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 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-112- 5.15% |
$43.3K - $56.6K
|
2.06K
$1.08M
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-112- 9.64% |
$43.3K - $56.6K
|
1.05K
$551K
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-113- 14.34% |
$43.7K - $57.1K
|
675
$354K
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-113- 3.92% |
$43.7K - $57.1K
|
2.77K
$1.45M
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-113- 0.26% |
$43.7K - $57.1K
|
43.6K
$22.9M
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-114- 6.32% |
$44.1K - $57.6K
|
1.69K
$886K
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-115- 0.78% |
$44.5K - $58.1K
|
14.6K
$7.68M
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-116- 8.11% |
$44.9K - $58.6K
|
1.31K
$689K
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-118- 5.24% |
$45.7K - $59.7K
|
2.13K
$1.12M
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-119- 10.65% |
$46.1K - $60.2K
|
998
$523K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-119- 8.51% |
$46.1K - $60.2K
|
1.28K
$671K
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-119- 3.13% |
$46.1K - $60.2K
|
3.69K
$1.93M
|
|
Feb 14, 2022
Q4 2021
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-120- 4.06% |
$46.4K - $60.7K
|
2.83K
$1.49M
|
|
Feb 09, 2022
Q4 2021
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-120- 1.2% |
$46.4K - $60.7K
|
9.85K
$5.17M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-121- 11.29% |
$46.8K - $61.2K
|
951
$499K
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
SELL
|
- |
-121- 13.22% |
$46.8K - $61.2K
|
794
$416K
|
|
Feb 14, 2022
Q4 2021
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-121- 2.19% |
$46.8K - $61.2K
|
5.4K
$2.83M
|
|
Jan 18, 2022
Q4 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-122- 0.83% |
$47.2K - $61.7K
|
14.6K
$7.68M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-123- 1.9% |
$47.6K - $62.2K
|
6.37K
$3.34M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-123- 2.35% |
$47.6K - $62.2K
|
5.1K
$2.68M
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-123- 5.69% |
$47.6K - $62.2K
|
2.04K
$1.07M
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-124- 0.8% |
$48K - $62.7K
|
15.4K
$8.06M
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
SELL
|
- |
-124- 0.8% |
$48K - $62.7K
|
15.4K
$8.08M
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-125- 2.77% |
$48.4K - $63.2K
|
4.39K
$2.3M
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-126- 9.78% |
$48.8K - $63.7K
|
1.16K
$610K
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-127- 3.35% |
$49.2K - $64.2K
|
3.67K
$1.92M
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-127- 3.95% |
$49.2K - $64.2K
|
3.09K
$1.62M
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-127- 1.9% |
$49.2K - $64.2K
|
6.54K
$3.43M
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-129- 5.59% |
$49.9K - $65.2K
|
2.18K
$1.14M
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-129- 5.59% |
$49.9K - $65.2K
|
2.18K
$1.14M
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-132- 2.42% |
$51.1K - $66.7K
|
5.31K
$2.79M
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-134- 2.58% |
$51.9K - $67.7K
|
5.05K
$2.65M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-134- 0.14% |
$51.9K - $67.7K
|
98.9K
$51.9M
|
|
Feb 01, 2022
Q4 2021
|
Hgk Asset Management Inc
|
SELL
|
- |
-134- 1.09% |
$51.9K - $67.7K
|
12.2K
$6.38M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-134Closed |
$51.9K - $67.7K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-134- 2.76% |
$51.9K - $67.7K
|
4.73K
$2.48M
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-135- 5.01% |
$52.2K - $68.3K
|
2.56K
$1.34M
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-136Closed |
$52.6K - $68.8K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-137- 0.53% |
$53K - $69.3K
|
25.6K
$13.4M
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-138- 0.75% |
$53.4K - $69.8K
|
18.3K
$9.59M
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-138- 0.35% |
$53.4K - $69.8K
|
39.7K
$20.8M
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-139- 1.09% |
$53.8K - $70.3K
|
12.6K
$6.63M
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-143- 3.99% |
$55.3K - $72.3K
|
3.44K
$1.8M
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-143- 0.18% |
$55.3K - $72.3K
|
79.3K
$41.6M
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-143- 4.17% |
$55.3K - $72.3K
|
3.29K
$1.72M
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-144- 9.39% |
$55.7K - $72.8K
|
1.39K
$729K
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-144- 2.23% |
$55.7K - $72.8K
|
6.31K
$3.31M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-144- 3.4% |
$55.7K - $72.8K
|
4.09K
$2.15M
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-145- 4.71% |
$56.1K - $73.3K
|
2.94K
$1.54M
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-145- 1.53% |
$56.1K - $73.3K
|
9.32K
$4.89M
|