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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-18- 0.51% |
$6.97K - $9.1K
|
3.53K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-18- 0.23% |
$6.97K - $9.1K
|
7.71K
$4.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-19- 0.62% |
$7.35K - $9.61K
|
3.04K
$1.84M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-20- 0.63% |
$7.74K - $10.1K
|
3.13K
$1.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-20- 0.09% |
$7.74K - $10.1K
|
21.5K
$13.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-20- 0.86% |
$7.74K - $10.1K
|
2.32K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-21- 0.14% |
$8.13K - $10.6K
|
14.9K
$9.02M
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-22- 0.21% |
$8.51K - $11.1K
|
10.5K
$6.35M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-22- 2.81% |
$8.51K - $11.1K
|
761
$462K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-23- 3.14% |
$8.9K - $11.6K
|
709
$430K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-23Closed |
$8.9K - $11.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-23- 3.17% |
$8.9K - $11.6K
|
703
$427K
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-24- 1.65% |
$9.29K - $12.1K
|
1.43K
$866K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-24- 0.07% |
$9.29K - $12.1K
|
35K
$21.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-24- 1.76% |
$9.29K - $12.1K
|
1.34K
$812K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-25- 2.22% |
$9.68K - $12.6K
|
1.1K
$669K
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-25- 4.84% |
$9.68K - $12.6K
|
491
$298K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-25- 3.26% |
$9.68K - $12.6K
|
743
$451K
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-25- 2.24% |
$9.68K - $12.6K
|
1.09K
$661K
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-25- 3.27% |
$9.68K - $12.6K
|
740
$449K
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-25- 1.9% |
$9.68K - $12.6K
|
1.29K
$785K
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-25- 4.08% |
$9.68K - $12.6K
|
587
$356K
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
SELL
|
- |
-25- 12.5% |
$9.68K - $12.6K
|
175
$106K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-26- 0.81% |
$10.1K - $13.1K
|
3.2K
$1.94M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-26- 1.54% |
$10.1K - $13.1K
|
1.67K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-26- 37.14% |
$10.1K - $13.1K
|
44
$26.7K
|
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-26- 5.01% |
$10.1K - $13.1K
|
493
$299K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27- 16.17% |
$10.4K - $13.7K
|
140
$85K
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-27- 4.27% |
$10.4K - $13.7K
|
606
$368K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-27- 1.02% |
$10.4K - $13.7K
|
2.63K
$1.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-27- 0.49% |
$10.4K - $13.7K
|
5.53K
$3.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-28- 4.43% |
$10.8K - $14.2K
|
604
$367K
|
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
SELL
|
- |
-29- 0.57% |
$11.2K - $14.7K
|
5.05K
$3.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-29- 1.5% |
$11.2K - $14.7K
|
1.9K
$1.15M
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-29- 1.43% |
$11.2K - $14.7K
|
2K
$1.21M
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-30- 0.98% |
$11.6K - $15.2K
|
3.02K
$1.83M
|
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
SELL
|
- |
-30- 2.41% |
$11.6K - $15.2K
|
1.22K
$737K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-30- 3.57% |
$11.6K - $15.2K
|
810
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-30- 0.46% |
$11.6K - $15.2K
|
6.51K
$3.95M
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-30- 2.55% |
$11.6K - $15.2K
|
1.15K
$695K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-30- 0.22% |
$11.6K - $15.2K
|
13.9K
$8.43M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 1.96% |
$11.6K - $15.2K
|
1.5K
$912K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-31- 1.62% |
$12K - $15.7K
|
1.88K
$1.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-31- 3.34% |
$12K - $15.7K
|
898
$545K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-31- 3.27% |
$12K - $15.7K
|
918
$557K
|
|
|
Jan 27, 2022
Q4 2021
|
Founders Capital Management, LLC
|
SELL
|
- |
-32- 1.91% |
$12.4K - $16.2K
|
1.64K
$996K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-33- 5.71% |
$12.8K - $16.7K
|
545
$331K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-33- 36.67% |
$12.8K - $16.7K
|
57
$34.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-33- -0.0% |
$12.8K - $16.7K
|
1.07M
$648M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-33- 1.9% |
$12.8K - $16.7K
|
1.7K
$1.03M
|