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 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
162+ 1.89% |
$73.9K - $84.4K
|
8.74K
$5.33M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
160+ 13.64% |
$72.9K - $83.3K
|
1.33K
$813K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
159+ 18.05% |
$72.5K - $82.8K
|
1.04K
$635K
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
158+ 5.31% |
$72K - $82.3K
|
3.14K
$1.91M
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
158+ 1.5% |
$72K - $82.3K
|
10.7K
$6.5M
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
158New |
$72K - $82.3K
|
158
$96.4K
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
158+ 25.08% |
$72K - $82.3K
|
788
$481K
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
157+ 29.96% |
$71.6K - $81.8K
|
681
$416K
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
156+ 0.95% |
$71.1K - $81.2K
|
16.5K
$10.1M
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
154+ 1.05% |
$70.2K - $80.2K
|
14.8K
$9.02M
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
153+ 2.55% |
$69.8K - $79.7K
|
6.15K
$3.75M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
151+ 4.16% |
$68.8K - $78.6K
|
3.79K
$2.31M
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
151+ 29.55% |
$68.8K - $78.6K
|
662
$404K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
151+ 1258.33% |
$68.8K - $78.6K
|
163
$99.5K
|
|
Apr 11, 2022
Q1 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
149+ 23.54% |
$67.9K - $77.6K
|
782
$477K
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
149+ 13.67% |
$67.9K - $77.6K
|
1.24K
$756K
|
|
May 04, 2022
Q1 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
149+ 1.18% |
$67.9K - $77.6K
|
12.8K
$7.83M
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
149+ 6.14% |
$67.9K - $77.6K
|
2.58K
$1.57M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
148+ 0.69% |
$67.5K - $77.1K
|
21.7K
$13.2M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
146New |
$66.6K - $76K
|
146
$89.1K
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
146+ 4.88% |
$66.6K - $76K
|
3.14K
$1.91M
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
146+ 10.47% |
$66.6K - $76K
|
1.54K
$940K
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
144+ 0.71% |
$65.6K - $75K
|
20.4K
$12.5M
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
143+ 0.8% |
$65.2K - $74.5K
|
18.1K
$11.1M
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
141+ 5.65% |
$64.3K - $73.4K
|
2.64K
$1.61M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
141+ 6.58% |
$64.3K - $73.4K
|
2.28K
$1.39M
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
141+ 2.02% |
$64.3K - $73.4K
|
7.12K
$4.34M
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
140+ 4.91% |
$63.8K - $72.9K
|
2.99K
$1.83M
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
139+ 33.41% |
$63.4K - $72.4K
|
555
$339K
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
138+ 0.64% |
$62.9K - $71.9K
|
21.6K
$13.2M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
138+ 1.9% |
$62.9K - $71.9K
|
7.42K
$4.53M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
136+ 6.85% |
$62K - $70.8K
|
2.12K
$1.29M
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
135+ 2.53% |
$61.5K - $70.3K
|
5.47K
$3.34M
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
135+ 0.64% |
$61.5K - $70.3K
|
21.3K
$13M
|
|
Apr 27, 2022
Q1 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
135+ 0.6% |
$61.5K - $70.3K
|
22.5K
$13.7M
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
134+ 19.76% |
$61.1K - $69.8K
|
812
$495K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
134+ 11.23% |
$61.1K - $69.8K
|
1.33K
$810K
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
134+ 5.31% |
$61.1K - $69.8K
|
2.66K
$1.62M
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
BUY
|
- |
133+ 17.25% |
$60.6K - $69.3K
|
904
$552K
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
133+ 5.65% |
$60.6K - $69.3K
|
2.49K
$1.52M
|
|
Apr 13, 2022
Q1 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
132+ 1.19% |
$60.2K - $68.7K
|
11.2K
$6.83M
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
132+ 10.2% |
$60.2K - $68.7K
|
1.43K
$870K
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
132+ 0.32% |
$60.2K - $68.7K
|
41.2K
$25.2M
|
|
Apr 28, 2022
Q1 2022
|
Fcf Advisors LLC
|
BUY
|
- |
131+ 2.55% |
$59.7K - $68.2K
|
5.27K
$3.22M
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
131+ 21.3% |
$59.7K - $68.2K
|
746
$455K
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
130+ 3.88% |
$59.3K - $67.7K
|
3.48K
$2.12M
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
130+ 5.88% |
$59.3K - $67.7K
|
2.34K
$1.43M
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
128+ 2.68% |
$58.4K - $66.7K
|
4.9K
$2.99M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
128+ 1.72% |
$58.4K - $66.7K
|
7.57K
$4.62M
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
127+ 5.53% |
$57.9K - $66.1K
|
2.42K
$1.48M
|