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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q4 2021
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-206- 4.72% |
$79.7K - $104K
|
4.16K
$2.41M
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-208- 1.29% |
$80.5K - $105K
|
15.9K
$9.22M
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-209- 8.49% |
$80.9K - $106K
|
2.25K
$1.31M
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-209- 2.14% |
$80.9K - $106K
|
9.54K
$5.54M
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-209- 1.46% |
$80.9K - $106K
|
14.2K
$8.22M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-210- 1.79% |
$81.3K - $106K
|
11.5K
$6.67M
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-211- 1.44% |
$81.7K - $107K
|
14.5K
$8.4M
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
SELL
|
- |
-215- 1.29% |
$83.2K - $109K
|
16.4K
$9.53M
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-216- 9.36% |
$83.6K - $109K
|
2.09K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-216- 0.64% |
$83.6K - $109K
|
33.3K
$19.4M
|
|
Feb 01, 2022
Q4 2021
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-218- 0.39% |
$84.4K - $110K
|
55.9K
$32.4M
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-219- 7.77% |
$84.8K - $111K
|
2.6K
$1.51M
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-223- 35.62% |
$86.3K - $113K
|
403
$234K
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-224- 4.58% |
$86.7K - $113K
|
4.67K
$2.71M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-227Closed |
$87.9K - $115K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-230- 6.76% |
$89K - $116K
|
3.17K
$1.84M
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-230- 0.84% |
$89K - $116K
|
27.1K
$15.7M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-231- 1.33% |
$89.4K - $117K
|
17.1K
$9.93M
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
SELL
|
- |
-232- 1.09% |
$89.8K - $117K
|
21.1K
$12.3M
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-234- 5.37% |
$90.6K - $118K
|
4.12K
$2.39M
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-235- 12.86% |
$90.9K - $119K
|
1.59K
$925K
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-235- 6.03% |
$90.9K - $119K
|
3.67K
$2.13M
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-235- 24.0% |
$90.9K - $119K
|
744
$432K
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-237- 2.84% |
$91.7K - $120K
|
8.11K
$4.71M
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-239- 2.61% |
$92.5K - $121K
|
8.93K
$5.18M
|
|
Feb 08, 2022
Q4 2021
|
Page Arthur B
|
SELL
|
- |
-243- 2.83% |
$94K - $123K
|
8.33K
$4.84M
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
SELL
|
- |
-243- 10.18% |
$94K - $123K
|
2.14K
$1.24M
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-244- 6.95% |
$94.4K - $123K
|
3.27K
$1.9M
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-248Closed |
$96K - $125K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-250- 36.08% |
$96.8K - $126K
|
443
$257K
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-252- 11.43% |
$97.5K - $127K
|
1.95K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-252Closed |
$97.5K - $127K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-253- 1.23% |
$97.9K - $128K
|
20.3K
$11.8M
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
SELL
|
- |
-253- 7.99% |
$97.9K - $128K
|
2.91K
$1.69M
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-256- 1.4% |
$99.1K - $129K
|
18K
$10.4M
|
|
Feb 04, 2022
Q4 2021
|
First Long Island Investors, LLC
|
SELL
|
- |
-263- 0.2% |
$102K - $133K
|
131K
$76M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-264- 5.61% |
$102K - $133K
|
4.44K
$2.58M
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-265- 0.79% |
$103K - $134K
|
33.1K
$19.2M
|
|
Jan 19, 2022
Q4 2021
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-266- 29.59% |
$103K - $134K
|
633
$367K
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-269- 1.54% |
$104K - $136K
|
17.2K
$9.98M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-270- 1.68% |
$104K - $137K
|
15.8K
$9.2M
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-276- 4.62% |
$107K - $140K
|
5.7K
$3.31M
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-277- 9.89% |
$107K - $140K
|
2.52K
$1.47M
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
SELL
|
- |
-278- 5.38% |
$108K - $141K
|
4.89K
$2.84M
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-278- 2.28% |
$108K - $141K
|
11.9K
$6.92M
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-283- 0.83% |
$110K - $143K
|
33.9K
$19.7M
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
SELL
|
- |
-285- 0.6% |
$110K - $144K
|
47.3K
$27.5M
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-285- 10.48% |
$110K - $144K
|
2.43K
$1.41M
|
|
Feb 03, 2022
Q4 2021
|
Stack Financial Management, Inc
|
SELL
|
- |
-285- 0.57% |
$110K - $144K
|
49.9K
$29M
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-290- 2.65% |
$112K - $147K
|
10.6K
$6.18M
|