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 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-45- 4.89% |
$20.5K - $23.4K
|
876
$532K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-45- 0.27% |
$20.5K - $23.4K
|
16.3K
$9.91M
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-45- 1.44% |
$20.5K - $23.4K
|
3.08K
$1.87M
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-45- 2.71% |
$20.5K - $23.4K
|
1.62K
$981K
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-46- 2.5% |
$21K - $24K
|
1.8K
$1.09M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-46Closed |
$21K - $24K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-46- 3.9% |
$21K - $24K
|
1.13K
$687K
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-46- 2.04% |
$21K - $24K
|
2.21K
$1.34M
|
|
|
Apr 26, 2022
Q1 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-47- 0.09% |
$21.4K - $24.5K
|
49.5K
$30.1M
|
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-47- 3.51% |
$21.4K - $24.5K
|
1.29K
$783K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-48- 1.71% |
$21.9K - $25K
|
2.75K
$1.67M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-48- 1.06% |
$21.9K - $25K
|
4.5K
$2.73M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-49- 6.72% |
$22.3K - $25.5K
|
680
$413K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-50Closed |
$22.8K - $26K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-50- 83.33% |
$22.8K - $26K
|
10
$6.07K
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 1.52% |
$22.8K - $26K
|
3.23K
$1.96M
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-50- 3.86% |
$22.8K - $26K
|
1.24K
$755K
|
|
|
May 09, 2022
Q1 2022
|
Humankind Investments LLC
|
SELL
|
- |
-50- 2.37% |
$22.8K - $26K
|
2.06K
$1.25M
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-50Closed |
$22.8K - $26K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-50- 6.28% |
$22.8K - $26K
|
746
$453K
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-50- 4.28% |
$22.8K - $26K
|
1.12K
$678K
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-52- 8.19% |
$23.7K - $27.1K
|
583
$354K
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-52- 2.06% |
$23.7K - $27.1K
|
2.47K
$1.5M
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-52- 4.76% |
$23.7K - $27.1K
|
1.04K
$632K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-53- 5.09% |
$24.2K - $27.6K
|
989
$600K
|
|
|
Apr 14, 2022
Q1 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-54- 0.96% |
$24.6K - $28.1K
|
5.59K
$3.39M
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-54- 2.38% |
$24.6K - $28.1K
|
2.22K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-54- 1.65% |
$24.6K - $28.1K
|
3.21K
$1.95M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-55- 4.77% |
$25.1K - $28.6K
|
1.1K
$667K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
SELL
|
- |
-55- 1.68% |
$25.1K - $28.6K
|
3.22K
$1.96M
|
|
|
May 16, 2022
Q1 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-56- 2.44% |
$25.5K - $29.2K
|
2.24K
$1.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-56- 0.68% |
$25.5K - $29.2K
|
8.15K
$4.94M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-56- 1.37% |
$25.5K - $29.2K
|
4.04K
$2.45M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-57- 8.17% |
$26K - $29.7K
|
641
$389K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-57- 0.83% |
$26K - $29.7K
|
6.8K
$4.12M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-58- 1.14% |
$26.4K - $30.2K
|
5.05K
$3.06M
|
|
|
May 09, 2022
Q1 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-60- 0.82% |
$27.4K - $31.2K
|
7.25K
$4.4M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-62- 0.66% |
$28.3K - $32.3K
|
9.28K
$5.63M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-63- 5.71% |
$28.7K - $32.8K
|
1.04K
$631K
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-64- 9.48% |
$29.2K - $33.3K
|
611
$371K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-64- 5.69% |
$29.2K - $33.3K
|
1.06K
$643K
|
|
|
Apr 18, 2022
Q1 2022
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-65- 0.34% |
$29.6K - $33.9K
|
18.8K
$11.4M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-65- 0.46% |
$29.6K - $33.9K
|
14.1K
$8.57M
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-66- 2.7% |
$30.1K - $34.4K
|
2.38K
$1.44M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-66- 2.12% |
$30.1K - $34.4K
|
3.04K
$1.85M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-67- 8.18% |
$30.5K - $34.9K
|
752
$456K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-67- 4.05% |
$30.5K - $34.9K
|
1.59K
$963K
|
|
|
May 02, 2022
Q1 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-67- 10.31% |
$30.5K - $34.9K
|
583
$354K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-67- 0.16% |
$30.5K - $34.9K
|
42.3K
$25.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-68- 1.55% |
$31K - $35.4K
|
4.32K
$2.62M
|