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 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
23+ 2.55% |
$8.99K - $9.88K
|
925
$494K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
23New |
$8.99K - $9.88K
|
23
$12.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
23+ 4.47% |
$8.99K - $9.88K
|
538
$287K
|
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
22New |
$8.6K - $9.45K
|
22
$11.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
22+ 2.2% |
$8.6K - $9.45K
|
1.02K
$545K
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
22+ 0.33% |
$8.6K - $9.45K
|
6.67K
$3.56M
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.26% |
$8.21K - $9.02K
|
8.25K
$4.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
21+ 2.35% |
$8.21K - $9.02K
|
913
$487K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
21+ 0.05% |
$8.21K - $9.02K
|
41.8K
$22.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
20+ 32.79% |
$7.81K - $8.59K
|
81
$43.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
20+ 2.23% |
$7.81K - $8.59K
|
915
$488K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
20+ 1.75% |
$7.81K - $8.59K
|
1.16K
$620K
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
20+ 1.09% |
$7.81K - $8.59K
|
1.86K
$991K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
20+ 55.56% |
$7.81K - $8.59K
|
56
$29.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 0.9% |
$7.42K - $8.16K
|
2.12K
$1.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
19+ 0.92% |
$7.42K - $8.16K
|
2.07K
$1.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
18+ 2.6% |
$7.03K - $7.73K
|
710
$379K
|
|
|
Oct 13, 2021
Q3 2021
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
18+ 0.14% |
$7.03K - $7.73K
|
13.1K
$7.01M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.4% |
$7.03K - $7.73K
|
4.57K
$2.44M
|
|
|
Oct 25, 2021
Q3 2021
|
Davis Rea Ltd.
|
BUY
|
- |
18+ 0.27% |
$7.03K - $7.73K
|
6.8K
$3.63M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18+ 3.22% |
$7.03K - $7.73K
|
577
$308K
|
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
18+ 2.28% |
$7.03K - $7.73K
|
809
$432K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
17+ 68.0% |
$6.64K - $7.31K
|
42
$22.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
17+ 0.96% |
$6.64K - $7.31K
|
1.79K
$952K
|
|
|
Oct 25, 2021
Q3 2021
|
Monte Financial Group, LLC
|
BUY
|
- |
17+ 0.68% |
$6.64K - $7.31K
|
2.53K
$1.35M
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
17+ 2.37% |
$6.64K - $7.31K
|
735
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
17+ 8.1% |
$6.64K - $7.31K
|
227
$121K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
17+ 0.15% |
$6.64K - $7.31K
|
11.4K
$6.09M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 1.61% |
$6.64K - $7.31K
|
1.07K
$572K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
17+ 1.73% |
$6.64K - $7.31K
|
1K
$534K
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
17+ 0.27% |
$6.64K - $7.31K
|
6.41K
$3.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Ns Partners LTD
|
BUY
|
- |
16+ 0.02% |
$6.25K - $6.88K
|
100K
$53.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
16+ 0.42% |
$6.25K - $6.88K
|
3.81K
$2.03M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
16New |
$6.25K - $6.88K
|
16
$8.54K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
15+ 0.19% |
$5.86K - $6.45K
|
7.87K
$4.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
15+ 0.48% |
$5.86K - $6.45K
|
3.16K
$1.68M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
15+ 27.27% |
$5.86K - $6.45K
|
70
$37.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 4.5% |
$5.86K - $6.45K
|
348
$186K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
15+ 8.33% |
$5.86K - $6.45K
|
195
$104K
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
15+ 0.04% |
$5.86K - $6.45K
|
36.5K
$19.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
15+ 0.82% |
$5.86K - $6.45K
|
1.84K
$981K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14+ 0.37% |
$5.47K - $6.02K
|
3.84K
$2.05M
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
14+ 0.92% |
$5.47K - $6.02K
|
1.54K
$821K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
14+ 0.21% |
$5.47K - $6.02K
|
6.77K
$3.61M
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.2% |
$5.47K - $6.02K
|
1.19K
$632K
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
BUY
|
- |
14+ 0.54% |
$5.47K - $6.02K
|
2.61K
$1.39M
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
14+ 0.18% |
$5.47K - $6.02K
|
7.71K
$4.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 0.05% |
$5.47K - $6.02K
|
30.2K
$16.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
14+ 0.21% |
$5.47K - $6.02K
|
6.62K
$3.53M
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
14+ 4.09% |
$5.47K - $6.02K
|
356
$190K
|