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
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
130+ 1.03% |
$50.8K - $55.9K
|
12.8K
$6.81M
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
130+ 10.24% |
$50.8K - $55.9K
|
1.4K
$746K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
129+ 2.35% |
$50.4K - $55.4K
|
5.61K
$2.99M
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
129+ 6.52% |
$50.4K - $55.4K
|
2.11K
$1.13M
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
128+ 1.61% |
$50K - $55K
|
8.1K
$4.32M
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
128+ 6.84% |
$50K - $55K
|
2K
$1.07M
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
127+ 2.38% |
$49.6K - $54.6K
|
5.46K
$2.91M
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
127+ 0.93% |
$49.6K - $54.6K
|
13.8K
$7.34M
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
126+ 6.11% |
$49.2K - $54.1K
|
2.19K
$1.17M
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
126+ 2.35% |
$49.2K - $54.1K
|
5.49K
$2.93M
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
126+ 16.3% |
$49.2K - $54.1K
|
899
$480K
|
|
Nov 02, 2021
Q3 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
126+ 0.82% |
$49.2K - $54.1K
|
15.5K
$8.28M
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
125+ 10.91% |
$48.8K - $53.7K
|
1.27K
$678K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
125+ 10.2% |
$48.8K - $53.7K
|
1.35K
$721K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
125+ 0.95% |
$48.8K - $53.7K
|
13.2K
$7.07M
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
125+ 0.94% |
$48.8K - $53.7K
|
13.4K
$7.14M
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
125+ 0.45% |
$48.8K - $53.7K
|
28.1K
$15M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
125+ 0.86% |
$48.8K - $53.7K
|
14.6K
$7.81M
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
125+ 2.85% |
$48.8K - $53.7K
|
4.52K
$2.41M
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
125+ 22.32% |
$48.8K - $53.7K
|
685
$365K
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
124+ 4.01% |
$48.5K - $53.3K
|
3.22K
$1.72M
|
|
Oct 15, 2021
Q3 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
123+ 0.14% |
$48.1K - $52.9K
|
90.6K
$48.4M
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
123+ 2.95% |
$48.1K - $52.9K
|
4.29K
$2.29M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
123+ 4.95% |
$48.1K - $52.9K
|
2.61K
$1.39M
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
122+ 0.34% |
$47.7K - $52.4K
|
36.5K
$19.5M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
121+ 5.97% |
$47.3K - $52K
|
2.15K
$1.15M
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
119+ 2.06% |
$46.5K - $51.1K
|
5.9K
$3.15M
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
119+ 15.8% |
$46.5K - $51.1K
|
872
$465K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
118+ 3.8% |
$46.1K - $50.7K
|
3.23K
$1.72M
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
118+ 0.37% |
$46.1K - $50.7K
|
31.7K
$16.9M
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
117+ 0.33% |
$45.7K - $50.3K
|
35.1K
$18.7M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
116+ 0.88% |
$45.3K - $49.8K
|
13.3K
$7.07M
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
116+ 19.76% |
$45.3K - $49.8K
|
703
$375K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
116+ 2.56% |
$45.3K - $49.8K
|
4.64K
$2.48M
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
114+ 4.23% |
$44.5K - $49K
|
2.81K
$1.5M
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
113+ 3.45% |
$44.2K - $48.6K
|
3.39K
$1.81M
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
113+ 19.69% |
$44.2K - $48.6K
|
687
$367K
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
112+ 3.64% |
$43.8K - $48.1K
|
3.19K
$1.7M
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
112+ 1.94% |
$43.8K - $48.1K
|
5.88K
$3.14M
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
112+ 3.43% |
$43.8K - $48.1K
|
3.37K
$1.8M
|
|
Nov 15, 2021
Q3 2021
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
112+ 0.74% |
$43.8K - $48.1K
|
15.3K
$8.17M
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
112+ 3.52% |
$43.8K - $48.1K
|
3.3K
$1.76M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
111+ 9.07% |
$43.4K - $47.7K
|
1.34K
$712K
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
110+ 13.96% |
$43K - $47.3K
|
898
$479K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
110+ 4.93% |
$43K - $47.3K
|
2.34K
$1.25M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
108+ 1.46% |
$42.2K - $46.4K
|
7.53K
$4.02M
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
107+ 1.37% |
$41.8K - $46K
|
7.9K
$4.21M
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
107+ 0.63% |
$41.8K - $46K
|
17K
$9.09M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
106+ 6.85% |
$41.4K - $45.5K
|
1.65K
$882K
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
106+ 0.52% |
$41.4K - $45.5K
|
20.6K
$11M
|