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 22, 2021
Q3 2021
|
Franklin Street Advisors Inc
|
SELL
|
- |
-115- 4.4% |
$44.9K - $49.4K
|
2.5K
$1.54M
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-115- 8.18% |
$44.9K - $49.4K
|
1.29K
$795K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-117- 0.91% |
$45.7K - $50.3K
|
12.7K
$7.85M
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-117- 16.39% |
$45.7K - $50.3K
|
597
$368K
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-118- 6.12% |
$46.1K - $50.7K
|
1.81K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-120- 10.53% |
$46.9K - $51.6K
|
1.02K
$628K
|
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-120- 2.56% |
$46.9K - $51.6K
|
4.57K
$2.81M
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-120Closed |
$46.9K - $51.6K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-121- 17.07% |
$47.3K - $52K
|
588
$362K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-121- 1.07% |
$47.3K - $52K
|
11.1K
$6.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-124- 4.91% |
$48.5K - $53.3K
|
2.4K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-125- 0.42% |
$48.8K - $53.7K
|
29.5K
$18.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-127- 2.24% |
$49.6K - $54.6K
|
5.55K
$3.42M
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-127- 0.97% |
$49.6K - $54.6K
|
12.9K
$7.97M
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-127- 3.57% |
$49.6K - $54.6K
|
3.43K
$2.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-128- 12.8% |
$50K - $55K
|
872
$537K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-128- 0.23% |
$50K - $55K
|
54.8K
$33.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-129- 7.99% |
$50.4K - $55.4K
|
1.49K
$914K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-129- 2.67% |
$50.4K - $55.4K
|
4.7K
$2.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-132- 18.31% |
$51.6K - $56.7K
|
589
$363K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-134- 0.72% |
$52.4K - $57.6K
|
18.4K
$11.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-134- 2.58% |
$52.4K - $57.6K
|
5.06K
$3.11M
|
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-134- 6.29% |
$52.4K - $57.6K
|
2K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-135- 0.7% |
$52.7K - $58K
|
19.1K
$11.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-138- 2.52% |
$53.9K - $59.3K
|
5.33K
$3.28M
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-141- 1.96% |
$55.1K - $60.6K
|
7.05K
$4.34M
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-141- 0.69% |
$55.1K - $60.6K
|
20.2K
$12.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-143- 17.21% |
$55.9K - $61.4K
|
688
$424K
|
|
|
Oct 28, 2021
Q3 2021
|
Independent Investors Inc
|
SELL
|
- |
-144- 4.01% |
$56.3K - $61.9K
|
3.45K
$2.12M
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-144- 15.47% |
$56.3K - $61.9K
|
787
$485K
|
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
SELL
|
- |
-146- 0.93% |
$57K - $62.7K
|
15.5K
$9.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-147- 0.13% |
$57.4K - $63.2K
|
112K
$68.8M
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-148- 1.03% |
$57.8K - $63.6K
|
14.3K
$8.79M
|
|
|
Nov 03, 2021
Q3 2021
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-149- 0.26% |
$58.2K - $64K
|
56.1K
$34.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-150- 1.53% |
$58.6K - $64.5K
|
9.68K
$5.96M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-150- 5.39% |
$58.6K - $64.5K
|
2.63K
$1.62M
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-150- 6.35% |
$58.6K - $64.5K
|
2.21K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-151- 0.8% |
$59K - $64.9K
|
18.7K
$11.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-152- 1.03% |
$59.4K - $65.3K
|
14.5K
$8.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-155- 12.93% |
$60.6K - $66.6K
|
1.04K
$643K
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-155- 5.34% |
$60.6K - $66.6K
|
2.75K
$1.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-156- 2.6% |
$61K - $67K
|
5.85K
$3.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-157- 0.8% |
$61.3K - $67.5K
|
19.6K
$12.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-157- 5.31% |
$61.3K - $67.5K
|
2.8K
$1.72M
|
|
|
Nov 18, 2021
Q3 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-157- 0.18% |
$61.3K - $67.5K
|
86.8K
$53.5M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-157- 17.54% |
$61.3K - $67.5K
|
738
$454K
|
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-158- 1.2% |
$61.7K - $67.9K
|
13K
$8.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-160- 0.91% |
$62.5K - $68.8K
|
17.5K
$10.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-160- 23.67% |
$62.5K - $68.8K
|
516
$318K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-160- 1.4% |
$62.5K - $68.8K
|
11.3K
$6.95M
|