.7K - $20.2K
|
14K
$7.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
37+ 1.99% |
$16.7K - $20.2K
|
1.9K
$1.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
37+ 0.53% |
$16.7K - $20.2K
|
7.08K
$3.78M
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
36+ 0.16% |
$16.3K - $19.7K
|
23.2K
$12.4M
|
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
35+ 1.49% |
$15.8K - $19.1K
|
2.39K
$1.27M
|
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
35+ 0.76% |
$15.8K - $19.1K
|
4.63K
$2.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
34+ 5.68% |
$15.4K - $18.6K
|
633
$338K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
34+ 0.09% |
$15.4K - $18.6K
|
38.4K
$20.5M
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
33+ 6.35% |
$14.9K - $18K
|
553
$295K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
33+ 1.96% |
$14.9K - $18K
|
1.72K
$915K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
33+ 0.96% |
$14.9K - $18K
|
3.48K
$1.86M
|
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
BUY
|
- |
32+ 1.17% |
$14.5K - $17.5K
|
2.76K
$1.47M
|
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
32+ 1.2% |
$14.5K - $17.5K
|
2.69K
$1.44M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
32+ 2.9% |
$14.5K - $17.5K
|
1.14K
$607K
|
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
32+ 2.53% |
$14.5K - $17.5K
|
1.3K
$692K
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
32+ 4.71% |
$14.5K - $17.5K
|
712
$380K
|
|
|
Aug 04, 2022
Q2 2022
|
Quilter PLC
|
BUY
|
- |
32+ 6.11% |
$14.5K - $17.5K
|
556
$297K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
32+ 1.9% |
$14.5K - $17.5K
|
1.71K
$914K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
31+ 0.35% |
$14K - $16.9K
|
8.92K
$4.76M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31+ 3.27% |
$14K - $16.9K
|
980
$523K
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30+ 11.49% |
$13.6K - $16.4K
|
291
$155K
|
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
30+ 5.58% |
$13.6K - $16.4K
|
568
$303K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
30+ 2.11% |
$13.6K - $16.4K
|
1.45K
$775K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
30+ 0.08% |
$13.6K - $16.4K
|
37.5K
$20M
|
|
|
Aug 09, 2022
Q2 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
30+ 0.32% |
$13.6K - $16.4K
|
9.54K
$5.09M
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
29+ 5.6% |
$13.1K - $15.8K
|
547
$292K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
29+ 1.1% |
$13.1K - $15.8K
|
2.67K
$1.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
29+ 6.89% |
$13.1K - $15.8K
|
450
$240K
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
29+ 1.88% |
$13.1K - $15.8K
|
1.57K
$839K
|
|
|
Jul 19, 2022
Q2 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
28+ 0.41% |
$12.7K - $15.3K
|
6.93K
$3.69M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
28+ 0.13% |
$12.7K - $15.3K
|
21.6K
$11.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
28+ 6.38% |
$12.7K - $15.3K
|
467
$249K
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
28+ 5.81% |
$12.7K - $15.3K
|
510
$272K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28+ 0.15% |
$12.7K - $15.3K
|
18.9K
$10.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
28+ 1.78% |
$12.7K - $15.3K
|
1.6K
$854K
|
|
|
Jul 08, 2022
Q2 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
27+ 0.31% |
$12.2K - $14.7K
|
8.78K
$4.68M
|
|
|
Jul 20, 2022
Q2 2022
|
Sather Financial Group Inc
|
BUY
|
- |
27+ 1.72% |
$12.2K - $14.7K
|
1.6K
$854K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
27+ 5.17% |
$12.2K - $14.7K
|
549
$293K
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
27+ 6.12% |
$12.2K - $14.7K
|
468
$250K
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
27+ 4.15% |
$12.2K - $14.7K
|
677
$361K
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 1.49% |
$12.2K - $14.7K
|
1.84K
$981K
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
27+ 3.62% |
$12.2K - $14.7K
|
773
$412K
|
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
27+ 0.73% |
$12.2K - $14.7K
|
3.72K
$1.98M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
27+ 0.75% |
$12.2K - $14.7K
|
3.61K
$1.93M
|
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
BUY
|
- |
26+ 1.23% |
$11.8K - $14.2K
|
2.15K
$1.15M
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
26+ 1.51% |
$11.8K - $14.2K
|
1.75K
$933K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26+ 3.49% |
$11.8K - $14.2K
|
772
$412K
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
26+ 3.57% |
$11.8K - $14.2K
|
755
$403K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25+ 1.75% |
$11.3K - $13.7K
|
1.45K
$775K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
25+ 2.3% |
$11.3K - $13.7K
|
1.11K
$594K
|