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 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.29KNew |
$498K - $651K
|
1.29K
$661K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.29KNew |
$498K - $651K
|
1.29K
$660K
|
|
|
Feb 14, 2022
Q4 2021
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
1.29K+ 0.58% |
$498K - $650K
|
224K
$115M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
1.28K+ 111.95% |
$497K - $649K
|
2.43K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.28KNew |
$495K - $647K
|
1.28K
$656K
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
1.28K+ 1.2% |
$494K - $646K
|
108K
$55.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.27K+ 17.22% |
$493K - $644K
|
8.67K
$4.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.27K+ 10.12% |
$492K - $642K
|
13.8K
$7.09M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.27KNew |
$492K - $642K
|
1.27K
$652K
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.27KNew |
$490K - $640K
|
1.27K
$649K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.26K+ 95.04% |
$489K - $639K
|
2.59K
$1.33M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.26KNew |
$488K - $637K
|
1.26K
$646K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.26K+ 2.06% |
$487K - $636K
|
62.3K
$32M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.26K+ 6.73% |
$486K - $636K
|
19.9K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.25K+ 27.37% |
$485K - $633K
|
5.83K
$2.99M
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
1.25K+ 3.17% |
$485K - $633K
|
40.8K
$20.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.24K+ 11.86% |
$481K - $629K
|
11.7K
$6.02M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.24K+ 3.03% |
$481K - $628K
|
42.3K
$21.7M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.23K+ 8.28% |
$476K - $622K
|
16.1K
$8.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Wright Investors Service Inc
|
BUY
|
- |
1.23K+ 6.94% |
$474K - $620K
|
18.9K
$9.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Broderick Brian C
|
BUY
|
- |
1.23K+ 10.03% |
$474K - $619K
|
13.4K
$6.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Alta Capital Management LLC
|
BUY
|
- |
1.22K+ 27.42% |
$472K - $616K
|
5.67K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.22KNew |
$472K - $616K
|
1.22K
$625K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.21KNew |
$466K - $609K
|
1.21K
$618K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.2K+ 0.58% |
$465K - $608K
|
209K
$107M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$464K - $607K
|
1.2K
$616K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.2K+ 76.48% |
$464K - $607K
|
2.77K
$1.42M
|
|
|
Mar 14, 2022
Q4 2021
|
Merlin Capital LLC
|
BUY
|
- |
1.19KNew |
$461K - $603K
|
1.19K
$611K
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.19KNew |
$461K - $602K
|
1.19K
$610K
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$459K - $600K
|
1.19K
$608K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
1.19K+ 229.84% |
$459K - $600K
|
1.7K
$873K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.18KNew |
$458K - $598K
|
1.18K
$607K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.17K+ 15.1% |
$454K - $594K
|
8.95K
$4.59M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.17K+ 4.7% |
$453K - $592K
|
26.1K
$13.4M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
1.16K+ 5.01% |
$450K - $588K
|
24.4K
$12.5M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.16K+ 2.71% |
$448K - $585K
|
43.8K
$22.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.16K+ 76.98% |
$448K - $585K
|
2.66K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.14KNew |
$441K - $576K
|
1.14K
$585K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.14KNew |
$439K - $574K
|
1.14K
$582K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.13K+ 5.77% |
$438K - $573K
|
20.8K
$10.7M
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
1.13KNew |
$435K - $569K
|
1.13K
$577K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.13K+ 3.27% |
$435K - $569K
|
35.6K
$18.2M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.12K+ 43.87% |
$434K - $567K
|
3.68K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.11KNew |
$430K - $562K
|
1.11K
$570K
|
|
|
Feb 11, 2022
Q4 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.11K+ 2.0% |
$430K - $561K
|
56.7K
$29.1M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
1.1K+ 18.44% |
$427K - $558K
|
7.08K
$3.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.09K+ 11.18% |
$422K - $551K
|
10.8K
$5.56M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.09K+ 5.52% |
$421K - $550K
|
20.8K
$10.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.09K+ 517.14% |
$420K - $549K
|
1.3K
$665K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.08K+ 3.36% |
$417K - $545K
|
33.1K
$17M
|