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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-50- 0.51% |
$19.4K - $25.3K
|
9.81K
$6.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-50- 0.67% |
$19.4K - $25.3K
|
7.43K
$4.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-51- 9.7% |
$19.7K - $25.8K
|
475
$293K
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-51- 5.34% |
$19.7K - $25.8K
|
904
$557K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-53- 2.22% |
$20.5K - $26.8K
|
2.34K
$1.44M
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-53- 3.99% |
$20.5K - $26.8K
|
1.28K
$786K
|
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-54- 5.91% |
$20.9K - $27.3K
|
859
$529K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-54- 2.8% |
$20.9K - $27.3K
|
1.88K
$1.15M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-55- 0.29% |
$21.3K - $27.8K
|
19.1K
$11.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-57- 0.35% |
$22.1K - $28.8K
|
16.4K
$10.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-58- 3.15% |
$22.4K - $29.3K
|
1.78K
$1.1M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-58- 56.86% |
$22.4K - $29.3K
|
44
$27.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-59- 0.61% |
$22.8K - $29.8K
|
9.54K
$5.88M
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-59- 1.87% |
$22.8K - $29.8K
|
3.1K
$1.91M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-60- 0.41% |
$23.2K - $30.3K
|
14.6K
$8.98M
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-60- 9.22% |
$23.2K - $30.3K
|
591
$364K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-60- 2.91% |
$23.2K - $30.3K
|
2K
$1.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-61- 7.0% |
$23.6K - $30.8K
|
811
$499K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-62- 0.45% |
$24K - $31.3K
|
13.6K
$8.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-64- 1.74% |
$24.8K - $32.4K
|
3.61K
$2.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-64- 0.18% |
$24.8K - $32.4K
|
36.5K
$22.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-64Closed |
$24.8K - $32.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-64- 2.75% |
$24.8K - $32.4K
|
2.26K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-64- 2.25% |
$24.8K - $32.4K
|
2.78K
$1.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-65- 10.74% |
$25.2K - $32.9K
|
540
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-65- 0.16% |
$25.2K - $32.9K
|
41.1K
$25.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-66- 81.48% |
$25.5K - $33.4K
|
15
$9.24K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-66- 3.8% |
$25.5K - $33.4K
|
1.67K
$1.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-67- 2.16% |
$25.9K - $33.9K
|
3.04K
$1.87M
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-67- 4.61% |
$25.9K - $33.9K
|
1.39K
$854K
|
|
|
Feb 09, 2022
Q4 2021
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-68- 9.38% |
$26.3K - $34.4K
|
657
$405K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-68- 0.82% |
$26.3K - $34.4K
|
8.2K
$5.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-68- 42.77% |
$26.3K - $34.4K
|
91
$56K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-68- 8.79% |
$26.3K - $34.4K
|
706
$435K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-69- 1.48% |
$26.7K - $34.9K
|
4.61K
$2.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-69- 10.62% |
$26.7K - $34.9K
|
581
$358K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-70- 8.79% |
$27.1K - $35.4K
|
726
$447K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-70- 3.66% |
$27.1K - $35.4K
|
1.84K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-70- 53.85% |
$27.1K - $35.4K
|
60
$36.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-74- 3.11% |
$28.6K - $37.4K
|
2.31K
$1.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-74- 10.03% |
$28.6K - $37.4K
|
664
$409K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-75- 3.45% |
$29K - $37.9K
|
2.1K
$1.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-75- 0.26% |
$29K - $37.9K
|
28.8K
$17.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-75- 0.86% |
$29K - $37.9K
|
8.69K
$5.35M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-77- 0.42% |
$29.8K - $38.9K
|
18.2K
$11.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-77- 0.07% |
$29.8K - $38.9K
|
110K
$67.9M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-78- 0.24% |
$30.2K - $39.4K
|
32.7K
$20.1M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-78- 4.18% |
$30.2K - $39.4K
|
1.79K
$1.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-79- 1.42% |
$30.6K - $39.9K
|
5.48K
$3.37M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-80- 2.41% |
$31K - $40.4K
|
3.23K
$1.99M
|