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
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
427+ 5.83% |
$193K - $233K
|
7.75K
$4.58M
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
427+ 4.51% |
$193K - $233K
|
9.89K
$5.84M
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
426+ 51.76% |
$193K - $233K
|
1.25K
$738K
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
424New |
$192K - $232K
|
424
$251K
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
BUY
|
- |
422+ 64.92% |
$191K - $230K
|
1.07K
$633K
|
|
Jul 13, 2022
Q2 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
420New |
$190K - $229K
|
420
$248K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
416+ 46.38% |
$188K - $227K
|
1.31K
$776K
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
415+ 11.88% |
$188K - $227K
|
3.91K
$2.31M
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
BUY
|
- |
415+ 5.7% |
$188K - $227K
|
7.69K
$4.54M
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
415+ 1.34% |
$188K - $227K
|
31.4K
$18.5M
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
415+ 4.04% |
$188K - $227K
|
10.7K
$6.31M
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
414+ 40.12% |
$187K - $226K
|
1.45K
$854K
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
412+ 0.79% |
$186K - $225K
|
52.3K
$30.9M
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
410+ 0.97% |
$185K - $224K
|
42.7K
$25.2M
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
410New |
$185K - $224K
|
410
$242K
|
|
Aug 12, 2022
Q2 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
408New |
$184K - $223K
|
408
$241K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
404+ 6.67% |
$183K - $221K
|
6.46K
$3.82M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
404+ 0.95% |
$183K - $221K
|
42.7K
$25.3M
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
402+ 9.77% |
$182K - $219K
|
4.52K
$2.67M
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
401New |
$181K - $219K
|
401
$237K
|
|
Aug 12, 2022
Q2 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
401+ 65.63% |
$181K - $219K
|
1.01K
$598K
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
400+ 36.2% |
$181K - $218K
|
1.51K
$889K
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
400+ 43.01% |
$181K - $218K
|
1.33K
$786K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
400+ 8.77% |
$181K - $218K
|
4.96K
$2.93M
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
399+ 2.2% |
$180K - $218K
|
18.5K
$10.9M
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
396+ 0.06% |
$179K - $216K
|
645K
$381M
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
393New |
$178K - $215K
|
393
$232K
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
393New |
$178K - $215K
|
393
$232K
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
392New |
$177K - $214K
|
392
$232K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
391+ 11.72% |
$177K - $213K
|
3.73K
$2.2M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
391+ 3.61% |
$177K - $213K
|
11.2K
$6.62M
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
391+ 7.97% |
$177K - $213K
|
5.3K
$3.13M
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
390+ 33.62% |
$176K - $213K
|
1.55K
$916K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
386+ 4.3% |
$174K - $211K
|
9.37K
$5.54M
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
385+ 100.26% |
$174K - $210K
|
769
$454K
|
|
Jul 18, 2022
Q2 2022
|
Suncoast Equity Management
|
BUY
|
- |
384+ 1.02% |
$174K - $210K
|
38.1K
$22.5M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
381+ 9.82% |
$172K - $208K
|
4.26K
$2.52M
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
381+ 45.14% |
$172K - $208K
|
1.23K
$724K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
377New |
$170K - $206K
|
377
$223K
|
|
Aug 01, 2022
Q2 2022
|
Investment Management Associates Inc
|
BUY
|
- |
375New |
$170K - $205K
|
375
$222K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
375+ 4.37% |
$170K - $205K
|
8.96K
$5.3M
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
374+ 10.48% |
$169K - $204K
|
3.94K
$2.33M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
373+ 1.29% |
$169K - $204K
|
29.4K
$17.4M
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
371+ 4.02% |
$168K - $203K
|
9.61K
$5.68M
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
368+ 4.18% |
$166K - $201K
|
9.17K
$5.42M
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
366+ 3.27% |
$165K - $200K
|
11.6K
$6.83M
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
363+ 2.44% |
$164K - $198K
|
15.3K
$9.02M
|
|
Jan 23, 2024
Q2 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
361+ 9.58% |
$163K - $197K
|
4.13K
$2.44M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
360+ 0.56% |
$163K - $197K
|
65K
$38.4M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
356+ 3.99% |
$161K - $194K
|
9.28K
$5.48M
|