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 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-276Closed |
$126K - $144K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-276- 2.39% |
$126K - $144K
|
11.3K
$6.94M
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-276- 11.81% |
$126K - $144K
|
2.06K
$1.27M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-277Closed |
$126K - $144K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-278- 21.17% |
$127K - $145K
|
1.04K
$637K
|
|
Apr 29, 2022
Q1 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-285- 13.19% |
$130K - $148K
|
1.88K
$1.15M
|
|
Apr 26, 2022
Q1 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-285- 32.31% |
$130K - $148K
|
597
$368K
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-287- 30.63% |
$131K - $149K
|
650
$400K
|
|
May 16, 2022
Q1 2022
|
Merlin Capital LLC
|
SELL
|
- |
-289- 24.24% |
$132K - $151K
|
903
$556K
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-290- 0.93% |
$132K - $151K
|
31.1K
$19.1M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-290- 11.47% |
$132K - $151K
|
2.24K
$1.38M
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-291- 1.79% |
$133K - $152K
|
16K
$9.82M
|
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-293- 9.08% |
$134K - $153K
|
2.94K
$1.81M
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-294- 5.32% |
$134K - $153K
|
5.23K
$3.22M
|
|
May 10, 2022
Q1 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-294- 0.99% |
$134K - $153K
|
29.3K
$18.1M
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-296- 1.6% |
$135K - $154K
|
18.2K
$11.2M
|
|
May 16, 2022
Q1 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-298- 22.39% |
$136K - $155K
|
1.03K
$636K
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-298- 10.72% |
$136K - $155K
|
2.48K
$1.53M
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-303- 29.13% |
$138K - $158K
|
737
$454K
|
|
May 06, 2022
Q1 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-305- 20.05% |
$139K - $159K
|
1.22K
$749K
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-307- 2.4% |
$140K - $160K
|
12.5K
$7.68M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-308- 2.6% |
$140K - $160K
|
11.5K
$7.11M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-309- 44.02% |
$141K - $161K
|
393
$242K
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-310- 6.56% |
$141K - $161K
|
4.42K
$2.72M
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-312- 9.16% |
$142K - $162K
|
3.1K
$1.91M
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-314- 5.73% |
$143K - $164K
|
5.16K
$3.18M
|
|
May 16, 2022
Q1 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-314- 2.04% |
$143K - $164K
|
15.1K
$9.28M
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-328- 2.0% |
$150K - $171K
|
16.1K
$9.91M
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
SELL
|
- |
-331- 11.65% |
$151K - $172K
|
2.51K
$1.55M
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-331- 16.9% |
$151K - $172K
|
1.63K
$1M
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-335- 4.22% |
$153K - $174K
|
7.6K
$4.68M
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-336- 18.89% |
$153K - $175K
|
1.44K
$889K
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-337- 1.27% |
$154K - $176K
|
26.2K
$16.1M
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-338- 3.25% |
$154K - $176K
|
10.1K
$6.2M
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-339- 1.76% |
$155K - $177K
|
18.9K
$11.7M
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-346- 7.0% |
$158K - $180K
|
4.6K
$2.83M
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-350- 3.41% |
$160K - $182K
|
9.9K
$6.1M
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-350- 23.38% |
$160K - $182K
|
1.15K
$706K
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-352- 0.82% |
$160K - $183K
|
42.8K
$26.4M
|
|
May 16, 2022
Q1 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-352- 10.47% |
$160K - $183K
|
3.01K
$1.85M
|
|
May 16, 2022
Q1 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-353- 28.35% |
$161K - $184K
|
892
$549K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-357- 15.65% |
$163K - $186K
|
1.92K
$1.18M
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-360- 23.98% |
$164K - $187K
|
1.14K
$703K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-366- 26.48% |
$167K - $191K
|
1.02K
$626K
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-368- 5.41% |
$168K - $192K
|
6.43K
$3.96M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-370- 3.15% |
$169K - $193K
|
11.4K
$7.01M
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-371- 8.31% |
$169K - $193K
|
4.1K
$2.52M
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-374- 19.51% |
$171K - $195K
|
1.54K
$950K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-374- 1.12% |
$171K - $195K
|
33K
$20.3M
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-376- 0.6% |
$171K - $196K
|
62.2K
$38.3M
|