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 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-43- 0.54% |
$16.8K - $18.5K
|
7.99K
$4.12M
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-47- 5.66% |
$18.4K - $20.2K
|
783
$404K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-47- 10.83% |
$18.4K - $20.2K
|
387
$200K
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-47- 0.15% |
$18.4K - $20.2K
|
30.4K
$15.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-48- 0.36% |
$18.8K - $20.6K
|
13.1K
$6.78M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-48- 6.14% |
$18.8K - $20.6K
|
734
$379K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-50- 0.77% |
$19.5K - $21.5K
|
6.48K
$3.34M
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 3.94% |
$19.5K - $21.5K
|
1.22K
$629K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
SELL
|
- |
-50- 2.42% |
$19.5K - $21.5K
|
2.01K
$1.04M
|
|
|
Nov 09, 2021
Q3 2021
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-50- 0.5% |
$19.5K - $21.5K
|
9.9K
$5.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-50- 3.89% |
$19.5K - $21.5K
|
1.24K
$637K
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-50- 1.03% |
$19.5K - $21.5K
|
4.82K
$2.48M
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-50- 3.72% |
$19.5K - $21.5K
|
1.29K
$667K
|
|
|
Oct 26, 2021
Q3 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-50- 0.17% |
$19.5K - $21.5K
|
29.5K
$15.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-50- 4.21% |
$19.5K - $21.5K
|
1.14K
$587K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 0.67% |
$19.5K - $21.5K
|
7.37K
$3.8M
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-51- 0.6% |
$19.9K - $21.9K
|
8.44K
$4.35M
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-52- 0.54% |
$20.3K - $22.3K
|
9.58K
$4.94M
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-52- 0.63% |
$20.3K - $22.3K
|
8.21K
$4.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-52- 0.25% |
$20.3K - $22.3K
|
20.7K
$10.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-52- 0.28% |
$20.3K - $22.3K
|
18.3K
$9.43M
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-53- 2.14% |
$20.7K - $22.8K
|
2.42K
$1.25M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-54- 0.76% |
$21.1K - $23.2K
|
7.01K
$3.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-54- 0.7% |
$21.1K - $23.2K
|
7.71K
$3.98M
|
|
|
Nov 01, 2021
Q3 2021
|
Wd Rutherford LLC
|
SELL
|
- |
-55- 1.21% |
$21.5K - $23.6K
|
4.49K
$2.32M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-57- 0.23% |
$22.3K - $24.5K
|
24.5K
$12.6M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-57Closed |
$22.3K - $24.5K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-58- 6.12% |
$22.7K - $24.9K
|
889
$459K
|
|
|
Nov 05, 2021
Q3 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-59- 1.38% |
$23.1K - $25.4K
|
4.21K
$2.17M
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-59- 3.89% |
$23.1K - $25.4K
|
1.46K
$751K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-59- 0.91% |
$23.1K - $25.4K
|
6.39K
$3.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-60- 2.15% |
$23.4K - $25.8K
|
2.73K
$1.41M
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
SELL
|
- |
-60- 1.36% |
$23.4K - $25.8K
|
4.36K
$2.25M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-60- 11.83% |
$23.4K - $25.8K
|
447
$231K
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-60- 2.32% |
$23.4K - $25.8K
|
2.53K
$1.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-61- 0.94% |
$23.8K - $26.2K
|
6.46K
$3.33M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-61- 3.89% |
$23.8K - $26.2K
|
1.51K
$777K
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-61- 10.12% |
$23.8K - $26.2K
|
542
$280K
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-62- 2.97% |
$24.2K - $26.6K
|
2.03K
$1.05M
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-63- 4.16% |
$24.6K - $27.1K
|
1.45K
$749K
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-63- 5.23% |
$24.6K - $27.1K
|
1.14K
$588K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-64- 7.44% |
$25K - $27.5K
|
796
$411K
|
|
|
Nov 12, 2021
Q3 2021
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-64- 0.85% |
$25K - $27.5K
|
7.48K
$3.86M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-64Closed |
$25K - $27.5K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-65- 2.9% |
$25.4K - $27.9K
|
2.18K
$1.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Kidder Stephen W
|
SELL
|
- |
-65- 0.57% |
$25.4K - $27.9K
|
11.4K
$5.87M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-65Closed |
$25.4K - $27.9K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-66- 2.39% |
$25.8K - $28.4K
|
2.7K
$1.39M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-66- 2.51% |
$25.8K - $28.4K
|
2.57K
$1.32M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-67- 6.08% |
$26.2K - $28.8K
|
1.04K
$534K
|