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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.07K+ 18.99% |
$412K - $538K
|
6.67K
$3.43M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1.07KNew |
$412K - $538K
|
1.07K
$547K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.06K+ 95.94% |
$412K - $538K
|
2.17K
$1.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
1.06K+ 9.27% |
$409K - $534K
|
12.5K
$6.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
BUY
|
- |
1.05K+ 111.11% |
$406K - $531K
|
2K
$1.02M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.05KNew |
$405K - $529K
|
1.05K
$537K
|
|
|
Jan 26, 2022
Q4 2021
|
Jlb & Associates Inc
|
BUY
|
- |
1.05K+ 2.66% |
$404K - $528K
|
40.4K
$20.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.04K+ 4.97% |
$404K - $527K
|
22K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.04KNew |
$403K - $527K
|
1.04K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.04K+ 4.09% |
$403K - $526K
|
26.5K
$13.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
1.04KNew |
$401K - $523K
|
1.04K
$532K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
1.03KNew |
$399K - $522K
|
1.03K
$530K
|
|
|
Feb 10, 2022
Q4 2021
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
1.03K+ 2.46% |
$398K - $520K
|
42.7K
$22M
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.03KNew |
$397K - $519K
|
1.03K
$528K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.02K+ 1.97% |
$396K - $518K
|
53.1K
$27.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 3.95% |
$395K - $516K
|
26.8K
$13.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
1.02K+ 5.09% |
$393K - $513K
|
20.9K
$10.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.01K+ 21.54% |
$391K - $511K
|
5.71K
$2.93M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.01KNew |
$389K - $508K
|
1.01K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$387K - $506K
|
1K
$514K
|
|
|
Feb 14, 2022
Q4 2021
|
Tamarack Advisers, LP
Carlsbad, CA |
BUY
|
- |
1KNew |
$387K - $506K
|
1K
$514K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
996+ 74.61% |
$385K - $504K
|
2.33K
$1.2M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
991New |
$384K - $501K
|
991
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Unigestion Holding Sa
|
BUY
|
- |
986+ 25.95% |
$382K - $499K
|
4.79K
$2.46M
|
|
|
Feb 01, 2022
Q4 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
983+ 3.6% |
$380K - $497K
|
28.3K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
979+ 53.24% |
$379K - $495K
|
2.82K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
974+ 2.58% |
$377K - $492K
|
38.8K
$19.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
965New |
$373K - $488K
|
965
$496K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
964New |
$373K - $487K
|
964
$495K
|
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
964New |
$373K - $487K
|
964
$495K
|
|
|
Feb 11, 2022
Q4 2021
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
961+ 18.77% |
$372K - $486K
|
6.08K
$3.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
961+ 168.6% |
$372K - $486K
|
1.53K
$786K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
960+ 7.34% |
$372K - $485K
|
14K
$7.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
956New |
$370K - $483K
|
956
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
950New |
$368K - $480K
|
950
$488K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
933+ 8.14% |
$361K - $472K
|
12.4K
$6.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
921New |
$356K - $466K
|
921
$473K
|
|
|
May 12, 2022
Q4 2021
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
920New |
$356K - $465K
|
920
$473K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
918New |
$355K - $464K
|
918
$472K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
912+ 10.2% |
$353K - $461K
|
9.86K
$5.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
907New |
$351K - $459K
|
907
$466K
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
900New |
$348K - $455K
|
900
$462K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
898+ 7.67% |
$348K - $454K
|
12.6K
$6.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
898+ 200.89% |
$348K - $454K
|
1.35K
$691K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
893+ 9.69% |
$346K - $451K
|
10.1K
$5.19M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
890New |
$344K - $450K
|
890
$457K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
889+ 25.59% |
$344K - $449K
|
4.36K
$2.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
887New |
$343K - $448K
|
887
$456K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
883+ 1.76% |
$342K - $446K
|
51.2K
$26.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
872+ 68.61% |
$337K - $441K
|
2.14K
$1.1M
|