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 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8+ 0.04% |
$3.62K - $4.37K
|
18.3K
$9.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8+ 1.11% |
$3.62K - $4.37K
|
728
$388K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
7+ 2.15% |
$3.16K - $3.82K
|
332
$177K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$3.16K - $3.82K
|
7
$3.73K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.27% |
$3.16K - $3.82K
|
2.57K
$1.37M
|
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
7+ 1.29% |
$3.16K - $3.82K
|
549
$293K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
7+ 0.94% |
$3.16K - $3.82K
|
751
$401K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
7+ 0.87% |
$3.16K - $3.82K
|
810
$432K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.16% |
$3.16K - $3.82K
|
4.42K
$2.36M
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
7+ 0.37% |
$3.16K - $3.82K
|
1.92K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
7+ 1.17% |
$3.16K - $3.82K
|
607
$324K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7+ 3.13% |
$3.16K - $3.82K
|
231
$123K
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.72% |
$2.71K - $3.28K
|
836
$446K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
6+ 0.16% |
$2.71K - $3.28K
|
3.77K
$2.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6+ 0.21% |
$2.71K - $3.28K
|
2.85K
$1.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 3.92% |
$2.71K - $3.28K
|
159
$84.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
6+ 0.89% |
$2.71K - $3.28K
|
682
$364K
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6+ 0.29% |
$2.71K - $3.28K
|
2.07K
$1.1M
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.96% |
$2.71K - $3.28K
|
632
$337K
|
|
|
Jul 22, 2022
Q2 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
5+ 1.1% |
$2.26K - $2.73K
|
458
$244K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
5+ 3.55% |
$2.26K - $2.73K
|
146
$77.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5+ 0.27% |
$2.26K - $2.73K
|
1.86K
$994K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.35% |
$2.26K - $2.73K
|
1.43K
$765K
|
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
5+ 0.22% |
$2.26K - $2.73K
|
2.25K
$1.2M
|
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5+ 0.05% |
$2.26K - $2.73K
|
9.3K
$4.96M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
4+ 0.26% |
$1.81K - $2.18K
|
1.52K
$810K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 7.02% |
$1.81K - $2.18K
|
61
$32.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4+ 0.29% |
$1.81K - $2.18K
|
1.38K
$735K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 2.04% |
$1.81K - $2.18K
|
200
$107K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4+ 0.17% |
$1.81K - $2.18K
|
2.29K
$1.22M
|
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4+ 0.31% |
$1.81K - $2.18K
|
1.31K
$697K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 2.56% |
$1.81K - $2.18K
|
160
$85.4K
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3+ 0.29% |
$1.36K - $1.64K
|
1.04K
$557K
|
|
|
Jul 12, 2022
Q2 2022
|
Insight Folios Inc
|
BUY
|
- |
3+ 0.33% |
$1.36K - $1.64K
|
919
$490K
|
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
3+ 0.37% |
$1.36K - $1.64K
|
807
$431K
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.36% |
$1.36K - $1.64K
|
840
$448K
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3+ 0.31% |
$1.36K - $1.64K
|
983
$524K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.31% |
$1.36K - $1.64K
|
960
$512K
|
|
|
Aug 02, 2022
Q2 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.35% |
$1.36K - $1.64K
|
860
$459K
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$1.36K - $1.64K
|
3.09K
$1.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3+ 0.24% |
$1.36K - $1.64K
|
1.25K
$667K
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.5% |
$1.36K - $1.64K
|
609
$325K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.13% |
$1.36K - $1.64K
|
2.35K
$1.26M
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2+ 0.22% |
$904 - $1.09K
|
926
$494K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.3% |
$904 - $1.09K
|
673
$359K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
2+ 0.14% |
$904 - $1.09K
|
1.45K
$771K
|
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
2+ 0.1% |
$904 - $1.09K
|
2.1K
$1.12M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$904 - $1.09K
|
3.88K
$2.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$904 - $1.09K
|
930
$496K
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2+ 0.33% |
$904 - $1.09K
|
603
$322K
|