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 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-166Closed |
$75.7K - $86.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-166- 19.19% |
$75.7K - $86.5K
|
699
$427K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-167- 10.01% |
$76.1K - $87K
|
1.5K
$917K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-167- 17.63% |
$76.1K - $87K
|
780
$476K
|
|
|
May 06, 2022
Q1 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-167- 2.45% |
$76.1K - $87K
|
6.66K
$4.06M
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-169- 24.78% |
$77K - $88K
|
513
$313K
|
|
|
Apr 25, 2022
Q1 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-170- 0.47% |
$77.5K - $88.5K
|
36K
$21.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-171- 6.08% |
$78K - $89.1K
|
2.64K
$1.61M
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-172- 7.4% |
$78.4K - $89.6K
|
2.15K
$1.31M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-172Closed |
$78.4K - $89.6K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-173- 1.29% |
$78.9K - $90.1K
|
13.3K
$8.1M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-173- 2.72% |
$78.9K - $90.1K
|
6.19K
$3.78M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-174- 5.73% |
$79.3K - $90.6K
|
2.87K
$1.75M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-174- 17.54% |
$79.3K - $90.6K
|
818
$499K
|
|
|
Apr 18, 2022
Q1 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-175- 7.12% |
$79.8K - $91.1K
|
2.28K
$1.39M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-177- 19.22% |
$80.7K - $92.2K
|
744
$454K
|
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-177- 23.79% |
$80.7K - $92.2K
|
567
$346K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-178- 13.53% |
$81.1K - $92.7K
|
1.14K
$694K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-179- 5.73% |
$81.6K - $93.2K
|
2.95K
$1.8M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-179- 4.13% |
$81.6K - $93.2K
|
4.16K
$2.54M
|
|
|
Apr 12, 2022
Q1 2022
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-182- 5.86% |
$83K - $94.8K
|
2.93K
$1.78M
|
|
|
Apr 21, 2022
Q1 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-184- 2.56% |
$83.9K - $95.8K
|
6.99K
$4.27M
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-185- 3.66% |
$84.3K - $96.4K
|
4.87K
$2.97M
|
|
|
May 03, 2022
Q1 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-188- 3.36% |
$85.7K - $97.9K
|
5.41K
$3.3M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-188- 3.55% |
$85.7K - $97.9K
|
5.11K
$3.12M
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-188- 2.41% |
$85.7K - $97.9K
|
7.63K
$4.65M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-189- 25.07% |
$86.2K - $98.4K
|
565
$345K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-189- 7.11% |
$86.2K - $98.4K
|
2.47K
$1.51M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-190- 9.35% |
$86.6K - $99K
|
1.84K
$1.12M
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-191- 28.55% |
$87.1K - $99.5K
|
478
$292K
|
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-193- 3.2% |
$88K - $101K
|
5.84K
$3.56M
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-193- 14.69% |
$88K - $101K
|
1.12K
$684K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-194- 16.96% |
$88.4K - $101K
|
950
$580K
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-194- 4.05% |
$88.4K - $101K
|
4.6K
$2.8M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-195- 10.42% |
$88.9K - $102K
|
1.68K
$1.02M
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-196- 2.64% |
$89.4K - $102K
|
7.23K
$4.41M
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-196- 5.98% |
$89.4K - $102K
|
3.08K
$1.88M
|
|
|
May 11, 2022
Q1 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-198- 9.82% |
$90.3K - $103K
|
1.82K
$1.11M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-199- 5.77% |
$90.7K - $104K
|
3.25K
$1.98M
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-200- 23.84% |
$91.2K - $104K
|
639
$390K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-200- 46.51% |
$91.2K - $104K
|
230
$140K
|
|
|
Apr 21, 2022
Q1 2022
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-200- 1.31% |
$91.2K - $104K
|
15.1K
$9.2M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-201- 2.25% |
$91.6K - $105K
|
8.75K
$5.34M
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-204- 6.31% |
$93K - $106K
|
3.03K
$1.85M
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-205- 0.56% |
$93.5K - $107K
|
36.3K
$22.1M
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-206- 3.62% |
$93.9K - $107K
|
5.49K
$3.35M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-206- 35.27% |
$93.9K - $107K
|
378
$231K
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-206- 2.5% |
$93.9K - $107K
|
8.03K
$4.9M
|
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-208- 6.72% |
$94.8K - $108K
|
2.89K
$1.76M
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-208- 26.46% |
$94.8K - $108K
|
578
$353K
|