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 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-77- 2.02% |
$34.8K - $42K
|
3.74K
$2.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-77- 4.97% |
$34.8K - $42K
|
1.47K
$869K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-78- 2.49% |
$35.3K - $42.6K
|
3.06K
$1.81M
|
|
|
Jul 21, 2022
Q2 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-78- 0.83% |
$35.3K - $42.6K
|
9.37K
$5.54M
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-78- 3.26% |
$35.3K - $42.6K
|
2.32K
$1.37M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-78- 3.67% |
$35.3K - $42.6K
|
2.05K
$1.21M
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-80- 1.94% |
$36.2K - $43.7K
|
4.04K
$2.39M
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-80- 4.15% |
$36.2K - $43.7K
|
1.85K
$1.09M
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-80- 8.11% |
$36.2K - $43.7K
|
906
$535K
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-80- 9.78% |
$36.2K - $43.7K
|
738
$436K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-82- 0.47% |
$37.1K - $44.8K
|
17.4K
$10.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-82Closed |
$37.1K - $44.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-82- 3.27% |
$37.1K - $44.8K
|
2.43K
$1.44M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-83- 9.75% |
$37.5K - $45.3K
|
768
$454K
|
|
|
Jul 25, 2022
Q2 2022
|
Baxter Bros Inc
|
SELL
|
- |
-83- 5.53% |
$37.5K - $45.3K
|
1.42K
$837K
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-83- 0.04% |
$37.5K - $45.3K
|
233K
$138M
|
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-83- 15.66% |
$37.5K - $45.3K
|
447
$264K
|
|
|
Jul 26, 2022
Q2 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-85- 3.21% |
$38.4K - $46.4K
|
2.57K
$1.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-85- 6.6% |
$38.4K - $46.4K
|
1.2K
$710K
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-86- 0.69% |
$38.9K - $47K
|
12.3K
$7.27M
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-87- 1.59% |
$39.3K - $47.5K
|
5.39K
$3.18M
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-87- 3.29% |
$39.3K - $47.5K
|
2.56K
$1.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-87- 14.82% |
$39.3K - $47.5K
|
500
$295K
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-89- 12.13% |
$40.2K - $48.6K
|
645
$381K
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-89- 6.31% |
$40.2K - $48.6K
|
1.32K
$781K
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-89- 1.37% |
$40.2K - $48.6K
|
6.43K
$3.8M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-89Closed |
$40.2K - $48.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-91- 2.25% |
$41.1K - $49.7K
|
3.95K
$2.33M
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-91- 1.54% |
$41.1K - $49.7K
|
5.82K
$3.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-91- 0.84% |
$41.1K - $49.7K
|
10.7K
$6.32M
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-92- 11.93% |
$41.6K - $50.2K
|
679
$401K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-93- 1.11% |
$42K - $50.8K
|
8.31K
$4.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-94Closed |
$42.5K - $51.3K
|
0
$0
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-94- 12.38% |
$42.5K - $51.3K
|
665
$393K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-96- 19.47% |
$43.4K - $52.4K
|
397
$235K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-97- 1.72% |
$43.8K - $53K
|
5.56K
$3.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-97- 1.1% |
$43.8K - $53K
|
8.72K
$5.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-98- 1.46% |
$44.3K - $53.5K
|
6.6K
$3.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-99- 1.18% |
$44.8K - $54.1K
|
8.27K
$4.89M
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-100- 13.32% |
$45.2K - $54.6K
|
651
$385K
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-100- 13.3% |
$45.2K - $54.6K
|
652
$385K
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-100- 14.93% |
$45.2K - $54.6K
|
570
$337K
|
|
|
Aug 12, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-103- 13.83% |
$46.6K - $56.2K
|
642
$379K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-103- 0.69% |
$46.6K - $56.2K
|
14.8K
$8.72M
|
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-104- 17.84% |
$47K - $56.8K
|
479
$283K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-104Closed |
$47K - $56.8K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-105- 2.85% |
$47.5K - $57.3K
|
3.58K
$2.11M
|
|
|
Jul 20, 2022
Q2 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-105- 1.64% |
$47.5K - $57.3K
|
6.29K
$3.72M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-105- 29.01% |
$47.5K - $57.3K
|
257
$152K
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-107- 6.1% |
$48.4K - $58.4K
|
1.65K
$973K
|