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 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-30- 1.26% |
$13.6K - $16.4K
|
2.36K
$1.26M
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-30- 2.48% |
$13.6K - $16.4K
|
1.18K
$629K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-30- 3.57% |
$13.6K - $16.4K
|
810
$432K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-30- 0.27% |
$13.6K - $16.4K
|
11.3K
$6.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-30- 1.36% |
$13.6K - $16.4K
|
2.17K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-30- 1.21% |
$13.6K - $16.4K
|
2.45K
$1.31M
|
|
|
Jul 19, 2022
Q2 2022
|
Scharf Investments, LLC
|
SELL
|
- |
-31- 1.74% |
$14K - $16.9K
|
1.75K
$933K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-31- 1.2% |
$14K - $16.9K
|
2.56K
$1.36M
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-32- 71.11% |
$14.5K - $17.5K
|
13
$6.94K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-32- 1.29% |
$14.5K - $17.5K
|
2.44K
$1.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-32- 0.11% |
$14.5K - $17.5K
|
28.7K
$15.3M
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-33- 3.65% |
$14.9K - $18K
|
871
$465K
|
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
SELL
|
- |
-34- 1.91% |
$15.4K - $18.6K
|
1.74K
$929K
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-35- 0.47% |
$15.8K - $19.1K
|
7.44K
$3.97M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-35- 0.21% |
$15.8K - $19.1K
|
16.5K
$8.79M
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-35- 4.83% |
$15.8K - $19.1K
|
690
$368K
|
|
|
Jul 26, 2022
Q2 2022
|
Palladiem, LLC
|
SELL
|
- |
-35- 7.61% |
$15.8K - $19.1K
|
425
$227K
|
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-35- 0.12% |
$15.8K - $19.1K
|
28.2K
$15M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-35- 3.98% |
$15.8K - $19.1K
|
845
$451K
|
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-35- 0.49% |
$15.8K - $19.1K
|
7.15K
$3.81M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-36- 3.31% |
$16.3K - $19.7K
|
1.05K
$561K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-36- 6.24% |
$16.3K - $19.7K
|
541
$289K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-36- 8.41% |
$16.3K - $19.7K
|
392
$209K
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-37- 1.45% |
$16.7K - $20.2K
|
2.51K
$1.34M
|
|
|
Jul 12, 2022
Q2 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-38- 0.26% |
$17.2K - $20.7K
|
14.6K
$7.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-38- 1.43% |
$17.2K - $20.7K
|
2.61K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-38- 3.77% |
$17.2K - $20.7K
|
970
$518K
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
SELL
|
- |
-39- 4.25% |
$17.6K - $21.3K
|
878
$468K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-39- 2.01% |
$17.6K - $21.3K
|
1.9K
$1.01M
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-40- 3.21% |
$18.1K - $21.8K
|
1.21K
$643K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-40- 7.17% |
$18.1K - $21.8K
|
518
$276K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-40- 3.1% |
$18.1K - $21.8K
|
1.25K
$667K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-41- 0.54% |
$18.5K - $22.4K
|
7.61K
$4.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-41- 5.68% |
$18.5K - $22.4K
|
681
$363K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-41- 1.96% |
$18.5K - $22.4K
|
2.05K
$1.09M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-42- 12.61% |
$19K - $22.9K
|
291
$155K
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-42- 4.55% |
$19K - $22.9K
|
881
$470K
|
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-43- 4.86% |
$19.4K - $23.5K
|
842
$449K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-44- 5.04% |
$19.9K - $24K
|
829
$442K
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-44- 1.23% |
$19.9K - $24K
|
3.53K
$1.88M
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-45- 4.88% |
$20.3K - $24.6K
|
877
$468K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-45- 26.01% |
$20.3K - $24.6K
|
128
$68.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-45- 1.39% |
$20.3K - $24.6K
|
3.19K
$1.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Puzo Michael J
|
SELL
|
- |
-45- 0.39% |
$20.3K - $24.6K
|
11.4K
$6.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-45- 0.13% |
$20.3K - $24.6K
|
35.9K
$19.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-45- 1.8% |
$20.3K - $24.6K
|
2.46K
$1.31M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-45- 6.8% |
$20.3K - $24.6K
|
617
$329K
|
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-45- 1.59% |
$20.3K - $24.6K
|
2.79K
$1.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-45- 2.12% |
$20.3K - $24.6K
|
2.08K
$1.11M
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-46- 0.84% |
$20.8K - $25.1K
|
5.42K
$2.89M
|