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
|
Chatham Capital Group, Inc.
|
BUY
|
- |
105+ 1.04% |
$41K - $45.1K
|
10.2K
$6.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
105+ 8.35% |
$41K - $45.1K
|
1.36K
$805K
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
104+ 10.27% |
$40.6K - $44.7K
|
1.12K
$660K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
103+ 0.78% |
$40.2K - $44.3K
|
13.2K
$7.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
103+ 3.42% |
$40.2K - $44.3K
|
3.12K
$1.84M
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
102+ 39.08% |
$39.9K - $43.8K
|
363
$214K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
102New |
$39.9K - $43.8K
|
102
$60.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
101+ 0.62% |
$39.5K - $43.4K
|
16.5K
$9.73M
|
|
|
Oct 26, 2021
Q3 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
101+ 14.47% |
$39.5K - $43.4K
|
799
$472K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
101+ 3.09% |
$39.5K - $43.4K
|
3.37K
$1.99M
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.73% |
$39.1K - $43K
|
5.87K
$3.47M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
100+ 1.18% |
$39.1K - $43K
|
8.58K
$5.07M
|
|
|
Oct 19, 2021
Q3 2021
|
Baillie Gifford & CO
|
BUY
|
- |
100New |
$39.1K - $43K
|
100
$59.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
BUY
|
- |
100+ 2.58% |
$39.1K - $43K
|
3.98K
$2.35M
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
BUY
|
- |
99+ 8.11% |
$38.7K - $42.5K
|
1.32K
$779K
|
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
BUY
|
- |
99+ 3.23% |
$38.7K - $42.5K
|
3.17K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
98+ 3.29% |
$38.3K - $42.1K
|
3.08K
$1.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
98+ 4.52% |
$38.3K - $42.1K
|
2.27K
$1.34M
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
97+ 0.38% |
$37.9K - $41.7K
|
25.4K
$15M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
97+ 1.31% |
$37.9K - $41.7K
|
7.48K
$4.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
96+ 2.69% |
$37.5K - $41.3K
|
3.66K
$2.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Dempze Nancy E
|
BUY
|
- |
95+ 1.76% |
$37.1K - $40.8K
|
5.5K
$3.25M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
95+ 5.48% |
$37.1K - $40.8K
|
1.83K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
94+ 0.72% |
$36.7K - $40.4K
|
13.1K
$7.75M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
93+ 4.49% |
$36.3K - $40K
|
2.17K
$1.28M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
93+ 6.71% |
$36.3K - $40K
|
1.48K
$873K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
93+ 0.58% |
$36.3K - $40K
|
16.1K
$9.51M
|
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
92+ 2.58% |
$35.9K - $39.5K
|
3.66K
$2.16M
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
90+ 1.01% |
$35.2K - $38.7K
|
8.99K
$5.31M
|
|
|
Oct 22, 2021
Q3 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
90+ 3.88% |
$35.2K - $38.7K
|
2.41K
$1.42M
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
90+ 1.75% |
$35.2K - $38.7K
|
5.24K
$3.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
88+ 5.73% |
$34.4K - $37.8K
|
1.62K
$960K
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
88+ 0.26% |
$34.4K - $37.8K
|
33.5K
$19.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
88+ 0.48% |
$34.4K - $37.8K
|
18.5K
$11M
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86+ 6.85% |
$33.6K - $37K
|
1.34K
$792K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
86+ 7.99% |
$33.6K - $37K
|
1.16K
$687K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
86+ 0.4% |
$33.6K - $37K
|
21.7K
$12.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
85+ 10.76% |
$33.2K - $36.5K
|
875
$517K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
85+ 0.75% |
$33.2K - $36.5K
|
11.5K
$6.77M
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
85+ 15.4% |
$33.2K - $36.5K
|
637
$376K
|
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
85+ 3.27% |
$33.2K - $36.5K
|
2.69K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
85+ 3.84% |
$33.2K - $36.5K
|
2.3K
$1.36M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
81+ 6.96% |
$31.6K - $34.8K
|
1.25K
$736K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
79+ 14.5% |
$30.9K - $33.9K
|
624
$369K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
78+ 0.28% |
$30.5K - $33.5K
|
28.4K
$16.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
78+ 0.7% |
$30.5K - $33.5K
|
11.2K
$6.64M
|
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
BUY
|
- |
77+ 4.33% |
$30.1K - $33.1K
|
1.86K
$1.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
77+ 1.22% |
$30.1K - $33.1K
|
6.37K
$3.76M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
76+ 13.38% |
$29.7K - $32.7K
|
644
$381K
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
76+ 0.58% |
$29.7K - $32.7K
|
13.3K
$7.83M
|