Purchases and Sales Made in Q4 2021 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.08K+ 15.09% |
$806K - $1.05M
|
15.9K
$8.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.07K+ 4.64% |
$802K - $1.05M
|
46.7K
$26.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.07K+ 18.11% |
$801K - $1.05M
|
13.5K
$7.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
2.05KNew |
$795K - $1.04M
|
2.05K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.05K+ 292.58% |
$794K - $1.04M
|
2.75K
$1.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
2.05KNew |
$793K - $1.04M
|
2.05K
$1.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.04K+ 37.77% |
$789K - $1.03M
|
7.44K
$4.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.04K+ 6.32% |
$788K - $1.03M
|
34.3K
$19.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
2.04KNew |
$788K - $1.03M
|
2.04K
$1.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
2.02K+ 364.26% |
$781K - $1.02M
|
2.57K
$1.43M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.02K+ 13.21% |
$781K - $1.02M
|
17.3K
$9.65M
|
|
|
Apr 29, 2022
Q4 2021
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
2.02KNew |
$780K - $1.02M
|
2.02K
$1.12M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.01K+ 6.82% |
$779K - $1.02M
|
31.5K
$17.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2KNew |
$776K - $1.01M
|
2K
$1.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
2KNew |
$774K - $1.01M
|
2K
$1.11M
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.99K+ 15.8% |
$772K - $1.01M
|
14.6K
$8.15M
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.99K+ 15.8% |
$772K - $1.01M
|
14.6K
$8.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
1.99KNew |
$771K - $1.01M
|
1.99K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.97KNew |
$762K - $996K
|
1.97K
$1.1M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.96K+ 2.5% |
$757K - $988K
|
80.1K
$44.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
1.95K+ 2.42% |
$756K - $988K
|
82.6K
$46.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.95K+ 1.94% |
$755K - $987K
|
103K
$57.3M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
1.95KNew |
$754K - $984K
|
1.95K
$1.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.93KNew |
$748K - $978K
|
1.93K
$1.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.92KNew |
$742K - $969K
|
1.92K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
1.91K+ 23.6% |
$740K - $966K
|
10K
$5.58M
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.9K+ 1.01% |
$735K - $960K
|
190K
$106M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
1.88K+ 2.38% |
$726K - $948K
|
80.6K
$44.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.86K+ 128.16% |
$719K - $939K
|
3.31K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
1.85KNew |
$717K - $937K
|
1.85K
$1.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.84K+ 5.67% |
$712K - $931K
|
34.3K
$19.1M
|
|
|
May 03, 2022
Q4 2021
|
Lgt Group Foundation
|
BUY
|
- |
1.84KNew |
$712K - $930K
|
1.84K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.83KNew |
$707K - $923K
|
1.83K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
S&Co Inc
Boston, MA |
BUY
|
- |
1.82KNew |
$705K - $921K
|
1.82K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.82K+ 13.16% |
$704K - $920K
|
15.6K
$8.73M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
1.81K+ 24.44% |
$699K - $914K
|
9.2K
$5.13M
|
|
|
May 26, 2023
Q4 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
1.81K+ 50.63% |
$699K - $913K
|
5.37K
$3M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.79KNew |
$694K - $906K
|
1.79K
$1M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.79K+ 4.1% |
$692K - $904K
|
45.4K
$25.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 44.98% |
$688K - $899K
|
5.73K
$3.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.77K+ 100.97% |
$686K - $896K
|
3.53K
$1.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.76KNew |
$681K - $889K
|
1.76K
$981K
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
1.75K+ 131.68% |
$679K - $887K
|
3.09K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.74K+ 90.45% |
$674K - $881K
|
3.67K
$2.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.74K+ 2.39% |
$674K - $881K
|
74.6K
$41.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.74K+ 0.42% |
$673K - $880K
|
413K
$230M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.74KNew |
$673K - $879K
|
1.74K
$970K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.73K+ 19.16% |
$668K - $873K
|
10.7K
$5.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.73K+ 8.94% |
$668K - $872K
|
21K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.72K+ 2.88% |
$666K - $870K
|
61.5K
$34.3M
|