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
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4+ 0.67% |
$1.55K - $2.02K
|
600
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
4+ 0.21% |
$1.55K - $2.02K
|
1.91K
$1M
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
3+ 0.33% |
$1.16K - $1.52K
|
916
$480K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
3+ 0.48% |
$1.16K - $1.52K
|
634
$333K
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
3+ 0.41% |
$1.16K - $1.52K
|
738
$387K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3+ 0.24% |
$1.16K - $1.52K
|
1.25K
$657K
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.36% |
$1.16K - $1.52K
|
835
$438K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.32% |
$1.16K - $1.52K
|
945
$496K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
3+ 0.29% |
$1.16K - $1.52K
|
1.04K
$547K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$1.16K - $1.52K
|
8.58K
$4.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.35% |
$1.16K - $1.52K
|
855
$448K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.07% |
$1.16K - $1.52K
|
4.55K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3+ 0.12% |
$1.16K - $1.52K
|
2.43K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3+ 5.26% |
$1.16K - $1.52K
|
60
$31.5K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 0.12% |
$1.16K - $1.52K
|
2.48K
$1.3M
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2+ 0.19% |
$774 - $1.01K
|
1.04K
$544K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 0.91% |
$774 - $1.01K
|
222
$116K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.21% |
$774 - $1.01K
|
962
$505K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
2+ 0.31% |
$774 - $1.01K
|
639
$335K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$774 - $1.01K
|
3.9K
$2.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.22% |
$774 - $1.01K
|
926
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$774 - $1.01K
|
927
$486K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
2+ 0.27% |
$774 - $1.01K
|
741
$389K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2+ 0.33% |
$774 - $1.01K
|
600
$315K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.3% |
$774 - $1.01K
|
662
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.06% |
$774 - $1.01K
|
3.14K
$1.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2+ 0.37% |
$774 - $1.01K
|
543
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2+ 0.16% |
$774 - $1.01K
|
1.28K
$670K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2+ 0.28% |
$774 - $1.01K
|
715
$375K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.06% |
$774 - $1.01K
|
3.14K
$1.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$387 - $506
|
261
$137K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.33% |
$387 - $506
|
303
$159K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.13% |
$387 - $506
|
773
$405K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.66% |
$387 - $506
|
153
$80.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.37% |
$387 - $506
|
74
$38.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$387 - $506
|
1.63K
$857K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.3% |
$387 - $506
|
333
$175K
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.86% |
$387 - $506
|
36
$18.9K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1+ 0.93% |
$387 - $506
|
108
$56.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.05% |
$387 - $506
|
2.01K
$1.06M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$387 - $506
|
757
$397K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$387 - $506
|
1.41K
$737K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.03% |
$387 - $506
|
3.53K
$1.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.02% |
$387 - $506
|
4.39K
$2.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$387 - $506
|
20.7K
$10.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.37% |
$387 - $506
|
271
$142K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.1% |
$387 - $506
|
995
$522K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1+ 0.02% |
$387 - $506
|
5.26K
$2.76M
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.24% |
$387 - $506
|
412
$216K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1+ 0.01% |
$387 - $506
|
13K
$6.83M
|