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
|
Bouchey Financial Group LTD
|
SELL
|
- |
-378- 30.07% |
$146K - $191K
|
879
$230K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-379- 11.88% |
$147K - $192K
|
2.81K
$735K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-379- 19.99% |
$147K - $192K
|
1.52K
$397K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-379- 0.07% |
$147K - $192K
|
508K
$133M
|
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-380- 2.09% |
$147K - $192K
|
17.8K
$4.65M
|
|
|
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
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-389- 0.57% |
$151K - $197K
|
67.6K
$17.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-389- 19.01% |
$151K - $197K
|
1.66K
$433K
|
|
|
Jan 14, 2022
Q4 2021
|
Addenda Capital Inc.
|
SELL
|
- |
-390- 1.21% |
$151K - $197K
|
31.8K
$8.31M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-398- 3.27% |
$154K - $201K
|
11.8K
$3.08M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-399- 49.75% |
$154K - $202K
|
403
$105K
|
|
|
Feb 11, 2022
Q4 2021
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-400- 8.0% |
$155K - $202K
|
4.6K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-402- 0.52% |
$156K - $203K
|
77K
$20.1M
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-402Closed |
$156K - $203K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-406- 1.41% |
$157K - $205K
|
28.3K
$7.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-424- 0.99% |
$164K - $214K
|
42.4K
$11.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-425- 1.28% |
$164K - $215K
|
32.8K
$8.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-432- 6.7% |
$167K - $218K
|
6.01K
$1.57M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-439- 2.18% |
$170K - $222K
|
19.7K
$5.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-449- 3.13% |
$174K - $227K
|
13.9K
$3.63M
|
|
|
Jan 18, 2022
Q4 2021
|
Asset Planning Services Inc
|
SELL
|
- |
-450- 2.73% |
$174K - $228K
|
16.1K
$4.2M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-450- 17.89% |
$174K - $228K
|
2.07K
$540K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-454- 1.06% |
$176K - $230K
|
42.4K
$11.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-459- 4.59% |
$178K - $232K
|
9.54K
$2.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-461- 4.0% |
$178K - $233K
|
11.1K
$2.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Hendley & CO Inc
|
SELL
|
- |
-466- 28.54% |
$180K - $236K
|
1.17K
$305K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-470- 16.97% |
$182K - $238K
|
2.3K
$601K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
SELL
|
- |
-473- 0.75% |
$183K - $239K
|
62.6K
$16.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-473- 1.07% |
$183K - $239K
|
43.8K
$11.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-476- 42.54% |
$184K - $241K
|
643
$168K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-485- 0.98% |
$188K - $245K
|
48.8K
$12.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-488- 6.67% |
$189K - $247K
|
6.83K
$1.79M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-490- 1.2% |
$190K - $248K
|
40.2K
$10.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-492- 4.16% |
$190K - $249K
|
11.3K
$2.96M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-496- 22.91% |
$192K - $251K
|
1.67K
$437K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-497- 2.06% |
$192K - $251K
|
23.7K
$6.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-498- 1.53% |
$193K - $252K
|
32.1K
$8.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-499- 2.44% |
$193K - $252K
|
19.9K
$5.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Ardevora Asset Management LLP
|
SELL
|
- |
-500- 0.32% |
$194K - $253K
|
155K
$40.4M
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-502- 1.97% |
$194K - $254K
|
24.9K
$6.52M
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-504- 1.28% |
$195K - $255K
|
39K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-505- 5.1% |
$195K - $255K
|
9.39K
$2.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-508- 4.71% |
$197K - $257K
|
10.3K
$2.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-509- 40.24% |
$197K - $257K
|
756
$198K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-511Closed |
$198K - $258K
|
0
$0
|
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-512- 7.34% |
$198K - $259K
|
6.47K
$1.69M
|
|
|
May 28, 2025
Q4 2021
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-516- 19.44% |
$200K - $261K
|
2.14K
$559K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-519- 19.22% |
$201K - $262K
|
2.18K
$571K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-525- 1.42% |
$203K - $265K
|
36.5K
$9.54M
|