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 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-210- 7.62% |
$95.7K - $109K
|
2.55K
$1.55M
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-210- 10.66% |
$95.7K - $109K
|
1.76K
$1.07M
|
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-212- 6.97% |
$96.6K - $110K
|
2.83K
$1.73M
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-212- 20.95% |
$96.6K - $110K
|
800
$488K
|
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-213- 1.99% |
$97.1K - $111K
|
10.5K
$6.39M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-214- 5.84% |
$97.6K - $111K
|
3.45K
$2.11M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-214- 0.98% |
$97.6K - $111K
|
21.6K
$13.2M
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-214- 9.99% |
$97.6K - $111K
|
1.93K
$1.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-215- 4.24% |
$98K - $112K
|
4.86K
$2.97M
|
|
|
May 13, 2022
Q1 2022
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-216- 6.29% |
$98.5K - $112K
|
3.22K
$1.96M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-219- 7.84% |
$99.8K - $114K
|
2.58K
$1.57M
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-220- 2.82% |
$100K - $115K
|
7.57K
$4.62M
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
SELL
|
- |
-220- 0.6% |
$100K - $115K
|
36.3K
$22.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-221- 13.88% |
$101K - $115K
|
1.37K
$837K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-221- 2.14% |
$101K - $115K
|
10.1K
$6.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-222- 0.68% |
$101K - $116K
|
32.5K
$19.8M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-222- 5.41% |
$101K - $116K
|
3.88K
$2.37M
|
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
SELL
|
- |
-224- 10.42% |
$102K - $117K
|
1.93K
$1.18M
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-225- 5.12% |
$103K - $117K
|
4.17K
$2.54M
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-230- 2.41% |
$105K - $120K
|
9.31K
$5.68M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-231- 16.49% |
$105K - $120K
|
1.17K
$714K
|
|
|
May 11, 2022
Q1 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-233- 30.22% |
$106K - $121K
|
538
$328K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-233- 30.22% |
$106K - $121K
|
538
$328K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-236- 0.84% |
$108K - $123K
|
27.7K
$16.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-237- 2.56% |
$108K - $123K
|
9.01K
$5.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-237- 9.75% |
$108K - $123K
|
2.19K
$1.34M
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-238- 12.67% |
$109K - $124K
|
1.64K
$1M
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-240- 2.91% |
$109K - $125K
|
8.02K
$4.89M
|
|
|
Apr 14, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-241- 49.08% |
$110K - $126K
|
250
$153K
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-242- 8.79% |
$110K - $126K
|
2.51K
$1.53M
|
|
|
May 09, 2022
Q1 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-243- 2.47% |
$111K - $127K
|
9.61K
$5.86M
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-244- 2.11% |
$111K - $127K
|
11.3K
$6.9M
|
|
|
May 06, 2022
Q1 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-245- 3.28% |
$112K - $128K
|
7.23K
$4.41M
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-245- 4.09% |
$112K - $128K
|
5.74K
$3.5M
|
|
|
May 05, 2022
Q1 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-250- 2.21% |
$114K - $130K
|
11.1K
$6.75M
|
|
|
Apr 18, 2022
Q1 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-252- 8.43% |
$115K - $131K
|
2.74K
$1.67M
|
|
|
Apr 12, 2022
Q1 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-254- 1.74% |
$116K - $132K
|
14.3K
$8.73M
|
|
|
Sep 18, 2023
Q1 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-255- 8.0% |
$116K - $133K
|
2.93K
$1.79M
|
|
|
May 16, 2022
Q1 2022
|
Page Arthur B
|
SELL
|
- |
-257- 3.09% |
$117K - $134K
|
8.07K
$4.93M
|
|
|
May 02, 2022
Q1 2022
|
Trust Investment Advisors
|
SELL
|
- |
-257- 4.9% |
$117K - $134K
|
4.98K
$3.04M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-257- 13.38% |
$117K - $134K
|
1.66K
$1.02M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-258- 1.18% |
$118K - $134K
|
21.5K
$13.1M
|
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-258- 0.61% |
$118K - $134K
|
41.8K
$25.5M
|
|
|
May 17, 2022
Q1 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-259- 8.06% |
$118K - $135K
|
2.96K
$1.8M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-261- 93.55% |
$119K - $136K
|
18
$11K
|
|
|
May 12, 2022
Q1 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-263- 1.17% |
$120K - $137K
|
22.2K
$13.5M
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-265- 48.98% |
$121K - $138K
|
276
$168K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-265- 3.3% |
$121K - $138K
|
7.78K
$4.75M
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-266- 5.94% |
$121K - $139K
|
4.21K
$2.57M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-266- 8.3% |
$121K - $139K
|
2.94K
$1.79M
|