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 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
338+ 55.78% |
$154K - $176K
|
944
$573K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
337+ 4.56% |
$154K - $176K
|
7.72K
$4.69M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
336+ 10.83% |
$153K - $175K
|
3.44K
$2.09M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
330+ 2.11% |
$150K - $172K
|
16K
$9.69M
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
330+ 4.83% |
$150K - $172K
|
7.16K
$4.35M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
325+ 1.28% |
$148K - $169K
|
25.8K
$15.6M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
323+ 9.17% |
$147K - $168K
|
3.84K
$2.33M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
319+ 46.23% |
$145K - $166K
|
1.01K
$612K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
319+ 9.9% |
$145K - $166K
|
3.54K
$2.15M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
319+ 3.51% |
$145K - $166K
|
9.4K
$5.71M
|
|
|
May 17, 2022
Q1 2022
|
Dempze Nancy E
|
BUY
|
- |
316+ 5.48% |
$144K - $165K
|
6.08K
$3.69M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
316+ 5.03% |
$144K - $165K
|
6.6K
$4.01M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
314+ 22.16% |
$143K - $164K
|
1.73K
$1.05M
|
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
314+ 5.8% |
$143K - $164K
|
5.73K
$3.47M
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
310+ 1937.5% |
$141K - $161K
|
326
$198K
|
|
|
Apr 14, 2022
Q1 2022
|
Addenda Capital Inc.
|
BUY
|
- |
308+ 0.97% |
$140K - $160K
|
32.1K
$19.5M
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
302+ 3.3% |
$138K - $157K
|
9.46K
$5.74M
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
301+ 6.13% |
$137K - $157K
|
5.22K
$3.16M
|
|
|
May 05, 2022
Q1 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
300+ 1.79% |
$137K - $156K
|
17.1K
$10.4M
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
300+ 22.59% |
$137K - $156K
|
1.63K
$988K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
297+ 3.09% |
$135K - $155K
|
9.9K
$6.01M
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
294+ 2.17% |
$134K - $153K
|
13.9K
$8.41M
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
292+ 8.29% |
$133K - $152K
|
3.82K
$2.31M
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
289+ 29.98% |
$132K - $151K
|
1.25K
$760K
|
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
287+ 10.53% |
$131K - $149K
|
3.01K
$1.83M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
286+ 3.33% |
$130K - $149K
|
8.87K
$5.38M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
286+ 8.71% |
$130K - $149K
|
3.57K
$2.17M
|
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
280+ 0.64% |
$128K - $146K
|
43.8K
$26.6M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
279+ 8.0% |
$127K - $145K
|
3.77K
$2.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
278+ 2.73% |
$127K - $145K
|
10.5K
$6.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
275+ 2.49% |
$125K - $143K
|
11.3K
$6.88M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
274+ 15.45% |
$125K - $143K
|
2.05K
$1.24M
|
|
|
May 05, 2022
Q1 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
273+ 19.44% |
$124K - $142K
|
1.68K
$1.02M
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
273New |
$124K - $142K
|
273
$166K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
270+ 43.06% |
$123K - $141K
|
897
$544K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
269+ 6.21% |
$123K - $140K
|
4.6K
$2.79M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
269+ 11.44% |
$123K - $140K
|
2.62K
$1.59M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
268+ 3.22% |
$122K - $140K
|
8.59K
$5.21M
|
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
267+ 4.04% |
$122K - $139K
|
6.87K
$4.17M
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
265+ 96.01% |
$121K - $138K
|
541
$328K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
264+ 5.96% |
$120K - $137K
|
4.69K
$2.85M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
263+ 6.59% |
$120K - $137K
|
4.25K
$2.58M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
262+ 7.88% |
$119K - $136K
|
3.59K
$2.18M
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
260+ 2.96% |
$119K - $135K
|
9.04K
$5.49M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
260+ 3.96% |
$119K - $135K
|
6.83K
$4.14M
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
260+ 20.55% |
$119K - $135K
|
1.53K
$925K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
260+ 4.91% |
$119K - $135K
|
5.55K
$3.37M
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
259+ 10.16% |
$118K - $135K
|
2.81K
$1.7M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
259+ 0.86% |
$118K - $135K
|
30.4K
$18.5M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
258+ 9.16% |
$118K - $134K
|
3.08K
$1.87M
|