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 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
487+ 3.47% |
$222K - $254K
|
14.5K
$8.58M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
487+ 67.08% |
$222K - $254K
|
1.21K
$717K
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
485New |
$221K - $253K
|
485
$287K
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
483New |
$220K - $252K
|
483
$285K
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
482+ 3.38% |
$220K - $251K
|
14.8K
$8.72M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
480+ 18.77% |
$219K - $250K
|
3.04K
$1.79M
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
480+ 50.21% |
$219K - $250K
|
1.44K
$848K
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
478+ 20.79% |
$218K - $249K
|
2.78K
$1.64M
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
478+ 15.85% |
$218K - $249K
|
3.49K
$2.06M
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
477+ 9.47% |
$217K - $248K
|
5.51K
$3.26M
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
476New |
$217K - $248K
|
476
$281K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
475+ 2.93% |
$217K - $247K
|
16.7K
$9.87M
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
BUY
|
- |
474New |
$216K - $247K
|
474
$280K
|
|
|
Apr 26, 2022
Q1 2022
|
Gouws Capital LLC
|
BUY
|
- |
473+ 7.45% |
$216K - $246K
|
6.82K
$4.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
473New |
$216K - $246K
|
473
$279K
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
469+ 33.36% |
$214K - $244K
|
1.88K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
465New |
$212K - $242K
|
465
$275K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
462+ 4.84% |
$211K - $241K
|
10K
$5.91M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
460+ 34.48% |
$210K - $240K
|
1.79K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
459New |
$209K - $239K
|
459
$271K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
455+ 5.05% |
$207K - $237K
|
9.46K
$5.59M
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
454+ 4.01% |
$207K - $236K
|
11.8K
$6.95M
|
|
|
May 10, 2022
Q1 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
453New |
$207K - $236K
|
453
$268K
|
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
453New |
$207K - $236K
|
453
$268K
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
BUY
|
- |
450+ 2.55% |
$205K - $234K
|
18.1K
$10.7M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
450+ 15.39% |
$205K - $234K
|
3.37K
$1.99M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
449New |
$205K - $234K
|
449
$265K
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
447+ 86.29% |
$204K - $233K
|
965
$570K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
445+ 1.47% |
$203K - $232K
|
30.7K
$18.1M
|
|
|
May 12, 2022
Q1 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
439New |
$200K - $229K
|
439
$259K
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
439New |
$200K - $229K
|
439
$259K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
438+ 3.37% |
$200K - $228K
|
13.4K
$7.93M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
434+ 2.09% |
$198K - $226K
|
21.2K
$12.5M
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
433New |
$197K - $226K
|
433
$256K
|
|
|
May 16, 2022
Q1 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
430New |
$196K - $224K
|
430
$254K
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
429+ 20.33% |
$196K - $223K
|
2.54K
$1.5M
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
429+ 1.76% |
$196K - $223K
|
24.8K
$14.7M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
428+ 10.78% |
$195K - $223K
|
4.4K
$2.6M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
428+ 33.44% |
$195K - $223K
|
1.71K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
426New |
$194K - $222K
|
426
$252K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
423+ 48.62% |
$193K - $220K
|
1.29K
$764K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
423New |
$193K - $220K
|
423
$250K
|
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
423New |
$193K - $220K
|
423
$250K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
422+ 7.47% |
$192K - $220K
|
6.07K
$3.59M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
420+ 3.38% |
$191K - $219K
|
12.8K
$7.59M
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
419New |
$191K - $218K
|
419
$248K
|
|
|
May 16, 2022
Q1 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
415+ 39.83% |
$189K - $216K
|
1.46K
$861K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
413+ 6.67% |
$188K - $215K
|
6.6K
$3.9M
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
413New |
$188K - $215K
|
413
$244K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
412+ 3.12% |
$188K - $215K
|
13.6K
$8.04M
|