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 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.78K+ 23.92% |
$1.09M - $1.2M
|
14.4K
$8.49M
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.78K+ 19.71% |
$1.08M - $1.19M
|
16.9K
$9.93M
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.74K+ 12.71% |
$1.07M - $1.18M
|
24.3K
$14.3M
|
|
Oct 14, 2021
Q3 2021
|
Unigestion Holding Sa
|
BUY
|
- |
2.74K+ 259.17% |
$1.07M - $1.18M
|
3.8K
$2.24M
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
BUY
|
- |
2.73KNew |
$1.07M - $1.17M
|
2.73K
$1.61M
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.72KNew |
$1.06M - $1.17M
|
2.72K
$1.6M
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.7KNew |
$1.06M - $1.16M
|
2.7K
$1.59M
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.66K+ 110.4% |
$1.04M - $1.14M
|
5.06K
$2.98M
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
BUY
|
- |
2.65K+ 12.32% |
$1.03M - $1.14M
|
24.1K
$14.2M
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
2.63K+ 18.36% |
$1.03M - $1.13M
|
16.9K
$9.97M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.62K+ 3.98% |
$1.02M - $1.12M
|
68.3K
$40.2M
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.61K+ 4.7% |
$1.02M - $1.12M
|
58.1K
$34.2M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.61K+ 23.22% |
$1.02M - $1.12M
|
13.8K
$8.15M
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.6K+ 64.7% |
$1.01M - $1.12M
|
6.61K
$3.89M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.57K+ 2.06% |
$1.01M - $1.11M
|
128K
$75.2M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.56K+ 3.14% |
$1M - $1.1M
|
84.1K
$49.5M
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.56KNew |
$998K - $1.1M
|
2.56K
$1.51M
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.55K+ 2.92% |
$996K - $1.1M
|
89.9K
$52.9M
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.51K+ 3.74% |
$982K - $1.08M
|
69.8K
$41.1M
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.43K+ 1.08% |
$951K - $1.05M
|
228K
$134M
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
2.41K+ 60.6% |
$942K - $1.04M
|
6.39K
$3.77M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.4K+ 16.02% |
$936K - $1.03M
|
17.3K
$10.2M
|
|
Oct 15, 2021
Q3 2021
|
Maj Invest Holding A
|
BUY
|
- |
2.34K+ 0.25% |
$915K - $1.01M
|
929K
$547M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.3K+ 1.06% |
$899K - $989K
|
219K
$129M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.3K+ 17.56% |
$898K - $987K
|
15.4K
$9.06M
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
2.29K+ 7.63% |
$896K - $985K
|
32.3K
$19.1M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.27K+ 3.06% |
$887K - $975K
|
76.4K
$45M
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.24K+ 12.27% |
$876K - $964K
|
20.5K
$12.1M
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.24K+ 19.36% |
$875K - $962K
|
13.8K
$8.13M
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.23K+ 123.22% |
$871K - $958K
|
4.04K
$2.38M
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.21K+ 29.35% |
$864K - $951K
|
9.75K
$5.74M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.21K+ 1.54% |
$862K - $948K
|
145K
$85.6M
|
|
Nov 15, 2021
Q3 2021
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
2.21K+ 15.12% |
$862K - $948K
|
16.8K
$9.89M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
2.2K+ 16.7% |
$861K - $947K
|
15.4K
$9.07M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.1K+ 1.05% |
$819K - $900K
|
201K
$119M
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.09KNew |
$815K - $896K
|
2.09K
$1.23M
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.07K+ 91.7% |
$808K - $888K
|
4.32K
$2.55M
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.06K+ 68.44% |
$806K - $886K
|
5.08K
$2.99M
|
|
Nov 10, 2021
Q3 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
2.04K+ 33.58% |
$796K - $875K
|
8.1K
$4.77M
|
|
Nov 10, 2021
Q3 2021
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.03K+ 1.87% |
$792K - $871K
|
110K
$65M
|
|
Oct 19, 2021
Q3 2021
|
Epiq Partners, LLC
|
BUY
|
- |
2KNew |
$781K - $859K
|
2K
$1.18M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.92K+ 6.96% |
$750K - $825K
|
29.5K
$17.4M
|
|
Nov 03, 2021
Q3 2021
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
1.91K+ 0.86% |
$747K - $822K
|
224K
$132M
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.91K+ 5.77% |
$746K - $820K
|
35K
$20.6M
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.87K+ 6.11% |
$731K - $804K
|
32.5K
$19.1M
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.87K+ 10.52% |
$731K - $804K
|
19.6K
$11.6M
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
1.84K+ 3.21% |
$719K - $791K
|
59.2K
$34.9M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.82K+ 5.97% |
$710K - $781K
|
32.3K
$19M
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.82K+ 124.54% |
$710K - $781K
|
3.28K
$1.93M
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
1.81KNew |
$707K - $778K
|
1.81K
$1.07M
|