Purchases and Sales Made in Q3 2021 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.37K+ 12.45% |
$537K - $590K
|
12.4K
$7.45M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.37K+ 3597.37% |
$534K - $587K
|
1.41K
$844K
|
|
|
Oct 19, 2021
Q3 2021
|
Birinyi Associates Inc
|
BUY
|
- |
1.35KNew |
$527K - $580K
|
1.35K
$811K
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.35K+ 1.06% |
$526K - $579K
|
129K
$77.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.35K+ 77.27% |
$526K - $578K
|
3.09K
$1.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.35K+ 14.63% |
$526K - $578K
|
10.5K
$6.33M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.33KNew |
$519K - $571K
|
1.33K
$798K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.33K+ 1.6% |
$519K - $570K
|
84.5K
$50.7M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
1.33K+ 2.2% |
$518K - $569K
|
61.7K
$37M
|
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.32K+ 2.57% |
$515K - $567K
|
52.6K
$31.6M
|
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.32K+ 72.31% |
$514K - $565K
|
3.14K
$1.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.31K+ 4.5% |
$511K - $562K
|
30.4K
$18.2M
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.3K+ 3.17% |
$508K - $559K
|
42.3K
$25.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.3K+ 2.66% |
$508K - $558K
|
50.1K
$30.1M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.3K+ 1.04% |
$507K - $557K
|
125K
$75.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Security National Bank
|
BUY
|
- |
1.29K+ 6.44% |
$505K - $556K
|
21.4K
$12.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.29K+ 12.67% |
$505K - $556K
|
11.5K
$6.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
1.29K+ 10.21% |
$502K - $553K
|
13.9K
$8.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.28K+ 27.36% |
$502K - $552K
|
5.98K
$3.59M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.28K+ 0.81% |
$499K - $548K
|
158K
$95M
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.28K+ 38.64% |
$498K - $548K
|
4.58K
$2.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.27K+ 9.35% |
$497K - $547K
|
14.9K
$8.94M
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.27KNew |
$494K - $544K
|
1.27K
$760K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.26K+ 90.94% |
$494K - $543K
|
2.65K
$1.59M
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.26K+ 1.65% |
$491K - $540K
|
77.4K
$46.5M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.25K+ 8.38% |
$487K - $535K
|
16.1K
$9.68M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24KNew |
$485K - $534K
|
1.24K
$746K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.24K+ 23.47% |
$483K - $532K
|
6.51K
$3.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.23K+ 8.01% |
$481K - $529K
|
16.6K
$9.98M
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.22K+ 27.8% |
$477K - $524K
|
5.61K
$3.37M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 8.68% |
$474K - $521K
|
15.2K
$9.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.21K+ 3.12% |
$471K - $518K
|
39.9K
$23.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.2K+ 26.76% |
$468K - $515K
|
5.68K
$3.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.19K+ 3.67% |
$465K - $511K
|
33.6K
$20.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.18K+ 15.26% |
$463K - $509K
|
8.95K
$5.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.18K+ 5.2% |
$461K - $507K
|
23.9K
$14.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.17K+ 11.11% |
$457K - $503K
|
11.7K
$7.03M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.17K+ 10.9% |
$456K - $502K
|
11.9K
$7.13M
|
|
|
Nov 02, 2021
Q3 2021
|
Ninepoint Partners LP
|
BUY
|
- |
1.16KNew |
$455K - $500K
|
1.16K
$699K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.15K+ 8.93% |
$449K - $494K
|
14K
$8.43M
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
BUY
|
- |
1.15KNew |
$448K - $492K
|
1.15K
$688K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
1.14K+ 1.59% |
$447K - $492K
|
73K
$43.8M
|
|
|
Jul 20, 2022
Q3 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.13K+ 9.83% |
$442K - $486K
|
12.6K
$7.58M
|
|
|
Mar 10, 2023
Q3 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.13K+ 9.83% |
$442K - $486K
|
12.6K
$7.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
1.13K+ 1.19% |
$440K - $483K
|
95.5K
$57.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 27.91% |
$431K - $474K
|
5.05K
$3.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 6.09% |
$431K - $474K
|
19.2K
$11.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
1.1K+ 90.46% |
$430K - $473K
|
2.32K
$1.39M
|
|
|
Nov 02, 2021
Q3 2021
|
Qvr LLC
|
BUY
|
- |
1.1K+ 979.46% |
$429K - $471K
|
1.21K
$726K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.09K+ 0.27% |
$426K - $468K
|
411K
$247M
|