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
|
Hollencrest Capital Management
|
BUY
|
- |
52+ 2.34% |
$20.3K - $22.3K
|
2.28K
$1.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
51+ 3.54% |
$19.9K - $21.9K
|
1.49K
$906K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51+ 1.65% |
$19.9K - $21.9K
|
3.14K
$1.91M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
51+ 2.52% |
$19.9K - $21.9K
|
2.07K
$1.26M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51+ 1.65% |
$19.9K - $21.9K
|
3.14K
$1.91M
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
50+ 6.05% |
$19.5K - $21.5K
|
877
$534K
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
50+ 2.59% |
$19.5K - $21.5K
|
1.98K
$1.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Diamant Asset Management, Inc.
|
BUY
|
- |
50+ 7.94% |
$19.5K - $21.5K
|
680
$414K
|
|
|
Oct 21, 2021
Q3 2021
|
United Bank
Vienna, VA |
BUY
|
- |
50+ 9.43% |
$19.5K - $21.5K
|
580
$353K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50+ 16.67% |
$19.5K - $21.5K
|
350
$213K
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
49+ 0.78% |
$19.1K - $21.1K
|
6.32K
$3.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
48+ 5.29% |
$18.8K - $20.6K
|
955
$581K
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
48+ 0.36% |
$18.8K - $20.6K
|
13.3K
$8.09M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
47+ 39.17% |
$18.4K - $20.2K
|
167
$102K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
46+ 5.13% |
$18K - $19.8K
|
942
$573K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
46+ 2.58% |
$18K - $19.8K
|
1.83K
$1.11M
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
45+ 20.93% |
$17.6K - $19.3K
|
260
$158K
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
45+ 1.07% |
$17.6K - $19.3K
|
4.26K
$2.59M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
45+ 3.09% |
$17.6K - $19.3K
|
1.5K
$914K
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
45+ 3.98% |
$17.6K - $19.3K
|
1.18K
$716K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
45+ 2.94% |
$17.6K - $19.3K
|
1.58K
$958K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
44+ 0.17% |
$17.2K - $18.9K
|
26.6K
$16.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
BUY
|
- |
43+ 0.1% |
$16.8K - $18.5K
|
43.1K
$26.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
43+ 55.13% |
$16.8K - $18.5K
|
121
$73.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
43+ 2.37% |
$16.8K - $18.5K
|
1.86K
$1.13M
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
42+ 1.4% |
$16.4K - $18K
|
3.05K
$1.85M
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
42+ 3.78% |
$16.4K - $18K
|
1.15K
$701K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
42+ 0.13% |
$16.4K - $18K
|
32.4K
$19.7M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
42+ 0.74% |
$16.4K - $18K
|
5.74K
$3.49M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
42+ 0.81% |
$16.4K - $18K
|
5.23K
$3.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
42+ 0.89% |
$16.4K - $18K
|
4.74K
$2.88M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
41+ 3.17% |
$16K - $17.6K
|
1.33K
$811K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
41+ 1.13% |
$16K - $17.6K
|
3.68K
$2.24M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
41+ 7.62% |
$16K - $17.6K
|
579
$352K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
40+ 1.36% |
$15.6K - $17.2K
|
2.99K
$1.82M
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
40+ 1.88% |
$15.6K - $17.2K
|
2.17K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39+ 2.43% |
$15.2K - $16.8K
|
1.65K
$1M
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
39+ 0.52% |
$15.2K - $16.8K
|
7.56K
$4.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
39+ 0.73% |
$15.2K - $16.8K
|
5.41K
$3.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
39+ 0.74% |
$15.2K - $16.8K
|
5.33K
$3.24M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
39+ 7.22% |
$15.2K - $16.8K
|
579
$352K
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
38+ 2.62% |
$14.8K - $16.3K
|
1.49K
$904K
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38+ 0.18% |
$14.8K - $16.3K
|
21.3K
$13M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
37+ 4.92% |
$14.5K - $15.9K
|
789
$480K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
37+ 1.48% |
$14.5K - $15.9K
|
2.53K
$1.54M
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
37+ 1.26% |
$14.5K - $15.9K
|
2.98K
$1.81M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
36+ 1.78% |
$14.1K - $15.5K
|
2.06K
$1.25M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
36+ 0.49% |
$14.1K - $15.5K
|
7.33K
$4.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
36+ 0.43% |
$14.1K - $15.5K
|
8.5K
$5.17M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
36+ 0.4% |
$14.1K - $15.5K
|
9.01K
$5.48M
|