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 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
75+ 2.37% |
$29.3K - $32.2K
|
3.24K
$1.91M
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
75+ 1.66% |
$29.3K - $32.2K
|
4.58K
$2.71M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
75+ 2.22% |
$29.3K - $32.2K
|
3.45K
$2.04M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
74+ 1.21% |
$28.9K - $31.8K
|
6.2K
$3.66M
|
|
|
May 26, 2023
Q3 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
74+ 1.43% |
$28.9K - $31.8K
|
5.24K
$3.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
73+ 1.08% |
$28.5K - $31.4K
|
6.86K
$4.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
73+ 0.95% |
$28.5K - $31.4K
|
7.78K
$4.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
73+ 0.55% |
$28.5K - $31.4K
|
13.4K
$7.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
73+ 4.13% |
$28.5K - $31.4K
|
1.84K
$1.09M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
72+ 6.19% |
$28.1K - $30.9K
|
1.24K
$730K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
70+ 19.02% |
$27.4K - $30.1K
|
438
$259K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
70+ 4.15% |
$27.4K - $30.1K
|
1.76K
$1.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
68+ 5.02% |
$26.6K - $29.2K
|
1.42K
$840K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
68+ 74.73% |
$26.6K - $29.2K
|
159
$93.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
68+ 5.59% |
$26.6K - $29.2K
|
1.29K
$759K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
66+ 3.33% |
$25.8K - $28.4K
|
2.05K
$1.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
65+ 4.33% |
$25.4K - $27.9K
|
1.57K
$925K
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
65+ 0.3% |
$25.4K - $27.9K
|
21.5K
$12.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
65+ 2.27% |
$25.4K - $27.9K
|
2.93K
$1.73M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64+ 3.44% |
$25K - $27.5K
|
1.93K
$1.14M
|
|
|
Oct 25, 2021
Q3 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
63+ 1.0% |
$24.6K - $27.1K
|
6.38K
$3.77M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
63+ 1.74% |
$24.6K - $27.1K
|
3.69K
$2.18M
|
|
|
Nov 03, 2021
Q3 2021
|
Nbw Capital LLC
|
BUY
|
- |
62+ 0.74% |
$24.2K - $26.6K
|
8.49K
$5.01M
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
61+ 3.0% |
$23.8K - $26.2K
|
2.1K
$1.24M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
61+ 10.18% |
$23.8K - $26.2K
|
660
$390K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
61+ 1.76% |
$23.8K - $26.2K
|
3.53K
$2.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
60New |
$23.4K - $25.8K
|
60
$35.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
60+ 85.71% |
$23.4K - $25.8K
|
130
$76.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
60+ 1.56% |
$23.4K - $25.8K
|
3.92K
$2.31M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
60+ 5.79% |
$23.4K - $25.8K
|
1.1K
$648K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
59+ 2.39% |
$23.1K - $25.4K
|
2.53K
$1.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
59+ 6.01% |
$23.1K - $25.4K
|
1.04K
$615K
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
59+ 4.15% |
$23.1K - $25.4K
|
1.48K
$876K
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
59+ 0.48% |
$23.1K - $25.4K
|
12.3K
$7.26M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
58+ 7.3% |
$22.7K - $24.9K
|
853
$504K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
58+ 3.76% |
$22.7K - $24.9K
|
1.6K
$945K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
57New |
$22.3K - $24.5K
|
57
$33.7K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
57+ 4.16% |
$22.3K - $24.5K
|
1.43K
$843K
|
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
55+ 7.2% |
$21.5K - $23.6K
|
819
$484K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
55+ 6.29% |
$21.5K - $23.6K
|
930
$550K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
55+ 9.8% |
$21.5K - $23.6K
|
616
$364K
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
55+ 0.22% |
$21.5K - $23.6K
|
25.5K
$15M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
54+ 0.4% |
$21.1K - $23.2K
|
13.6K
$8.05M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
54+ 5.5% |
$21.1K - $23.2K
|
1.04K
$612K
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
54+ 1.79% |
$21.1K - $23.2K
|
3.08K
$1.82M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
53+ 8.91% |
$20.7K - $22.8K
|
648
$383K
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
53+ 5.54% |
$20.7K - $22.8K
|
1.01K
$596K
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
53+ 5.28% |
$20.7K - $22.8K
|
1.06K
$624K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
53+ 3.03% |
$20.7K - $22.8K
|
1.81K
$1.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
52+ 0.99% |
$20.3K - $22.3K
|
5.32K
$3.14M
|