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 15, 2022
Q2 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-247- 1.07% |
$112K - $135K
|
22.8K
$13.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-247Closed |
$112K - $135K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-247- 5.37% |
$112K - $135K
|
4.36K
$2.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-247- 0.69% |
$112K - $135K
|
35.6K
$21M
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-248- 2.3% |
$112K - $135K
|
10.6K
$6.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-248- 1.43% |
$112K - $135K
|
17.1K
$10.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-250- 4.71% |
$113K - $137K
|
5.06K
$2.99M
|
|
|
Aug 08, 2022
Q2 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-250- 12.17% |
$113K - $137K
|
1.81K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-250- 2.66% |
$113K - $137K
|
9.15K
$5.41M
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-255- 1.4% |
$115K - $139K
|
18K
$10.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-257- 18.62% |
$116K - $140K
|
1.12K
$664K
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-262- 11.76% |
$118K - $143K
|
1.97K
$1.16M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-264- 7.42% |
$119K - $144K
|
3.3K
$1.95M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-264- 7.68% |
$119K - $144K
|
3.17K
$1.88M
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-265- 2.13% |
$120K - $145K
|
12.2K
$7.21M
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-267- 34.23% |
$121K - $146K
|
513
$303K
|
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-269- 2.81% |
$122K - $147K
|
9.31K
$5.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-269- 0.61% |
$122K - $147K
|
44.1K
$26.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-269- 25.84% |
$122K - $147K
|
772
$456K
|
|
|
Aug 01, 2022
Q2 2022
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-270- 6.27% |
$122K - $147K
|
4.04K
$2.38M
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-271- 13.39% |
$123K - $148K
|
1.75K
$1.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-271- 4.07% |
$123K - $148K
|
6.39K
$3.77M
|
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-271- 2.96% |
$123K - $148K
|
8.89K
$5.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-271- 10.98% |
$123K - $148K
|
2.2K
$1.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-272- 14.93% |
$123K - $149K
|
1.55K
$916K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-272- 6.49% |
$123K - $149K
|
3.92K
$2.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-273- 0.87% |
$123K - $149K
|
31K
$18.3M
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-274- 4.48% |
$124K - $150K
|
5.85K
$3.45M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-275- 18.31% |
$124K - $150K
|
1.23K
$725K
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-284- 7.41% |
$128K - $155K
|
3.55K
$2.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-285- 4.78% |
$129K - $156K
|
5.67K
$3.35M
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-285- 1.32% |
$129K - $156K
|
21.3K
$12.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-285- 5.26% |
$129K - $156K
|
5.13K
$3.03M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-288- 5.5% |
$130K - $157K
|
4.95K
$2.92M
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-290- 0.18% |
$131K - $158K
|
160K
$94.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-290- 9.14% |
$131K - $158K
|
2.88K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-290- 1.29% |
$131K - $158K
|
22.2K
$13.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-294- 2.12% |
$133K - $161K
|
13.6K
$8.02M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-296- 13.23% |
$134K - $162K
|
1.94K
$1.15M
|
|
|
Jul 11, 2022
Q2 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-299- 37.1% |
$135K - $163K
|
507
$300K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-299- 10.22% |
$135K - $163K
|
2.63K
$1.55M
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-300- 12.4% |
$136K - $164K
|
2.12K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-300- 25.25% |
$136K - $164K
|
888
$525K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-301- 1.4% |
$136K - $164K
|
21.2K
$12.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-304- 16.23% |
$137K - $166K
|
1.57K
$927K
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-307- 20.44% |
$139K - $168K
|
1.2K
$706K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-309- 63.84% |
$140K - $169K
|
175
$103K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-311- 1.93% |
$141K - $170K
|
15.8K
$9.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-311- 0.12% |
$141K - $170K
|
258K
$153M
|
|
|
Aug 04, 2022
Q2 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-311- 7.2% |
$141K - $170K
|
4.01K
$2.37M
|