Purchases and Sales Made in Q2 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
657New |
$297K - $359K
|
657
$388K
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
656+ 21.87% |
$297K - $358K
|
3.66K
$2.16M
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
651+ 6.07% |
$294K - $355K
|
11.4K
$6.72M
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
650+ 0.99% |
$294K - $355K
|
66.3K
$39.2M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
648+ 35.24% |
$293K - $354K
|
2.49K
$1.47M
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
646+ 87.42% |
$292K - $353K
|
1.39K
$818K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
646+ 5.41% |
$292K - $353K
|
12.6K
$7.44M
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
BUY
|
- |
643+ 3.56% |
$291K - $351K
|
18.7K
$11.1M
|
|
Aug 03, 2022
Q2 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
637+ 9.55% |
$288K - $348K
|
7.31K
$4.32M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
637+ 54.44% |
$288K - $348K
|
1.81K
$1.07M
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
636+ 1.64% |
$288K - $347K
|
39.3K
$23.2M
|
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
629+ 36.89% |
$284K - $343K
|
2.33K
$1.38M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
621+ 1.51% |
$281K - $339K
|
41.9K
$24.7M
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
BUY
|
- |
620+ 9.57% |
$280K - $339K
|
7.1K
$4.2M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
618+ 23.85% |
$279K - $337K
|
3.21K
$1.9M
|
|
Apr 01, 2024
Q2 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
618New |
$279K - $337K
|
618
$365K
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
616+ 10.98% |
$278K - $336K
|
6.23K
$3.68M
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
614+ 10.82% |
$278K - $335K
|
6.29K
$3.72M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
612+ 11.56% |
$277K - $334K
|
5.9K
$3.49M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
612+ 11.56% |
$277K - $334K
|
5.9K
$3.49M
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
611+ 95.02% |
$276K - $334K
|
1.25K
$741K
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
606New |
$274K - $331K
|
606
$358K
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
600+ 53.48% |
$271K - $328K
|
1.72K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
598New |
$270K - $327K
|
598
$353K
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
596+ 4.48% |
$269K - $325K
|
13.9K
$8.2M
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
595+ 87.12% |
$269K - $325K
|
1.28K
$755K
|
|
Jul 13, 2022
Q2 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
593+ 1.77% |
$268K - $324K
|
34K
$20.1M
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
593+ 4.64% |
$268K - $324K
|
13.4K
$7.9M
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
589+ 17.31% |
$266K - $322K
|
3.99K
$2.36M
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
584+ 11.08% |
$264K - $319K
|
5.85K
$3.46M
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
584+ 1.92% |
$264K - $319K
|
31K
$18.3M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
584+ 4.45% |
$264K - $319K
|
13.7K
$8.09M
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
579+ 16.86% |
$262K - $316K
|
4.01K
$2.37M
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
576+ 21.79% |
$260K - $315K
|
3.22K
$1.9M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
570+ 7.08% |
$258K - $311K
|
8.62K
$5.09M
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
BUY
|
- |
555+ 2.09% |
$251K - $303K
|
27.1K
$16M
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
555+ 34.2% |
$251K - $303K
|
2.18K
$1.29M
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
552+ 240.0% |
$250K - $301K
|
782
$462K
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
545+ 4.25% |
$246K - $298K
|
13.4K
$7.9M
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
538+ 84.33% |
$243K - $294K
|
1.18K
$695K
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
536+ 25.91% |
$242K - $293K
|
2.61K
$1.54M
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
536+ 2.96% |
$242K - $293K
|
18.6K
$11M
|
|
Jul 27, 2022
Q2 2022
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
535+ 9.49% |
$242K - $292K
|
6.17K
$3.65M
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
532+ 14.78% |
$240K - $290K
|
4.13K
$2.44M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
523+ 17.22% |
$236K - $286K
|
3.56K
$2.1M
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
520New |
$235K - $284K
|
520
$307K
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
519New |
$235K - $283K
|
519
$307K
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
516+ 10.31% |
$233K - $282K
|
5.52K
$3.26M
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
512+ 13.28% |
$231K - $280K
|
4.37K
$2.58M
|
|
Aug 15, 2022
Q2 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
511New |
$231K - $279K
|
511
$302K
|