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 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-381- 5.77% |
$172K - $208K
|
6.22K
$3.68M
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-383- 6.23% |
$173K - $209K
|
5.77K
$3.41M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-383- 6.79% |
$173K - $209K
|
5.26K
$3.11M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-383- 1.7% |
$173K - $209K
|
22.1K
$13.1M
|
|
Aug 12, 2022
Q2 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-385- 5.12% |
$174K - $210K
|
7.14K
$4.22M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-386- 38.18% |
$174K - $211K
|
625
$369K
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-388- 22.05% |
$175K - $212K
|
1.37K
$811K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-393Closed |
$178K - $215K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-397- 22.97% |
$179K - $217K
|
1.33K
$786K
|
|
Jul 15, 2022
Q2 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-400Closed |
$181K - $218K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-400- 26.67% |
$181K - $218K
|
1.1K
$650K
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-400Closed |
$181K - $218K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-407- 2.49% |
$184K - $222K
|
15.9K
$9.41M
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-408- 0.95% |
$184K - $223K
|
42.5K
$25.1M
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-410- 29.93% |
$185K - $224K
|
960
$567K
|
|
Jul 22, 2022
Q2 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-415- 0.86% |
$188K - $227K
|
48.1K
$28.4M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-416- 1.46% |
$188K - $227K
|
28.1K
$16.6M
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-416- 3.29% |
$188K - $227K
|
12.2K
$7.23M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-417- 15.58% |
$189K - $228K
|
2.26K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-419- 1.5% |
$189K - $229K
|
27.5K
$16.2M
|
|
Jul 12, 2022
Q2 2022
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-420- 5.12% |
$190K - $229K
|
7.78K
$4.6M
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-425- 5.3% |
$192K - $232K
|
7.59K
$4.49M
|
|
Aug 16, 2022
Q2 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-425- 1.65% |
$192K - $232K
|
25.4K
$15M
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-427- 5.24% |
$193K - $233K
|
7.72K
$4.56M
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-428- 3.17% |
$193K - $234K
|
13.1K
$7.71M
|
|
Aug 10, 2022
Q2 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-430Closed |
$194K - $235K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-434- 10.44% |
$196K - $237K
|
3.72K
$2.2M
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-435- 37.93% |
$197K - $238K
|
712
$421K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-437- 6.43% |
$198K - $239K
|
6.36K
$3.76M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-438- 1.29% |
$198K - $239K
|
33.6K
$19.9M
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-439Closed |
$198K - $240K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-446Closed |
$202K - $244K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-449- 44.11% |
$203K - $245K
|
569
$336K
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-450Closed |
$203K - $246K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-450- 1.48% |
$203K - $246K
|
30K
$17.7M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-450- 2.17% |
$203K - $246K
|
20.3K
$12M
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-451- 3.37% |
$204K - $246K
|
12.9K
$7.65M
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-452- 10.84% |
$204K - $247K
|
3.72K
$2.2M
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-453Closed |
$205K - $247K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
SELL
|
- |
-454- 15.55% |
$205K - $248K
|
2.47K
$1.46M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-456Closed |
$206K - $249K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-457- 2.99% |
$207K - $250K
|
14.8K
$8.75M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-458- 1.78% |
$207K - $250K
|
25.3K
$15M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-458- 12.1% |
$207K - $250K
|
3.33K
$1.97M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-459Closed |
$207K - $251K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-467- 5.57% |
$211K - $255K
|
7.92K
$4.68M
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-467- 38.5% |
$211K - $255K
|
746
$441K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-467Closed |
$211K - $255K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Page Arthur B
|
SELL
|
- |
-473- 5.86% |
$214K - $258K
|
7.6K
$4.49M
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
SELL
|
- |
-477- 2.24% |
$216K - $260K
|
20.8K
$12.3M
|