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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q3 2021
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-161- 3.56% |
$62.9K - $69.2K
|
4.37K
$2.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-163- 5.7% |
$63.7K - $70K
|
2.7K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-163- 13.07% |
$63.7K - $70K
|
1.08K
$668K
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-165- 5.2% |
$64.5K - $70.9K
|
3.01K
$1.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-166- 22.05% |
$64.9K - $71.3K
|
587
$361K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-166- 0.4% |
$64.9K - $71.3K
|
41.2K
$25.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-171- 1.08% |
$66.8K - $73.5K
|
15.7K
$9.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-175- 0.87% |
$68.4K - $75.2K
|
20K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-176Closed |
$68.8K - $75.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-181- 13.2% |
$70.7K - $77.8K
|
1.19K
$733K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-183- 1.94% |
$71.5K - $78.6K
|
9.26K
$5.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-185- 15.08% |
$72.3K - $79.5K
|
1.04K
$642K
|
|
|
Oct 19, 2021
Q3 2021
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-186- 5.6% |
$72.7K - $79.9K
|
3.14K
$1.93M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-187- 69.78% |
$73.1K - $80.4K
|
81
$49.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-188- 4.35% |
$73.5K - $80.8K
|
4.14K
$2.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-189- 12.96% |
$73.8K - $81.2K
|
1.27K
$781K
|
|
|
Oct 29, 2021
Q3 2021
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-190- 0.94% |
$74.2K - $81.6K
|
19.9K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-194- 9.85% |
$75.8K - $83.4K
|
1.78K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-195- 1.86% |
$76.2K - $83.8K
|
10.3K
$6.35M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-196- 6.59% |
$76.6K - $84.2K
|
2.78K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-197- 16.55% |
$77K - $84.7K
|
993
$611K
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-198- 5.99% |
$77.4K - $85.1K
|
3.11K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 5.34% |
$78.1K - $85.9K
|
3.55K
$2.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 2.41% |
$78.1K - $85.9K
|
8.1K
$4.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-202- 18.84% |
$78.9K - $86.8K
|
870
$536K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-203- 6.16% |
$79.3K - $87.2K
|
3.09K
$1.9M
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-203- 1.54% |
$79.3K - $87.2K
|
13K
$8.01M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-203- 7.08% |
$79.3K - $87.2K
|
2.66K
$1.64M
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-205- 0.74% |
$80.1K - $88.1K
|
27.3K
$16.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-206- 0.96% |
$80.5K - $88.5K
|
21.2K
$13M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-210- 1.86% |
$82.1K - $90.2K
|
11.1K
$6.81M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-212- 21.01% |
$82.8K - $91.1K
|
797
$491K
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-219- 11.35% |
$85.6K - $94.1K
|
1.71K
$1.05M
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-220- 4.81% |
$86K - $94.5K
|
4.35K
$2.68M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-220- 6.32% |
$86K - $94.5K
|
3.26K
$2.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Page Arthur B
|
SELL
|
- |
-223- 2.54% |
$87.1K - $95.8K
|
8.57K
$5.28M
|
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-225- 2.21% |
$87.9K - $96.7K
|
9.94K
$6.12M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-227Closed |
$88.7K - $97.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-228- 3.21% |
$89.1K - $98K
|
6.87K
$4.23M
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-229- 1.49% |
$89.5K - $98.4K
|
15.1K
$9.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-229- 0.13% |
$89.5K - $98.4K
|
180K
$111M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-231- 2.06% |
$90.3K - $99.3K
|
11K
$6.78M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-235- 12.95% |
$91.8K - $101K
|
1.58K
$973K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-237- 1.95% |
$92.6K - $102K
|
11.9K
$7.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-237- 2.13% |
$92.6K - $102K
|
10.9K
$6.72M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-239Closed |
$93.4K - $103K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-242- 6.8% |
$94.6K - $104K
|
3.32K
$2.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-244- 25.15% |
$95.3K - $105K
|
726
$447K
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-252- 4.61% |
$98.5K - $108K
|
5.22K
$3.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-252- 9.78% |
$98.5K - $108K
|
2.32K
$1.43M
|