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 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.9K+ 1.54% |
$4.21M - $5.49M
|
715K
$382M
|
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10.7K+ 112.03% |
$4.15M - $5.42M
|
20.3K
$10.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.5KNew |
$4.07M - $5.32M
|
10.5K
$5.61M
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
10.5KNew |
$4.07M - $5.31M
|
10.5K
$5.61M
|
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
10.5KNew |
$4.07M - $5.31M
|
10.5K
$5.61M
|
|
|
Jan 24, 2022
Q4 2021
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
10.4K+ 15.36% |
$4.02M - $5.25M
|
78K
$41.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.3K+ 0.72% |
$3.99M - $5.21M
|
1.45M
$774M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$3.97M - $5.18M
|
10.3K
$5.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.2K+ 22.81% |
$3.94M - $5.15M
|
54.9K
$29.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
10.1K+ 322.21% |
$3.9M - $5.09M
|
13.2K
$7.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10K+ 1.34% |
$3.89M - $5.08M
|
761K
$406M
|
|
|
Feb 01, 2022
Q4 2021
|
James Hambro & Partners
|
BUY
|
- |
9.91K+ 6.18% |
$3.83M - $5.01M
|
170K
$90.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lindenwold Advisors
|
BUY
|
- |
9.75KNew |
$3.77M - $4.93M
|
9.75K
$5.2M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.66K+ 46.51% |
$3.74M - $4.88M
|
30.4K
$16.2M
|
|
|
Feb 15, 2022
Q4 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
9.56K+ 0.55% |
$3.7M - $4.83M
|
1.74M
$927M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.53K+ 106.15% |
$3.69M - $4.82M
|
18.5K
$9.88M
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
9.31K+ 84.1% |
$3.6M - $4.7M
|
20.4K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Pavadi Capital LLC
New York, NY |
BUY
|
- |
9.06KNew |
$3.51M - $4.58M
|
9.06K
$4.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.05K+ 670.94% |
$3.5M - $4.58M
|
10.4K
$5.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.03K+ 8.65% |
$3.49M - $4.56M
|
113K
$60.5M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
8.97KNew |
$3.47M - $4.54M
|
8.97K
$4.79M
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
8.78KNew |
$3.4M - $4.44M
|
8.78K
$4.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.73K+ 9.0% |
$3.38M - $4.41M
|
106K
$56.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
8.51KNew |
$3.29M - $4.3M
|
8.51K
$4.54M
|
|
|
Feb 14, 2022
Q4 2021
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
8.5KNew |
$3.29M - $4.3M
|
8.5K
$4.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.44K+ 202.74% |
$3.26M - $4.27M
|
12.6K
$6.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
8.39KNew |
$3.25M - $4.24M
|
8.39K
$4.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
8.19K+ 8.8% |
$3.17M - $4.14M
|
101K
$54M
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.95K+ 5.09% |
$3.08M - $4.02M
|
164K
$87.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
7.94K+ 1.78% |
$3.07M - $4.01M
|
453K
$242M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
7.87K+ 7.04% |
$3.05M - $3.98M
|
120K
$63.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
7.73K+ 14.68% |
$2.99M - $3.91M
|
60.3K
$32.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Bamco Inc
New York, NY |
BUY
|
- |
7.68K+ 22.89% |
$2.97M - $3.88M
|
41.2K
$22M
|
|
|
Feb 04, 2022
Q4 2021
|
Forefront Wealth Management Inc.
|
BUY
|
- |
7.67KNew |
$2.97M - $3.88M
|
7.67K
$4.09M
|
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
7.65KNew |
$2.96M - $3.87M
|
7.65K
$4.08M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.5K+ 126.0% |
$2.9M - $3.79M
|
13.5K
$7.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.46KNew |
$2.89M - $3.77M
|
7.46K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$2.86M - $3.74M
|
7.4K
$3.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
7.3K+ 658.34% |
$2.83M - $3.69M
|
8.41K
$4.49M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7.28KNew |
$2.82M - $3.68M
|
7.28K
$3.88M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.27K+ 45.09% |
$2.81M - $3.68M
|
23.4K
$12.5M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.23KNew |
$2.8M - $3.65M
|
7.23K
$3.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
7.22K+ 42.12% |
$2.79M - $3.65M
|
24.3K
$13M
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7.18KNew |
$2.78M - $3.63M
|
7.18K
$3.83M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.1K+ 6.37% |
$2.75M - $3.59M
|
119K
$63.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Chase Investment Counsel Corp
|
BUY
|
- |
7.08K+ 991.88% |
$2.74M - $3.58M
|
7.8K
$4.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
7.01KNew |
$2.71M - $3.54M
|
7.01K
$3.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7KNew |
$2.71M - $3.54M
|
7K
$3.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.98KNew |
$2.7M - $3.53M
|
6.98K
$3.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.98K+ 6.38% |
$2.7M - $3.53M
|
116K
$62.1M
|