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
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
165+ 1.07% |
$64.5K - $70.9K
|
15.6K
$9.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
165+ 7.44% |
$64.5K - $70.9K
|
2.38K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
165+ 20.83% |
$64.5K - $70.9K
|
957
$582K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
165+ 5.52% |
$64.5K - $70.9K
|
3.15K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
164+ 0.14% |
$64.1K - $70.5K
|
117K
$71.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
163+ 1.06% |
$63.7K - $70K
|
15.5K
$9.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
163+ 1.34% |
$63.7K - $70K
|
12.3K
$7.5M
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
163+ 0.15% |
$63.7K - $70K
|
110K
$66.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
163+ 8.67% |
$63.7K - $70K
|
2.04K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
163+ 0.57% |
$63.7K - $70K
|
28.7K
$17.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
161+ 4.38% |
$62.9K - $69.2K
|
3.84K
$2.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
161+ 27.29% |
$62.9K - $69.2K
|
751
$457K
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
160+ 6.8% |
$62.5K - $68.8K
|
2.51K
$1.53M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
160+ 9.7% |
$62.5K - $68.8K
|
1.81K
$1.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
158+ 1.22% |
$61.7K - $67.9K
|
13.1K
$7.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
157+ 1.65% |
$61.3K - $67.5K
|
9.66K
$5.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
157+ 26.08% |
$61.3K - $67.5K
|
759
$462K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
157+ 0.24% |
$61.3K - $67.5K
|
65.2K
$39.7M
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
157+ 3.84% |
$61.3K - $67.5K
|
4.25K
$2.58M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
156+ 2.02% |
$61K - $67K
|
7.87K
$4.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
155+ 2.33% |
$60.6K - $66.6K
|
6.8K
$4.13M
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
153+ 27.87% |
$59.8K - $65.7K
|
702
$427K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
151+ 8.5% |
$59K - $64.9K
|
1.93K
$1.17M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
150+ 13.77% |
$58.6K - $64.5K
|
1.24K
$754K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
149+ 1.01% |
$58.2K - $64K
|
14.9K
$9.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
149+ 1.71% |
$58.2K - $64K
|
8.85K
$5.38M
|
|
|
Oct 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
BUY
|
- |
148+ 6.63% |
$57.8K - $63.6K
|
2.38K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
145+ 4.37% |
$56.7K - $62.3K
|
3.46K
$2.11M
|
|
|
Oct 28, 2021
Q3 2021
|
Mizuho Securities Usa LLC
|
BUY
|
- |
144+ 1.09% |
$56.3K - $61.9K
|
13.3K
$8.11M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
144+ 3.76% |
$56.3K - $61.9K
|
3.97K
$2.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
144+ 3.79% |
$56.3K - $61.9K
|
3.94K
$2.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
143+ 1.59% |
$55.9K - $61.4K
|
9.15K
$5.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
143+ 3.25% |
$55.9K - $61.4K
|
4.54K
$2.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
142+ 8.1% |
$55.5K - $61K
|
1.9K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
142+ 6.42% |
$55.5K - $61K
|
2.35K
$1.43M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
141+ 0.13% |
$55.1K - $60.6K
|
106K
$64.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
141+ 8.3% |
$55.1K - $60.6K
|
1.84K
$1.12M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
141+ 1.8% |
$55.1K - $60.6K
|
7.99K
$4.86M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
140+ 0.43% |
$54.7K - $60.2K
|
32.7K
$19.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
140+ 1.55% |
$54.7K - $60.2K
|
9.18K
$5.58M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
139New |
$54.3K - $59.7K
|
139
$84.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
138+ 4.58% |
$53.9K - $59.3K
|
3.15K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
138+ 4.25% |
$53.9K - $59.3K
|
3.39K
$2.06M
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
136+ 5.67% |
$53.1K - $58.4K
|
2.54K
$1.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
134+ 9.5% |
$52.4K - $57.6K
|
1.54K
$939K
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
134+ 2.82% |
$52.4K - $57.6K
|
4.89K
$2.98M
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
132+ 26.19% |
$51.6K - $56.7K
|
636
$387K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
131+ 2.88% |
$51.2K - $56.3K
|
4.68K
$2.85M
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
131+ 0.71% |
$51.2K - $56.3K
|
18.6K
$11.3M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
130+ 1.03% |
$50.8K - $55.9K
|
12.8K
$7.77M
|