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 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-190- 0.89% |
$73.5K - $96.1K
|
21.1K
$5.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Amica Retiree Medical Trust
|
SELL
|
- |
-193- 5.1% |
$74.7K - $97.6K
|
3.59K
$939K
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-193- 5.03% |
$74.7K - $97.6K
|
3.64K
$953K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-194- 9.28% |
$75.1K - $98.1K
|
1.9K
$496K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-195- 16.91% |
$75.5K - $98.6K
|
958
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-195- 0.32% |
$75.5K - $98.6K
|
61.3K
$16M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-196- 2.52% |
$75.9K - $99.1K
|
7.59K
$1.98M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-197- 8.51% |
$76.2K - $99.6K
|
2.12K
$554K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-200- 10.84% |
$77.4K - $101K
|
1.65K
$430K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-200- 14.77% |
$77.4K - $101K
|
1.15K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 5.64% |
$77.4K - $101K
|
3.35K
$875K
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-202- 2.88% |
$78.2K - $102K
|
6.81K
$1.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-204- 3.29% |
$79K - $103K
|
6K
$1.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-204- 0.68% |
$79K - $103K
|
30K
$7.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-205- 6.66% |
$79.3K - $104K
|
2.87K
$751K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-206- 3.86% |
$79.7K - $104K
|
5.14K
$1.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
SELL
|
- |
-206- 0.57% |
$79.7K - $104K
|
36.1K
$9.44M
|
|
|
Aug 02, 2023
Q4 2021
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-206- 4.72% |
$79.7K - $104K
|
4.16K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-208- 1.29% |
$80.5K - $105K
|
15.9K
$4.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-209- 8.49% |
$80.9K - $106K
|
2.25K
$589K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-209- 2.14% |
$80.9K - $106K
|
9.54K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-209- 1.46% |
$80.9K - $106K
|
14.2K
$3.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-210- 1.79% |
$81.3K - $106K
|
11.5K
$3.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-211- 1.44% |
$81.7K - $107K
|
14.5K
$3.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
SELL
|
- |
-215- 1.29% |
$83.2K - $109K
|
16.4K
$4.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-216- 9.36% |
$83.6K - $109K
|
2.09K
$547K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-216- 0.64% |
$83.6K - $109K
|
33.3K
$8.72M
|
|
|
Feb 01, 2022
Q4 2021
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-218- 0.39% |
$84.4K - $110K
|
55.9K
$14.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-219- 7.77% |
$84.8K - $111K
|
2.6K
$680K
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-223- 35.62% |
$86.3K - $113K
|
403
$105K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-224- 4.58% |
$86.7K - $113K
|
4.67K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-227Closed |
$87.9K - $115K
|
0
$0
|
|
|
Feb 20, 2025
Q4 2021
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-229- 26.81% |
$88.6K - $116K
|
625
$163K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-230- 6.76% |
$89K - $116K
|
3.17K
$830K
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-230- 0.84% |
$89K - $116K
|
27.1K
$7.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-231- 1.33% |
$89.4K - $117K
|
17.1K
$4.48M
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
SELL
|
- |
-232- 1.09% |
$89.8K - $117K
|
21.1K
$5.53M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-234- 5.37% |
$90.6K - $118K
|
4.12K
$1.08M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-235- 12.86% |
$90.9K - $119K
|
1.59K
$417K
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-235- 6.03% |
$90.9K - $119K
|
3.67K
$959K
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-235- 24.0% |
$90.9K - $119K
|
744
$195K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-237- 2.84% |
$91.7K - $120K
|
8.11K
$2.12M
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-239- 2.61% |
$92.5K - $121K
|
8.93K
$2.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Page Arthur B
|
SELL
|
- |
-243- 2.83% |
$94K - $123K
|
8.33K
$2.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
SELL
|
- |
-243- 10.18% |
$94K - $123K
|
2.14K
$561K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-244- 6.95% |
$94.4K - $123K
|
3.27K
$855K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-248Closed |
$96K - $125K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-250- 36.08% |
$96.8K - $126K
|
443
$116K
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-252- 11.43% |
$97.5K - $127K
|
1.95K
$511K
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-252Closed |
$97.5K - $127K
|
0
$0
|