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 17, 2022
Q1 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-728- 0.84% |
$332K - $379K
|
85.9K
$49.9M
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-735- 27.94% |
$335K - $383K
|
1.9K
$1.1M
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-739- 15.47% |
$337K - $385K
|
4.04K
$2.34M
|
|
Apr 27, 2022
Q1 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-753- 0.84% |
$343K - $392K
|
89.3K
$51.8M
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-755- 3.08% |
$344K - $393K
|
23.8K
$13.8M
|
|
Apr 27, 2022
Q1 2022
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-755Closed |
$344K - $393K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-757- 86.91% |
$345K - $394K
|
114
$66.2K
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-763- 1.14% |
$348K - $397K
|
66K
$38.3M
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-775- 1.73% |
$353K - $404K
|
44.1K
$25.6M
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-780Closed |
$356K - $406K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-785- 20.4% |
$358K - $409K
|
3.06K
$1.78M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-787- 33.76% |
$359K - $410K
|
1.54K
$896K
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-792- 1.58% |
$361K - $412K
|
49.2K
$28.6M
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-793- 7.58% |
$362K - $413K
|
9.67K
$5.61M
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-794- 0.27% |
$362K - $414K
|
289K
$168M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-796- 22.7% |
$363K - $415K
|
2.71K
$1.57M
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-797- 2.48% |
$363K - $415K
|
31.3K
$18.2M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-797- 6.71% |
$363K - $415K
|
11.1K
$6.44M
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-800- 21.0% |
$365K - $417K
|
3.01K
$1.75M
|
|
May 06, 2022
Q1 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-802Closed |
$366K - $418K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-811- 33.46% |
$370K - $422K
|
1.61K
$936K
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-814- 31.03% |
$371K - $424K
|
1.81K
$1.05M
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-815- 6.95% |
$372K - $424K
|
10.9K
$6.34M
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-817Closed |
$372K - $426K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-820- 9.5% |
$374K - $427K
|
7.82K
$4.54M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-825- 5.64% |
$376K - $430K
|
13.8K
$8.02M
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-826- 33.45% |
$377K - $430K
|
1.64K
$954K
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-831- 4.81% |
$379K - $433K
|
16.4K
$9.54M
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-837- 2.3% |
$382K - $436K
|
35.6K
$20.7M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-846- 22.83% |
$386K - $441K
|
2.86K
$1.66M
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-858- 0.59% |
$391K - $447K
|
146K
$84.6M
|
|
May 05, 2022
Q1 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-880- 9.37% |
$401K - $458K
|
8.51K
$4.94M
|
|
May 16, 2022
Q1 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-883- 30.06% |
$403K - $460K
|
2.05K
$1.19M
|
|
May 02, 2022
Q1 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-885- 5.56% |
$403K - $461K
|
15K
$8.72M
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-898- 9.47% |
$409K - $468K
|
8.59K
$4.98M
|
|
May 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-905- 8.51% |
$413K - $471K
|
9.73K
$5.65M
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-907Closed |
$413K - $472K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-910- 36.95% |
$415K - $474K
|
1.55K
$902K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-912- 5.17% |
$416K - $475K
|
16.7K
$9.72M
|
|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-923- 8.79% |
$421K - $481K
|
9.58K
$5.56M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-926- 9.08% |
$422K - $482K
|
9.27K
$5.38M
|
|
Apr 07, 2022
Q1 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-928- 2.36% |
$423K - $483K
|
38.5K
$22.3M
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-951- 12.44% |
$434K - $495K
|
6.7K
$3.89M
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-956- 7.56% |
$436K - $498K
|
11.7K
$6.79M
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-960- 3.54% |
$438K - $500K
|
26.1K
$15.2M
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-964Closed |
$439K - $502K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-970- 12.58% |
$442K - $505K
|
6.74K
$3.91M
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-980- 57.55% |
$447K - $510K
|
723
$420K
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-991Closed |
$452K - $516K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-995- 0.61% |
$454K - $518K
|
162K
$94.2M
|