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 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-905- 8.51% |
$413K - $471K
|
9.73K
$2.97M
|
|
|
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
$475K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-912- 5.17% |
$416K - $475K
|
16.7K
$5.11M
|
|
|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-923- 8.79% |
$421K - $481K
|
9.58K
$2.93M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-926- 9.08% |
$422K - $482K
|
9.27K
$2.83M
|
|
|
Apr 07, 2022
Q1 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-928- 2.36% |
$423K - $483K
|
38.5K
$11.8M
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-951- 12.44% |
$434K - $495K
|
6.7K
$2.05M
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-956- 7.56% |
$436K - $498K
|
11.7K
$3.57M
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-960- 3.54% |
$438K - $500K
|
26.1K
$7.99M
|
|
|
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
$2.06M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-980- 57.55% |
$447K - $510K
|
723
$221K
|
|
|
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
$49.6M
|
|
|
May 12, 2022
Q1 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-996- 28.62% |
$454K - $519K
|
2.48K
$759K
|
|
|
May 16, 2022
Q1 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-1KClosed |
$456K - $521K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-1K- 16.67% |
$456K - $521K
|
5K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-1KClosed |
$456K - $521K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1K- 21.74% |
$456K - $521K
|
3.6K
$1.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Milestone Resources Group LTD
|
SELL
|
- |
-1.01K- 0.46% |
$462K - $528K
|
220K
$67.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.02K- 58.18% |
$465K - $532K
|
734
$224K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.02K- 25.77% |
$465K - $532K
|
2.94K
$899K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 27.39% |
$474K - $541K
|
2.76K
$842K
|
|
|
Apr 29, 2022
Q1 2022
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-1.04K- 12.39% |
$474K - $542K
|
7.35K
$2.25M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.04K- 2.36% |
$475K - $542K
|
43K
$13.2M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.05K- 1.32% |
$476K - $544K
|
78.2K
$23.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.05K- 0.65% |
$480K - $548K
|
160K
$48.9M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.07K- 4.05% |
$486K - $555K
|
25.2K
$7.71M
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.08K- 8.73% |
$491K - $561K
|
11.3K
$3.44M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.08K- 44.1% |
$493K - $563K
|
1.37K
$419K
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.08K- 17.16% |
$493K - $563K
|
5.22K
$1.59M
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.09K- 17.85% |
$495K - $565K
|
4.99K
$1.53M
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.1K- 1.38% |
$499K - $570K
|
78.2K
$23.9M
|
|
|
May 16, 2022
Q1 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.11K- 1.01% |
$505K - $577K
|
109K
$33.3M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.11K- 3.45% |
$507K - $579K
|
31.2K
$9.52M
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.12K- 6.28% |
$508K - $581K
|
16.6K
$5.09M
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 50.65% |
$517K - $591K
|
1.11K
$338K
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.18K- 4.97% |
$536K - $612K
|
22.5K
$6.87M
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.18K- 13.32% |
$538K - $615K
|
7.69K
$2.35M
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.19K- 20.34% |
$541K - $618K
|
4.65K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.19K- 39.86% |
$542K - $619K
|
1.79K
$548K
|
|
|
May 16, 2022
Q1 2022
|
Pavadi Capital LLC
New York, NY |
SELL
|
- |
-1.21K- 13.31% |
$550K - $628K
|
7.85K
$2.4M
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.21K- 33.36% |
$553K - $631K
|
2.42K
$740K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-1.22K- 2.5% |
$557K - $636K
|
47.6K
$14.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 4.8% |
$559K - $639K
|
24.3K
$7.43M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.23K- 6.74% |
$559K - $639K
|
17K
$5.19M
|
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-1.24K- 4.16% |
$565K - $646K
|
28.6K
$8.74M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.25K- 15.86% |
$568K - $649K
|
6.62K
$2.02M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.25K- 4.66% |
$569K - $651K
|
25.6K
$7.82M
|