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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
257+ 0.99% |
$117K - $134K
|
26.2K
$15.9M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
256+ 9.43% |
$117K - $133K
|
2.97K
$1.8M
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
BUY
|
- |
254+ 4.27% |
$116K - $132K
|
6.2K
$3.76M
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
253+ 58.16% |
$115K - $132K
|
688
$417K
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
253+ 50.0% |
$115K - $132K
|
759
$461K
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
252+ 6.79% |
$115K - $131K
|
3.96K
$2.41M
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
252+ 42.0% |
$115K - $131K
|
852
$517K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
251+ 17.97% |
$114K - $131K
|
1.65K
$1M
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
251+ 60.19% |
$114K - $131K
|
668
$405K
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
248+ 5.3% |
$113K - $129K
|
4.93K
$2.99M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
247+ 15.13% |
$113K - $129K
|
1.88K
$1.14M
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
BUY
|
- |
246+ 5.64% |
$112K - $128K
|
4.61K
$2.8M
|
|
Apr 19, 2022
Q1 2022
|
Reliant Investment Management, LLC
|
BUY
|
- |
246+ 1.89% |
$112K - $128K
|
13.2K
$8.03M
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
242+ 6.07% |
$110K - $126K
|
4.23K
$2.57M
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
242+ 55.63% |
$110K - $126K
|
677
$411K
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
241+ 12.48% |
$110K - $126K
|
2.17K
$1.32M
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
241+ 96.4% |
$110K - $126K
|
491
$298K
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
240+ 50.31% |
$109K - $125K
|
717
$435K
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
240+ 43.32% |
$109K - $125K
|
794
$482K
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
239+ 0.14% |
$109K - $124K
|
169K
$102M
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
238+ 0.48% |
$109K - $124K
|
49.7K
$30.1M
|
|
May 03, 2022
Q1 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
238+ 0.48% |
$109K - $124K
|
50.2K
$30.4M
|
|
Apr 19, 2022
Q1 2022
|
Alta Capital Management LLC
|
BUY
|
- |
237+ 4.18% |
$108K - $123K
|
5.9K
$3.58M
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
237+ 564.29% |
$108K - $123K
|
279
$169K
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
237+ 3.47% |
$108K - $123K
|
7.07K
$4.29M
|
|
May 26, 2023
Q1 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
237+ 4.41% |
$108K - $123K
|
5.61K
$3.4M
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
235+ 36.89% |
$107K - $122K
|
872
$529K
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
234+ 16.86% |
$107K - $122K
|
1.62K
$984K
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
233+ 4.27% |
$106K - $121K
|
5.69K
$3.46M
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
232+ 22.1% |
$106K - $121K
|
1.28K
$778K
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
BUY
|
- |
230+ 3.54% |
$105K - $120K
|
6.73K
$4.08M
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
230+ 1.14% |
$105K - $120K
|
20.5K
$12.4M
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
230+ 2.01% |
$105K - $120K
|
11.7K
$7.09M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
229+ 6.9% |
$104K - $119K
|
3.55K
$2.15M
|
|
May 09, 2022
Q1 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
228+ 0.81% |
$104K - $119K
|
28.2K
$17.1M
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
226+ 1.38% |
$103K - $118K
|
16.6K
$10.1M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
226+ 13.66% |
$103K - $118K
|
1.88K
$1.14M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
225+ 10.43% |
$103K - $117K
|
2.38K
$1.45M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
224New |
$102K - $117K
|
224
$136K
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
222+ 40.51% |
$101K - $116K
|
770
$467K
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
221+ 7.06% |
$101K - $115K
|
3.35K
$2.03M
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
220+ 814.81% |
$100K - $115K
|
247
$150K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
220+ 3.31% |
$100K - $115K
|
6.87K
$4.17M
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
220+ 7.71% |
$100K - $115K
|
3.08K
$1.87M
|
|
May 13, 2022
Q1 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
220+ 8.13% |
$100K - $115K
|
2.93K
$1.77M
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
218+ 9.93% |
$99.4K - $114K
|
2.41K
$1.46M
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
217+ 20.87% |
$98.9K - $113K
|
1.26K
$763K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
217+ 6.03% |
$98.9K - $113K
|
3.82K
$2.32M
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
217+ 1.82% |
$98.9K - $113K
|
12.1K
$7.36M
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
212+ 13.91% |
$96.6K - $110K
|
1.74K
$1.05M
|