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 15, 2021
Q3 2021
|
Insight Folios Inc
|
SELL
|
- |
-70- 7.12% |
$27.4K - $30.1K
|
913
$562K
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
SELL
|
- |
-70- 4.99% |
$27.4K - $30.1K
|
1.33K
$820K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-72- 2.31% |
$28.1K - $30.9K
|
3.04K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-72- 4.98% |
$28.1K - $30.9K
|
1.37K
$846K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-74- 0.85% |
$28.9K - $31.8K
|
8.66K
$5.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-75- 7.22% |
$29.3K - $32.2K
|
964
$594K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-77- 9.11% |
$30.1K - $33.1K
|
768
$473K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-79- 2.68% |
$30.9K - $33.9K
|
2.87K
$1.77M
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-80Closed |
$31.3K - $34.4K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Somerville Kurt F
|
SELL
|
- |
-80- 0.35% |
$31.3K - $34.4K
|
22.9K
$14.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-80- 0.81% |
$31.3K - $34.4K
|
9.75K
$6M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-81- 2.84% |
$31.6K - $34.8K
|
2.77K
$1.71M
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-83- 2.2% |
$32.4K - $35.7K
|
3.69K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-83- 0.71% |
$32.4K - $35.7K
|
11.6K
$7.14M
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-84- 5.13% |
$32.8K - $36.1K
|
1.56K
$958K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-85- 0.1% |
$33.2K - $36.5K
|
85.3K
$52.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-85- 11.81% |
$33.2K - $36.5K
|
635
$391K
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-85- 1.67% |
$33.2K - $36.5K
|
5.01K
$3.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-86- 0.44% |
$33.6K - $37K
|
19.6K
$12M
|
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-87- 0.38% |
$34K - $37.4K
|
23.1K
$14.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-87- 0.76% |
$34K - $37.4K
|
11.4K
$7.02M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-88- 6.31% |
$34.4K - $37.8K
|
1.31K
$804K
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-88- 12.83% |
$34.4K - $37.8K
|
598
$368K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-93- 1.47% |
$36.3K - $40K
|
6.22K
$3.83M
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-95- 0.65% |
$37.1K - $40.8K
|
14.6K
$9M
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
SELL
|
- |
-95- 1.27% |
$37.1K - $40.8K
|
7.39K
$4.55M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-96- 2.66% |
$37.5K - $41.3K
|
3.51K
$2.16M
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
SELL
|
- |
-97- 1.81% |
$37.9K - $41.7K
|
5.25K
$3.23M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-97- 0.26% |
$37.9K - $41.7K
|
37.4K
$23.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-97- 6.01% |
$37.9K - $41.7K
|
1.52K
$935K
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-98- 3.96% |
$38.3K - $42.1K
|
2.38K
$1.46M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-98- 0.77% |
$38.3K - $42.1K
|
12.6K
$7.73M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-98- 6.07% |
$38.3K - $42.1K
|
1.52K
$934K
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-100- 4.96% |
$39.1K - $43K
|
1.92K
$1.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.17% |
$39.1K - $43K
|
58.7K
$36.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-100- 0.94% |
$39.1K - $43K
|
10.5K
$6.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-100- 9.14% |
$39.1K - $43K
|
994
$612K
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
SELL
|
- |
-101- 6.5% |
$39.5K - $43.4K
|
1.45K
$895K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-101- 15.73% |
$39.5K - $43.4K
|
541
$333K
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-102- 0.6% |
$39.9K - $43.8K
|
17K
$10.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-102- 1.52% |
$39.9K - $43.8K
|
6.61K
$4.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-103- 1.87% |
$40.2K - $44.3K
|
5.4K
$3.32M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-104- 0.1% |
$40.6K - $44.7K
|
104K
$63.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-107- 3.5% |
$41.8K - $46K
|
2.95K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-107- 29.81% |
$41.8K - $46K
|
252
$155K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-107- 2.96% |
$41.8K - $46K
|
3.51K
$2.16M
|
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-108- 19.18% |
$42.2K - $46.4K
|
455
$280K
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-112- 1.34% |
$43.8K - $48.1K
|
8.27K
$5.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-112- 3.54% |
$43.8K - $48.1K
|
3.06K
$1.88M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-113- 3.45% |
$44.2K - $48.6K
|
3.17K
$1.95M
|