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 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
211+ 36.13% |
$96.2K - $110K
|
795
$482K
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
211+ 30.45% |
$96.2K - $110K
|
904
$549K
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
210+ 46.67% |
$95.7K - $109K
|
660
$400K
|
|
|
May 16, 2022
Q1 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
210+ 3.82% |
$95.7K - $109K
|
5.71K
$3.46M
|
|
|
May 17, 2022
Q1 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
208+ 3.45% |
$94.8K - $108K
|
6.23K
$3.78M
|
|
|
Apr 21, 2022
Q1 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
207+ 2.25% |
$94.4K - $108K
|
9.42K
$5.72M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
206+ 2.12% |
$93.9K - $107K
|
9.94K
$6.03M
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
206+ 5.91% |
$93.9K - $107K
|
3.69K
$2.24M
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
205+ 46.8% |
$93.5K - $107K
|
643
$390K
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
205New |
$93.5K - $107K
|
205
$124K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
204+ 0.56% |
$93K - $106K
|
36.7K
$22.3M
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
201+ 9.43% |
$91.6K - $105K
|
2.33K
$1.42M
|
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
201+ 30.27% |
$91.6K - $105K
|
865
$525K
|
|
|
May 16, 2022
Q1 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
200+ 2.17% |
$91.2K - $104K
|
9.42K
$5.72M
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
200+ 28.57% |
$91.2K - $104K
|
900
$546K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
BUY
|
- |
199+ 7.74% |
$90.7K - $104K
|
2.77K
$1.68M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
199+ 3.75% |
$90.7K - $104K
|
5.5K
$3.34M
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
199+ 0.85% |
$90.7K - $104K
|
23.5K
$14.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
199+ 44.72% |
$90.7K - $104K
|
644
$391K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
196+ 0.08% |
$89.4K - $102K
|
258K
$157M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
196+ 6.9% |
$89.4K - $102K
|
3.04K
$1.84M
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
192+ 32.0% |
$87.5K - $100K
|
792
$481K
|
|
|
May 02, 2022
Q1 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
191+ 0.37% |
$87.1K - $99.5K
|
52.4K
$31.8M
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
190+ 34.55% |
$86.6K - $99K
|
740
$449K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
187+ 0.57% |
$85.3K - $97.4K
|
32.9K
$19.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
186+ 0.23% |
$84.8K - $96.9K
|
80.7K
$49M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
185+ 10.56% |
$84.3K - $96.4K
|
1.94K
$1.18M
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
184+ 2.98% |
$83.9K - $95.8K
|
6.36K
$3.86M
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
180+ 24.0% |
$82.1K - $93.7K
|
930
$564K
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
180+ 22.67% |
$82.1K - $93.7K
|
974
$591K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
179+ 3.13% |
$81.6K - $93.2K
|
5.89K
$3.57M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
178+ 11.9% |
$81.1K - $92.7K
|
1.67K
$1.02M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
178+ 1.43% |
$81.1K - $92.7K
|
12.6K
$7.65M
|
|
|
May 11, 2022
Q1 2022
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
176+ 16.86% |
$80.2K - $91.7K
|
1.22K
$740K
|
|
|
Apr 29, 2022
Q1 2022
|
Sather Financial Group Inc
|
BUY
|
- |
174+ 12.43% |
$79.3K - $90.6K
|
1.57K
$955K
|
|
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
BUY
|
- |
172+ 1.76% |
$78.4K - $89.6K
|
9.92K
$6.02M
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
172+ 189.01% |
$78.4K - $89.6K
|
263
$160K
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
172+ 8.59% |
$78.4K - $89.6K
|
2.17K
$1.32M
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
171+ 14.37% |
$78K - $89.1K
|
1.36K
$826K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
171+ 8.55% |
$78K - $89.1K
|
2.17K
$1.32M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
170+ 9.43% |
$77.5K - $88.5K
|
1.97K
$1.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
169New |
$77K - $88K
|
169
$103K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
167New |
$76.1K - $87K
|
167
$101K
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
167+ 1.56% |
$76.1K - $87K
|
10.9K
$6.6M
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
167+ 11.87% |
$76.1K - $87K
|
1.57K
$955K
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
165+ 0.23% |
$75.2K - $85.9K
|
70.7K
$42.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
BUY
|
- |
164+ 0.87% |
$74.8K - $85.4K
|
19K
$11.6M
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
163+ 25.47% |
$74.3K - $84.9K
|
803
$487K
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
162+ 7.83% |
$73.9K - $84.4K
|
2.23K
$1.35M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
162+ 2.79% |
$73.9K - $84.4K
|
5.96K
$3.62M
|