Purchases and Sales Made in Q4 2021 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.36% |
$387 - $506
|
277
$171K
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.15% |
$387 - $506
|
686
$422K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-1- 0.08% |
$387 - $506
|
1.27K
$782K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 0.11% |
$387 - $506
|
881
$543K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-1- 0.04% |
$387 - $506
|
2.59K
$1.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1- 0.01% |
$387 - $506
|
8.9K
$5.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-1- 0.01% |
$387 - $506
|
8.47K
$5.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$387 - $506
|
5.14K
$3.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$387 - $506
|
3.35K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-1- 0.16% |
$387 - $506
|
628
$387K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.07% |
$387 - $506
|
1.36K
$835K
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1- 0.16% |
$387 - $506
|
622
$383K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2- 0.07% |
$774 - $1.01K
|
3.04K
$1.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-2- 0.19% |
$774 - $1.01K
|
1.04K
$640K
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2- 0.03% |
$774 - $1.01K
|
7.42K
$4.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2- 0.27% |
$774 - $1.01K
|
729
$449K
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2- 0.01% |
$774 - $1.01K
|
30.5K
$18.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.05% |
$774 - $1.01K
|
3.79K
$2.34M
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
SELL
|
- |
-3- 0.29% |
$1.16K - $1.52K
|
1.04K
$642K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3Closed |
$1.16K - $1.52K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-3- 0.03% |
$1.16K - $1.52K
|
10.3K
$6.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3- 0.08% |
$1.16K - $1.52K
|
3.97K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3- 0.01% |
$1.16K - $1.52K
|
21.5K
$13.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-4- 0.43% |
$1.55K - $2.02K
|
935
$576K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-4- 0.16% |
$1.55K - $2.02K
|
2.53K
$1.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4- 0.42% |
$1.55K - $2.02K
|
951
$586K
|
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$1.55K - $2.02K
|
7.47K
$4.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4- 1.06% |
$1.55K - $2.02K
|
374
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4- 0.05% |
$1.55K - $2.02K
|
7.71K
$4.75M
|
|
|
Mar 30, 2022
Q4 2021
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.1% |
$1.55K - $2.02K
|
4.19K
$2.58M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4- 8.33% |
$1.55K - $2.02K
|
44
$27.1K
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.09% |
$1.94K - $2.53K
|
5.86K
$3.61M
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-5- 3.85% |
$1.94K - $2.53K
|
125
$77K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5- 0.06% |
$1.94K - $2.53K
|
7.86K
$4.84M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.36% |
$1.94K - $2.53K
|
1.37K
$844K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.22% |
$1.94K - $2.53K
|
2.26K
$1.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-6- 0.34% |
$2.32K - $3.03K
|
1.78K
$1.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-6- 0.17% |
$2.32K - $3.03K
|
3.56K
$2.19M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.23% |
$2.32K - $3.03K
|
2.66K
$1.64M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-7Closed |
$2.71K - $3.54K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-7- 1.26% |
$2.71K - $3.54K
|
547
$337K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7- 0.07% |
$2.71K - $3.54K
|
10.6K
$6.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-7- 0.01% |
$2.71K - $3.54K
|
51.3K
$31.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-7- 0.1% |
$2.71K - $3.54K
|
7.32K
$4.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-8- 2.84% |
$3.1K - $4.04K
|
274
$169K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-8- 0.79% |
$3.1K - $4.04K
|
1K
$616K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-8- 0.84% |
$3.1K - $4.04K
|
946
$583K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-8- 0.07% |
$3.1K - $4.04K
|
11.1K
$6.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-8- 1.42% |
$3.1K - $4.04K
|
556
$342K
|
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-9- 0.06% |
$3.48K - $4.55K
|
15.7K
$9.65M
|