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 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
SELL
|
- |
-285- 0.6% |
$110K - $144K
|
47.3K
$28.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-285- 10.48% |
$110K - $144K
|
2.43K
$1.49M
|
|
|
Feb 03, 2022
Q4 2021
|
Stack Financial Management, Inc
|
SELL
|
- |
-285- 0.57% |
$110K - $144K
|
49.9K
$30.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-290- 2.65% |
$112K - $147K
|
10.6K
$6.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-296- 2.48% |
$115K - $150K
|
11.6K
$7.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-298- 7.19% |
$115K - $151K
|
3.85K
$2.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-300- 18.14% |
$116K - $152K
|
1.35K
$826K
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-300- 2.52% |
$116K - $152K
|
11.6K
$7.07M
|
|
|
Jan 25, 2022
Q4 2021
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-300- 3.7% |
$116K - $152K
|
7.8K
$4.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-301- 5.95% |
$116K - $152K
|
4.76K
$2.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-303- 17.72% |
$117K - $153K
|
1.41K
$859K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-304- 0.84% |
$118K - $154K
|
35.9K
$21.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-305- 8.69% |
$118K - $154K
|
3.21K
$1.96M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-309- 0.85% |
$120K - $156K
|
35.9K
$21.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-310- 2.17% |
$120K - $157K
|
14K
$8.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-316- 31.82% |
$122K - $160K
|
677
$413K
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-317- 15.87% |
$123K - $160K
|
1.68K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-320- 1.47% |
$124K - $162K
|
21.5K
$13.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-321- 1.41% |
$124K - $162K
|
22.4K
$13.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-321- 0.89% |
$124K - $162K
|
35.9K
$21.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-336- 1.59% |
$130K - $170K
|
20.8K
$12.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-340- 9.86% |
$132K - $172K
|
3.11K
$1.9M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-343- 34.13% |
$133K - $173K
|
662
$404K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-345- 2.26% |
$134K - $174K
|
14.9K
$9.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-348- 5.95% |
$135K - $176K
|
5.5K
$3.36M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-349- 37.05% |
$135K - $176K
|
593
$362K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-349- 1.24% |
$135K - $176K
|
27.8K
$16.9M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-357- 2.84% |
$138K - $180K
|
12.2K
$7.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-359- 11.62% |
$139K - $182K
|
2.73K
$1.67M
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-360- 10.91% |
$139K - $182K
|
2.94K
$1.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-360- 2.11% |
$139K - $182K
|
16.7K
$10.2M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-365- 3.2% |
$141K - $185K
|
11K
$6.74M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-366- 1.73% |
$142K - $185K
|
20.8K
$12.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-367- 0.56% |
$142K - $186K
|
65K
$39.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-371- 9.2% |
$144K - $188K
|
3.66K
$2.23M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-373- 2.74% |
$144K - $189K
|
13.2K
$8.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-378- 30.07% |
$146K - $191K
|
879
$536K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-379- 11.88% |
$147K - $192K
|
2.81K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-379- 19.99% |
$147K - $192K
|
1.52K
$926K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-379- 0.07% |
$147K - $192K
|
508K
$310M
|
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-380- 2.09% |
$147K - $192K
|
17.8K
$10.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-387Closed |
$150K - $196K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-389- 34.33% |
$151K - $197K
|
744
$454K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-389- 0.57% |
$151K - $197K
|
67.6K
$41.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-389- 19.01% |
$151K - $197K
|
1.66K
$1.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Addenda Capital Inc.
|
SELL
|
- |
-390- 1.21% |
$151K - $197K
|
31.8K
$19.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-398- 3.27% |
$154K - $201K
|
11.8K
$7.18M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-399- 49.75% |
$154K - $202K
|
403
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-400- 8.0% |
$155K - $202K
|
4.6K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-402- 0.52% |
$156K - $203K
|
77K
$47M
|