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 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13+ 0.96% |
$5.08K - $5.59K
|
1.36K
$826K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13+ 0.96% |
$5.08K - $5.59K
|
1.36K
$826K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12+ 0.75% |
$4.69K - $5.16K
|
1.62K
$982K
|
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
12+ 0.07% |
$4.69K - $5.16K
|
16.1K
$9.78M
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
12+ 0.54% |
$4.69K - $5.16K
|
2.25K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12+ 2.05% |
$4.69K - $5.16K
|
596
$361K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
12+ 1.27% |
$4.69K - $5.16K
|
959
$581K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12New |
$4.69K - $5.16K
|
12
$7.27K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
11+ 1.71% |
$4.3K - $4.73K
|
653
$396K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
11+ 1.26% |
$4.3K - $4.73K
|
882
$534K
|
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
11+ 0.51% |
$4.3K - $4.73K
|
2.18K
$1.32M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
11+ 1.22% |
$4.3K - $4.73K
|
910
$551K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 20.0% |
$4.3K - $4.73K
|
66
$40K
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
10+ 0.7% |
$3.91K - $4.3K
|
1.45K
$877K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
10+ 1.79% |
$3.91K - $4.3K
|
569
$345K
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
10+ 0.64% |
$3.91K - $4.3K
|
1.57K
$951K
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
10+ 0.22% |
$3.91K - $4.3K
|
4.54K
$2.75M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
10+ 0.53% |
$3.91K - $4.3K
|
1.89K
$1.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
10+ 1.56% |
$3.91K - $4.3K
|
653
$396K
|
|
|
Nov 09, 2021
Q3 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
9+ 0.68% |
$3.52K - $3.87K
|
1.32K
$802K
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
9+ 1.35% |
$3.52K - $3.87K
|
678
$411K
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.38% |
$3.52K - $3.87K
|
2.36K
$1.43M
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
8+ 17.78% |
$3.13K - $3.44K
|
53
$32.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
8+ 0.73% |
$3.13K - $3.44K
|
1.11K
$672K
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
8+ 0.62% |
$3.13K - $3.44K
|
1.3K
$788K
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.32% |
$2.74K - $3.01K
|
2.17K
$1.32M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
7+ 0.45% |
$2.74K - $3.01K
|
1.55K
$940K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.31% |
$2.74K - $3.01K
|
2.24K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7+ 0.13% |
$2.74K - $3.01K
|
5.56K
$3.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
7+ 0.39% |
$2.74K - $3.01K
|
1.79K
$1.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
7+ 0.09% |
$2.74K - $3.01K
|
7.4K
$4.48M
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7+ 14.0% |
$2.74K - $3.01K
|
57
$34.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7+ 0.19% |
$2.74K - $3.01K
|
3.62K
$2.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
7+ 0.47% |
$2.74K - $3.01K
|
1.51K
$914K
|
|
|
Oct 28, 2021
Q3 2021
|
Belmont Capital, LLC
|
BUY
|
- |
6New |
$2.34K - $2.58K
|
6
$3.64K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6+ 1.86% |
$2.34K - $2.58K
|
328
$199K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
6New |
$2.34K - $2.58K
|
6
$3.64K
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
6+ 0.41% |
$2.34K - $2.58K
|
1.45K
$880K
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
6+ 0.49% |
$2.34K - $2.58K
|
1.23K
$743K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
6+ 0.1% |
$2.34K - $2.58K
|
6.19K
$3.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
6+ 0.11% |
$2.34K - $2.58K
|
5.26K
$3.19M
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
6New |
$2.34K - $2.58K
|
6
$3.64K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 0.24% |
$2.34K - $2.58K
|
2.48K
$1.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$1.95K - $2.15K
|
2.69K
$1.63M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.08% |
$1.95K - $2.15K
|
6.32K
$3.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5+ 0.51% |
$1.95K - $2.15K
|
983
$596K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5+ 0.33% |
$1.95K - $2.15K
|
1.54K
$932K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.24% |
$1.95K - $2.15K
|
2.11K
$1.28M
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5+ 0.52% |
$1.95K - $2.15K
|
958
$580K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5+ 0.05% |
$1.95K - $2.15K
|
11K
$6.67M
|