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 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-33- 0.36% |
$12.8K - $16.7K
|
9.1K
$5.52M
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-34- 2.1% |
$13.2K - $17.2K
|
1.59K
$963K
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-34- 2.78% |
$13.2K - $17.2K
|
1.19K
$722K
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-35- 0.12% |
$13.5K - $17.7K
|
30.2K
$18.3M
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
SELL
|
- |
-35- 0.41% |
$13.5K - $17.7K
|
8.42K
$5.11M
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-35- 3.86% |
$13.5K - $17.7K
|
871
$529K
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-35- 0.26% |
$13.5K - $17.7K
|
13.4K
$8.1M
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-35- 0.23% |
$13.5K - $17.7K
|
15.3K
$9.3M
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-35- 1.79% |
$13.5K - $17.7K
|
1.92K
$1.16M
|
|
Jan 20, 2022
Q4 2021
|
Baillie Gifford & CO
|
SELL
|
- |
-37- 37.0% |
$14.3K - $18.7K
|
63
$38.2K
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-37- 0.69% |
$14.3K - $18.7K
|
5.29K
$3.21M
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-37- 3.25% |
$14.3K - $18.7K
|
1.1K
$669K
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
SELL
|
- |
-38- 1.52% |
$14.7K - $19.2K
|
2.46K
$1.49M
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-38- 1.29% |
$14.7K - $19.2K
|
2.91K
$1.77M
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-38- 0.29% |
$14.7K - $19.2K
|
13.1K
$7.96M
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-38- 0.29% |
$14.7K - $19.2K
|
13.1K
$7.93M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38- 0.31% |
$14.7K - $19.2K
|
12.3K
$7.46M
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-38- 0.69% |
$14.7K - $19.2K
|
5.49K
$3.33M
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-38- 0.31% |
$14.7K - $19.2K
|
12.1K
$7.35M
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-40- 0.71% |
$15.5K - $20.2K
|
5.57K
$3.38M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-40- 0.54% |
$15.5K - $20.2K
|
7.39K
$4.48M
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-40- 3.41% |
$15.5K - $20.2K
|
1.13K
$688K
|
|
Jan 24, 2022
Q4 2021
|
Marshall & Sullivan Inc
|
SELL
|
- |
-41- 0.26% |
$15.9K - $20.7K
|
15.9K
$9.65M
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-41- 0.13% |
$15.9K - $20.7K
|
31.3K
$19M
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-41- 2.05% |
$15.9K - $20.7K
|
1.96K
$1.19M
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-42- 21.54% |
$16.3K - $21.2K
|
153
$92.8K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-43- 0.84% |
$16.6K - $21.7K
|
5.08K
$3.08M
|
|
Jan 24, 2022
Q4 2021
|
Wendell David Associates Inc
|
SELL
|
- |
-44- 5.02% |
$17K - $22.2K
|
832
$505K
|
|
Feb 10, 2022
Q4 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-44- 4.48% |
$17K - $22.2K
|
939
$570K
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-45- 4.95% |
$17.4K - $22.8K
|
865
$525K
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-45- 2.13% |
$17.4K - $22.8K
|
2.07K
$1.26M
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-45- 0.22% |
$17.4K - $22.8K
|
20.2K
$12.3M
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-46- 2.25% |
$17.8K - $23.3K
|
2K
$1.21M
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-46- 0.18% |
$17.8K - $23.3K
|
25.5K
$15.5M
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-46- 1.53% |
$17.8K - $23.3K
|
2.97K
$1.8M
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-47- 5.93% |
$18.2K - $23.8K
|
745
$452K
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-47- 4.01% |
$18.2K - $23.8K
|
1.12K
$682K
|
|
Sep 18, 2023
Q4 2021
|
Washington Capital Management Inc
|
SELL
|
- |
-47- 1.45% |
$18.2K - $23.8K
|
3.19K
$1.93M
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
SELL
|
- |
-48- 5.63% |
$18.6K - $24.3K
|
805
$488K
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-48- 0.59% |
$18.6K - $24.3K
|
8.06K
$4.89M
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-48- 0.13% |
$18.6K - $24.3K
|
38.3K
$23.3M
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-49- 0.67% |
$19K - $24.8K
|
7.28K
$4.42M
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-49- 1.34% |
$19K - $24.8K
|
3.6K
$2.18M
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-49- 3.4% |
$19K - $24.8K
|
1.39K
$846K
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-50Closed |
$19.4K - $25.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50- 0.78% |
$19.4K - $25.3K
|
6.4K
$3.88M
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-50- 1.61% |
$19.4K - $25.3K
|
3.06K
$1.86M
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-50- 1.64% |
$19.4K - $25.3K
|
2.99K
$1.81M
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-50- 1.04% |
$19.4K - $25.3K
|
4.77K
$2.89M
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50- 22.03% |
$19.4K - $25.3K
|
177
$107K
|