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 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
74+ 1.89% |
$28.6K - $37.4K
|
3.99K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
73+ 2.12% |
$28.3K - $36.9K
|
3.52K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
73+ 2.17% |
$28.3K - $36.9K
|
3.43K
$2.11M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
73+ 3.1% |
$28.3K - $36.9K
|
2.43K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
73+ 14.96% |
$28.3K - $36.9K
|
561
$345K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
72+ 1.32% |
$27.9K - $36.4K
|
5.53K
$3.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
72+ 3.52% |
$27.9K - $36.4K
|
2.12K
$1.3M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
72+ 7.05% |
$27.9K - $36.4K
|
1.09K
$673K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
70+ 1.62% |
$27.1K - $35.4K
|
4.39K
$2.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
70+ 1.09% |
$27.1K - $35.4K
|
6.5K
$4M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
69+ 6.67% |
$26.7K - $34.9K
|
1.1K
$680K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
68New |
$26.3K - $34.4K
|
68
$41.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
68+ 8.35% |
$26.3K - $34.4K
|
882
$543K
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
68+ 1.06% |
$26.3K - $34.4K
|
6.48K
$3.99M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
67+ 9.57% |
$25.9K - $33.9K
|
767
$472K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
67+ 9.57% |
$25.9K - $33.9K
|
767
$472K
|
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
67+ 1.05% |
$25.9K - $33.9K
|
6.45K
$3.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
65+ 5.3% |
$25.2K - $32.9K
|
1.29K
$796K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
65+ 2.05% |
$25.2K - $32.9K
|
3.23K
$1.99M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
65+ 1.52% |
$25.2K - $32.9K
|
4.34K
$2.67M
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
65+ 1.04% |
$25.2K - $32.9K
|
6.29K
$3.87M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
64+ 290.91% |
$24.8K - $32.4K
|
86
$53K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
64+ 6.9% |
$24.8K - $32.4K
|
992
$611K
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
64+ 8.01% |
$24.8K - $32.4K
|
863
$531K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
64New |
$24.8K - $32.4K
|
64
$39.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
63+ 0.41% |
$24.4K - $31.9K
|
15.4K
$9.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
63+ 1.92% |
$24.4K - $31.9K
|
3.34K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
61+ 10.54% |
$23.6K - $30.8K
|
640
$394K
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
59+ 0.73% |
$22.8K - $29.8K
|
8.12K
$5M
|
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
BUY
|
- |
58+ 3.96% |
$22.4K - $29.3K
|
1.52K
$937K
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
58+ 3.53% |
$22.4K - $29.3K
|
1.7K
$1.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
58New |
$22.4K - $29.3K
|
58
$35.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
58+ 161.11% |
$22.4K - $29.3K
|
94
$57.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
56+ 0.34% |
$21.7K - $28.3K
|
16.5K
$10.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Kidder Stephen W
|
BUY
|
- |
56+ 0.49% |
$21.7K - $28.3K
|
11.4K
$7.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
56+ 0.05% |
$21.7K - $28.3K
|
118K
$72.8M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.97% |
$20.5K - $26.8K
|
5.54K
$3.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
52+ 0.69% |
$20.1K - $26.3K
|
7.55K
$4.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
52+ 0.9% |
$20.1K - $26.3K
|
5.82K
$3.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
51+ 10.26% |
$19.7K - $25.8K
|
548
$337K
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
50+ 7.66% |
$19.4K - $25.3K
|
703
$433K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
50New |
$19.4K - $25.3K
|
50
$30.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 3.32% |
$19.4K - $25.3K
|
1.56K
$959K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
50New |
$19.4K - $25.3K
|
50
$30.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
49+ 1.82% |
$19K - $24.8K
|
2.74K
$1.69M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
49+ 0.19% |
$19K - $24.8K
|
26.3K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
49+ 8.48% |
$19K - $24.8K
|
627
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
49+ 6.27% |
$19K - $24.8K
|
831
$512K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
48+ 29.27% |
$18.6K - $24.3K
|
212
$131K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
48+ 1.59% |
$18.6K - $24.3K
|
3.08K
$1.89M
|