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 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
25+ 2.51% |
$11.3K - $13.7K
|
1.02K
$619K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
25+ 4.12% |
$11.3K - $13.7K
|
632
$383K
|
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
25+ 2.1% |
$11.3K - $13.7K
|
1.22K
$737K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
25+ 1.26% |
$11.3K - $13.7K
|
2.02K
$1.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
25+ 0.35% |
$11.3K - $13.7K
|
7.08K
$4.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
25+ 3.77% |
$11.3K - $13.7K
|
689
$418K
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
25+ 0.85% |
$11.3K - $13.7K
|
2.97K
$1.8M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
25+ 3.39% |
$11.3K - $13.7K
|
763
$463K
|
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
24+ 1.99% |
$10.8K - $13.1K
|
1.23K
$748K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 3.55% |
$10.8K - $13.1K
|
701
$425K
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
24+ 0.75% |
$10.8K - $13.1K
|
3.21K
$1.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
23+ 2.09% |
$10.4K - $12.6K
|
1.13K
$683K
|
|
|
Aug 12, 2022
Q2 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
23+ 4.28% |
$10.4K - $12.6K
|
561
$340K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
23+ 0.89% |
$10.4K - $12.6K
|
2.6K
$1.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
23+ 4.28% |
$10.4K - $12.6K
|
561
$340K
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
23+ 2.9% |
$10.4K - $12.6K
|
817
$496K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
22+ 0.67% |
$9.95K - $12K
|
3.32K
$2.02M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22+ 0.99% |
$9.95K - $12K
|
2.23K
$1.36M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
22+ 0.84% |
$9.95K - $12K
|
2.65K
$1.61M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
22+ 1.71% |
$9.95K - $12K
|
1.31K
$795K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
22+ 0.1% |
$9.95K - $12K
|
21.6K
$13.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
22New |
$9.95K - $12K
|
22
$13.3K
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
22+ 3.21% |
$9.95K - $12K
|
708
$430K
|
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
BUY
|
- |
21+ 3.84% |
$9.49K - $11.5K
|
568
$345K
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
21+ 1.77% |
$9.49K - $11.5K
|
1.21K
$733K
|
|
|
Aug 11, 2022
Q2 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
21+ 0.56% |
$9.49K - $11.5K
|
3.78K
$2.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
21+ 3.79% |
$9.49K - $11.5K
|
575
$349K
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
21+ 4.54% |
$9.49K - $11.5K
|
484
$294K
|
|
|
Jul 19, 2022
Q2 2022
|
Harvey Investment CO LLC
|
BUY
|
- |
20+ 0.42% |
$9.04K - $10.9K
|
4.84K
$2.93M
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
20+ 0.64% |
$9.04K - $10.9K
|
3.14K
$1.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
20+ 5.0% |
$9.04K - $10.9K
|
420
$255K
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
20+ 0.18% |
$9.04K - $10.9K
|
11K
$6.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
20+ 3.1% |
$9.04K - $10.9K
|
665
$404K
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20+ 0.36% |
$9.04K - $10.9K
|
5.51K
$3.34M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20+ 45.45% |
$9.04K - $10.9K
|
64
$38.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19+ 0.45% |
$8.59K - $10.4K
|
4.22K
$2.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
19+ 0.29% |
$8.59K - $10.4K
|
6.58K
$3.99M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
19+ 4.39% |
$8.59K - $10.4K
|
452
$274K
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
19+ 3.18% |
$8.59K - $10.4K
|
616
$374K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18+ 1.94% |
$8.14K - $9.83K
|
945
$573K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
18+ 0.86% |
$8.14K - $9.83K
|
2.12K
$1.29M
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
17+ 1.64% |
$7.69K - $9.28K
|
1.06K
$640K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
17+ 5.23% |
$7.69K - $9.28K
|
342
$208K
|
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
17+ 3.35% |
$7.69K - $9.28K
|
524
$318K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
16+ 3.92% |
$7.23K - $8.74K
|
424
$257K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
16+ 6.67% |
$7.23K - $8.74K
|
256
$155K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
16+ 6.04% |
$7.23K - $8.74K
|
281
$171K
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
16+ 0.89% |
$7.23K - $8.74K
|
1.81K
$1.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
16+ 2.42% |
$7.23K - $8.74K
|
676
$410K
|
|
|
Aug 12, 2022
Q2 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
16+ 0.17% |
$7.23K - $8.74K
|
9.3K
$5.64M
|