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 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-150- 10.14% |
$58.1K - $75.8K
|
1.33K
$819K
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-151- 0.93% |
$58.4K - $76.3K
|
16K
$9.87M
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-151- 1.32% |
$58.4K - $76.3K
|
11.3K
$6.96M
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-152- 12.75% |
$58.8K - $76.8K
|
1.04K
$640K
|
|
Feb 09, 2022
Q4 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-152- 1.62% |
$58.8K - $76.8K
|
9.26K
$5.7M
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-153- 2.68% |
$59.2K - $77.4K
|
5.55K
$3.42M
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-154- 6.78% |
$59.6K - $77.9K
|
2.12K
$1.3M
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-155- 6.07% |
$60K - $78.4K
|
2.4K
$1.48M
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-156- 0.61% |
$60.4K - $78.9K
|
25.2K
$15.5M
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-157- 6.14% |
$60.8K - $79.4K
|
2.4K
$1.48M
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-158- 21.04% |
$61.1K - $79.9K
|
593
$365K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-160- 9.66% |
$61.9K - $80.9K
|
1.5K
$922K
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-160- 3.38% |
$61.9K - $80.9K
|
4.58K
$2.82M
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-163- 1.12% |
$63.1K - $82.4K
|
14.5K
$8.9M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-168- 4.81% |
$65K - $84.9K
|
3.33K
$2.05M
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-168- 22.92% |
$65K - $84.9K
|
565
$348K
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-169- 5.22% |
$65.4K - $85.4K
|
3.07K
$1.89M
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-170- 1.31% |
$65.8K - $85.9K
|
12.8K
$7.87M
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-174- 0.59% |
$67.3K - $88K
|
29.3K
$18M
|
|
Jan 11, 2022
Q4 2021
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-175- 17.68% |
$67.7K - $88.5K
|
815
$502K
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-175- 0.85% |
$67.7K - $88.5K
|
20.4K
$12.6M
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-176- 9.58% |
$68.1K - $89K
|
1.66K
$1.02M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-176- 3.21% |
$68.1K - $89K
|
5.32K
$3.27M
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-177Closed |
$68.5K - $89.5K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-178- 8.13% |
$68.9K - $90K
|
2.01K
$1.24M
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-178Closed |
$68.9K - $90K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Northside Capital Management, LLC
|
SELL
|
- |
-180- 3.29% |
$69.7K - $91K
|
5.29K
$3.26M
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-180- 5.96% |
$69.7K - $91K
|
2.84K
$1.75M
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-182- 0.37% |
$70.4K - $92K
|
48.4K
$29.8M
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-183- 1.91% |
$70.8K - $92.5K
|
9.39K
$5.78M
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
SELL
|
- |
-183- 21.71% |
$70.8K - $92.5K
|
660
$406K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-184- 15.86% |
$71.2K - $93K
|
976
$601K
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-185- 2.21% |
$71.6K - $93.5K
|
8.17K
$5.03M
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-185- 1.01% |
$71.6K - $93.5K
|
18.2K
$11.2M
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-187- 26.41% |
$72.4K - $94.5K
|
521
$321K
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-189- 0.22% |
$73.1K - $95.6K
|
86.6K
$53.4M
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-190- 3.99% |
$73.5K - $96.1K
|
4.57K
$2.81M
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-190- 0.89% |
$73.5K - $96.1K
|
21.1K
$13M
|
|
Feb 08, 2022
Q4 2021
|
Amica Retiree Medical Trust
|
SELL
|
- |
-193- 5.1% |
$74.7K - $97.6K
|
3.59K
$2.21M
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-193- 5.03% |
$74.7K - $97.6K
|
3.64K
$2.24M
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-194- 9.28% |
$75.1K - $98.1K
|
1.9K
$1.17M
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-195- 16.91% |
$75.5K - $98.6K
|
958
$590K
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-195- 0.32% |
$75.5K - $98.6K
|
61.3K
$37.7M
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-196- 2.52% |
$75.9K - $99.1K
|
7.59K
$4.67M
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-197- 8.51% |
$76.2K - $99.6K
|
2.12K
$1.3M
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-200- 10.84% |
$77.4K - $101K
|
1.65K
$1.01M
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-200- 14.77% |
$77.4K - $101K
|
1.15K
$711K
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 5.64% |
$77.4K - $101K
|
3.35K
$2.06M
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-202- 2.88% |
$78.2K - $102K
|
6.81K
$4.19M
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-204- 3.29% |
$79K - $103K
|
6K
$3.69M
|