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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
405+ 2.25% |
$158K - $174K
|
18.4K
$10.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
403New |
$157K - $173K
|
403
$238K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
401+ 10.14% |
$157K - $172K
|
4.36K
$2.57M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
401+ 2.0% |
$157K - $172K
|
20.4K
$12.1M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
401+ 0.95% |
$157K - $172K
|
42.7K
$25.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
401+ 24.39% |
$157K - $172K
|
2.05K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
400+ 1.52% |
$156K - $172K
|
26.7K
$15.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
394+ 1.32% |
$154K - $169K
|
30.2K
$17.9M
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
387+ 1.69% |
$151K - $166K
|
23.2K
$13.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
384+ 4.82% |
$150K - $165K
|
8.36K
$4.94M
|
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
384+ 4.62% |
$150K - $165K
|
8.69K
$5.13M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
383+ 24.5% |
$150K - $165K
|
1.95K
$1.15M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
382+ 85.65% |
$149K - $164K
|
828
$489K
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
380+ 2.81% |
$148K - $163K
|
13.9K
$8.22M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
378+ 0.74% |
$148K - $162K
|
51.8K
$30.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
371+ 30.97% |
$145K - $159K
|
1.57K
$927K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
370+ 13.23% |
$145K - $159K
|
3.17K
$1.87M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
368+ 12.21% |
$144K - $158K
|
3.38K
$2M
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
365+ 8.93% |
$143K - $157K
|
4.45K
$2.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Mirova
Paris, I0 |
BUY
|
- |
364+ 9.86% |
$142K - $156K
|
4.05K
$2.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
364+ 20.8% |
$142K - $156K
|
2.11K
$1.25M
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
363+ 3.56% |
$142K - $156K
|
10.6K
$6.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
360+ 12.31% |
$141K - $155K
|
3.29K
$1.94M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
359+ 11.53% |
$140K - $154K
|
3.47K
$2.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
357+ 2.22% |
$139K - $153K
|
16.4K
$9.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
354+ 6.09% |
$138K - $152K
|
6.16K
$3.64M
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
354+ 1.61% |
$138K - $152K
|
22.3K
$13.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
353+ 8.13% |
$138K - $152K
|
4.69K
$2.77M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
351+ 2.11% |
$137K - $151K
|
17K
$10M
|
|
|
Nov 08, 2021
Q3 2021
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
344+ 2.3% |
$134K - $148K
|
15.3K
$9.03M
|
|
|
Nov 10, 2021
Q3 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
342+ 14.95% |
$134K - $147K
|
2.63K
$1.55M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
341+ 16.35% |
$133K - $147K
|
2.43K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
340+ 3.47% |
$133K - $146K
|
10.1K
$5.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
339+ 1.35% |
$132K - $146K
|
25.5K
$15.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
337+ 31.29% |
$132K - $145K
|
1.41K
$835K
|
|
|
Nov 10, 2021
Q3 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
335+ 5.89% |
$131K - $144K
|
6.02K
$3.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
335+ 2.19% |
$131K - $144K
|
15.6K
$9.24M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
334+ 6.1% |
$131K - $144K
|
5.81K
$3.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
332New |
$130K - $143K
|
332
$196K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
321+ 2.9% |
$125K - $138K
|
11.4K
$6.74M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
321+ 10.67% |
$125K - $138K
|
3.33K
$1.97M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
321+ 1.63% |
$125K - $138K
|
20K
$11.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Suncoast Equity Management
|
BUY
|
- |
320+ 7.21% |
$125K - $138K
|
4.76K
$2.81M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
320+ 2.51% |
$125K - $138K
|
13.1K
$7.72M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
318+ 57.4% |
$124K - $137K
|
872
$515K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
317+ 13.92% |
$124K - $136K
|
2.6K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
317+ 15.91% |
$124K - $136K
|
2.31K
$1.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
312+ 2.6% |
$122K - $134K
|
12.3K
$7.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
312+ 6.64% |
$122K - $134K
|
5.01K
$2.96M
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
309+ 630.61% |
$121K - $133K
|
358
$212K
|