Purchases and Sales Made in Q4 2021 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-9- 1.33% |
$3.48K - $4.55K
|
669
$406K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
SELL
|
- |
-9- 0.12% |
$3.48K - $4.55K
|
7.28K
$4.42M
|
|
|
Feb 02, 2022
Q4 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-10- 1.2% |
$3.87K - $5.06K
|
820
$498K
|
|
|
Jan 31, 2022
Q4 2021
|
Independent Investors Inc
|
SELL
|
- |
-10- 0.29% |
$3.87K - $5.06K
|
3.44K
$2.09M
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-10- 0.41% |
$3.87K - $5.06K
|
2.42K
$1.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-10- 1.28% |
$3.87K - $5.06K
|
769
$467K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-10- 8.33% |
$3.87K - $5.06K
|
110
$66.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- 0.01% |
$3.87K - $5.06K
|
141K
$85.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-10- 0.56% |
$3.87K - $5.06K
|
1.78K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-10- 0.29% |
$3.87K - $5.06K
|
3.39K
$2.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-10- 0.41% |
$3.87K - $5.06K
|
2.42K
$1.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 2.2% |
$3.87K - $5.06K
|
445
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-10- 1.87% |
$3.87K - $5.06K
|
524
$318K
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-11- 0.26% |
$4.26K - $5.56K
|
4.2K
$2.55M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-11- 0.02% |
$4.26K - $5.56K
|
69K
$41.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-11- 6.83% |
$4.26K - $5.56K
|
150
$91K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-11- 0.27% |
$4.26K - $5.56K
|
4.13K
$2.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-12- 1.36% |
$4.64K - $6.07K
|
870
$528K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-12- 0.35% |
$4.64K - $6.07K
|
3.4K
$2.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-13- 0.66% |
$5.03K - $6.57K
|
1.96K
$1.19M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-13- 0.43% |
$5.03K - $6.57K
|
2.98K
$1.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.26% |
$5.03K - $6.57K
|
5.04K
$3.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-13- 1.61% |
$5.03K - $6.57K
|
796
$483K
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-13Closed |
$5.03K - $6.57K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-14- 0.91% |
$5.42K - $7.08K
|
1.52K
$925K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-14- 1.39% |
$5.42K - $7.08K
|
990
$601K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
SELL
|
- |
-14- 1.39% |
$5.42K - $7.08K
|
991
$601K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-14- 0.18% |
$5.42K - $7.08K
|
7.81K
$4.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-14- 1.87% |
$5.42K - $7.08K
|
735
$446K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-14- 0.44% |
$5.42K - $7.08K
|
3.14K
$1.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-15- 0.06% |
$5.81K - $7.58K
|
23.1K
$14M
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-15- 2.78% |
$5.81K - $7.58K
|
525
$319K
|
|
|
Jan 26, 2022
Q4 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-15- 0.89% |
$5.81K - $7.58K
|
1.67K
$1.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-15- 0.37% |
$5.81K - $7.58K
|
4.05K
$2.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-15- 1.26% |
$5.81K - $7.58K
|
1.17K
$712K
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-16- 0.59% |
$6.19K - $8.09K
|
2.72K
$1.65M
|
|
|
Mar 29, 2022
Q4 2021
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-16- 0.07% |
$6.19K - $8.09K
|
24.4K
$14.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
SELL
|
- |
-16- 1.72% |
$6.19K - $8.09K
|
914
$555K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-16Closed |
$6.19K - $8.09K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-16- 1.67% |
$6.19K - $8.09K
|
943
$572K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-16Closed |
$6.19K - $8.09K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-17- 1.38% |
$6.58K - $8.59K
|
1.22K
$739K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-17- 1.71% |
$6.58K - $8.59K
|
979
$594K
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-17- 0.57% |
$6.58K - $8.59K
|
2.99K
$1.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-17- 1.72% |
$6.58K - $8.59K
|
971
$589K
|
|
|
Feb 14, 2022
Q4 2021
|
Cheviot Value Management, LLC
|
SELL
|
- |
-17- 2.56% |
$6.58K - $8.59K
|
646
$392K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-17- 14.41% |
$6.58K - $8.59K
|
101
$61.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-17- 0.1% |
$6.58K - $8.59K
|
17.5K
$10.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17- 1.19% |
$6.58K - $8.59K
|
1.41K
$855K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-18- 0.29% |
$6.97K - $9.1K
|
6.23K
$3.78M
|