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 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
435New |
$168K - $220K
|
435
$268K
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
434New |
$168K - $219K
|
434
$267K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
433New |
$168K - $219K
|
433
$267K
|
|
|
Feb 16, 2022
Q4 2021
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
432New |
$167K - $218K
|
432
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
431New |
$167K - $218K
|
431
$265K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
430+ 1.29% |
$166K - $217K
|
33.9K
$20.9M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
429New |
$166K - $217K
|
429
$264K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
429+ 39.29% |
$166K - $217K
|
1.52K
$937K
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
426New |
$165K - $215K
|
426
$262K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
424New |
$164K - $214K
|
424
$261K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
423New |
$164K - $214K
|
423
$260K
|
|
|
Feb 01, 2022
Q4 2021
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
422New |
$163K - $213K
|
422
$260K
|
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
422+ 2.67% |
$163K - $213K
|
16.2K
$9.98M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
422New |
$163K - $213K
|
422
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
422+ 13.61% |
$163K - $213K
|
3.52K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
421New |
$163K - $213K
|
421
$259K
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
420New |
$163K - $212K
|
420
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
420New |
$163K - $212K
|
420
$259K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
418New |
$162K - $211K
|
418
$257K
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
418New |
$162K - $211K
|
418
$257K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
417New |
$161K - $211K
|
417
$257K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
416New |
$161K - $210K
|
416
$256K
|
|
|
Jan 18, 2022
Q4 2021
|
Reliant Investment Management, LLC
|
BUY
|
- |
415+ 3.3% |
$161K - $210K
|
13K
$8M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
415+ 1.81% |
$161K - $210K
|
23.4K
$14.4M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
414+ 30.87% |
$160K - $209K
|
1.76K
$1.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
414New |
$160K - $209K
|
414
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
414New |
$160K - $209K
|
414
$255K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
413+ 0.8% |
$160K - $209K
|
52.2K
$32.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
410New |
$159K - $207K
|
410
$252K
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
408New |
$158K - $206K
|
408
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
408+ 37.64% |
$158K - $206K
|
1.49K
$919K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
407+ 16.05% |
$158K - $206K
|
2.94K
$1.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
407+ 11.05% |
$158K - $206K
|
4.09K
$2.52M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
406New |
$157K - $205K
|
406
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
406+ 0.9% |
$157K - $205K
|
45.6K
$28.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
406+ 16.99% |
$157K - $205K
|
2.8K
$1.72M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
405New |
$157K - $205K
|
405
$249K
|
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
BUY
|
- |
405New |
$157K - $205K
|
405
$249K
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
404New |
$156K - $204K
|
404
$249K
|
|
|
Feb 02, 2022
Q4 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
403New |
$156K - $204K
|
403
$248K
|
|
|
Jan 14, 2022
Q4 2021
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
400New |
$155K - $202K
|
400
$246K
|
|
|
Jan 21, 2022
Q4 2021
|
Shikiar Asset Management Inc
|
BUY
|
- |
400New |
$155K - $202K
|
400
$246K
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
400New |
$155K - $202K
|
400
$246K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
400New |
$155K - $202K
|
400
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
400New |
$155K - $202K
|
400
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
400New |
$155K - $202K
|
400
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.23% |
$155K - $202K
|
171K
$105M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
399+ 0.67% |
$154K - $202K
|
60.2K
$37.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
397+ 4.34% |
$154K - $201K
|
9.55K
$5.88M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
397+ 4.44% |
$154K - $201K
|
9.34K
$5.75M
|