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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-2- 0.29% |
$912 - $1.04K
|
694
$427K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 1.89% |
$912 - $1.04K
|
104
$64K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2- 0.06% |
$912 - $1.04K
|
3.6K
$2.22M
|
|
|
May 11, 2022
Q1 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-2- 0.02% |
$912 - $1.04K
|
8.67K
$5.34M
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2- 0.05% |
$912 - $1.04K
|
3.69K
$2.27M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3- 0.36% |
$1.37K - $1.56K
|
823
$507K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3- 0.74% |
$1.37K - $1.56K
|
400
$246K
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
SELL
|
- |
-3- 0.47% |
$1.37K - $1.56K
|
636
$392K
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3- 0.14% |
$1.37K - $1.56K
|
2.19K
$1.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3- 0.17% |
$1.37K - $1.56K
|
1.79K
$1.1M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.07% |
$1.37K - $1.56K
|
4.11K
$2.53M
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3- 0.01% |
$1.37K - $1.56K
|
21.1K
$13M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3- 0.68% |
$1.37K - $1.56K
|
440
$271K
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-3- 0.21% |
$1.37K - $1.56K
|
1.42K
$874K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-4- 0.03% |
$1.82K - $2.08K
|
12.3K
$7.57M
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4- 0.15% |
$1.82K - $2.08K
|
2.66K
$1.64M
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-4- 0.17% |
$1.82K - $2.08K
|
2.4K
$1.47M
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-4- 0.99% |
$1.82K - $2.08K
|
401
$247K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4- 0.49% |
$1.82K - $2.08K
|
806
$496K
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-4- 0.19% |
$1.82K - $2.08K
|
2.05K
$1.26M
|
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-4- 0.16% |
$1.82K - $2.08K
|
2.49K
$1.53M
|
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$2.28K - $2.6K
|
3.78K
$2.33M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
SELL
|
- |
-5- 1.1% |
$2.28K - $2.6K
|
450
$277K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 0.09% |
$2.28K - $2.6K
|
5.49K
$3.38M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 0.3% |
$2.28K - $2.6K
|
1.66K
$1.02M
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5- 0.39% |
$2.28K - $2.6K
|
1.29K
$793K
|
|
|
May 03, 2022
Q1 2022
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-5- 0.12% |
$2.28K - $2.6K
|
4.31K
$2.65M
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-5- 0.5% |
$2.28K - $2.6K
|
996
$613K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-5- 1.4% |
$2.28K - $2.6K
|
351
$216K
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5- 0.62% |
$2.28K - $2.6K
|
800
$493K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.17% |
$2.28K - $2.6K
|
2.85K
$1.76M
|
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-6- 1.1% |
$2.74K - $3.12K
|
538
$331K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-6- 13.64% |
$2.74K - $3.12K
|
38
$23.4K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.09% |
$2.74K - $3.12K
|
6.54K
$4.02M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-6- 0.4% |
$2.74K - $3.12K
|
1.5K
$925K
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-6Closed |
$2.74K - $3.12K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
SELL
|
- |
-7- 0.4% |
$3.19K - $3.65K
|
1.72K
$1.06M
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-7- 0.81% |
$3.19K - $3.65K
|
861
$530K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$3.19K - $3.65K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-7- 0.27% |
$3.19K - $3.65K
|
2.59K
$1.59M
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-8- 0.92% |
$3.65K - $4.17K
|
863
$531K
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-8- 0.99% |
$3.65K - $4.17K
|
797
$491K
|
|
|
May 12, 2022
Q1 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-8- 0.13% |
$3.65K - $4.17K
|
6.07K
$3.74M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-8- 1.22% |
$3.65K - $4.17K
|
650
$400K
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-9- 0.44% |
$4.1K - $4.69K
|
2.03K
$1.25M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9- 1.01% |
$4.1K - $4.69K
|
884
$544K
|
|
|
Apr 20, 2022
Q1 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-9- 1.18% |
$4.1K - $4.69K
|
755
$465K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-9- 12.86% |
$4.1K - $4.69K
|
61
$37.6K
|
|
|
Apr 05, 2022
Q1 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-10- 0.1% |
$4.56K - $5.21K
|
9.95K
$6.12M
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
SELL
|
- |
-10- 0.53% |
$4.56K - $5.21K
|
1.87K
$1.15M
|