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 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
99+ 71.74% |
$44.8K - $54.1K
|
237
$144K
|
|
|
Jul 19, 2022
Q2 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
98+ 1.57% |
$44.3K - $53.5K
|
6.33K
$3.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
98+ 6.81% |
$44.3K - $53.5K
|
1.54K
$933K
|
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
97+ 20.29% |
$43.8K - $53K
|
575
$349K
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
97+ 19.96% |
$43.8K - $53K
|
583
$354K
|
|
|
Aug 12, 2022
Q2 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
97+ 4.25% |
$43.8K - $53K
|
2.38K
$1.45M
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
96+ 13.81% |
$43.4K - $52.4K
|
791
$480K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
95+ 2.99% |
$42.9K - $51.9K
|
3.27K
$1.98M
|
|
|
Aug 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
95+ 11.43% |
$42.9K - $51.9K
|
926
$562K
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
95+ 7.93% |
$42.9K - $51.9K
|
1.29K
$785K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
94+ 3.29% |
$42.5K - $51.3K
|
2.95K
$1.79M
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
94+ 11.49% |
$42.5K - $51.3K
|
912
$553K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
94+ 4.17% |
$42.5K - $51.3K
|
2.35K
$1.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
94New |
$42.5K - $51.3K
|
94
$57K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
94New |
$42.5K - $51.3K
|
94
$57K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
93+ 3.5% |
$42K - $50.8K
|
2.75K
$1.67M
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
92+ 8.57% |
$41.6K - $50.2K
|
1.17K
$708K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
92+ 3.57% |
$41.6K - $50.2K
|
2.67K
$1.62M
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
91+ 3.97% |
$41.1K - $49.7K
|
2.38K
$1.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
91+ 16.05% |
$41.1K - $49.7K
|
658
$399K
|
|
|
Sep 30, 2022
Q2 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
91+ 4.19% |
$41.1K - $49.7K
|
2.27K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
90+ 3.15% |
$40.7K - $49.1K
|
2.94K
$1.79M
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
88+ 2.01% |
$39.8K - $48K
|
4.46K
$2.71M
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
88+ 3.72% |
$39.8K - $48K
|
2.45K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
88+ 3.19% |
$39.8K - $48K
|
2.84K
$1.73M
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
87+ 0.8% |
$39.3K - $47.5K
|
11K
$6.68M
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
86+ 17.73% |
$38.9K - $47K
|
571
$346K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
86+ 2.61% |
$38.9K - $47K
|
3.38K
$2.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
86+ 0.63% |
$38.9K - $47K
|
13.7K
$8.33M
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
86+ 19.03% |
$38.9K - $47K
|
538
$326K
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
86+ 16.44% |
$38.9K - $47K
|
609
$370K
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
BUY
|
- |
85+ 4.78% |
$38.4K - $46.4K
|
1.86K
$1.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
85+ 0.23% |
$38.4K - $46.4K
|
36.4K
$22.1M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
84+ 2.19% |
$38K - $45.9K
|
3.93K
$2.38M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
84+ 7.99% |
$38K - $45.9K
|
1.14K
$689K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
83+ 8.29% |
$37.5K - $45.3K
|
1.08K
$658K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
82+ 13.12% |
$37.1K - $44.8K
|
707
$429K
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
82+ 8.44% |
$37.1K - $44.8K
|
1.05K
$640K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
81+ 1.64% |
$36.6K - $44.2K
|
5.01K
$3.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
81+ 4.31% |
$36.6K - $44.2K
|
1.96K
$1.19M
|
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
81+ 19.1% |
$36.6K - $44.2K
|
505
$306K
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
80+ 3.28% |
$36.2K - $43.7K
|
2.52K
$1.53M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
79New |
$35.7K - $43.1K
|
79
$47.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
78+ 10.13% |
$35.3K - $42.6K
|
848
$515K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
78+ 2.31% |
$35.3K - $42.6K
|
3.45K
$2.09M
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
77+ 1.35% |
$34.8K - $42K
|
5.77K
$3.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
77+ 0.18% |
$34.8K - $42K
|
43.7K
$26.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
77+ 0.72% |
$34.8K - $42K
|
10.8K
$6.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
76New |
$34.4K - $41.5K
|
76
$46.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
76+ 0.27% |
$34.4K - $41.5K
|
28.3K
$17.2M
|