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 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-504Closed |
$197K - $217K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-506- 1.32% |
$198K - $217K
|
38K
$21.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-507Closed |
$198K - $218K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-508Closed |
$198K - $218K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-510Closed |
$199K - $219K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-510- 5.69% |
$199K - $219K
|
8.46K
$4.72M
|
|
|
Oct 22, 2021
Q3 2021
|
Exeter Financial, LLC
|
SELL
|
- |
-511Closed |
$200K - $220K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-521Closed |
$204K - $224K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-522Closed |
$204K - $224K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-523Closed |
$204K - $225K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-524Closed |
$205K - $225K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-528Closed |
$206K - $227K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-533- 6.64% |
$208K - $229K
|
7.5K
$4.18M
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-534- 0.75% |
$209K - $229K
|
70.3K
$39.2M
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-545- 48.53% |
$213K - $234K
|
578
$322K
|
|
|
Nov 09, 2021
Q3 2021
|
Connable Office Inc
|
SELL
|
- |
-551- 4.6% |
$215K - $237K
|
11.4K
$6.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-551- 28.88% |
$215K - $237K
|
1.36K
$757K
|
|
|
Nov 05, 2021
Q3 2021
|
Todd Asset Management LLC
|
SELL
|
- |
-561- 0.59% |
$219K - $241K
|
94.6K
$52.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-562- 0.81% |
$220K - $241K
|
68.5K
$38.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-568- 1.92% |
$222K - $244K
|
29K
$16.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-569- 12.37% |
$222K - $245K
|
4.03K
$2.25M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-572- 14.72% |
$224K - $246K
|
3.31K
$1.85M
|
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-573- 1.65% |
$224K - $246K
|
34.2K
$19.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-575Closed |
$225K - $247K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-575Closed |
$225K - $247K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-576- 3.77% |
$225K - $248K
|
14.7K
$8.21M
|
|
|
May 20, 2022
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-581- 40.77% |
$227K - $250K
|
844
$471K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-581- 21.13% |
$227K - $250K
|
2.17K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-596- 4.57% |
$233K - $256K
|
12.4K
$6.94M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-603Closed |
$236K - $259K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-604- 33.63% |
$236K - $260K
|
1.19K
$665K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-605- 2.13% |
$236K - $260K
|
27.8K
$15.5M
|
|
|
Dec 02, 2021
Q3 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-607- 8.0% |
$237K - $261K
|
6.98K
$3.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-611- 4.29% |
$239K - $263K
|
13.6K
$7.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-616- 24.95% |
$241K - $265K
|
1.85K
$1.03M
|
|
|
Nov 03, 2021
Q3 2021
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-618- 0.93% |
$241K - $266K
|
65.7K
$36.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-620- 1.4% |
$242K - $266K
|
43.7K
$24.4M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-628- 8.6% |
$245K - $270K
|
6.67K
$3.72M
|
|
|
Oct 22, 2021
Q3 2021
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-630Closed |
$246K - $271K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-640- 12.93% |
$250K - $275K
|
4.31K
$2.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-642- 1.96% |
$251K - $276K
|
32K
$17.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-651Closed |
$254K - $280K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-654- 3.71% |
$256K - $281K
|
17K
$9.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-665Closed |
$260K - $286K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-666Closed |
$260K - $286K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-676- 48.01% |
$264K - $290K
|
732
$408K
|
|
|
Nov 05, 2021
Q3 2021
|
Oak Ridge Investments LLC
|
SELL
|
- |
-686- 1.75% |
$268K - $295K
|
38.5K
$21.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-700- 28.55% |
$274K - $301K
|
1.75K
$977K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-700- 5.3% |
$274K - $301K
|
12.5K
$6.98M
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-701- 2.68% |
$274K - $301K
|
25.5K
$14.2M
|