Purchases and Sales Made in Q3 2021 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.06K+ 5.59% |
$413K - $454K
|
20K
$11.8M
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 2.87% |
$413K - $454K
|
37.8K
$22.3M
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.05KNew |
$411K - $452K
|
1.05K
$620K
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.05K+ 37.61% |
$411K - $452K
|
3.85K
$2.27M
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.05K+ 17.14% |
$410K - $451K
|
7.17K
$4.22M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.05K+ 9.0% |
$409K - $450K
|
12.7K
$7.48M
|
|
Nov 10, 2021
Q3 2021
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
1.05K+ 25.74% |
$409K - $450K
|
5.12K
$3.02M
|
|
Nov 10, 2021
Q3 2021
|
Jlb & Associates Inc
|
BUY
|
- |
1.04K+ 2.73% |
$408K - $449K
|
39.3K
$23.2M
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
1.04K+ 419.76% |
$407K - $447K
|
1.29K
$759K
|
|
Nov 08, 2021
Q3 2021
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 9.97% |
$406K - $446K
|
11.5K
$6.75M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.03K+ 21.4% |
$402K - $442K
|
5.84K
$3.44M
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 17.44% |
$399K - $438K
|
6.87K
$4.05M
|
|
Nov 10, 2021
Q3 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.02K+ 31.52% |
$399K - $438K
|
4.26K
$2.51M
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
1.02K+ 90.08% |
$397K - $437K
|
2.15K
$1.26M
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1K+ 11.97% |
$392K - $431K
|
9.39K
$5.53M
|
|
Nov 04, 2021
Q3 2021
|
Toews Corp
|
BUY
|
- |
1KNew |
$391K - $430K
|
1K
$589K
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1K+ 43.38% |
$391K - $430K
|
3.31K
$1.95M
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
998+ 7.39% |
$390K - $429K
|
14.5K
$8.54M
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
997+ 6.04% |
$390K - $428K
|
17.5K
$10.3M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
990+ 11.96% |
$387K - $425K
|
9.27K
$5.46M
|
|
Nov 10, 2021
Q3 2021
|
Broderick Brian C
|
BUY
|
- |
985+ 8.78% |
$385K - $423K
|
12.2K
$7.19M
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
984+ 8.94% |
$384K - $423K
|
12K
$7.06M
|
|
Oct 08, 2021
Q3 2021
|
Cullinan Associates Inc
|
BUY
|
- |
975+ 3.22% |
$381K - $419K
|
31.2K
$18.4M
|
|
Nov 12, 2021
Q3 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
973+ 0.12% |
$380K - $418K
|
808K
$476M
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
972New |
$380K - $418K
|
972
$573K
|
|
Oct 14, 2021
Q3 2021
|
Wedge Capital Management L L P
|
BUY
|
- |
969+ 4.48% |
$379K - $416K
|
22.6K
$13.3M
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
946+ 0.43% |
$370K - $407K
|
223K
$131M
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
945+ 84.6% |
$369K - $406K
|
2.06K
$1.21M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
942+ 1.07% |
$368K - $405K
|
88.7K
$52.3M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
937New |
$366K - $403K
|
937
$552K
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
930New |
$363K - $400K
|
930
$548K
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
928New |
$363K - $399K
|
928
$547K
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
924+ 3.15% |
$361K - $397K
|
30.2K
$17.8M
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
913+ 47.13% |
$357K - $392K
|
2.85K
$1.68M
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
901+ 0.76% |
$352K - $387K
|
120K
$70.6M
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
901+ 0.76% |
$352K - $387K
|
120K
$70.6M
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
896+ 5.52% |
$350K - $385K
|
17.1K
$10.1M
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
891+ 3.01% |
$348K - $383K
|
30.5K
$18M
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
866+ 47.04% |
$338K - $372K
|
2.71K
$1.59M
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
861+ 12.58% |
$336K - $370K
|
7.7K
$4.54M
|
|
Oct 14, 2021
Q3 2021
|
Xr Securities LLC
|
BUY
|
- |
849New |
$332K - $365K
|
849
$500K
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
847+ 11.43% |
$331K - $364K
|
8.26K
$4.86M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
845+ 32.14% |
$330K - $363K
|
3.47K
$2.05M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
845+ 2.58% |
$330K - $363K
|
33.6K
$19.8M
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
844New |
$330K - $363K
|
844
$497K
|
|
Nov 15, 2021
Q3 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
841New |
$329K - $361K
|
841
$495K
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
BUY
|
- |
840+ 54.33% |
$328K - $361K
|
2.39K
$1.41M
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
BUY
|
- |
833+ 5.27% |
$325K - $358K
|
16.6K
$9.8M
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
828+ 15.47% |
$324K - $356K
|
6.18K
$3.64M
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
828+ 6.72% |
$324K - $356K
|
13.2K
$7.75M
|