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
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-3- 0.54% |
$1.36K - $1.64K
|
557
$297K
|
|
|
Jul 27, 2022
Q2 2022
|
Heron Bay Capital Management
|
SELL
|
- |
-3- 0.17% |
$1.36K - $1.64K
|
1.73K
$925K
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3- 0.06% |
$1.36K - $1.64K
|
5.14K
$2.74M
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3- 2.4% |
$1.36K - $1.64K
|
122
$65.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-4- 0.37% |
$1.81K - $2.18K
|
1.06K
$568K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-4- 0.59% |
$1.81K - $2.18K
|
674
$360K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-4- 5.26% |
$1.81K - $2.18K
|
72
$38.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Dash Acquisitions Inc.
|
SELL
|
- |
-4- 0.68% |
$1.81K - $2.18K
|
582
$311K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4- 0.13% |
$1.81K - $2.18K
|
3.03K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-4- 0.06% |
$1.81K - $2.18K
|
6.92K
$3.69M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4- 0.06% |
$1.81K - $2.18K
|
6.51K
$3.47M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4- 0.26% |
$1.81K - $2.18K
|
1.52K
$811K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5- 0.01% |
$2.26K - $2.73K
|
34K
$18.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Windward Capital Management CO
|
SELL
|
- |
-5- 0.96% |
$2.26K - $2.73K
|
517
$276K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-5- 0.07% |
$2.26K - $2.73K
|
6.69K
$3.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5- 1.08% |
$2.26K - $2.73K
|
456
$243K
|
|
|
Jul 19, 2022
Q2 2022
|
Somerville Kurt F
|
SELL
|
- |
-5- 0.02% |
$2.26K - $2.73K
|
21.3K
$11.4M
|
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
SELL
|
- |
-5- 0.3% |
$2.26K - $2.73K
|
1.68K
$898K
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-5- 0.1% |
$2.26K - $2.73K
|
4.89K
$2.61M
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-5- 0.61% |
$2.26K - $2.73K
|
819
$437K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-5- 0.06% |
$2.26K - $2.73K
|
8.54K
$4.55M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5- 0.22% |
$2.26K - $2.73K
|
2.25K
$1.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-5- 25.0% |
$2.26K - $2.73K
|
15
$8K
|
|
|
Aug 10, 2022
Q2 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-5- 0.06% |
$2.26K - $2.73K
|
7.81K
$4.17M
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-5- 0.88% |
$2.26K - $2.73K
|
560
$299K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 1.4% |
$2.26K - $2.73K
|
352
$188K
|
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-5- 3.45% |
$2.26K - $2.73K
|
140
$74.7K
|
|
|
Sep 27, 2022
Q2 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-5- 0.25% |
$2.26K - $2.73K
|
2K
$1.07M
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6- 0.63% |
$2.71K - $3.28K
|
947
$505K
|
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-6- 0.39% |
$2.71K - $3.28K
|
1.53K
$818K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6- 46.15% |
$2.71K - $3.28K
|
7
$3.73K
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-6- 1.55% |
$2.71K - $3.28K
|
382
$204K
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6- 0.02% |
$2.71K - $3.28K
|
36.7K
$19.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-7- 0.56% |
$3.16K - $3.82K
|
1.23K
$657K
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-7- 0.22% |
$3.16K - $3.82K
|
3.22K
$1.72M
|
|
|
Aug 02, 2022
Q2 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-7- 0.14% |
$3.16K - $3.82K
|
5.12K
$2.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-7- 0.11% |
$3.16K - $3.82K
|
6.54K
$3.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-7- 0.24% |
$3.16K - $3.82K
|
2.95K
$1.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-7- 0.95% |
$3.16K - $3.82K
|
733
$391K
|
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-7- 1.36% |
$3.16K - $3.82K
|
506
$270K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8- 0.47% |
$3.62K - $4.37K
|
1.7K
$905K
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-8- 1.96% |
$3.62K - $4.37K
|
400
$213K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-9- 0.47% |
$4.07K - $4.91K
|
1.89K
$1.01M
|
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-9- 1.14% |
$4.07K - $4.91K
|
782
$417K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-9- 2.71% |
$4.07K - $4.91K
|
323
$172K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-9- 4.71% |
$4.07K - $4.91K
|
182
$97.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-9- 0.23% |
$4.07K - $4.91K
|
3.98K
$2.13M
|
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.17% |
$4.52K - $5.46K
|
5.85K
$3.12M
|
|
|
Jul 19, 2022
Q2 2022
|
Broderick Brian C
|
SELL
|
- |
-10- 0.07% |
$4.52K - $5.46K
|
13.5K
$7.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-10- 2.38% |
$4.52K - $5.46K
|
410
$219K
|