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 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-402Closed |
$156K - $203K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-406- 1.41% |
$157K - $205K
|
28.3K
$17.4M
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-424- 0.99% |
$164K - $214K
|
42.4K
$26.1M
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-425- 1.28% |
$164K - $215K
|
32.8K
$20.2M
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-432- 6.7% |
$167K - $218K
|
6.01K
$3.7M
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-439- 2.18% |
$170K - $222K
|
19.7K
$12.1M
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-449- 3.13% |
$174K - $227K
|
13.9K
$8.55M
|
|
Jan 18, 2022
Q4 2021
|
Asset Planning Services Inc
|
SELL
|
- |
-450- 2.73% |
$174K - $228K
|
16.1K
$9.89M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-450- 17.89% |
$174K - $228K
|
2.07K
$1.27M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-454- 1.06% |
$176K - $230K
|
42.4K
$26.1M
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-459- 4.59% |
$178K - $232K
|
9.54K
$5.87M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-461- 4.0% |
$178K - $233K
|
11.1K
$6.81M
|
|
Feb 02, 2022
Q4 2021
|
Hendley & CO Inc
|
SELL
|
- |
-466- 28.54% |
$180K - $236K
|
1.17K
$719K
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-470- 16.97% |
$182K - $238K
|
2.3K
$1.42M
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
SELL
|
- |
-473- 0.75% |
$183K - $239K
|
62.6K
$38.5M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-473- 1.07% |
$183K - $239K
|
43.8K
$27M
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-476- 42.54% |
$184K - $241K
|
643
$396K
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-485- 0.98% |
$188K - $245K
|
48.8K
$30.1M
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-488- 6.67% |
$189K - $247K
|
6.83K
$4.21M
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-490- 1.2% |
$190K - $248K
|
40.2K
$24.8M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-492- 4.16% |
$190K - $249K
|
11.3K
$6.98M
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-496- 22.91% |
$192K - $251K
|
1.67K
$1.03M
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-497- 2.06% |
$192K - $251K
|
23.7K
$14.6M
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-498- 1.53% |
$193K - $252K
|
32.1K
$19.8M
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-499- 2.44% |
$193K - $252K
|
19.9K
$12.3M
|
|
Jan 31, 2022
Q4 2021
|
Ardevora Asset Management LLP
|
SELL
|
- |
-500- 0.32% |
$194K - $253K
|
155K
$95.2M
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-502- 1.97% |
$194K - $254K
|
24.9K
$15.4M
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-504- 1.28% |
$195K - $255K
|
39K
$24M
|
|
Feb 11, 2022
Q4 2021
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-505- 5.1% |
$195K - $255K
|
9.39K
$5.78M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-508- 4.71% |
$197K - $257K
|
10.3K
$6.33M
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-509- 40.24% |
$197K - $257K
|
756
$466K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-511Closed |
$198K - $258K
|
0
$0
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-512- 7.34% |
$198K - $259K
|
6.47K
$3.98M
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-519- 19.22% |
$201K - $262K
|
2.18K
$1.34M
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-525- 1.42% |
$203K - $265K
|
36.5K
$22.5M
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-526- 4.59% |
$204K - $266K
|
10.9K
$6.73M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-528- 2.69% |
$204K - $267K
|
19.1K
$11.8M
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-534Closed |
$207K - $270K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-537- 2.63% |
$208K - $271K
|
19.9K
$12.2M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-538- 8.14% |
$208K - $272K
|
6.08K
$3.74M
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-544Closed |
$211K - $275K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
SELL
|
- |
-547Closed |
$212K - $277K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-547- 23.58% |
$212K - $277K
|
1.77K
$1.09M
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-554- 24.02% |
$214K - $280K
|
1.75K
$1.08M
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-559- 1.4% |
$216K - $283K
|
39.4K
$24.3M
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-562Closed |
$217K - $284K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-564- 13.24% |
$218K - $285K
|
3.7K
$2.28M
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-566- 27.29% |
$219K - $286K
|
1.51K
$929K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-569- 30.57% |
$220K - $288K
|
1.29K
$796K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-571- 6.16% |
$221K - $289K
|
8.7K
$5.36M
|