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 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.14% |
$904 - $1.09K
|
1.45K
$771K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 3.45% |
$904 - $1.09K
|
60
$32K
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
BUY
|
- |
2+ 0.17% |
$904 - $1.09K
|
1.21K
$647K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2+ 0.23% |
$904 - $1.09K
|
862
$460K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.33% |
$904 - $1.09K
|
610
$325K
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.2% |
$904 - $1.09K
|
997
$532K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2+ 0.37% |
$904 - $1.09K
|
547
$292K
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.14% |
$904 - $1.09K
|
1.38K
$738K
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2+ 0.07% |
$904 - $1.09K
|
3.06K
$1.63M
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.05% |
$904 - $1.09K
|
3.81K
$2.03M
|
|
|
Jul 12, 2022
Q2 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$452 - $546
|
1.64K
$876K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$452 - $546
|
154
$82.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.04% |
$452 - $546
|
2.55K
$1.36M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.3% |
$452 - $546
|
335
$179K
|
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.16% |
$452 - $546
|
609
$325K
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
BUY
|
- |
1+ 0.05% |
$452 - $546
|
1.97K
$1.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 1.75% |
$452 - $546
|
58
$30.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$452 - $546
|
3.44K
$1.84M
|
|
|
Jul 27, 2022
Q2 2022
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.1% |
$452 - $546
|
1.04K
$554K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$452 - $546
|
1.8K
$959K
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.22% |
$452 - $546
|
450
$240K
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1+ 0.22% |
$452 - $546
|
453
$242K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.28% |
$452 - $546
|
352
$188K
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1+ 0.07% |
$452 - $546
|
1.39K
$744K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.53% |
$452 - $546
|
188
$100K
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$452 - $546
|
1.92K
$1.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.17% |
$452 - $546
|
577
$308K
|
|
|
Aug 10, 2022
Q2 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.11% |
$452 - $546
|
932
$497K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.47% |
$452 - $546
|
212
$113K
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.23% |
$452 - $546
|
441
$235K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.28% |
$452 - $546
|
357
$190K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-1- 0.16% |
$452 - $546
|
611
$326K
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$452 - $546
|
4.32K
$2.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1- 0.14% |
$452 - $546
|
712
$380K
|
|
|
Jul 19, 2022
Q2 2022
|
Kidder Stephen W
|
SELL
|
- |
-1- 0.01% |
$452 - $546
|
11.4K
$6.11M
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-1- 0.16% |
$452 - $546
|
635
$339K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 2.7% |
$452 - $546
|
36
$19.2K
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1- 0.13% |
$452 - $546
|
756
$403K
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1- 0.15% |
$452 - $546
|
685
$365K
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-1- 0.08% |
$452 - $546
|
1.22K
$650K
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1- 0.03% |
$452 - $546
|
3.2K
$1.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.09% |
$452 - $546
|
1.06K
$568K
|
|
|
Aug 12, 2022
Q2 2022
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-1- 0.03% |
$452 - $546
|
3.22K
$1.72M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1- 0.02% |
$452 - $546
|
4K
$2.13M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-2- 0.33% |
$904 - $1.09K
|
599
$320K
|
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2- 0.24% |
$904 - $1.09K
|
835
$445K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2- 0.09% |
$904 - $1.09K
|
2.18K
$1.16M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2- 50.0% |
$904 - $1.09K
|
2
$1.07K
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2- 0.36% |
$904 - $1.09K
|
558
$298K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 0.36% |
$1.36K - $1.64K
|
827
$441K
|