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 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-609- 21.63% |
$236K - $308K
|
2.21K
$1.28M
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
SELL
|
- |
-613- 3.25% |
$237K - $310K
|
18.2K
$10.6M
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-613- 7.08% |
$237K - $310K
|
8.04K
$4.67M
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-624Closed |
$241K - $315K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-625- 35.35% |
$242K - $316K
|
1.14K
$664K
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-629- 20.06% |
$243K - $318K
|
2.51K
$1.46M
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-637- 9.61% |
$247K - $322K
|
5.99K
$3.48M
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-641- 1.55% |
$248K - $324K
|
40.8K
$23.7M
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-650- 3.24% |
$252K - $329K
|
19.4K
$11.3M
|
|
Feb 14, 2022
Q4 2021
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-650- 54.17% |
$252K - $329K
|
550
$319K
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-659- 10.87% |
$255K - $333K
|
5.4K
$3.14M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-662- 1.32% |
$256K - $335K
|
49.4K
$28.7M
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-669- 5.05% |
$259K - $338K
|
12.6K
$7.31M
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-671- 8.56% |
$260K - $339K
|
7.17K
$4.16M
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-671- 2.36% |
$260K - $339K
|
27.7K
$16.1M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-677- 0.52% |
$262K - $342K
|
129K
$75.1M
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-681- 5.23% |
$264K - $344K
|
12.3K
$7.16M
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-698- 3.5% |
$270K - $353K
|
19.3K
$11.2M
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-701- 6.25% |
$271K - $354K
|
10.5K
$6.11M
|
|
Jan 21, 2022
Q4 2021
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-704- 48.25% |
$272K - $356K
|
755
$438K
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-707- 8.85% |
$274K - $357K
|
7.28K
$4.23M
|
|
Feb 15, 2022
Q4 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-710- 7.57% |
$275K - $359K
|
8.68K
$5.04M
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-714- 6.54% |
$276K - $361K
|
10.2K
$5.92M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-738- 1.64% |
$286K - $373K
|
44.2K
$25.7M
|
|
Feb 14, 2022
Q4 2021
|
Stewart Asset Management, LLC
|
SELL
|
- |
-748- 2.15% |
$289K - $378K
|
34K
$19.7M
|
|
Feb 16, 2022
Q4 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-753- 0.62% |
$291K - $381K
|
120K
$69.5M
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-755- 24.53% |
$292K - $382K
|
2.32K
$1.35M
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-756- 1.73% |
$293K - $382K
|
43K
$25M
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-780- 16.99% |
$302K - $394K
|
3.81K
$2.21M
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-788- 8.71% |
$305K - $398K
|
8.26K
$4.79M
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-792- 6.37% |
$307K - $400K
|
11.6K
$6.76M
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-793- 2.76% |
$307K - $401K
|
27.9K
$16.2M
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-800- 11.4% |
$310K - $404K
|
6.22K
$3.61M
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-803- 1.23% |
$311K - $406K
|
64.4K
$37.4M
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-809- 50.5% |
$313K - $409K
|
793
$460K
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-814- 17.54% |
$315K - $412K
|
3.83K
$2.22M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-814- 4.59% |
$315K - $412K
|
16.9K
$9.82M
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-825- 25.18% |
$319K - $417K
|
2.45K
$1.42M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-828- 6.31% |
$320K - $419K
|
12.3K
$7.13M
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-834- 3.59% |
$323K - $422K
|
22.4K
$13M
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-841Closed |
$325K - $425K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Gam Holding Ag
|
SELL
|
- |
-859- 1.73% |
$332K - $434K
|
48.9K
$28.4M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-860- 1.26% |
$333K - $435K
|
67.2K
$39M
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-865- 5.45% |
$335K - $437K
|
15K
$8.71M
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-866Closed |
$335K - $438K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Oak Ridge Investments LLC
|
SELL
|
- |
-887- 2.3% |
$343K - $448K
|
37.6K
$21.8M
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-904- 35.53% |
$350K - $457K
|
1.64K
$952K
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-912- 4.02% |
$353K - $461K
|
21.8K
$12.6M
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-914- 32.07% |
$354K - $462K
|
1.94K
$1.12M
|
|
Feb 10, 2022
Q4 2021
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-916- 2.08% |
$355K - $463K
|
43.2K
$25.1M
|