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 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.94KNew |
$1.91M - $2.5M
|
4.94K
$2.99M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.89K+ 6.14% |
$1.89M - $2.47M
|
84.4K
$51.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
4.78K+ 27.21% |
$1.85M - $2.42M
|
22.4K
$13.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.77K+ 7.06% |
$1.85M - $2.41M
|
72.3K
$43.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.76K+ 9.06% |
$1.84M - $2.41M
|
57.3K
$34.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.74KNew |
$1.84M - $2.4M
|
4.74K
$2.87M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.73K+ 1.39% |
$1.83M - $2.39M
|
345K
$209M
|
|
|
Feb 14, 2022
Q4 2021
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
4.71KNew |
$1.82M - $2.38M
|
4.71K
$2.85M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.69K+ 2.43% |
$1.81M - $2.37M
|
198K
$120M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.68K+ 2.39% |
$1.81M - $2.36M
|
200K
$121M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.68K+ 113.25% |
$1.81M - $2.36M
|
8.8K
$5.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
4.65KNew |
$1.8M - $2.35M
|
4.65K
$2.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Artemis Investment Management LLP
|
BUY
|
- |
4.49K+ 3.47% |
$1.74M - $2.27M
|
134K
$81.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.43KNew |
$1.71M - $2.24M
|
4.43K
$2.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.42KNew |
$1.71M - $2.24M
|
4.42K
$2.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
4.39KNew |
$1.7M - $2.22M
|
4.39K
$2.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
4.39K+ 3.59% |
$1.7M - $2.22M
|
127K
$76.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.38K+ 33.03% |
$1.7M - $2.22M
|
17.6K
$10.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
4.37K+ 2.76% |
$1.69M - $2.21M
|
163K
$98.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4.32K+ 123.38% |
$1.67M - $2.18M
|
7.82K
$4.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.29KNew |
$1.66M - $2.17M
|
4.29K
$2.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
4.2K+ 5.26% |
$1.62M - $2.12M
|
84K
$50.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.19K+ 15.21% |
$1.62M - $2.12M
|
31.8K
$19.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
4.18K+ 5.77% |
$1.62M - $2.11M
|
76.6K
$46.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
4.14K+ 6.31% |
$1.6M - $2.09M
|
69.8K
$42.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
4.14KNew |
$1.6M - $2.09M
|
4.14K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4.07KNew |
$1.58M - $2.06M
|
4.07K
$2.46M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.06KNew |
$1.57M - $2.05M
|
4.06K
$2.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.99K+ 305.67% |
$1.54M - $2.02M
|
5.3K
$3.21M
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.93K+ 5688.41% |
$1.52M - $1.98M
|
3.99K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
3.89KNew |
$1.51M - $1.97M
|
3.89K
$2.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.89K+ 1.5% |
$1.5M - $1.97M
|
262K
$159M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.81KNew |
$1.47M - $1.93M
|
3.81K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.68K+ 167.01% |
$1.42M - $1.86M
|
5.88K
$3.56M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
3.64K+ 3.04% |
$1.41M - $1.84M
|
124K
$74.8M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.64K+ 3.04% |
$1.41M - $1.84M
|
124K
$74.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3.63K+ 98.0% |
$1.41M - $1.84M
|
7.34K
$4.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.63K+ 9.84% |
$1.4M - $1.84M
|
40.5K
$24.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
3.62K+ 6.11% |
$1.4M - $1.83M
|
62.9K
$38M
|
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.6KNew |
$1.39M - $1.82M
|
3.6K
$2.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.53K+ 23.34% |
$1.37M - $1.79M
|
18.7K
$11.3M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
3.53KNew |
$1.36M - $1.78M
|
3.53K
$2.13M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
3.5K+ 1.08% |
$1.35M - $1.77M
|
327K
$198M
|
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.49KNew |
$1.35M - $1.77M
|
3.49K
$2.11M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.49KNew |
$1.35M - $1.76M
|
3.49K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
3.44KNew |
$1.33M - $1.74M
|
3.44K
$2.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
3.44K+ 17.93% |
$1.33M - $1.74M
|
22.6K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.42K+ 4.07% |
$1.32M - $1.73M
|
87.5K
$53M
|
|
|
Feb 11, 2022
Q4 2021
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.4KNew |
$1.32M - $1.72M
|
3.4K
$2.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
3.37KNew |
$1.3M - $1.7M
|
3.37K
$2.04M
|