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
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.11% |
$391 - $430
|
919
$278K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1+ 0.25% |
$391 - $430
|
402
$122K
|
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1+ 0.15% |
$391 - $430
|
673
$204K
|
|
|
Oct 12, 2021
Q3 2021
|
Windward Capital Management CO
|
SELL
|
- |
-1- 0.19% |
$391 - $430
|
524
$159K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1- 0.02% |
$391 - $430
|
5.19K
$1.57M
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 2.78% |
$391 - $430
|
35
$10.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1- 0.14% |
$391 - $430
|
732
$222K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1- 0.04% |
$391 - $430
|
2.31K
$701K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1- 0.1% |
$391 - $430
|
954
$289K
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.92% |
$391 - $430
|
108
$32.7K
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2- 0.09% |
$781 - $859
|
2.27K
$688K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2- 0.12% |
$781 - $859
|
1.6K
$486K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2- 0.05% |
$781 - $859
|
3.71K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.03% |
$1.17K - $1.29K
|
11.5K
$3.49M
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-3- 0.27% |
$1.17K - $1.29K
|
1.1K
$334K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 0.05% |
$1.17K - $1.29K
|
6.06K
$1.84M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3- 0.51% |
$1.17K - $1.29K
|
590
$179K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3- 0.03% |
$1.17K - $1.29K
|
11.7K
$3.54M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-4- 0.48% |
$1.56K - $1.72K
|
826
$250K
|
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-4- 0.67% |
$1.56K - $1.72K
|
592
$179K
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-4- 0.23% |
$1.56K - $1.72K
|
1.74K
$526K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-4- 0.21% |
$1.56K - $1.72K
|
1.93K
$584K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4- 0.45% |
$1.56K - $1.72K
|
877
$266K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4Closed |
$1.56K - $1.72K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-5- 0.19% |
$1.95K - $2.15K
|
2.64K
$798K
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-5- 0.1% |
$1.95K - $2.15K
|
5.09K
$1.54M
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-5- 0.21% |
$1.95K - $2.15K
|
2.43K
$737K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5Closed |
$1.95K - $2.15K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Eulav Asset Management
|
SELL
|
- |
-5- 0.03% |
$1.95K - $2.15K
|
17.8K
$5.39M
|
|
|
Nov 01, 2021
Q3 2021
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-5- 0.03% |
$1.95K - $2.15K
|
16.5K
$5.01M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-5- 0.34% |
$1.95K - $2.15K
|
1.47K
$444K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-5- 18.52% |
$1.95K - $2.15K
|
22
$6.66K
|
|
|
Oct 20, 2021
Q3 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6- 0.04% |
$2.34K - $2.58K
|
14.8K
$4.47M
|
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
$2.34K - $2.58K
|
4.32K
$1.31M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 0.39% |
$2.34K - $2.58K
|
1.53K
$465K
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
SELL
|
- |
-6- 0.59% |
$2.34K - $2.58K
|
1.01K
$304K
|
|
|
Nov 04, 2021
Q3 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-6- 0.62% |
$2.34K - $2.58K
|
955
$289K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-6- 1.1% |
$2.34K - $2.58K
|
539
$163K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6- 0.15% |
$2.34K - $2.58K
|
4.13K
$1.25M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-7- 0.45% |
$2.74K - $3.01K
|
1.55K
$471K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-7- 0.37% |
$2.74K - $3.01K
|
1.87K
$565K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-7- 0.95% |
$2.74K - $3.01K
|
731
$221K
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-7- 0.23% |
$2.74K - $3.01K
|
3.08K
$933K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7- 5.65% |
$2.74K - $3.01K
|
117
$35.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 0.64% |
$2.74K - $3.01K
|
1.09K
$331K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7- 7.87% |
$2.74K - $3.01K
|
82
$24.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-8- 0.7% |
$3.13K - $3.44K
|
1.13K
$342K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-8- 0.8% |
$3.13K - $3.44K
|
996
$302K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-8- 0.18% |
$3.13K - $3.44K
|
4.56K
$1.38M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9- 1.03% |
$3.52K - $3.87K
|
866
$262K
|