Purchases and Sales Made in Q3 2021 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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
Nov 16, 2021 Q3 2021
E Rn Financial, LLC

BUY
 -
844
New
$330K - $363K
844 $436K
Nov 15, 2021 Q3 2021
Marathon Capital Management

Hunt Valley, MD
BUY
 -
841
New
$329K - $361K
841 $434K
Nov 04, 2021 Q3 2021
Versor Investments LP

BUY
 -
840
+ 54.33%
$328K - $361K
2.39K $1.23M
Nov 08, 2021 Q3 2021
Arjuna Capital

BUY
 -
833
+ 5.27%
$325K - $358K
16.6K $8.59M
Oct 20, 2021 Q3 2021
Royal Fund Management, LLC

BUY
 -
828
+ 15.47%
$324K - $356K
6.18K $3.19M
Nov 12, 2021 Q3 2021
Marietta Wealth Management, LLC

BUY
 -
828
+ 6.72%
$324K - $356K
13.2K $6.79M
Oct 26, 2021 Q3 2021
Riverbridge Partners LLC

BUY
 -
825
+ 0.41%
$322K - $355K
203K $105M
Nov 12, 2021 Q3 2021
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
824
+ 10.56%
$322K - $354K
8.62K $4.45M
Oct 18, 2021 Q3 2021
Sabal Trust CO

BUY
 -
823
+ 1.32%
$322K - $354K
63.1K $32.6M
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

BUY
 -
817
+ 14.4%
$319K - $351K
6.49K $3.35M
Nov 12, 2021 Q3 2021
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
813
+ 68.55%
$318K - $349K
2K $1.03M
Nov 12, 2021 Q3 2021
Qtron Investments LLC

Boston, MA
BUY
 -
808
+ 9.66%
$316K - $347K
9.17K $4.74M
Nov 02, 2021 Q3 2021
Blue Chip Partners, Inc.

BUY
 -
805
+ 1.63%
$315K - $346K
50.3K $26M
Nov 12, 2021 Q3 2021
Motley Fool Asset Management LLC

Alexandria, VA
BUY
 -
805
+ 3.42%
$315K - $346K
24.3K $12.6M
Oct 12, 2021 Q3 2021
Violich Capital Management, Inc.

BUY
 -
800
+ 2.26%
$313K - $344K
36.1K $18.7M
Nov 08, 2021 Q3 2021
Wood Trust Financial Corp

BUY
 -
798
+ 4.15%
$312K - $343K
20K $10.4M
Nov 10, 2021 Q3 2021
Fairhaven Wealth Management, LLC

BUY
 -
798
+ 8.3%
$312K - $343K
10.4K $5.38M
Oct 19, 2021 Q3 2021
Fulcrum Asset Management LLP

London, X0
BUY
 -
797
+ 7.7%
$311K - $342K
11.2K $5.76M
Nov 12, 2021 Q3 2021
Brown Advisory Securities, LLC

BUY
 -
787
+ 18.0%
$308K - $338K
5.16K $2.66M
Nov 15, 2021 Q3 2021
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
782
+ 6.32%
$306K - $336K
13.2K $6.8M
Nov 15, 2021 Q3 2021
Laurion Capital Management LP

New York, NY
BUY
 -
781
+ 35.28%
$305K - $336K
3K $1.55M
Nov 09, 2021 Q3 2021
Argent Trust CO

Nashville, TN
BUY
 -
778
+ 2.93%
$304K - $334K
27.3K $14.1M
Oct 20, 2021 Q3 2021
Toth Financial Advisory Corp

BUY
 -
771
+ 4.41%
$301K - $331K
18.2K $9.42M
Nov 04, 2021 Q3 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
770
+ 2.8%
$301K - $331K
28.3K $14.6M
Nov 12, 2021 Q3 2021
Wolverine Asset Management LLC

BUY
 -
768
New
$300K - $330K
768 $397K
Oct 25, 2021 Q3 2021
Cerity Partners LLC

New York, NY
BUY
 -
762
+ 1.16%
$298K - $327K
66.3K $34.2M
Oct 12, 2021 Q3 2021
Arden Trust CO

BUY
 -
760
+ 3.54%
$297K - $327K
22.2K $11.5M
Nov 09, 2021 Q3 2021
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
755
+ 10.54%
$295K - $324K
7.92K $4.09M
Nov 03, 2021 Q3 2021
Wealth Dimensions Group, Ltd.

BUY
 -
751
New
$293K - $323K
751 $388K
Oct 26, 2021 Q3 2021
Cutler Group LP

BUY
 -
750
+ 28.48%
$293K - $322K
3.38K $1.75M
Nov 12, 2021 Q3 2021
Madison Asset Management, LLC

Madison, WI
BUY
 -
748
+ 2.67%
$292K - $321K
28.7K $14.8M
Oct 12, 2021 Q3 2021
Trust CO Of Toledo Na

Holland, OH
BUY
 -
746
+ 32.91%
$291K - $321K
3.01K $1.56M
Dec 09, 2024 Q3 2021
Swedbank Ab

Stockholm, V7
BUY
 -
746
+ 0.05%
$291K - $321K
1.48M $763M
Oct 29, 2021 Q3 2021
Strategic Capital Advisers, Inc.

BUY
 -
744
+ 10.1%
$291K - $320K
8.11K $4.19M
Oct 21, 2021 Q3 2021
Great Diamond Partners, LLC

BUY
 -
741
+ 14.1%
$290K - $318K
6K $3.1M
Nov 10, 2021 Q3 2021
Zions Bancorporation, N.A.

BUY
 -
740
+ 8.89%
$289K - $318K
9.06K $4.68M
Nov 15, 2021 Q3 2021
Fox Run Management, L.L.C.

Greenwich, CT
BUY
 -
738
New
$288K - $317K
738 $381K
Oct 22, 2021 Q3 2021
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
737
+ 51.39%
$288K - $317K
2.17K $1.12M
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
731
+ 7.9%
$286K - $314K
9.98K $5.16M
Dec 19, 2024 Q3 2021
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
722
New
$282K - $310K
722 $373K
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
721
+ 36.41%
$282K - $310K
2.7K $1.4M
Nov 10, 2021 Q3 2021
Comerica Securities,Inc.

BUY
 -
718
+ 2.26%
$281K - $309K
32.4K $16.8M
Nov 15, 2021 Q3 2021
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
717
+ 1.18%
$280K - $308K
61.5K $31.7M
Nov 09, 2021 Q3 2021
Beacon Investment Advisory Services, Inc.

BUY
 -
715
+ 1.92%
$279K - $307K
38K $19.6M
Nov 03, 2021 Q3 2021
New World Advisors LLC

Hingham, MA
BUY
 -
711
New
$278K - $306K
711 $367K
Nov 12, 2021 Q3 2021
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
707
+ 4.59%
$276K - $304K
16.1K $8.31M
Nov 05, 2021 Q3 2021
Ocean Capital Management, LLC

BUY
 -
706
+ 7.0%
$276K - $303K
10.8K $5.57M
Nov 16, 2021 Q3 2021
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
703
+ 24.73%
$275K - $302K
3.55K $1.83M
Nov 15, 2021 Q3 2021
Baker Avenue Asset Management, LP

BUY
 -
699
+ 10.44%
$273K - $300K
7.39K $3.82M

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