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 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-25- 0.77% |
$9.77K - $10.7K
|
3.22K
$2.01M
|
|
|
Oct 21, 2021
Q3 2021
|
Aldebaran Financial Inc.
|
SELL
|
- |
-25- 1.97% |
$9.77K - $10.7K
|
1.25K
$778K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25Closed |
$9.77K - $10.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-25- 3.16% |
$9.77K - $10.7K
|
767
$480K
|
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-25- 3.1% |
$9.77K - $10.7K
|
782
$489K
|
|
|
Oct 25, 2021
Q3 2021
|
Unison Asset Management LLC
|
SELL
|
- |
-25- 0.27% |
$9.77K - $10.7K
|
9.22K
$5.77M
|
|
|
Nov 09, 2021
Q3 2021
|
University Of Texas
|
SELL
|
- |
-25Closed |
$9.77K - $10.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-27- 1.06% |
$10.5K - $11.6K
|
2.51K
$1.57M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-27- 0.13% |
$10.5K - $11.6K
|
20.2K
$12.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-28- 0.34% |
$10.9K - $12K
|
8.17K
$5.11M
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-29- 1.74% |
$11.3K - $12.5K
|
1.63K
$1.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-29- 3.23% |
$11.3K - $12.5K
|
868
$543K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-29- 0.07% |
$11.3K - $12.5K
|
42.8K
$26.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-29- 1.05% |
$11.3K - $12.5K
|
2.75K
$1.72M
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-30- 3.33% |
$11.7K - $12.9K
|
870
$544K
|
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-30- 1.74% |
$11.7K - $12.9K
|
1.69K
$1.06M
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-30- 1.24% |
$11.7K - $12.9K
|
2.39K
$1.49M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-30- 0.39% |
$11.7K - $12.9K
|
7.67K
$4.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-30- 17.14% |
$11.7K - $12.9K
|
145
$90.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-31- 8.54% |
$12.1K - $13.3K
|
332
$208K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-32- 3.35% |
$12.5K - $13.8K
|
924
$578K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-32- 1.22% |
$12.5K - $13.8K
|
2.59K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-34- 0.24% |
$13.3K - $14.6K
|
14.4K
$8.98M
|
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
SELL
|
- |
-35- 2.21% |
$13.7K - $15K
|
1.55K
$967K
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-36- 1.72% |
$14.1K - $15.5K
|
2.06K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-36- 5.39% |
$14.1K - $15.5K
|
632
$395K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-37- 1.21% |
$14.5K - $15.9K
|
3.03K
$1.89M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-38- 3.53% |
$14.8K - $16.3K
|
1.04K
$650K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-38- 1.48% |
$14.8K - $16.3K
|
2.54K
$1.59M
|
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-38- 0.4% |
$14.8K - $16.3K
|
9.41K
$5.88M
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-39- 1.1% |
$15.2K - $16.8K
|
3.52K
$2.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-39- 0.16% |
$15.2K - $16.8K
|
24.9K
$15.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-39- 0.53% |
$15.2K - $16.8K
|
7.33K
$4.58M
|
|
|
Oct 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-39- 0.56% |
$15.2K - $16.8K
|
6.96K
$4.35M
|
|
|
Oct 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
SELL
|
- |
-40- 0.78% |
$15.6K - $17.2K
|
5.08K
$3.18M
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-40- 1.16% |
$15.6K - $17.2K
|
3.4K
$2.13M
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-40- 5.32% |
$15.6K - $17.2K
|
712
$445K
|
|
|
Nov 09, 2021
Q3 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-40- 3.57% |
$15.6K - $17.2K
|
1.08K
$675K
|
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-41- 1.37% |
$16K - $17.6K
|
2.95K
$1.84M
|
|
|
Dec 10, 2021
Q3 2021
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-41- 0.17% |
$16K - $17.6K
|
24.4K
$15.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-41- 0.74% |
$16K - $17.6K
|
5.52K
$3.45M
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-41- 0.88% |
$16K - $17.6K
|
4.61K
$2.88M
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-41- 1.42% |
$16K - $17.6K
|
2.85K
$1.78M
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-42- 1.16% |
$16.4K - $18K
|
3.58K
$2.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Stewart Asset Management, LLC
|
SELL
|
- |
-42- 0.12% |
$16.4K - $18K
|
34.8K
$21.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-42- 6.32% |
$16.4K - $18K
|
623
$390K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-42- 3.55% |
$16.4K - $18K
|
1.14K
$713K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-43- 0.54% |
$16.8K - $18.5K
|
7.99K
$4.99M
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-47- 5.66% |
$18.4K - $20.2K
|
783
$490K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-47- 10.83% |
$18.4K - $20.2K
|
387
$242K
|