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 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 0.32% |
$3.91K - $4.3K
|
3.12K
$1.95M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-10- 0.15% |
$3.91K - $4.3K
|
6.54K
$4.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-10- 1.67% |
$3.91K - $4.3K
|
590
$369K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 2.21% |
$3.91K - $4.3K
|
443
$277K
|
|
|
Oct 18, 2021
Q3 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-10- 0.11% |
$3.91K - $4.3K
|
9.13K
$5.71M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-11- 0.03% |
$4.3K - $4.73K
|
36.2K
$22.6M
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
SELL
|
- |
-11- 0.98% |
$4.3K - $4.73K
|
1.12K
$697K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-12- 2.09% |
$4.69K - $5.16K
|
562
$351K
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-13- 0.28% |
$5.08K - $5.59K
|
4.68K
$2.92M
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-13- 0.12% |
$5.08K - $5.59K
|
11.1K
$6.91M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-14- 1.42% |
$5.47K - $6.02K
|
969
$606K
|
|
|
Oct 20, 2021
Q3 2021
|
Wallington Asset Management, LLC
|
SELL
|
- |
-15- 0.05% |
$5.86K - $6.45K
|
32.9K
$20.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-15- 0.3% |
$5.86K - $6.45K
|
5.06K
$3.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-15- 0.11% |
$5.86K - $6.45K
|
14K
$8.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Lafayette Investments, Inc.
|
SELL
|
- |
-15- 1.49% |
$5.86K - $6.45K
|
995
$622K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15- 1.26% |
$5.86K - $6.45K
|
1.18K
$737K
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-15Closed |
$5.86K - $6.45K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16- 0.87% |
$6.25K - $6.88K
|
1.82K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-16- 1.15% |
$6.25K - $6.88K
|
1.38K
$860K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 1.0% |
$6.64K - $7.31K
|
1.69K
$1.06M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-17- 0.42% |
$6.64K - $7.31K
|
4.06K
$2.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-18- 0.02% |
$7.03K - $7.73K
|
83.7K
$52.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Trust Investment Advisors
|
SELL
|
- |
-18- 0.36% |
$7.03K - $7.73K
|
4.96K
$3.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-18- 0.22% |
$7.03K - $7.73K
|
8.06K
$5.04M
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-19- 0.6% |
$7.42K - $8.16K
|
3.16K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-19- 2.21% |
$7.42K - $8.16K
|
840
$525K
|
|
|
Mar 21, 2022
Q3 2021
|
Humankind Investments LLC
|
SELL
|
- |
-19- 0.97% |
$7.42K - $8.16K
|
1.95K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Westhampton Capital, LLC
|
SELL
|
- |
-20- 0.88% |
$7.81K - $8.59K
|
2.27K
$1.42M
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-20Closed |
$7.81K - $8.59K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-20- 0.17% |
$7.81K - $8.59K
|
11.6K
$7.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-20- 1.11% |
$7.81K - $8.59K
|
1.78K
$1.11M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-21- 1.64% |
$8.21K - $9.02K
|
1.26K
$787K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-21- 31.34% |
$8.21K - $9.02K
|
46
$28.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21- 0.33% |
$8.21K - $9.02K
|
6.37K
$3.98M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-21- 1.12% |
$8.21K - $9.02K
|
1.86K
$1.16M
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-21- 0.11% |
$8.21K - $9.02K
|
19.4K
$12.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-21- 0.98% |
$8.21K - $9.02K
|
2.12K
$1.32M
|
|
|
Oct 29, 2021
Q3 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-21- 0.17% |
$8.21K - $9.02K
|
12.1K
$7.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 33.85% |
$8.6K - $9.45K
|
43
$26.9K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-22- 0.46% |
$8.6K - $9.45K
|
4.76K
$2.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-22- 0.28% |
$8.6K - $9.45K
|
7.73K
$4.83M
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-22- 0.76% |
$8.6K - $9.45K
|
2.88K
$1.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-22- 0.59% |
$8.6K - $9.45K
|
3.71K
$2.32M
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
SELL
|
- |
-23- 19.01% |
$8.99K - $9.88K
|
98
$61.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-23- 2.01% |
$8.99K - $9.88K
|
1.12K
$700K
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-23- 1.58% |
$8.99K - $9.88K
|
1.43K
$893K
|
|
|
Nov 15, 2021
Q3 2021
|
Heron Bay Capital Management
|
SELL
|
- |
-23- 1.31% |
$8.99K - $9.88K
|
1.74K
$1.09M
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-23- 2.26% |
$8.99K - $9.88K
|
994
$621K
|
|
|
Nov 05, 2021
Q3 2021
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-24- 0.46% |
$9.38K - $10.3K
|
5.14K
$3.21M
|
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-25- 0.26% |
$9.77K - $10.7K
|
9.6K
$6M
|