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
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
246+ 35.34% |
$96.1K - $106K
|
942
$503K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
245+ 15.31% |
$95.7K - $105K
|
1.85K
$984K
|
|
|
Nov 12, 2021
Q3 2021
|
Fosun International LTD
|
BUY
|
- |
245+ 35.0% |
$95.7K - $105K
|
945
$504K
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
243+ 0.75% |
$94.9K - $104K
|
32.6K
$17.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
242+ 0.34% |
$94.6K - $104K
|
70.4K
$37.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
242+ 27.31% |
$94.6K - $104K
|
1.13K
$602K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
242+ 4.81% |
$94.6K - $104K
|
5.27K
$2.81M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
242+ 7.03% |
$94.6K - $104K
|
3.68K
$1.97M
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
240+ 16.12% |
$93.8K - $103K
|
1.73K
$922K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
240+ 11.68% |
$93.8K - $103K
|
2.3K
$1.22M
|
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
239+ 1.66% |
$93.4K - $103K
|
14.7K
$7.83M
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
238+ 14.24% |
$93K - $102K
|
1.91K
$1.02M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
238+ 9.94% |
$93K - $102K
|
2.63K
$1.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
237+ 7.13% |
$92.6K - $102K
|
3.56K
$1.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Milestone Resources Group LTD
|
BUY
|
- |
237+ 0.11% |
$92.6K - $102K
|
221K
$118M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
233+ 1.81% |
$91K - $100K
|
13.1K
$7M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
231+ 5.67% |
$90.3K - $99.3K
|
4.31K
$2.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
231+ 4.52% |
$90.3K - $99.3K
|
5.34K
$2.85M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
230+ 0.74% |
$89.9K - $98.8K
|
31.4K
$16.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
228+ 2.03% |
$89.1K - $98K
|
11.5K
$6.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
228+ 6.19% |
$89.1K - $98K
|
3.91K
$2.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
226+ 0.33% |
$88.3K - $97.1K
|
68K
$36.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
226+ 0.99% |
$88.3K - $97.1K
|
23.2K
$12.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
224+ 2.16% |
$87.5K - $96.3K
|
10.6K
$5.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
224+ 6.07% |
$87.5K - $96.3K
|
3.92K
$2.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
223+ 8.01% |
$87.1K - $95.8K
|
3.01K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
222+ 1.45% |
$86.7K - $95.4K
|
15.5K
$8.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
222+ 50.11% |
$86.7K - $95.4K
|
665
$355K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
221+ 13.77% |
$86.4K - $95K
|
1.83K
$974K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
221+ 21.5% |
$86.4K - $95K
|
1.25K
$666K
|
|
|
Nov 12, 2021
Q3 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
220+ 5.36% |
$86K - $94.5K
|
4.32K
$2.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
219+ 5.72% |
$85.6K - $94.1K
|
4.05K
$2.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
219+ 8.05% |
$85.6K - $94.1K
|
2.94K
$1.57M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
217+ 2.26% |
$84.8K - $93.2K
|
9.84K
$5.25M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
216+ 10.33% |
$84.4K - $92.8K
|
2.31K
$1.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
215+ 5.3% |
$84K - $92.4K
|
4.27K
$2.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
215+ 390.91% |
$84K - $92.4K
|
270
$144K
|
|
|
Nov 10, 2021
Q3 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
215+ 0.29% |
$84K - $92.4K
|
75.4K
$40.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
BUY
|
- |
214+ 1.71% |
$83.6K - $92K
|
12.7K
$6.78M
|
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
213+ 5.08% |
$83.2K - $91.5K
|
4.41K
$2.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
212+ 2.82% |
$82.8K - $91.1K
|
7.72K
$4.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
212+ 3.92% |
$82.8K - $91.1K
|
5.62K
$3M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
212+ 14.61% |
$82.8K - $91.1K
|
1.66K
$887K
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
209+ 0.31% |
$81.7K - $89.8K
|
68.1K
$36.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
209+ 2.95% |
$81.7K - $89.8K
|
7.29K
$3.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
209+ 3.64% |
$81.7K - $89.8K
|
5.95K
$3.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
209+ 0.58% |
$81.7K - $89.8K
|
36.5K
$19.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
208+ 3.31% |
$81.3K - $89.4K
|
6.49K
$3.46M
|
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
206+ 2.1% |
$80.5K - $88.5K
|
10K
$5.33M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
205+ 10.66% |
$80.1K - $88.1K
|
2.13K
$1.14M
|