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 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
47+ 0.9% |
$21.2K - $25.7K
|
5.27K
$3.11M
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
47+ 1.58% |
$21.2K - $25.7K
|
3.02K
$1.78M
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
47+ 4.07% |
$21.2K - $25.7K
|
1.2K
$710K
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
46+ 2.09% |
$20.8K - $25.1K
|
2.25K
$1.33M
|
|
|
Jul 12, 2022
Q2 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
46+ 0.82% |
$20.8K - $25.1K
|
5.63K
$3.33M
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
46+ 3.9% |
$20.8K - $25.1K
|
1.23K
$724K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
46+ 0.39% |
$20.8K - $25.1K
|
11.7K
$6.93M
|
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
46+ 1.7% |
$20.8K - $25.1K
|
2.75K
$1.63M
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
BUY
|
- |
45+ 4.8% |
$20.3K - $24.6K
|
983
$581K
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
45+ 8.7% |
$20.3K - $24.6K
|
562
$332K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
45+ 2.91% |
$20.3K - $24.6K
|
1.59K
$939K
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
45+ 1.53% |
$20.3K - $24.6K
|
2.98K
$1.76M
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
44+ 0.13% |
$19.9K - $24K
|
34.2K
$20.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
44New |
$19.9K - $24K
|
44
$26K
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
44+ 0.33% |
$19.9K - $24K
|
13.4K
$7.94M
|
|
|
Jul 18, 2022
Q2 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
43+ 0.18% |
$19.4K - $23.5K
|
24.5K
$14.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
43+ 5.11% |
$19.4K - $23.5K
|
885
$523K
|
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
43+ 7.26% |
$19.4K - $23.5K
|
635
$375K
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
43+ 0.32% |
$19.4K - $23.5K
|
13.6K
$8.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
43+ 0.91% |
$19.4K - $23.5K
|
4.74K
$2.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
43+ 0.2% |
$19.4K - $23.5K
|
21.7K
$12.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
42+ 1.35% |
$19K - $22.9K
|
3.16K
$1.87M
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
42+ 4.64% |
$19K - $22.9K
|
947
$560K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
42+ 2.49% |
$19K - $22.9K
|
1.73K
$1.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
42+ 3.77% |
$19K - $22.9K
|
1.16K
$684K
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
42+ 2.6% |
$19K - $22.9K
|
1.66K
$980K
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
41+ 0.6% |
$18.5K - $22.4K
|
6.89K
$4.07M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
41+ 1.55% |
$18.5K - $22.4K
|
2.68K
$1.58M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
40+ 1.72% |
$18.1K - $21.8K
|
2.37K
$1.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
40+ 2.27% |
$18.1K - $21.8K
|
1.81K
$1.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
40+ 3.18% |
$18.1K - $21.8K
|
1.3K
$768K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
40+ 3.4% |
$18.1K - $21.8K
|
1.22K
$720K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
40New |
$18.1K - $21.8K
|
40
$23.6K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
40+ 8.77% |
$18.1K - $21.8K
|
496
$293K
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
39+ 4.11% |
$17.6K - $21.3K
|
987
$583K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
39+ 2.05% |
$17.6K - $21.3K
|
1.94K
$1.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
39+ 2.73% |
$17.6K - $21.3K
|
1.47K
$866K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39+ 8.69% |
$17.6K - $21.3K
|
488
$288K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
39+ 2.62% |
$17.6K - $21.3K
|
1.53K
$902K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
39+ 13.49% |
$17.6K - $21.3K
|
328
$194K
|
|
|
Aug 02, 2023
Q2 2022
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
39+ 0.94% |
$17.6K - $21.3K
|
4.2K
$2.48M
|
|
|
Jul 11, 2022
Q2 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
38+ 4.86% |
$17.2K - $20.7K
|
820
$485K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
38+ 3.99% |
$17.2K - $20.7K
|
991
$586K
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
38+ 1.09% |
$17.2K - $20.7K
|
3.54K
$2.09M
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
38+ 2.47% |
$17.2K - $20.7K
|
1.58K
$932K
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
38+ 6.82% |
$17.2K - $20.7K
|
595
$352K
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
38+ 0.15% |
$17.2K - $20.7K
|
26.2K
$15.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
BUY
|
- |
37+ 0.09% |
$16.7K - $20.2K
|
42.8K
$25.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
37+ 0.26% |
$16.7K - $20.2K
|
14K
$8.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
37+ 1.99% |
$16.7K - $20.2K
|
1.9K
$1.12M
|