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 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
79+ 6.13% |
$36K - $41.1K
|
1.37K
$829K
|
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
79+ 2.98% |
$36K - $41.1K
|
2.73K
$1.66M
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
78+ 2.18% |
$35.6K - $40.6K
|
3.66K
$2.22M
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
77+ 0.48% |
$35.1K - $40.1K
|
16K
$9.7M
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
77+ 0.57% |
$35.1K - $40.1K
|
13.5K
$8.22M
|
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
76+ 0.25% |
$34.6K - $39.6K
|
30.9K
$18.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
76+ 4.26% |
$34.6K - $39.6K
|
1.86K
$1.13M
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
75New |
$34.2K - $39.1K
|
75
$45.5K
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
75+ 5.06% |
$34.2K - $39.1K
|
1.56K
$945K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
75+ 1.23% |
$34.2K - $39.1K
|
6.2K
$3.76M
|
|
|
May 09, 2022
Q1 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
74+ 0.96% |
$33.7K - $38.5K
|
7.74K
$4.7M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
74+ 0.07% |
$33.7K - $38.5K
|
113K
$68.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 6.05% |
$32.8K - $37.5K
|
1.26K
$766K
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
72+ 11.11% |
$32.8K - $37.5K
|
720
$437K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
71+ 2.86% |
$32.4K - $37K
|
2.56K
$1.55M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
70+ 3.21% |
$31.9K - $36.5K
|
2.25K
$1.37M
|
|
|
Apr 27, 2022
Q1 2022
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
70+ 0.2% |
$31.9K - $36.5K
|
35.7K
$21.6M
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
70+ 6.32% |
$31.9K - $36.5K
|
1.18K
$715K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
69+ 3.37% |
$31.5K - $35.9K
|
2.12K
$1.29M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
69+ 0.51% |
$31.5K - $35.9K
|
13.5K
$8.22M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
69+ 15.68% |
$31.5K - $35.9K
|
509
$309K
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
68+ 14.2% |
$31K - $35.4K
|
547
$332K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
68+ 7.72% |
$31K - $35.4K
|
949
$576K
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
67+ 9.81% |
$30.5K - $34.9K
|
750
$455K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
67+ 0.2% |
$30.5K - $34.9K
|
34K
$20.6M
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
BUY
|
- |
66+ 6.8% |
$30.1K - $34.4K
|
1.04K
$629K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
66+ 4.08% |
$30.1K - $34.4K
|
1.68K
$1.02M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
66+ 4.08% |
$30.1K - $34.4K
|
1.68K
$1.02M
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
65+ 12.48% |
$29.6K - $33.9K
|
586
$356K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
65+ 3.88% |
$29.6K - $33.9K
|
1.74K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
65+ 3.37% |
$29.6K - $33.9K
|
1.99K
$1.21M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
65+ 0.48% |
$29.6K - $33.9K
|
13.6K
$8.24M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
65+ 0.36% |
$29.6K - $33.9K
|
18.3K
$11.1M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
64+ 4.41% |
$29.2K - $33.3K
|
1.51K
$919K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
64+ 1.23% |
$29.2K - $33.3K
|
5.27K
$3.2M
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
64+ 2.23% |
$29.2K - $33.3K
|
2.94K
$1.78M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
64New |
$29.2K - $33.3K
|
64
$38.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
63+ 2.86% |
$28.7K - $32.8K
|
2.26K
$1.37M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
62+ 27.93% |
$28.3K - $32.3K
|
284
$172K
|
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
62+ 8.56% |
$28.3K - $32.3K
|
786
$477K
|
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
61+ 8.93% |
$27.8K - $31.8K
|
744
$451K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
60+ 0.37% |
$27.4K - $31.2K
|
16.1K
$9.76M
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
60+ 2.86% |
$27.4K - $31.2K
|
2.16K
$1.31M
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
60+ 0.85% |
$27.4K - $31.2K
|
7.09K
$4.3M
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
60+ 7.47% |
$27.4K - $31.2K
|
863
$524K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
60+ 2.91% |
$27.4K - $31.2K
|
2.13K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
60+ 1.98% |
$27.4K - $31.2K
|
3.08K
$1.87M
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
60+ 93.75% |
$27.4K - $31.2K
|
124
$75.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
59+ 1.48% |
$26.9K - $30.7K
|
4.05K
$2.46M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
59+ 3.64% |
$26.9K - $30.7K
|
1.68K
$1.02M
|