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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-92- 14.0% |
$41.9K - $47.9K
|
565
$345K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-94Closed |
$42.9K - $49K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-94- 5.88% |
$42.9K - $49K
|
1.51K
$918K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-96- 15.17% |
$43.8K - $50K
|
537
$328K
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-96- 0.51% |
$43.8K - $50K
|
18.9K
$11.5M
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-97- 0.43% |
$44.2K - $50.5K
|
22.3K
$13.6M
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-97Closed |
$44.2K - $50.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-97- 0.27% |
$44.2K - $50.5K
|
36.2K
$22.1M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-97- 0.23% |
$44.2K - $50.5K
|
42.9K
$26.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-98- 11.68% |
$44.7K - $51K
|
741
$452K
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-98- 2.58% |
$44.7K - $51K
|
3.7K
$2.26M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-98- 0.71% |
$44.7K - $51K
|
13.7K
$8.38M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-98- 2.55% |
$44.7K - $51K
|
3.74K
$2.28M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-99- 5.06% |
$45.1K - $51.6K
|
1.86K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-99- 1.42% |
$45.1K - $51.6K
|
6.88K
$4.2M
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 4.07% |
$45.1K - $51.6K
|
2.34K
$1.42M
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-100- 3.31% |
$45.6K - $52.1K
|
2.92K
$1.78M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-100Closed |
$45.6K - $52.1K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-100- 11.27% |
$45.6K - $52.1K
|
787
$480K
|
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-100- 29.67% |
$45.6K - $52.1K
|
237
$145K
|
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-100- 1.04% |
$45.6K - $52.1K
|
9.49K
$5.79M
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 0.95% |
$45.6K - $52.1K
|
10.4K
$6.37M
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-100- 0.9% |
$45.6K - $52.1K
|
11K
$6.73M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-100- 14.22% |
$45.6K - $52.1K
|
603
$368K
|
|
|
Apr 26, 2022
Q1 2022
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 1.25% |
$45.6K - $52.1K
|
7.9K
$4.82M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-100- 2.81% |
$45.6K - $52.1K
|
3.46K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-101Closed |
$46K - $52.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-101- 0.75% |
$46K - $52.6K
|
13.3K
$8.12M
|
|
|
May 03, 2022
Q1 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-102- 1.2% |
$46.5K - $53.1K
|
8.37K
$5.11M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-102- 0.49% |
$46.5K - $53.1K
|
20.7K
$12.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-103- 1.06% |
$47K - $53.6K
|
9.58K
$5.85M
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-104- 15.34% |
$47.4K - $54.2K
|
574
$350K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-104- 6.59% |
$47.4K - $54.2K
|
1.47K
$899K
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-105- 10.73% |
$47.9K - $54.7K
|
874
$533K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-105- 0.61% |
$47.9K - $54.7K
|
17.1K
$10.4M
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-105- 3.28% |
$47.9K - $54.7K
|
3.1K
$1.89M
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-105- 6.29% |
$47.9K - $54.7K
|
1.57K
$955K
|
|
|
May 16, 2022
Q1 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-105- 1.36% |
$47.9K - $54.7K
|
7.6K
$4.64M
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-106- 14.89% |
$48.3K - $55.2K
|
606
$370K
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-106- 5.7% |
$48.3K - $55.2K
|
1.75K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-106- 8.66% |
$48.3K - $55.2K
|
1.12K
$682K
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-107- 13.19% |
$48.8K - $55.7K
|
704
$430K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-107- 8.85% |
$48.8K - $55.7K
|
1.1K
$672K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-108Closed |
$49.2K - $56.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-108- 0.93% |
$49.2K - $56.2K
|
11.5K
$7.03M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-108Closed |
$49.2K - $56.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-108- 3.97% |
$49.2K - $56.2K
|
2.61K
$1.59M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-108- 3.56% |
$49.2K - $56.2K
|
2.93K
$1.79M
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-110Closed |
$50.1K - $57.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-110Closed |
$50.1K - $57.3K
|
0
$0
|