Purchases and Sales Made in Q1 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
1.71K+ 2.04% |
$780K - $892K
|
85.7K
$52M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.68KNew |
$766K - $875K
|
1.68K
$1.02M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.68K+ 151.17% |
$765K - $874K
|
2.79K
$1.69M
|
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
BUY
|
- |
1.67K+ 174.27% |
$763K - $871K
|
2.63K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.67K+ 28.9% |
$759K - $867K
|
7.43K
$4.51M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.66K+ 39.92% |
$759K - $867K
|
5.83K
$3.54M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.64K+ 5.87% |
$748K - $854K
|
29.6K
$17.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Tobam
|
BUY
|
- |
1.63K+ 55.92% |
$743K - $848K
|
4.54K
$2.76M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.63K+ 94.87% |
$741K - $847K
|
3.34K
$2.03M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.63KNew |
$741K - $846K
|
1.63K
$986K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.61KNew |
$734K - $839K
|
1.61K
$977K
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
1.61KNew |
$733K - $837K
|
1.61K
$975K
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
BUY
|
- |
1.6KNew |
$730K - $834K
|
1.6K
$971K
|
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.59KNew |
$725K - $828K
|
1.59K
$965K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
1.57KNew |
$717K - $819K
|
1.57K
$954K
|
|
|
Apr 12, 2022
Q1 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.56K+ 55.66% |
$713K - $814K
|
4.37K
$2.65M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.55K+ 171.68% |
$708K - $808K
|
2.46K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.55K+ 17.85% |
$705K - $806K
|
10.2K
$6.2M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.54K+ 1.96% |
$703K - $803K
|
80.2K
$48.7M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.51KNew |
$687K - $784K
|
1.51K
$914K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
1.5K+ 323.23% |
$685K - $783K
|
1.97K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.5KNew |
$684K - $781K
|
1.5K
$910K
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.5K+ 91.19% |
$684K - $781K
|
3.15K
$1.91M
|
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.5K+ 12.23% |
$684K - $781K
|
13.8K
$8.35M
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.49KNew |
$679K - $776K
|
1.49K
$904K
|
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.49K+ 8.53% |
$679K - $776K
|
18.9K
$11.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
1.48K+ 2.01% |
$673K - $769K
|
75K
$45.5M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.47K+ 11.93% |
$670K - $765K
|
13.8K
$8.37M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.43K+ 6.82% |
$653K - $746K
|
22.4K
$13.6M
|
|
|
May 16, 2022
Q1 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.43KNew |
$651K - $744K
|
1.43K
$867K
|
|
|
Apr 28, 2022
Q1 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.43K+ 11.62% |
$651K - $743K
|
13.7K
$8.32M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 18.91% |
$647K - $739K
|
8.92K
$5.41M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.41K+ 2.1% |
$643K - $734K
|
68.6K
$41.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.4K+ 10.93% |
$639K - $730K
|
14.2K
$8.63M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.4K+ 16.1% |
$637K - $728K
|
10.1K
$6.11M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.4K+ 8.25% |
$636K - $727K
|
18.3K
$11.1M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.37K+ 3.25% |
$626K - $715K
|
43.7K
$26.5M
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
- |
1.35K+ 7.45% |
$615K - $702K
|
19.4K
$11.8M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.35K+ 4.75% |
$614K - $702K
|
29.7K
$18M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
1.34K+ 0.85% |
$612K - $699K
|
159K
$96.2M
|
|
|
May 10, 2022
Q1 2022
|
Miramar Capital, LLC
|
BUY
|
- |
1.34K+ 330.86% |
$611K - $698K
|
1.75K
$1.06M
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.33K+ 1.01% |
$607K - $693K
|
133K
$81M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.32K+ 59.14% |
$603K - $689K
|
3.56K
$2.16M
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.32K+ 4.83% |
$602K - $688K
|
28.7K
$17.4M
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.31K+ 8.65% |
$596K - $681K
|
16.4K
$9.97M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.3K+ 7.7% |
$590K - $674K
|
18.1K
$11M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.29K+ 35.68% |
$589K - $672K
|
4.91K
$2.98M
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.29K+ 10.58% |
$588K - $672K
|
13.5K
$8.18M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.28K+ 791.36% |
$584K - $668K
|
1.44K
$876K
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
1.28KNew |
$584K - $667K
|
1.28K
$777K
|