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 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
43+ 7.85% |
$19.6K - $22.4K
|
591
$361K
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
43+ 1.19% |
$19.6K - $22.4K
|
3.65K
$2.23M
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
43+ 9.15% |
$19.6K - $22.4K
|
513
$313K
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
42+ 2.7% |
$19.1K - $21.9K
|
1.6K
$974K
|
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
42+ 1.81% |
$19.1K - $21.9K
|
2.36K
$1.44M
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
42+ 2.25% |
$19.1K - $21.9K
|
1.91K
$1.16M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
42+ 2.09% |
$19.1K - $21.9K
|
2.05K
$1.25M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
42+ 2.57% |
$19.1K - $21.9K
|
1.68K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
42+ 2.23% |
$19.1K - $21.9K
|
1.92K
$1.17M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
42+ 9.46% |
$19.1K - $21.9K
|
486
$297K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
42+ 0.48% |
$19.1K - $21.9K
|
8.74K
$5.33M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
42+ 0.16% |
$19.1K - $21.9K
|
27K
$16.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
40+ 1.76% |
$18.2K - $20.8K
|
2.32K
$1.41M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40+ 1.81% |
$18.2K - $20.8K
|
2.26K
$1.38M
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
40+ 2.32% |
$18.2K - $20.8K
|
1.77K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
40+ 0.28% |
$18.2K - $20.8K
|
14.3K
$8.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
39+ 1.3% |
$17.8K - $20.3K
|
3.04K
$1.86M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
37+ 1.2% |
$16.9K - $19.3K
|
3.11K
$1.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
36+ 8.53% |
$16.4K - $18.7K
|
458
$279K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
36+ 0.23% |
$16.4K - $18.7K
|
15.4K
$9.42M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
36+ 0.31% |
$16.4K - $18.7K
|
11.7K
$7.11M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
35+ 0.26% |
$16K - $18.2K
|
13.6K
$8.33M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
35+ 5.51% |
$16K - $18.2K
|
670
$409K
|
|
|
Jun 02, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
35+ 2.51% |
$16K - $18.2K
|
1.43K
$872K
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
34+ 5.38% |
$15.5K - $17.7K
|
666
$406K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
34+ 0.89% |
$15.5K - $17.7K
|
3.86K
$2.36M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
34+ 1.0% |
$15.5K - $17.7K
|
3.44K
$2.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
34+ 0.11% |
$15.5K - $17.7K
|
31K
$18.9M
|
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
34+ 4.78% |
$15.5K - $17.7K
|
745
$455K
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
33+ 2.08% |
$15K - $17.2K
|
1.62K
$990K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
33+ 2.19% |
$15K - $17.2K
|
1.54K
$941K
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
33+ 0.95% |
$15K - $17.2K
|
3.5K
$2.13M
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
33+ 0.95% |
$15K - $17.2K
|
3.5K
$2.13M
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
32+ 3.79% |
$14.6K - $16.7K
|
877
$535K
|
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
32+ 2.26% |
$14.6K - $16.7K
|
1.45K
$885K
|
|
|
May 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
32+ 0.49% |
$14.6K - $16.7K
|
6.55K
$3.99M
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 1.42% |
$14.6K - $16.7K
|
2.29K
$1.4M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
32+ 3.08% |
$14.6K - $16.7K
|
1.07K
$654K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
31+ 0.58% |
$14.1K - $16.1K
|
5.35K
$3.26M
|
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
30+ 3.27% |
$13.7K - $15.6K
|
948
$578K
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
30+ 4.23% |
$13.7K - $15.6K
|
740
$452K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
30+ 5.07% |
$13.7K - $15.6K
|
622
$380K
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
30+ 0.82% |
$13.7K - $15.6K
|
3.7K
$2.25M
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
30+ 100.0% |
$13.7K - $15.6K
|
60
$36.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
30+ 2.01% |
$13.7K - $15.6K
|
1.52K
$930K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 2.0% |
$13.7K - $15.6K
|
1.53K
$935K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
30+ 5.96% |
$13.7K - $15.6K
|
533
$325K
|
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
29+ 0.52% |
$13.2K - $15.1K
|
5.62K
$3.43M
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
29+ 0.27% |
$13.2K - $15.1K
|
10.8K
$6.56M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28+ 0.84% |
$12.8K - $14.6K
|
3.36K
$2.05M
|