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 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-793- 2.76% |
$307K - $401K
|
27.9K
$7.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-800- 11.4% |
$310K - $404K
|
6.22K
$1.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-803- 1.23% |
$311K - $406K
|
64.4K
$16.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-809- 50.5% |
$313K - $409K
|
793
$207K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-814- 17.54% |
$315K - $412K
|
3.83K
$1M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-814- 4.59% |
$315K - $412K
|
16.9K
$4.43M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-825- 25.18% |
$319K - $417K
|
2.45K
$641K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-828- 6.31% |
$320K - $419K
|
12.3K
$3.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-834- 3.59% |
$323K - $422K
|
22.4K
$5.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-841Closed |
$325K - $425K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Gam Holding Ag
|
SELL
|
- |
-859- 1.73% |
$332K - $434K
|
48.9K
$12.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-860- 1.26% |
$333K - $435K
|
67.2K
$17.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-865- 5.45% |
$335K - $437K
|
15K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-866Closed |
$335K - $438K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Oak Ridge Investments LLC
|
SELL
|
- |
-887- 2.3% |
$343K - $448K
|
37.6K
$9.84M
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-904- 35.53% |
$350K - $457K
|
1.64K
$429K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-912- 4.02% |
$353K - $461K
|
21.8K
$5.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-914- 32.07% |
$354K - $462K
|
1.94K
$506K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-916- 2.08% |
$355K - $463K
|
43.2K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Srb Corp
Boston, MA |
SELL
|
- |
-952- 23.76% |
$368K - $481K
|
3.06K
$799K
|
|
|
Feb 11, 2022
Q4 2021
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-960- 0.95% |
$372K - $485K
|
99.8K
$26.1M
|
|
|
Mar 21, 2022
Q4 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-964- 1.79% |
$373K - $487K
|
53K
$13.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-969- 7.27% |
$375K - $490K
|
12.4K
$3.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-972Closed |
$376K - $491K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-977- 3.83% |
$378K - $494K
|
24.5K
$6.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-978- 1.72% |
$378K - $494K
|
56K
$14.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-982- 4.22% |
$380K - $496K
|
22.3K
$5.83M
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-984- 0.78% |
$381K - $497K
|
124K
$32.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-986- 2.14% |
$382K - $499K
|
45.2K
$11.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Amica Mutual Insurance CO
|
SELL
|
- |
-990- 3.14% |
$383K - $501K
|
30.5K
$7.98M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-991- 3.38% |
$384K - $501K
|
28.3K
$7.41M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-995- 3.11% |
$385K - $503K
|
31K
$8.12M
|
|
|
Jan 27, 2022
Q4 2021
|
Toews Corp
|
SELL
|
- |
-1KClosed |
$387K - $506K
|
0
$0
|
|
|
Mar 22, 2022
Q4 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 20.0% |
$387K - $506K
|
4K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1K- 25.0% |
$387K - $506K
|
3K
$785K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1K- 3.13% |
$387K - $506K
|
31K
$8.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-1K- 1.25% |
$388K - $507K
|
79.3K
$20.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.02K- 6.33% |
$396K - $517K
|
15.1K
$3.95M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.06K- 9.87% |
$409K - $534K
|
9.65K
$2.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.06K- 6.35% |
$411K - $537K
|
15.7K
$4.09M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-1.08K- 1.09% |
$416K - $543K
|
97.7K
$25.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.08K- 13.61% |
$416K - $543K
|
6.82K
$1.78M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.08K- 15.91% |
$418K - $546K
|
5.71K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.08K- 8.69% |
$420K - $548K
|
11.4K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.09K- 0.87% |
$423K - $553K
|
125K
$32.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-1.1K- 3.99% |
$424K - $554K
|
26.3K
$6.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.1K- 4.45% |
$426K - $556K
|
23.6K
$6.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.12K- 5.89% |
$435K - $568K
|
17.9K
$4.69M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.12K- 1.64% |
$435K - $568K
|
67.3K
$17.6M
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.13K- 0.2% |
$438K - $573K
|
557K
$146M
|