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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
547+ 4.83% |
$214K - $235K
|
11.9K
$6.33M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
546+ 3.57% |
$213K - $235K
|
15.8K
$8.46M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
545New |
$213K - $234K
|
545
$291K
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
544New |
$213K - $234K
|
544
$290K
|
|
|
Nov 08, 2021
Q3 2021
|
Dash Acquisitions Inc.
|
BUY
|
- |
541New |
$211K - $232K
|
541
$289K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
538+ 31.78% |
$210K - $231K
|
2.23K
$1.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Harvey Investment CO LLC
|
BUY
|
- |
535+ 12.8% |
$209K - $230K
|
4.72K
$2.52M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
530+ 1060.0% |
$207K - $228K
|
580
$309K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
529+ 0.4% |
$207K - $227K
|
132K
$70.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
525New |
$205K - $226K
|
525
$280K
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
525New |
$205K - $226K
|
525
$280K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
520+ 2.77% |
$203K - $223K
|
19.3K
$10.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
BUY
|
- |
517+ 1.45% |
$202K - $222K
|
36.3K
$19.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
516New |
$202K - $222K
|
516
$275K
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
514New |
$201K - $221K
|
514
$274K
|
|
|
Nov 10, 2021
Q3 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
509+ 1.22% |
$199K - $219K
|
42.2K
$22.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
508+ 4.94% |
$198K - $218K
|
10.8K
$5.76M
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
506+ 3.35% |
$198K - $217K
|
15.6K
$8.34M
|
|
|
Oct 20, 2021
Q3 2021
|
Stewart & Patten CO LLC
|
BUY
|
- |
503+ 1.28% |
$197K - $216K
|
39.8K
$21.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
503+ 6287.5% |
$197K - $216K
|
511
$273K
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
494+ 2.89% |
$193K - $212K
|
17.6K
$9.38M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
490+ 2.18% |
$191K - $211K
|
22.9K
$12.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
489+ 9.82% |
$191K - $210K
|
5.47K
$2.92M
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
488+ 2.77% |
$191K - $210K
|
18.1K
$9.67M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
487+ 3.29% |
$190K - $209K
|
15.3K
$8.15M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
483+ 2.75% |
$189K - $208K
|
18K
$9.62M
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
481+ 0.67% |
$188K - $207K
|
71.8K
$38.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
469+ 2.68% |
$183K - $202K
|
18K
$9.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
469+ 3.95% |
$183K - $202K
|
12.3K
$6.59M
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
467+ 2.38% |
$182K - $201K
|
20.1K
$10.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
464+ 12.3% |
$181K - $199K
|
4.24K
$2.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
462+ 40.53% |
$181K - $199K
|
1.6K
$855K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
460+ 5.31% |
$180K - $198K
|
9.12K
$4.86M
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
459+ 4.52% |
$179K - $197K
|
10.6K
$5.66M
|
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
456+ 1.67% |
$178K - $196K
|
27.8K
$14.8M
|
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
456+ 23.58% |
$178K - $196K
|
2.39K
$1.28M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
449+ 8.82% |
$175K - $193K
|
5.54K
$2.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
447+ 65.16% |
$175K - $192K
|
1.13K
$604K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
447+ 5.1% |
$175K - $192K
|
9.21K
$4.91M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
445+ 8.8% |
$174K - $191K
|
5.5K
$2.94M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
441+ 49.61% |
$172K - $190K
|
1.33K
$710K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
441+ 5.55% |
$172K - $190K
|
8.39K
$4.48M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
439+ 12.7% |
$172K - $189K
|
3.9K
$2.08M
|
|
|
Oct 19, 2021
Q3 2021
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
429+ 1.08% |
$168K - $184K
|
40.3K
$21.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
426+ 9.73% |
$166K - $183K
|
4.8K
$2.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
425+ 9.67% |
$166K - $183K
|
4.82K
$2.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
423+ 5.93% |
$165K - $182K
|
7.56K
$4.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
420+ 2.72% |
$164K - $180K
|
15.8K
$8.45M
|
|
|
Nov 05, 2021
Q3 2021
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
417+ 0.64% |
$163K - $179K
|
65.6K
$35M
|
|
|
Nov 12, 2021
Q3 2021
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
416+ 0.64% |
$163K - $179K
|
65.5K
$34.9M
|