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 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
686New |
$268K - $295K
|
686
$366K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
681+ 23.16% |
$266K - $293K
|
3.62K
$1.93M
|
|
|
Oct 15, 2021
Q3 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
681+ 5.93% |
$266K - $293K
|
12.2K
$6.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
672+ 4.93% |
$263K - $289K
|
14.3K
$7.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
BUY
|
- |
668+ 3.78% |
$261K - $287K
|
18.3K
$9.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
656+ 2.02% |
$256K - $282K
|
33.2K
$17.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
651New |
$254K - $280K
|
651
$347K
|
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
648+ 1.45% |
$253K - $278K
|
45.4K
$24.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
648+ 0.5% |
$253K - $278K
|
131K
$70.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
642+ 8.93% |
$251K - $276K
|
7.83K
$4.18M
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
639+ 13.88% |
$250K - $275K
|
5.24K
$2.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
639+ 2.58% |
$250K - $275K
|
25.4K
$13.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
636+ 45.11% |
$249K - $273K
|
2.05K
$1.09M
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
629+ 5.59% |
$246K - $270K
|
11.9K
$6.34M
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
624+ 1.37% |
$244K - $268K
|
46.1K
$24.6M
|
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
624New |
$244K - $268K
|
624
$333K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
620+ 52.41% |
$242K - $266K
|
1.8K
$962K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
613New |
$240K - $263K
|
613
$327K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
610+ 37.01% |
$238K - $262K
|
2.26K
$1.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
605+ 7.07% |
$236K - $260K
|
9.16K
$4.89M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
603+ 2.34% |
$236K - $259K
|
26.3K
$14.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
603+ 11.11% |
$236K - $259K
|
6.03K
$3.22M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
601+ 1.49% |
$235K - $258K
|
41K
$21.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
598New |
$234K - $257K
|
598
$319K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
593+ 1.75% |
$232K - $255K
|
34.4K
$18.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
592+ 4.38% |
$231K - $254K
|
14.1K
$7.52M
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
592New |
$231K - $254K
|
592
$316K
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
591+ 3.79% |
$231K - $254K
|
16.2K
$8.63M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
591+ 7.23% |
$231K - $254K
|
8.77K
$4.68M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
590+ 5.19% |
$231K - $254K
|
12K
$6.38M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
588+ 3.46% |
$230K - $253K
|
17.6K
$9.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
588+ 3.79% |
$230K - $253K
|
16.1K
$8.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
587+ 6.57% |
$229K - $252K
|
9.52K
$5.08M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
585+ 541.67% |
$229K - $251K
|
693
$370K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
584+ 21.5% |
$228K - $251K
|
3.3K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
584+ 4.58% |
$228K - $251K
|
13.3K
$7.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
582+ 69.04% |
$227K - $250K
|
1.43K
$760K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
575+ 5.28% |
$225K - $247K
|
11.5K
$6.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
575+ 4.16% |
$225K - $247K
|
14.4K
$7.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
BUY
|
- |
564+ 73.44% |
$220K - $242K
|
1.33K
$711K
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
564New |
$220K - $242K
|
564
$301K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
560+ 5.29% |
$219K - $241K
|
11.1K
$5.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
557+ 5.0% |
$218K - $239K
|
11.7K
$6.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
554New |
$216K - $238K
|
554
$296K
|
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
554+ 3.06% |
$216K - $238K
|
18.7K
$9.96M
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
552+ 2.49% |
$216K - $237K
|
22.7K
$12.1M
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
550+ 3.8% |
$215K - $236K
|
15K
$8.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
549New |
$215K - $236K
|
549
$293K
|
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
548+ 1.42% |
$214K - $235K
|
39K
$20.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
547New |
$214K - $235K
|
547
$292K
|