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 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
601+ 13.1% |
$274K - $313K
|
5.19K
$3.07M
|
|
Jun 21, 2022
Q1 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
600+ 1.31% |
$274K - $312K
|
46.3K
$27.3M
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
597+ 9.26% |
$272K - $311K
|
7.04K
$4.16M
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
587+ 4.17% |
$268K - $306K
|
14.7K
$8.67M
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
579+ 10.45% |
$264K - $302K
|
6.12K
$3.62M
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
578New |
$264K - $301K
|
578
$342K
|
|
May 09, 2022
Q1 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
577New |
$263K - $301K
|
577
$341K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
576+ 66.67% |
$263K - $300K
|
1.44K
$851K
|
|
May 24, 2022
Q1 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
573New |
$261K - $298K
|
573
$339K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
571+ 2.79% |
$260K - $297K
|
21K
$12.4M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
569+ 0.6% |
$259K - $296K
|
95K
$56.1M
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
565New |
$258K - $294K
|
565
$334K
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
564+ 45.19% |
$257K - $294K
|
1.81K
$1.07M
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
558+ 8.12% |
$254K - $291K
|
7.43K
$4.39M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
557+ 2.21% |
$254K - $290K
|
25.8K
$15.2M
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
557New |
$254K - $290K
|
557
$329K
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
557+ 3.73% |
$254K - $290K
|
15.5K
$9.15M
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
555+ 2.76% |
$253K - $289K
|
20.6K
$12.2M
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
554+ 0.74% |
$253K - $289K
|
75.2K
$44.4M
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
553New |
$252K - $288K
|
553
$327K
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
550New |
$251K - $286K
|
550
$325K
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
547New |
$249K - $285K
|
547
$323K
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
546+ 4.79% |
$249K - $284K
|
11.9K
$7.05M
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
542New |
$247K - $282K
|
542
$320K
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
541+ 5.79% |
$247K - $282K
|
9.88K
$5.84M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
539+ 9.45% |
$246K - $281K
|
6.24K
$3.69M
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
539+ 8.73% |
$246K - $281K
|
6.72K
$3.97M
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
536+ 25.62% |
$244K - $279K
|
2.63K
$1.55M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
536New |
$244K - $279K
|
536
$317K
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
534+ 0.5% |
$243K - $278K
|
108K
$63.9M
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
533+ 14.46% |
$243K - $278K
|
4.22K
$2.49M
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
529+ 20.44% |
$241K - $276K
|
3.12K
$1.84M
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
528New |
$241K - $275K
|
528
$312K
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
522+ 2.8% |
$238K - $272K
|
19.2K
$11.3M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
522New |
$238K - $272K
|
522
$308K
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
521+ 3.16% |
$238K - $271K
|
17K
$10M
|
|
May 10, 2022
Q1 2022
|
Oak Thistle LLC
|
BUY
|
- |
521New |
$238K - $271K
|
521
$308K
|
|
Apr 14, 2022
Q1 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
514+ 176.03% |
$234K - $268K
|
806
$476K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
512+ 38.07% |
$233K - $267K
|
1.86K
$1.1M
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
507+ 15.85% |
$231K - $264K
|
3.71K
$2.19M
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
503+ 66.53% |
$229K - $262K
|
1.26K
$744K
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
502+ 99.21% |
$229K - $261K
|
1.01K
$596K
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
501+ 0.73% |
$228K - $261K
|
69.5K
$41M
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
501+ 2.51% |
$228K - $261K
|
20.5K
$12.1M
|
|
Apr 28, 2022
Q1 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
500+ 2.92% |
$228K - $260K
|
17.6K
$10.4M
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
500New |
$228K - $260K
|
500
$295K
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500+ 2.05% |
$228K - $260K
|
24.9K
$14.7M
|
|
Apr 21, 2022
Q1 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
490+ 1.49% |
$223K - $255K
|
33.4K
$19.8M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
490New |
$223K - $255K
|
490
$290K
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
488+ 174.29% |
$222K - $254K
|
768
$454K
|