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 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-107- 6.1% |
$48.4K - $58.4K
|
1.65K
$999K
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-107- 1.17% |
$48.4K - $58.4K
|
9.01K
$5.46M
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-108- 0.96% |
$48.8K - $59K
|
11.2K
$6.78M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-108- 2.69% |
$48.8K - $59K
|
3.91K
$2.37M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-108- 2.6% |
$48.8K - $59K
|
4.05K
$2.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-108- 0.68% |
$48.8K - $59K
|
15.7K
$9.53M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-109- 6.47% |
$49.3K - $59.5K
|
1.58K
$956K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-109- 15.12% |
$49.3K - $59.5K
|
612
$371K
|
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-109- 4.61% |
$49.3K - $59.5K
|
2.26K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-110- 9.73% |
$49.7K - $60.1K
|
1.02K
$619K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-111- 3.87% |
$50.2K - $60.6K
|
2.75K
$1.67M
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-112- 19.51% |
$50.6K - $61.2K
|
462
$280K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-113- 21.08% |
$51.1K - $61.7K
|
423
$257K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-114- 7.1% |
$51.5K - $62.2K
|
1.49K
$905K
|
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-114- 1.26% |
$51.5K - $62.2K
|
8.95K
$5.43M
|
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-115- 21.95% |
$52K - $62.8K
|
409
$248K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-115- 2.61% |
$52K - $62.8K
|
4.28K
$2.6M
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-116- 16.74% |
$52.4K - $63.3K
|
577
$350K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-116- 7.61% |
$52.4K - $63.3K
|
1.41K
$854K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-118- 0.43% |
$53.3K - $64.4K
|
27K
$16.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-118- 0.73% |
$53.3K - $64.4K
|
16K
$9.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-118- 46.83% |
$53.3K - $64.4K
|
134
$81.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-119- 4.35% |
$53.8K - $65K
|
2.62K
$1.59M
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-120- 7.03% |
$54.2K - $65.5K
|
1.59K
$962K
|
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-120- 15.0% |
$54.2K - $65.5K
|
680
$413K
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-120- 0.87% |
$54.2K - $65.5K
|
13.6K
$8.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-121- 1.89% |
$54.7K - $66.1K
|
6.29K
$3.82M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-122- 6.34% |
$55.2K - $66.6K
|
1.8K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-122- 1.44% |
$55.2K - $66.6K
|
8.37K
$5.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-123- 0.27% |
$55.6K - $67.2K
|
44.6K
$27.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-123- 2.27% |
$55.6K - $67.2K
|
5.3K
$3.22M
|
|
|
Nov 15, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-123- 10.04% |
$55.6K - $67.2K
|
1.1K
$669K
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-125- 4.76% |
$56.5K - $68.3K
|
2.5K
$1.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-126- 0.59% |
$57K - $68.8K
|
21.1K
$12.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-127- 20.79% |
$57.4K - $69.3K
|
484
$294K
|
|
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-129- 5.59% |
$58.3K - $70.4K
|
2.18K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-130- 3.53% |
$58.8K - $71K
|
3.56K
$2.16M
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-131- 22.17% |
$59.2K - $71.5K
|
460
$279K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-131- 10.45% |
$59.2K - $71.5K
|
1.12K
$681K
|
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-135- 0.66% |
$61K - $73.7K
|
20.3K
$12.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-135- 13.9% |
$61K - $73.7K
|
836
$507K
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-135- 7.1% |
$61K - $73.7K
|
1.77K
$1.07M
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-136- 1.46% |
$61.5K - $74.3K
|
9.18K
$5.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-136- 14.11% |
$61.5K - $74.3K
|
828
$502K
|
|
|
Aug 04, 2022
Q2 2022
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-139- 0.27% |
$62.8K - $75.9K
|
51.1K
$31M
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-140- 10.94% |
$63.3K - $76.4K
|
1.14K
$692K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-140- 4.39% |
$63.3K - $76.4K
|
3.05K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-140- 2.44% |
$63.3K - $76.4K
|
5.6K
$3.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-141- 4.78% |
$63.7K - $77K
|
2.81K
$1.71M
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-143- 8.9% |
$64.6K - $78.1K
|
1.46K
$888K
|