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 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-374- 1.12% |
$171K - $195K
|
33K
$20.1M
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-376- 0.6% |
$171K - $196K
|
62.2K
$38M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-378- 3.05% |
$172K - $197K
|
12K
$7.33M
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-378- 13.8% |
$172K - $197K
|
2.36K
$1.44M
|
|
May 12, 2022
Q1 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-380- 13.99% |
$173K - $198K
|
2.34K
$1.43M
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-383- 8.32% |
$175K - $199K
|
4.22K
$2.58M
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-384- 15.54% |
$175K - $200K
|
2.09K
$1.27M
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-389- 37.19% |
$177K - $203K
|
657
$401K
|
|
Apr 14, 2022
Q1 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-389- 1.87% |
$177K - $203K
|
20.4K
$12.5M
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-390Closed |
$178K - $203K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-393- 11.24% |
$179K - $205K
|
3.1K
$1.89M
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-393- 6.57% |
$179K - $205K
|
5.59K
$3.41M
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-396- 11.28% |
$181K - $206K
|
3.12K
$1.9M
|
|
May 13, 2022
Q1 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-397- 10.84% |
$181K - $207K
|
3.26K
$1.99M
|
|
May 12, 2022
Q1 2022
|
Beecher Investors Inc
|
SELL
|
- |
-400- 2.63% |
$182K - $208K
|
14.8K
$9.04M
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-400- 9.1% |
$182K - $208K
|
3.99K
$2.44M
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-401- 33.64% |
$183K - $209K
|
791
$483K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-402- 22.48% |
$183K - $209K
|
1.39K
$846K
|
|
May 11, 2022
Q1 2022
|
Distillate Capital Partners LLC
|
SELL
|
- |
-407- 1.2% |
$186K - $212K
|
33.5K
$20.5M
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-409- 3.14% |
$186K - $213K
|
12.6K
$7.69M
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-410- 15.7% |
$187K - $214K
|
2.2K
$1.34M
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-411- 6.83% |
$187K - $214K
|
5.6K
$3.42M
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-412- 23.69% |
$188K - $215K
|
1.33K
$810K
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-414- 5.13% |
$189K - $216K
|
7.65K
$4.67M
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-414- 5.78% |
$189K - $216K
|
6.75K
$4.12M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-414- 14.04% |
$189K - $216K
|
2.53K
$1.55M
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-418Closed |
$191K - $218K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-419- 3.37% |
$191K - $218K
|
12K
$7.32M
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-421- 2.71% |
$192K - $219K
|
15.1K
$9.23M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-422- 0.51% |
$192K - $220K
|
82.9K
$50.6M
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-424- 14.65% |
$193K - $221K
|
2.47K
$1.51M
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-427- 60.14% |
$195K - $222K
|
283
$173K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-429- 15.54% |
$196K - $223K
|
2.33K
$1.42M
|
|
May 16, 2022
Q1 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-431Closed |
$196K - $224K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-433- 4.41% |
$197K - $226K
|
9.39K
$5.73M
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-436- 4.88% |
$199K - $227K
|
8.49K
$5.18M
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
SELL
|
- |
-438- 9.62% |
$200K - $228K
|
4.11K
$2.51M
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-439Closed |
$200K - $229K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-440Closed |
$201K - $229K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
SELL
|
- |
-440- 5.22% |
$201K - $229K
|
7.98K
$4.87M
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-443- 15.05% |
$202K - $231K
|
2.5K
$1.53M
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-443- 2.14% |
$202K - $231K
|
20.3K
$12.4M
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-446Closed |
$203K - $232K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-446- 28.0% |
$203K - $232K
|
1.15K
$700K
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-450- 8.69% |
$205K - $234K
|
4.73K
$2.88M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-453- 21.09% |
$207K - $236K
|
1.7K
$1.03M
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-453- 1.6% |
$207K - $236K
|
27.9K
$17M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-463- 14.32% |
$211K - $241K
|
2.77K
$1.69M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-464- 3.1% |
$212K - $242K
|
14.5K
$8.84M
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-464- 10.05% |
$212K - $242K
|
4.15K
$2.53M
|