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 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
36+ 1.04% |
$14.1K - $15.5K
|
3.51K
$2.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Puzo Michael J
|
BUY
|
- |
35+ 0.31% |
$13.7K - $15K
|
11.4K
$6.95M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
35+ 0.39% |
$13.7K - $15K
|
8.9K
$5.41M
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
35+ 1.83% |
$13.7K - $15K
|
1.95K
$1.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
34+ 0.57% |
$13.3K - $14.6K
|
5.95K
$3.62M
|
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
34+ 1.89% |
$13.3K - $14.6K
|
1.83K
$1.11M
|
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
34+ 0.37% |
$13.3K - $14.6K
|
9.24K
$5.62M
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
34+ 1.65% |
$13.3K - $14.6K
|
2.09K
$1.27M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
33+ 6.04% |
$12.9K - $14.2K
|
579
$352K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
33+ 57.89% |
$12.9K - $14.2K
|
90
$54.8K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
33+ 4.24% |
$12.9K - $14.2K
|
811
$493K
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
33+ 1.53% |
$12.9K - $14.2K
|
2.19K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
32+ 0.7% |
$12.5K - $13.8K
|
4.64K
$2.82M
|
|
|
Oct 06, 2021
Q3 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
31+ 0.33% |
$12.1K - $13.3K
|
9.47K
$5.76M
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
BUY
|
- |
31+ 5.34% |
$12.1K - $13.3K
|
612
$372K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
31+ 1.43% |
$12.1K - $13.3K
|
2.19K
$1.33M
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
31+ 3.45% |
$12.1K - $13.3K
|
929
$565K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
31+ 0.22% |
$12.1K - $13.3K
|
14K
$8.52M
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 2.03% |
$12.1K - $13.3K
|
1.56K
$948K
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
30+ 0.52% |
$11.7K - $12.9K
|
5.75K
$3.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
30+ 6.04% |
$11.7K - $12.9K
|
527
$321K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
30+ 0.85% |
$11.7K - $12.9K
|
3.54K
$2.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
30+ 3.83% |
$11.7K - $12.9K
|
814
$495K
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
30+ 0.1% |
$11.7K - $12.9K
|
28.9K
$17.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 2.49% |
$11.7K - $12.9K
|
1.23K
$750K
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
29+ 2.09% |
$11.3K - $12.5K
|
1.42K
$861K
|
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
29+ 0.96% |
$11.3K - $12.5K
|
3.04K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
28+ 4.64% |
$10.9K - $12K
|
631
$384K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
28+ 1.05% |
$10.9K - $12K
|
2.69K
$1.64M
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
28+ 0.4% |
$10.9K - $12K
|
6.95K
$4.23M
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
28+ 1.68% |
$10.9K - $12K
|
1.7K
$1.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
27+ 40.3% |
$10.5K - $11.6K
|
94
$57.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
27+ 2.3% |
$10.5K - $11.6K
|
1.2K
$731K
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
27+ 0.59% |
$10.5K - $11.6K
|
4.63K
$2.82M
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
26+ 0.17% |
$10.2K - $11.2K
|
15.4K
$9.35M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
26+ 0.57% |
$10.2K - $11.2K
|
4.61K
$2.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
25+ 0.45% |
$9.77K - $10.7K
|
5.56K
$3.38M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25+ 1.96% |
$9.77K - $10.7K
|
1.3K
$792K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
25+ 2.65% |
$9.77K - $10.7K
|
969
$590K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
25+ 11.36% |
$9.77K - $10.7K
|
245
$149K
|
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
BUY
|
- |
25+ 0.02% |
$9.77K - $10.7K
|
141K
$85.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
25New |
$9.77K - $10.7K
|
25
$15.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
25+ 4.14% |
$9.77K - $10.7K
|
629
$383K
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
25+ 0.21% |
$9.77K - $10.7K
|
12.2K
$7.42M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
24+ 2.72% |
$9.38K - $10.3K
|
906
$551K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24+ 0.55% |
$9.38K - $10.3K
|
4.39K
$2.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
24+ 4.12% |
$9.38K - $10.3K
|
606
$369K
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
23+ 1.73% |
$8.99K - $9.88K
|
1.36K
$824K
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
23+ 4.14% |
$8.99K - $9.88K
|
578
$352K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
23+ 2.55% |
$8.99K - $9.88K
|
925
$563K
|