Purchases and Sales Made in Q1 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
18+ 4.15% |
$8.21K - $9.37K
|
452
$211K
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17+ 2.55% |
$7.75K - $8.85K
|
683
$319K
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
17+ 0.26% |
$7.75K - $8.85K
|
6.56K
$3.06M
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
BUY
|
- |
16+ 0.31% |
$7.29K - $8.33K
|
5.17K
$2.41M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
16+ 1.71% |
$7.29K - $8.33K
|
953
$444K
|
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
16+ 1.98% |
$7.29K - $8.33K
|
824
$384K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
16+ 3.55% |
$7.29K - $8.33K
|
467
$218K
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
16New |
$7.29K - $8.33K
|
16
$7.46K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
16+ 1.33% |
$7.29K - $8.33K
|
1.22K
$569K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15+ 0.33% |
$6.84K - $7.81K
|
4.59K
$2.14M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
15+ 0.61% |
$6.84K - $7.81K
|
2.48K
$1.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 3.76% |
$6.84K - $7.81K
|
414
$193K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15+ 4.32% |
$6.84K - $7.81K
|
362
$169K
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
14+ 0.62% |
$6.38K - $7.29K
|
2.29K
$1.07M
|
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
14+ 2.0% |
$6.38K - $7.29K
|
713
$333K
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
BUY
|
- |
14+ 2.2% |
$6.38K - $7.29K
|
650
$303K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
14+ 2.56% |
$6.38K - $7.29K
|
561
$262K
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
14+ 2.15% |
$6.38K - $7.29K
|
664
$310K
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
14+ 2.24% |
$6.38K - $7.29K
|
638
$298K
|
|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
BUY
|
- |
13+ 0.66% |
$5.93K - $6.77K
|
1.98K
$922K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
13New |
$5.93K - $6.77K
|
13
$6.06K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13New |
$5.93K - $6.77K
|
13
$6.06K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13+ 1.29% |
$5.93K - $6.77K
|
1.02K
$475K
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
13+ 1.14% |
$5.93K - $6.77K
|
1.15K
$537K
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
13+ 0.34% |
$5.93K - $6.77K
|
3.79K
$1.77M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13+ 1.43% |
$5.93K - $6.77K
|
923
$431K
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12+ 0.37% |
$5.47K - $6.25K
|
3.23K
$1.51M
|
|
|
May 17, 2022
Q1 2022
|
Kidder Stephen W
|
BUY
|
- |
12+ 0.1% |
$5.47K - $6.25K
|
11.4K
$5.34M
|
|
|
Apr 26, 2022
Q1 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
12+ 0.42% |
$5.47K - $6.25K
|
2.86K
$1.33M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
12+ 1.22% |
$5.47K - $6.25K
|
995
$464K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
12+ 1.22% |
$5.47K - $6.25K
|
995
$464K
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
12+ 1.38% |
$5.47K - $6.25K
|
879
$410K
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
12+ 0.29% |
$5.47K - $6.25K
|
4.21K
$1.96M
|
|
|
Apr 21, 2022
Q1 2022
|
Chase Investment Counsel Corp
|
BUY
|
- |
11+ 0.14% |
$5.01K - $5.73K
|
7.81K
$3.64M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
11+ 0.66% |
$5.01K - $5.73K
|
1.69K
$786K
|
|
|
May 11, 2022
Q1 2022
|
Lgt Group Foundation
|
BUY
|
- |
11+ 0.6% |
$5.01K - $5.73K
|
1.85K
$863K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
11+ 1.27% |
$5.01K - $5.73K
|
876
$409K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
11+ 1.48% |
$5.01K - $5.73K
|
754
$352K
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.8% |
$5.01K - $5.73K
|
1.38K
$644K
|
|
|
Apr 20, 2022
Q1 2022
|
Harvey Investment CO LLC
|
BUY
|
- |
10+ 0.21% |
$4.56K - $5.21K
|
4.82K
$2.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
10+ 0.23% |
$4.56K - $5.21K
|
4.3K
$2M
|
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.44% |
$4.56K - $5.21K
|
2.29K
$1.07M
|
|
|
May 11, 2022
Q1 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
10+ 0.1% |
$4.56K - $5.21K
|
10K
$4.67M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
10+ 0.73% |
$4.56K - $5.21K
|
1.38K
$644K
|
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
10+ 0.9% |
$4.56K - $5.21K
|
1.12K
$523K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9+ 1.36% |
$4.1K - $4.69K
|
671
$313K
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
9+ 0.91% |
$4.1K - $4.69K
|
1K
$467K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
9+ 0.52% |
$4.1K - $4.69K
|
1.73K
$806K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
9+ 1.15% |
$4.1K - $4.69K
|
794
$370K
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9+ 0.54% |
$4.1K - $4.69K
|
1.69K
$787K
|