Purchases and Sales Made in Q1 2022 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-20- 2.66% |
$9.12K - $10.4K
|
732
$444K
|
|
|
May 16, 2022
Q1 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-20- 3.17% |
$9.12K - $10.4K
|
611
$371K
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-20- 0.49% |
$9.12K - $10.4K
|
4.05K
$2.46M
|
|
|
Apr 20, 2022
Q1 2022
|
Baxter Bros Inc
|
SELL
|
- |
-21- 1.38% |
$9.57K - $10.9K
|
1.5K
$910K
|
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-21- 1.62% |
$9.57K - $10.9K
|
1.27K
$772K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-21- 7.66% |
$9.57K - $10.9K
|
253
$154K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-21- 0.8% |
$9.57K - $10.9K
|
2.59K
$1.57M
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-22- 4.66% |
$10K - $11.5K
|
450
$273K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-22- 5.24% |
$10K - $11.5K
|
398
$242K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-22- 0.14% |
$10K - $11.5K
|
15.3K
$9.27M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-22- 5.24% |
$10K - $11.5K
|
398
$242K
|
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-22- 2.56% |
$10K - $11.5K
|
837
$508K
|
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-22- 1.43% |
$10K - $11.5K
|
1.52K
$921K
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-22- 0.74% |
$10K - $11.5K
|
2.95K
$1.79M
|
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-22- 3.83% |
$10K - $11.5K
|
552
$335K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-23Closed |
$10.5K - $12K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
SELL
|
- |
-23- 0.34% |
$10.5K - $12K
|
6.67K
$4.05M
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-23- 1.96% |
$10.5K - $12K
|
1.15K
$698K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-23- 2.41% |
$10.5K - $12K
|
933
$566K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-23- 15.33% |
$10.5K - $12K
|
127
$77.1K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-24- 0.68% |
$10.9K - $12.5K
|
3.5K
$2.13M
|
|
|
May 04, 2022
Q1 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-24- 0.16% |
$10.9K - $12.5K
|
15.3K
$9.29M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-24- 1.64% |
$10.9K - $12.5K
|
1.44K
$871K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-24- 1.27% |
$10.9K - $12.5K
|
1.87K
$1.14M
|
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-24- 0.74% |
$10.9K - $12.5K
|
3.2K
$1.94M
|
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-24- 1.4% |
$10.9K - $12.5K
|
1.69K
$1.02M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-25- 0.65% |
$11.4K - $13K
|
3.84K
$2.33M
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-25- 0.95% |
$11.4K - $13K
|
2.61K
$1.58M
|
|
|
May 10, 2022
Q1 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-25- 0.57% |
$11.4K - $13K
|
4.36K
$2.64M
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
SELL
|
- |
-25- 3.41% |
$11.4K - $13K
|
709
$430K
|
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-25- 2.06% |
$11.4K - $13K
|
1.19K
$722K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-25- 2.02% |
$11.4K - $13K
|
1.21K
$734K
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-25- 8.2% |
$11.4K - $13K
|
280
$170K
|
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 0.81% |
$11.4K - $13K
|
3.06K
$1.85M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-26- 0.8% |
$11.9K - $13.5K
|
3.24K
$1.97M
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-26- 2.53% |
$11.9K - $13.5K
|
1K
$607K
|
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-26- 0.99% |
$11.9K - $13.5K
|
2.6K
$1.58M
|
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-27- 0.32% |
$12.3K - $14.1K
|
8.53K
$5.18M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-27- 1.08% |
$12.3K - $14.1K
|
2.48K
$1.5M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-27- 0.91% |
$12.3K - $14.1K
|
2.93K
$1.78M
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-28- 0.41% |
$12.8K - $14.6K
|
6.78K
$4.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-28- 0.48% |
$12.8K - $14.6K
|
5.8K
$3.52M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 0.96% |
$13.2K - $15.1K
|
2.98K
$1.81M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-29- 1.31% |
$13.2K - $15.1K
|
2.19K
$1.33M
|
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-29- 1.19% |
$13.2K - $15.1K
|
2.41K
$1.46M
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-29- 5.25% |
$13.2K - $15.1K
|
523
$317K
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-30- 2.38% |
$13.7K - $15.6K
|
1.23K
$745K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-30- 0.53% |
$13.7K - $15.6K
|
5.62K
$3.41M
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-30- 2.64% |
$13.7K - $15.6K
|
1.11K
$671K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-30- 5.43% |
$13.7K - $15.6K
|
522
$317K
|