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 19, 2022
Q4 2021
|
Belmont Capital, LLC
|
BUY
|
- |
11+ 183.33% |
$4.26K - $5.56K
|
17
$10.5K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
11+ 0.44% |
$4.26K - $5.56K
|
2.52K
$1.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 16.67% |
$4.26K - $5.56K
|
77
$47.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
11+ 0.24% |
$4.26K - $5.56K
|
4.6K
$2.83M
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
11+ 1.2% |
$4.26K - $5.56K
|
930
$573K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
11+ 5.5% |
$4.26K - $5.56K
|
211
$130K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
10+ 1.03% |
$3.87K - $5.06K
|
979
$603K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 1.74% |
$3.87K - $5.06K
|
584
$360K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10+ 0.33% |
$3.87K - $5.06K
|
3K
$1.85M
|
|
|
Jan 26, 2022
Q4 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
10+ 0.03% |
$3.87K - $5.06K
|
36.1K
$22.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.44% |
$3.87K - $5.06K
|
2.28K
$1.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10+ 1.48% |
$3.87K - $5.06K
|
685
$422K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10New |
$3.87K - $5.06K
|
10
$6.16K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
9+ 1.31% |
$3.48K - $4.55K
|
696
$429K
|
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
BUY
|
- |
9+ 0.11% |
$3.48K - $4.55K
|
8.49K
$5.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
9+ 0.53% |
$3.48K - $4.55K
|
1.71K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
9+ 0.51% |
$3.48K - $4.55K
|
1.79K
$1.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9+ 0.28% |
$3.48K - $4.55K
|
3.22K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.84% |
$3.48K - $4.55K
|
1.08K
$664K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
8+ 0.37% |
$3.1K - $4.04K
|
2.16K
$1.33M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 2.3% |
$3.1K - $4.04K
|
356
$219K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
8+ 0.58% |
$3.1K - $4.04K
|
1.38K
$851K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8New |
$3.1K - $4.04K
|
8
$4.93K
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
7+ 0.41% |
$2.71K - $3.54K
|
1.73K
$1.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.59% |
$2.71K - $3.54K
|
1.19K
$734K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
7New |
$2.71K - $3.54K
|
7
$4.31K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
7+ 1.15% |
$2.71K - $3.54K
|
615
$379K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.13% |
$2.71K - $3.54K
|
5.42K
$3.34M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
6+ 0.03% |
$2.32K - $3.03K
|
21.8K
$13.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6+ 0.33% |
$2.32K - $3.03K
|
1.81K
$1.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
6+ 0.02% |
$2.32K - $3.03K
|
36.5K
$22.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6+ 0.21% |
$2.32K - $3.03K
|
2.92K
$1.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
6+ 0.07% |
$2.32K - $3.03K
|
9.19K
$5.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.32% |
$2.32K - $3.03K
|
1.86K
$1.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6+ 0.51% |
$2.32K - $3.03K
|
1.18K
$729K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.48% |
$2.32K - $3.03K
|
1.25K
$769K
|
|
|
Jan 31, 2022
Q4 2021
|
Delta Capital Management LLC
|
BUY
|
- |
5+ 0.06% |
$1.94K - $2.53K
|
8.81K
$5.43M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
5+ 0.48% |
$1.94K - $2.53K
|
1.04K
$640K
|
|
|
Feb 08, 2022
Q4 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
5+ 0.08% |
$1.94K - $2.53K
|
6.03K
$3.71M
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
5+ 0.68% |
$1.94K - $2.53K
|
737
$454K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.16% |
$1.94K - $2.53K
|
3.12K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
5+ 0.02% |
$1.94K - $2.53K
|
32.1K
$19.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
4+ 0.12% |
$1.55K - $2.02K
|
3.28K
$2.02M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.12% |
$1.55K - $2.02K
|
3.32K
$2.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
4+ 0.27% |
$1.55K - $2.02K
|
1.46K
$899K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
4+ 0.55% |
$1.55K - $2.02K
|
734
$452K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
4+ 0.03% |
$1.55K - $2.02K
|
15.4K
$9.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4+ 0.29% |
$1.55K - $2.02K
|
1.37K
$844K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4+ 0.12% |
$1.55K - $2.02K
|
3.28K
$2.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4+ 0.67% |
$1.55K - $2.02K
|
600
$369K
|