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
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.56K+ 4.4% |
$706K - $853K
|
37.1K
$21.9M
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.53K+ 15.49% |
$692K - $835K
|
11.4K
$6.74M
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
1.52K+ 4.08% |
$686K - $829K
|
38.7K
$22.9M
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.51K+ 4.96% |
$684K - $826K
|
32K
$18.9M
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$682K - $823K
|
1.51K
$891K
|
|
Jul 18, 2022
Q2 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
1.5K+ 51.72% |
$678K - $819K
|
4.4K
$2.6M
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 18.81% |
$678K - $819K
|
9.47K
$5.6M
|
|
Jul 29, 2022
Q2 2022
|
Emerald Advisers, LLC
|
BUY
|
- |
1.5KNew |
$678K - $818K
|
1.5K
$886K
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.49K+ 7.29% |
$673K - $812K
|
21.9K
$12.9M
|
|
Aug 15, 2022
Q2 2022
|
Pavadi Capital LLC
New York, NY |
BUY
|
- |
1.48K+ 18.86% |
$670K - $809K
|
9.34K
$5.52M
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
BUY
|
- |
1.48K+ 211.14% |
$668K - $807K
|
2.18K
$1.29M
|
|
Aug 12, 2022
Q2 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.47K+ 46.12% |
$665K - $803K
|
4.66K
$2.75M
|
|
Jul 29, 2022
Q2 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.47K+ 10.69% |
$662K - $800K
|
15.2K
$8.97M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.43K+ 10.86% |
$647K - $781K
|
14.6K
$8.63M
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
BUY
|
- |
1.42KNew |
$644K - $778K
|
1.42K
$841K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.41K+ 16.69% |
$639K - $772K
|
9.89K
$5.84M
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.41K+ 1.53% |
$636K - $768K
|
93.5K
$55.3M
|
|
Aug 12, 2022
Q2 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.4KNew |
$632K - $763K
|
1.4K
$826K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.39K+ 3.1% |
$630K - $761K
|
46.4K
$27.4M
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.39K+ 116.81% |
$628K - $759K
|
2.58K
$1.52M
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.37K+ 45.44% |
$619K - $747K
|
4.38K
$2.59M
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.36K+ 13.03% |
$615K - $743K
|
11.8K
$6.97M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 4.07% |
$605K - $731K
|
34.2K
$20.2M
|
|
Oct 20, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.33K+ 131.07% |
$601K - $726K
|
2.34K
$1.38M
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.31KNew |
$593K - $716K
|
1.31K
$775K
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.3K+ 1.79% |
$589K - $711K
|
74.2K
$43.8M
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
1.3K+ 16.22% |
$585K - $707K
|
9.28K
$5.48M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.28K+ 9.36% |
$580K - $701K
|
15K
$8.85M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.27K+ 1.53% |
$572K - $691K
|
84.2K
$49.7M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.26K+ 5.17% |
$569K - $687K
|
25.6K
$15.1M
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 77.87% |
$566K - $684K
|
2.86K
$1.69M
|
|
Aug 03, 2022
Q2 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.25K+ 4.51% |
$565K - $683K
|
29K
$17.1M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.24K+ 4.47% |
$558K - $674K
|
28.9K
$17.1M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.23K+ 70.19% |
$556K - $671K
|
2.98K
$1.76M
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.23K+ 68.34% |
$554K - $669K
|
3.02K
$1.78M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.22K+ 33.82% |
$550K - $664K
|
4.82K
$2.85M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.21K+ 35.08% |
$547K - $660K
|
4.66K
$2.75M
|
|
Aug 10, 2022
Q2 2022
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
1.2K+ 3.16% |
$542K - $655K
|
39.2K
$23.2M
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.2K+ 33.96% |
$541K - $653K
|
4.72K
$2.79M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18K+ 18.21% |
$534K - $645K
|
7.67K
$4.53M
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$531K - $642K
|
1.18K
$694K
|
|
Aug 15, 2022
Q2 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.18KNew |
$531K - $642K
|
1.18K
$694K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.16K+ 2.45% |
$525K - $634K
|
48.6K
$28.7M
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
BUY
|
- |
1.16K+ 18.67% |
$523K - $632K
|
7.35K
$4.35M
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 3.1% |
$522K - $631K
|
38.4K
$22.7M
|
|
Aug 09, 2022
Q2 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.14K+ 19.54% |
$517K - $624K
|
6.99K
$4.13M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.14K+ 0.47% |
$513K - $620K
|
241K
$143M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.11K+ 9.38% |
$501K - $605K
|
12.9K
$7.64M
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.1K+ 32.88% |
$497K - $601K
|
4.45K
$2.63M
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.09K+ 0.88% |
$495K - $597K
|
125K
$74M
|