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 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-693- 17.06% |
$316K - $361K
|
3.37K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-694- 9.11% |
$316K - $361K
|
6.92K
$2.11M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-695- 9.68% |
$317K - $362K
|
6.49K
$1.98M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-695- 2.13% |
$317K - $362K
|
31.9K
$9.75M
|
|
|
May 04, 2022
Q1 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-699- 5.75% |
$319K - $364K
|
11.5K
$3.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-705- 7.51% |
$321K - $367K
|
8.69K
$2.66M
|
|
|
May 04, 2022
Q1 2022
|
Nbw Capital LLC
|
SELL
|
- |
-709- 8.35% |
$323K - $369K
|
7.79K
$2.38M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-709- 13.13% |
$323K - $369K
|
4.69K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-711- 10.97% |
$324K - $370K
|
5.77K
$1.76M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-715- 3.61% |
$326K - $372K
|
19.1K
$5.84M
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-720- 5.01% |
$328K - $375K
|
13.6K
$4.17M
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-720Closed |
$328K - $375K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-722- 3.95% |
$329K - $376K
|
17.6K
$5.37M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-722- 5.77% |
$329K - $376K
|
11.8K
$3.6M
|
|
|
May 17, 2022
Q1 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-728- 0.84% |
$332K - $379K
|
85.9K
$26.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-735- 27.94% |
$335K - $383K
|
1.9K
$579K
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-737- 17.06% |
$336K - $384K
|
3.58K
$1.09M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-739- 15.47% |
$337K - $385K
|
4.04K
$1.23M
|
|
|
Apr 27, 2022
Q1 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-753- 0.84% |
$343K - $392K
|
89.3K
$27.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-755- 3.08% |
$344K - $393K
|
23.8K
$7.26M
|
|
|
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
$34.8K
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-763- 1.14% |
$348K - $397K
|
66K
$20.2M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-775- 1.73% |
$353K - $404K
|
44.1K
$13.5M
|
|
|
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
$936K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-787- 33.76% |
$359K - $410K
|
1.54K
$472K
|
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-792- 1.58% |
$361K - $412K
|
49.2K
$15M
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-793- 7.58% |
$362K - $413K
|
9.67K
$2.96M
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-794- 0.27% |
$362K - $414K
|
289K
$88.2M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-796- 22.7% |
$363K - $415K
|
2.71K
$828K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-797- 2.48% |
$363K - $415K
|
31.3K
$9.57M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-797- 6.71% |
$363K - $415K
|
11.1K
$3.39M
|
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-800- 21.0% |
$365K - $417K
|
3.01K
$920K
|
|
|
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
$493K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-814- 31.03% |
$371K - $424K
|
1.81K
$553K
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-815- 6.95% |
$372K - $424K
|
10.9K
$3.34M
|
|
|
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
$2.39M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-825- 5.64% |
$376K - $430K
|
13.8K
$4.22M
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-826- 33.45% |
$377K - $430K
|
1.64K
$502K
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-831- 4.81% |
$379K - $433K
|
16.4K
$5.02M
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-837- 2.3% |
$382K - $436K
|
35.6K
$10.9M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-846- 22.83% |
$386K - $441K
|
2.86K
$874K
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-858- 0.59% |
$391K - $447K
|
146K
$44.5M
|
|
|
May 05, 2022
Q1 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-880- 9.37% |
$401K - $458K
|
8.51K
$2.6M
|
|
|
May 16, 2022
Q1 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-883- 30.06% |
$403K - $460K
|
2.05K
$628K
|
|
|
May 02, 2022
Q1 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-885- 5.56% |
$403K - $461K
|
15K
$4.59M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-898- 9.47% |
$409K - $468K
|
8.59K
$2.62M
|