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
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
16+ 0.17% |
$7.23K - $8.74K
|
9.3K
$4.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16New |
$7.23K - $8.74K
|
16
$8.54K
|
|
|
Aug 22, 2022
Q2 2022
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
16+ 0.4% |
$7.23K - $8.74K
|
4.07K
$2.17M
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
15+ 0.92% |
$6.78K - $8.19K
|
1.65K
$878K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15+ 1.83% |
$6.78K - $8.19K
|
834
$445K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15+ 1.5% |
$6.78K - $8.19K
|
1.02K
$543K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 0.47% |
$6.33K - $7.64K
|
2.99K
$1.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
14+ 0.58% |
$6.33K - $7.64K
|
2.42K
$1.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
14+ 0.18% |
$6.33K - $7.64K
|
7.64K
$4.08M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 4.58% |
$5.88K - $7.1K
|
297
$158K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
13+ 0.47% |
$5.88K - $7.1K
|
2.78K
$1.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13+ 2.95% |
$5.88K - $7.1K
|
453
$242K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
13+ 0.32% |
$5.88K - $7.1K
|
4.05K
$2.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
13+ 1.82% |
$5.88K - $7.1K
|
729
$389K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
12+ 1.41% |
$5.42K - $6.55K
|
865
$462K
|
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.32% |
$5.42K - $6.55K
|
3.79K
$2.02M
|
|
|
Jul 20, 2022
Q2 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
12+ 0.74% |
$5.42K - $6.55K
|
1.63K
$867K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12+ 1.74% |
$5.42K - $6.55K
|
702
$375K
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
12+ 0.68% |
$5.42K - $6.55K
|
1.77K
$943K
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
12+ 2.82% |
$5.42K - $6.55K
|
438
$234K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12+ 2.17% |
$5.42K - $6.55K
|
565
$301K
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
11+ 0.81% |
$4.97K - $6.01K
|
1.36K
$726K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
11+ 1.48% |
$4.97K - $6.01K
|
752
$401K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
11+ 0.87% |
$4.97K - $6.01K
|
1.27K
$678K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
11+ 0.35% |
$4.97K - $6.01K
|
3.12K
$1.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
11+ 1.83% |
$4.97K - $6.01K
|
613
$327K
|
|
|
Aug 08, 2022
Q2 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
11New |
$4.97K - $6.01K
|
11
$5.87K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 2.16% |
$4.97K - $6.01K
|
520
$277K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.31% |
$4.97K - $6.01K
|
3.51K
$1.87M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10+ 0.36% |
$4.52K - $5.46K
|
2.8K
$1.49M
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.26% |
$4.52K - $5.46K
|
801
$427K
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$4.52K - $5.46K
|
5.84K
$3.12M
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
10+ 1.07% |
$4.52K - $5.46K
|
947
$505K
|
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
10+ 0.22% |
$4.52K - $5.46K
|
4.5K
$2.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.48% |
$4.52K - $5.46K
|
2.11K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10+ 0.62% |
$4.52K - $5.46K
|
1.63K
$871K
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
10+ 0.81% |
$4.52K - $5.46K
|
1.25K
$668K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.75% |
$4.52K - $5.46K
|
1.35K
$718K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
9+ 1.04% |
$4.07K - $4.91K
|
872
$465K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
9+ 1.85% |
$4.07K - $4.91K
|
496
$265K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
9+ 0.91% |
$4.07K - $4.91K
|
998
$532K
|
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
BUY
|
- |
9+ 2.27% |
$4.07K - $4.91K
|
406
$217K
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
9+ 0.04% |
$4.07K - $4.91K
|
24.4K
$13M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9+ 30.0% |
$4.07K - $4.91K
|
39
$20.8K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9+ 0.16% |
$4.07K - $4.91K
|
5.7K
$3.04M
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8+ 0.49% |
$3.62K - $4.37K
|
1.64K
$877K
|
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
8+ 1.13% |
$3.62K - $4.37K
|
719
$384K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
8New |
$3.62K - $4.37K
|
8
$4.27K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
8+ 0.7% |
$3.62K - $4.37K
|
1.16K
$616K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
8+ 0.19% |
$3.62K - $4.37K
|
4.21K
$2.25M
|