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 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
306+ 6.29% |
$120K - $131K
|
5.17K
$3.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
306+ 2.45% |
$120K - $131K
|
12.8K
$7.57M
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
303+ 1.3% |
$118K - $130K
|
23.6K
$14M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
300+ 0.3% |
$117K - $129K
|
98.7K
$58.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
300+ 13.3% |
$117K - $129K
|
2.56K
$1.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
299+ 1.73% |
$117K - $128K
|
17.5K
$10.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
290+ 2.73% |
$113K - $125K
|
10.9K
$6.46M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
290+ 38.77% |
$113K - $125K
|
1.04K
$613K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
287+ 49.57% |
$112K - $123K
|
866
$512K
|
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
BUY
|
- |
286+ 1.2% |
$112K - $123K
|
24.1K
$14.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
285+ 12.07% |
$111K - $122K
|
2.65K
$1.56M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
284+ 13.5% |
$111K - $122K
|
2.39K
$1.41M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
284+ 0.13% |
$111K - $122K
|
220K
$130M
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
BUY
|
- |
282+ 10.22% |
$110K - $121K
|
3.04K
$1.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
282+ 5.83% |
$110K - $121K
|
5.12K
$3.02M
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
281+ 6.35% |
$110K - $121K
|
4.71K
$2.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
280+ 8.94% |
$109K - $120K
|
3.41K
$2.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
279+ 1.58% |
$109K - $120K
|
18K
$10.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
279+ 45.15% |
$109K - $120K
|
897
$530K
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
276+ 29.02% |
$108K - $119K
|
1.23K
$725K
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
BUY
|
- |
276+ 8.47% |
$108K - $119K
|
3.54K
$2.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
276New |
$108K - $119K
|
276
$163K
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
272+ 1.07% |
$106K - $117K
|
25.7K
$15.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
271+ 1.95% |
$106K - $116K
|
14.2K
$8.38M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
270+ 44.12% |
$105K - $116K
|
882
$521K
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
270+ 1.92% |
$105K - $116K
|
14.3K
$8.47M
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
269+ 1.1% |
$105K - $116K
|
24.8K
$14.6M
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
268+ 2.65% |
$105K - $115K
|
10.4K
$6.13M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
268+ 11.93% |
$105K - $115K
|
2.52K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
268+ 11.0% |
$105K - $115K
|
2.71K
$1.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
267+ 29.54% |
$104K - $115K
|
1.17K
$692K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
265+ 2.42% |
$104K - $114K
|
11.2K
$6.63M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
265+ 1.76% |
$104K - $114K
|
15.3K
$9.03M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
262+ 78.21% |
$102K - $113K
|
597
$353K
|
|
|
Nov 02, 2021
Q3 2021
|
Chronos Wealth Management, LLC
|
BUY
|
- |
260+ 1.39% |
$102K - $112K
|
19K
$11.2M
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
260+ 32.3% |
$102K - $112K
|
1.07K
$629K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
258+ 1.62% |
$101K - $111K
|
16.2K
$9.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
257+ 4.15% |
$100K - $110K
|
6.45K
$3.81M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
256+ 7.25% |
$100K - $110K
|
3.79K
$2.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
256+ 3.38% |
$100K - $110K
|
7.84K
$4.63M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
BUY
|
- |
255+ 1.11% |
$99.6K - $110K
|
23.2K
$13.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
253+ 1.61% |
$98.9K - $109K
|
16K
$9.42M
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
253+ 23.85% |
$98.9K - $109K
|
1.31K
$776K
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
BUY
|
- |
253+ 0.49% |
$98.9K - $109K
|
51.4K
$30.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
249+ 2.51% |
$97.3K - $107K
|
10.2K
$6.02M
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
249+ 0.92% |
$97.3K - $107K
|
27.3K
$16.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
248+ 36.63% |
$96.9K - $107K
|
925
$547K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
247+ 0.56% |
$96.5K - $106K
|
44.2K
$26.1M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
247+ 0.21% |
$96.5K - $106K
|
117K
$69M
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
246+ 35.34% |
$96.1K - $106K
|
942
$557K
|