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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
59+ 8.91% |
$26.9K - $30.7K
|
721
$440K
|
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
BUY
|
- |
58+ 12.45% |
$26.4K - $30.2K
|
524
$320K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
58+ 5.93% |
$26.4K - $30.2K
|
1.04K
$632K
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
58+ 5.73% |
$26.4K - $30.2K
|
1.07K
$654K
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
57+ 1.08% |
$26K - $29.7K
|
5.34K
$3.26M
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
57+ 2.5% |
$26K - $29.7K
|
2.34K
$1.43M
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
57+ 0.35% |
$26K - $29.7K
|
16.5K
$10.1M
|
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
57+ 3.62% |
$26K - $29.7K
|
1.63K
$995K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
56+ 0.31% |
$25.5K - $29.2K
|
18.2K
$11.1M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
56+ 4.6% |
$25.5K - $29.2K
|
1.27K
$777K
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
56+ 0.34% |
$25.5K - $29.2K
|
16.7K
$10.2M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
56+ 7.68% |
$25.5K - $29.2K
|
785
$479K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
55+ 1.28% |
$25.1K - $28.6K
|
4.34K
$2.65M
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
55+ 0.61% |
$25.1K - $28.6K
|
9.06K
$5.53M
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
55+ 103.77% |
$25.1K - $28.6K
|
108
$65.9K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
55+ 2.28% |
$25.1K - $28.6K
|
2.47K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
54+ 5.83% |
$24.6K - $28.1K
|
980
$598K
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
54+ 0.65% |
$24.6K - $28.1K
|
8.38K
$5.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
54+ 0.4% |
$24.6K - $28.1K
|
13.4K
$8.17M
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
BUY
|
- |
53+ 1.52% |
$24.2K - $27.6K
|
3.54K
$2.16M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
53+ 2.68% |
$24.2K - $27.6K
|
2.03K
$1.24M
|
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
53+ 1.62% |
$24.2K - $27.6K
|
3.32K
$2.03M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
52+ 0.8% |
$23.7K - $27.1K
|
6.53K
$3.99M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
52+ 12.26% |
$23.7K - $27.1K
|
476
$290K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
52+ 1.9% |
$23.7K - $27.1K
|
2.79K
$1.7M
|
|
|
May 10, 2022
Q1 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
52+ 0.41% |
$23.7K - $27.1K
|
12.7K
$7.72M
|
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
52+ 7.73% |
$23.7K - $27.1K
|
725
$442K
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
51+ 6.55% |
$23.3K - $26.6K
|
830
$506K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
51+ 2.99% |
$23.3K - $26.6K
|
1.76K
$1.07M
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
50+ 1.34% |
$22.8K - $26K
|
3.79K
$2.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
50+ 7.53% |
$22.8K - $26K
|
714
$436K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
50+ 4.81% |
$22.8K - $26K
|
1.09K
$665K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 3.21% |
$22.8K - $26K
|
1.61K
$981K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
50+ 28.57% |
$22.8K - $26K
|
225
$137K
|
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
49+ 5.51% |
$22.3K - $25.5K
|
939
$573K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
48+ 3.14% |
$21.9K - $25K
|
1.58K
$964K
|
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
BUY
|
- |
47+ 0.47% |
$21.4K - $24.5K
|
10K
$6.1M
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
47+ 1.94% |
$21.4K - $24.5K
|
2.47K
$1.51M
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
47+ 8.01% |
$21.4K - $24.5K
|
634
$387K
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
47+ 2.43% |
$21.4K - $24.5K
|
1.98K
$1.21M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
46+ 1.41% |
$21K - $24K
|
3.3K
$2.01M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
46+ 3.74% |
$21K - $24K
|
1.28K
$779K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
46+ 3.32% |
$21K - $24K
|
1.43K
$874K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
46+ 5.65% |
$21K - $24K
|
860
$525K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
46+ 11.41% |
$21K - $24K
|
449
$274K
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
46+ 10.95% |
$21K - $24K
|
466
$284K
|
|
|
May 20, 2022
Q1 2022
|
Quilter PLC
|
BUY
|
- |
46+ 9.62% |
$21K - $24K
|
524
$320K
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
45+ 9.51% |
$20.5K - $23.4K
|
518
$316K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
45+ 0.41% |
$20.5K - $23.4K
|
11K
$6.7M
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
45+ 10.77% |
$20.5K - $23.4K
|
463
$283K
|