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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
104+ 12.68% |
$47.4K - $54.2K
|
924
$561K
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
104+ 5.22% |
$47.4K - $54.2K
|
2.1K
$1.27M
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
104+ 3.82% |
$47.4K - $54.2K
|
2.83K
$1.72M
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
103+ 119.77% |
$47K - $53.6K
|
189
$115K
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
103+ 4.88% |
$47K - $53.6K
|
2.21K
$1.34M
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
103+ 0.91% |
$47K - $53.6K
|
11.5K
$6.96M
|
|
May 17, 2022
Q1 2022
|
Broderick Brian C
|
BUY
|
- |
102+ 0.76% |
$46.5K - $53.1K
|
13.5K
$8.21M
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
102+ 17.11% |
$46.5K - $53.1K
|
698
$424K
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
101+ 183.64% |
$46K - $52.6K
|
156
$94.7K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
100+ 7.72% |
$45.6K - $52.1K
|
1.4K
$847K
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
100+ 14.22% |
$45.6K - $52.1K
|
803
$487K
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
100+ 71.43% |
$45.6K - $52.1K
|
240
$146K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
100+ 21.83% |
$45.6K - $52.1K
|
558
$339K
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
100+ 27.03% |
$45.6K - $52.1K
|
470
$285K
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
100+ 18.35% |
$45.6K - $52.1K
|
645
$391K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
100+ 28.09% |
$45.6K - $52.1K
|
456
$277K
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
100+ 7.84% |
$45.6K - $52.1K
|
1.38K
$835K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
99+ 133.78% |
$45.1K - $51.6K
|
173
$105K
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
BUY
|
- |
99+ 3.21% |
$45.1K - $51.6K
|
3.19K
$1.93M
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
99+ 0.55% |
$45.1K - $51.6K
|
18.1K
$11M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
98+ 19.07% |
$44.7K - $51K
|
612
$371K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
97+ 7.29% |
$44.2K - $50.5K
|
1.43K
$866K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
97+ 4.52% |
$44.2K - $50.5K
|
2.24K
$1.36M
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
97+ 54.8% |
$44.2K - $50.5K
|
274
$166K
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
97+ 3.39% |
$44.2K - $50.5K
|
2.96K
$1.79M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
97+ 6.88% |
$44.2K - $50.5K
|
1.51K
$914K
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
96+ 9.62% |
$43.8K - $50K
|
1.09K
$664K
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
94New |
$42.9K - $49K
|
94
$57K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
93+ 2.91% |
$42.4K - $48.4K
|
3.29K
$2M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
92+ 9.59% |
$41.9K - $47.9K
|
1.05K
$638K
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
91+ 16.31% |
$41.5K - $47.4K
|
649
$394K
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
91+ 1.31% |
$41.5K - $47.4K
|
7.05K
$4.28M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
89+ 1.51% |
$40.6K - $46.4K
|
5.98K
$3.63M
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
89New |
$40.6K - $46.4K
|
89
$54K
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
88+ 1.85% |
$40.1K - $45.8K
|
4.84K
$2.94M
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
87+ 19.0% |
$39.7K - $45.3K
|
545
$331K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
86+ 0.97% |
$39.2K - $44.8K
|
8.98K
$5.45M
|
|
Apr 01, 2022
Q1 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
85+ 0.35% |
$38.8K - $44.3K
|
24.5K
$14.9M
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
85+ 0.43% |
$38.8K - $44.3K
|
20.1K
$12.2M
|
|
Apr 12, 2022
Q1 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
83+ 0.49% |
$37.8K - $43.2K
|
17K
$10.3M
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
83+ 18.57% |
$37.8K - $43.2K
|
530
$322K
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
82+ 4.83% |
$37.4K - $42.7K
|
1.78K
$1.08M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
82+ 1.55% |
$37.4K - $42.7K
|
5.38K
$3.26M
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
81+ 19.01% |
$36.9K - $42.2K
|
507
$308K
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
81+ 1.0% |
$36.9K - $42.2K
|
8.2K
$4.97M
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
81+ 8.29% |
$36.9K - $42.2K
|
1.06K
$642K
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
81+ 0.38% |
$36.9K - $42.2K
|
21.6K
$13.1M
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
80+ 8.07% |
$36.5K - $41.7K
|
1.07K
$650K
|
|
Apr 22, 2022
Q1 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
80+ 0.61% |
$36.5K - $41.7K
|
13.3K
$8.06M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
80+ 1.08% |
$36.5K - $41.7K
|
7.51K
$4.55M
|