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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
60+ 8.82% |
$27.1K - $32.8K
|
740
$437K
|
|
|
Jul 25, 2022
Q2 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
60+ 0.73% |
$27.1K - $32.8K
|
8.26K
$4.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
60+ 1.28% |
$27.1K - $32.8K
|
4.75K
$2.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
60+ 5.57% |
$27.1K - $32.8K
|
1.14K
$672K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 3.98% |
$27.1K - $32.8K
|
1.57K
$926K
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
59+ 2.16% |
$26.7K - $32.2K
|
2.79K
$1.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
59+ 53.15% |
$26.7K - $32.2K
|
170
$100K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
58+ 9.85% |
$26.2K - $31.7K
|
647
$382K
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
58+ 7.38% |
$26.2K - $31.7K
|
844
$499K
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
58+ 9.62% |
$26.2K - $31.7K
|
661
$391K
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
58+ 3.56% |
$26.2K - $31.7K
|
1.69K
$996K
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
57+ 8.78% |
$25.8K - $31.1K
|
706
$417K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
57New |
$25.8K - $31.1K
|
57
$33.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
57+ 0.7% |
$25.8K - $31.1K
|
8.18K
$4.83M
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
57New |
$25.8K - $31.1K
|
57
$33.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
57+ 3.36% |
$25.8K - $31.1K
|
1.75K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
57+ 1.11% |
$25.8K - $31.1K
|
5.21K
$3.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
BUY
|
- |
56+ 1.58% |
$25.3K - $30.6K
|
3.59K
$2.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
56+ 1.23% |
$25.3K - $30.6K
|
4.6K
$2.72M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
56+ 0.59% |
$25.3K - $30.6K
|
9.52K
$5.62M
|
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
55+ 0.4% |
$24.9K - $30K
|
13.9K
$8.24M
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
55+ 1.01% |
$24.9K - $30K
|
5.51K
$3.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
55+ 11.32% |
$24.9K - $30K
|
541
$320K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
55+ 11.02% |
$24.9K - $30K
|
554
$327K
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
55+ 4.43% |
$24.9K - $30K
|
1.3K
$766K
|
|
|
Jul 07, 2022
Q2 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
54+ 11.79% |
$24.4K - $29.5K
|
512
$303K
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
54+ 2.4% |
$24.4K - $29.5K
|
2.3K
$1.36M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
54+ 0.41% |
$24.4K - $29.5K
|
13.3K
$7.88M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
54+ 1.18% |
$24.4K - $29.5K
|
4.65K
$2.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
54+ 23.79% |
$24.4K - $29.5K
|
281
$166K
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
54+ 0.27% |
$24.4K - $29.5K
|
20.2K
$11.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
54+ 1.1% |
$24.4K - $29.5K
|
4.96K
$2.93M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
53+ 7.13% |
$24K - $28.9K
|
796
$470K
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
52+ 9.39% |
$23.5K - $28.4K
|
606
$358K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
52+ 13.07% |
$23.5K - $28.4K
|
450
$266K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
52+ 0.72% |
$23.5K - $28.4K
|
7.28K
$4.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
52+ 7.91% |
$23.5K - $28.4K
|
709
$419K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
51+ 11.33% |
$23.1K - $27.8K
|
501
$296K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 3.11% |
$22.6K - $27.3K
|
1.66K
$979K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
50+ 5.71% |
$22.6K - $27.3K
|
926
$547K
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
50+ 2.64% |
$22.6K - $27.3K
|
1.95K
$1.15M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 2.04% |
$22.6K - $27.3K
|
2.51K
$1.48M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
49+ 6.86% |
$22.2K - $26.8K
|
763
$451K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
49+ 1.43% |
$22.2K - $26.8K
|
3.48K
$2.06M
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
49+ 0.65% |
$22.2K - $26.8K
|
7.62K
$4.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
48+ 4.85% |
$21.7K - $26.2K
|
1.04K
$613K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
48+ 1.31% |
$21.7K - $26.2K
|
3.7K
$2.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
48+ 0.22% |
$21.7K - $26.2K
|
21.9K
$12.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
48+ 4.48% |
$21.7K - $26.2K
|
1.12K
$661K
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
47+ 24.87% |
$21.2K - $25.7K
|
236
$139K
|