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
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.81K+ 139.27% |
$705K - $776K
|
3.1K
$1.83M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.8K+ 31.91% |
$702K - $772K
|
7.43K
$4.37M
|
|
Nov 15, 2021
Q3 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.77K+ 39.8% |
$692K - $761K
|
6.22K
$3.66M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.76K+ 3.91% |
$689K - $758K
|
46.9K
$27.6M
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.76K+ 36.06% |
$688K - $757K
|
6.65K
$3.91M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
$685K - $753K
|
1.75K
$1.03M
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
1.75KNew |
$685K - $753K
|
1.75K
$1.03M
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.75K+ 3.75% |
$684K - $752K
|
48.4K
$28.5M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
1.69K+ 2.19% |
$660K - $726K
|
78.7K
$46.4M
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.68K+ 4.86% |
$655K - $720K
|
36.2K
$21.3M
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.65KNew |
$646K - $711K
|
1.65K
$974K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.64K+ 10.18% |
$640K - $704K
|
17.7K
$10.4M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.61K+ 8.33% |
$630K - $693K
|
21K
$12.4M
|
|
Nov 12, 2021
Q3 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.61K+ 59.93% |
$628K - $690K
|
4.29K
$2.53M
|
|
Nov 12, 2021
Q3 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.6K+ 7.79% |
$625K - $688K
|
22.1K
$13M
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
1.6K+ 2.93% |
$625K - $687K
|
56.2K
$33.1M
|
|
Oct 27, 2021
Q3 2021
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
1.6KNew |
$624K - $686K
|
1.6K
$941K
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.59KNew |
$620K - $682K
|
1.59K
$936K
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
1.57KNew |
$614K - $676K
|
1.57K
$926K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.57K+ 8.96% |
$614K - $676K
|
19.1K
$11.3M
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.57KNew |
$613K - $674K
|
1.57K
$924K
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.57K+ 2.32% |
$612K - $673K
|
69K
$40.6M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.57K+ 0.46% |
$612K - $672K
|
345K
$203M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 13.35% |
$606K - $667K
|
13.2K
$7.76M
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 9.86% |
$602K - $662K
|
17.2K
$10.1M
|
|
Oct 20, 2021
Q3 2021
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
1.53K+ 2.31% |
$597K - $657K
|
67.6K
$39.8M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.53K+ 8.44% |
$597K - $656K
|
19.6K
$11.6M
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.53K+ 2.55% |
$596K - $656K
|
61.3K
$36.1M
|
|
Nov 12, 2021
Q3 2021
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
1.51KNew |
$589K - $648K
|
1.51K
$888K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.51K+ 0.14% |
$588K - $647K
|
1.07M
$629M
|
|
Nov 15, 2021
Q3 2021
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.5K+ 0.57% |
$588K - $646K
|
267K
$158M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.5K+ 955.41% |
$586K - $645K
|
1.66K
$976K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.49K+ 101.84% |
$584K - $642K
|
2.96K
$1.74M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.49K+ 2.23% |
$580K - $638K
|
68.1K
$40.1M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.48K+ 9.61% |
$579K - $637K
|
16.9K
$9.96M
|
|
Oct 25, 2021
Q3 2021
|
Baxter Bros Inc
|
BUY
|
- |
1.46KNew |
$572K - $629K
|
1.46K
$862K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.46K+ 2.56% |
$572K - $629K
|
58.6K
$34.5M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.46K+ 3.67% |
$570K - $627K
|
41.2K
$24.3M
|
|
Nov 12, 2021
Q3 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.46KNew |
$570K - $627K
|
1.46K
$860K
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
1.43KNew |
$558K - $614K
|
1.43K
$841K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
1.41K+ 30.96% |
$553K - $608K
|
5.98K
$3.52M
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.41K+ 67.26% |
$550K - $605K
|
3.5K
$2.06M
|
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
1.4KNew |
$547K - $602K
|
1.4K
$825K
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.4K+ 15.18% |
$546K - $601K
|
10.6K
$6.25M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.4K+ 18.39% |
$545K - $599K
|
8.98K
$5.29M
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.38K+ 0.97% |
$538K - $592K
|
143K
$84.5M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.37K+ 2.11% |
$537K - $590K
|
66.4K
$39.1M
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.37K+ 12.45% |
$537K - $590K
|
12.4K
$7.31M
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.37K+ 3597.37% |
$534K - $587K
|
1.41K
$828K
|
|
Oct 19, 2021
Q3 2021
|
Birinyi Associates Inc
|
BUY
|
- |
1.35KNew |
$527K - $580K
|
1.35K
$795K
|