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 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
48+ 1.59% |
$18.6K - $24.3K
|
3.08K
$1.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
48+ 0.76% |
$18.6K - $24.3K
|
6.37K
$3.34M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
48+ 1.8% |
$18.6K - $24.3K
|
2.71K
$1.42M
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
48+ 1.58% |
$18.6K - $24.3K
|
3.09K
$1.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
46New |
$17.8K - $23.3K
|
46
$24.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
45+ 5.06% |
$17.4K - $22.8K
|
934
$490K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
45+ 4.7% |
$17.4K - $22.8K
|
1K
$526K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
44+ 0.07% |
$17K - $22.2K
|
64.4K
$33.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
44+ 2.67% |
$17K - $22.2K
|
1.69K
$889K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
43+ 1.06% |
$16.6K - $21.7K
|
4.09K
$2.15M
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
43+ 7.2% |
$16.6K - $21.7K
|
640
$336K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
43+ 6.27% |
$16.6K - $21.7K
|
729
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
43+ 0.93% |
$16.6K - $21.7K
|
4.68K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Dillon & Associates Inc
|
BUY
|
- |
43+ 3.76% |
$16.6K - $21.7K
|
1.19K
$623K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
43+ 4.71% |
$16.6K - $21.7K
|
956
$501K
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
43+ 1.87% |
$16.6K - $21.7K
|
2.34K
$1.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
42+ 1.61% |
$16.3K - $21.2K
|
2.65K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
41+ 0.62% |
$15.9K - $20.7K
|
6.65K
$3.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
40+ 0.13% |
$15.5K - $20.2K
|
31.7K
$16.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
40+ 0.44% |
$15.5K - $20.2K
|
9.22K
$4.84M
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
39+ 0.29% |
$15.1K - $19.7K
|
13.3K
$7M
|
|
|
Feb 11, 2022
Q4 2021
|
Dash Acquisitions Inc.
|
BUY
|
- |
38+ 7.02% |
$14.7K - $19.2K
|
579
$304K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
38+ 6.59% |
$14.7K - $19.2K
|
615
$323K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
37+ 4.69% |
$14.3K - $18.7K
|
826
$433K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
37+ 6.19% |
$14.3K - $18.7K
|
635
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
37+ 3.24% |
$14.3K - $18.7K
|
1.18K
$618K
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
37+ 0.54% |
$14.3K - $18.7K
|
6.83K
$3.58M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37New |
$14.3K - $18.7K
|
37
$19.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
36+ 1.28% |
$13.9K - $18.2K
|
2.84K
$1.49M
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
36+ 0.2% |
$13.9K - $18.2K
|
17.6K
$9.24M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
36+ 600.0% |
$13.9K - $18.2K
|
42
$22K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
BUY
|
- |
35+ 0.35% |
$13.5K - $17.7K
|
9.95K
$5.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
35+ 2.59% |
$13.5K - $17.7K
|
1.39K
$727K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
35+ 0.54% |
$13.5K - $17.7K
|
6.51K
$3.42M
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
34+ 4.19% |
$13.2K - $17.2K
|
845
$443K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
34+ 3.79% |
$13.2K - $17.2K
|
932
$489K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
34+ 1.03% |
$13.2K - $17.2K
|
3.33K
$1.74M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
34+ 5.76% |
$13.2K - $17.2K
|
624
$327K
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
33New |
$12.8K - $16.7K
|
33
$17.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
33+ 1.42% |
$12.8K - $16.7K
|
2.35K
$1.23M
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
33New |
$12.8K - $16.7K
|
33
$17.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
33+ 1.75% |
$12.8K - $16.7K
|
1.92K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
32+ 0.83% |
$12.4K - $16.2K
|
3.87K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
32+ 1.36% |
$12.4K - $16.2K
|
2.38K
$1.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
32+ 4.05% |
$12.4K - $16.2K
|
822
$431K
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
32+ 2.94% |
$12.4K - $16.2K
|
1.12K
$589K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
31+ 2.31% |
$12K - $15.7K
|
1.37K
$720K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
31+ 4.42% |
$12K - $15.7K
|
733
$384K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
31+ 0.42% |
$12K - $15.7K
|
7.43K
$3.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
31+ 5.46% |
$12K - $15.7K
|
599
$314K
|