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 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
204+ 27.76% |
$79.7K - $87.7K
|
939
$555K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
204+ 1.28% |
$79.7K - $87.7K
|
16.1K
$9.52M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
204+ 5.57% |
$79.7K - $87.7K
|
3.86K
$2.28M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
203+ 3.65% |
$79.3K - $87.2K
|
5.76K
$3.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
203+ 4.19% |
$79.3K - $87.2K
|
5.05K
$2.98M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
203+ 1.04% |
$79.3K - $87.2K
|
19.7K
$11.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
200+ 0.64% |
$78.1K - $85.9K
|
31.4K
$18.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
200+ 3.07% |
$78.1K - $85.9K
|
6.71K
$3.96M
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
200+ 11.62% |
$78.1K - $85.9K
|
1.92K
$1.14M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
197+ 3.6% |
$77K - $84.7K
|
5.67K
$3.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Wendell David Associates Inc
|
BUY
|
- |
197+ 29.01% |
$77K - $84.7K
|
876
$518K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
197+ 8.1% |
$77K - $84.7K
|
2.63K
$1.55M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
196+ 4.98% |
$76.6K - $84.2K
|
4.13K
$2.44M
|
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
BUY
|
- |
195+ 3.54% |
$76.2K - $83.8K
|
5.7K
$3.37M
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
194+ 26.5% |
$75.8K - $83.4K
|
926
$547K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
192+ 29.36% |
$75K - $82.5K
|
846
$500K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
189+ 12.07% |
$73.8K - $81.2K
|
1.76K
$1.04M
|
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
189+ 5.07% |
$73.8K - $81.2K
|
3.92K
$2.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
189+ 5.72% |
$73.8K - $81.2K
|
3.49K
$2.06M
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
188+ 8.15% |
$73.5K - $80.8K
|
2.5K
$1.47M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
188+ 0.29% |
$73.5K - $80.8K
|
65.4K
$38.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
187+ 2.89% |
$73.1K - $80.4K
|
6.65K
$3.93M
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
186+ 5.99% |
$72.7K - $79.9K
|
3.29K
$1.94M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
186+ 1.77% |
$72.7K - $79.9K
|
10.7K
$6.32M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
184+ 21.05% |
$71.9K - $79.1K
|
1.06K
$625K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
183+ 5.86% |
$71.5K - $78.6K
|
3.31K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
183+ 27.73% |
$71.5K - $78.6K
|
843
$498K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
182+ 0.9% |
$71.1K - $78.2K
|
20.5K
$12.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
181+ 36.71% |
$70.7K - $77.8K
|
674
$398K
|
|
|
Oct 05, 2021
Q3 2021
|
Chickasaw Capital Management LLC
|
BUY
|
- |
180+ 22.22% |
$70.3K - $77.3K
|
990
$585K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
180+ 360.0% |
$70.3K - $77.3K
|
230
$136K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
180+ 6.59% |
$70.3K - $77.3K
|
2.91K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
178+ 6.32% |
$69.6K - $76.5K
|
2.99K
$1.77M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
178+ 6.43% |
$69.6K - $76.5K
|
2.95K
$1.74M
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
178+ 2.52% |
$69.6K - $76.5K
|
7.26K
$4.29M
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
178+ 1.73% |
$69.6K - $76.5K
|
10.5K
$6.19M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
177+ 2.45% |
$69.2K - $76.1K
|
7.4K
$4.37M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
177+ 7.31% |
$69.2K - $76.1K
|
2.6K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
175+ 10.08% |
$68.4K - $75.2K
|
1.91K
$1.13M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
174+ 8.09% |
$68K - $74.8K
|
2.33K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
174+ 17.65% |
$68K - $74.8K
|
1.16K
$685K
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
173+ 13.62% |
$67.6K - $74.3K
|
1.44K
$853K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
171+ 15.41% |
$66.8K - $73.5K
|
1.28K
$757K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
170+ 1.46% |
$66.4K - $73.1K
|
11.8K
$6.99M
|
|
|
Oct 18, 2021
Q3 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
167+ 2.54% |
$65.3K - $71.8K
|
6.74K
$3.98M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
167+ 1.03% |
$65.3K - $71.8K
|
16.3K
$9.64M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
167+ 7.41% |
$65.3K - $71.8K
|
2.42K
$1.43M
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
166+ 4.12% |
$64.9K - $71.3K
|
4.2K
$2.48M
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
166+ 8.97% |
$64.9K - $71.3K
|
2.02K
$1.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
166+ 24.06% |
$64.9K - $71.3K
|
856
$506K
|