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 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5+ 0.52% |
$1.95K - $2.15K
|
958
$583K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5+ 0.05% |
$1.95K - $2.15K
|
11K
$6.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
4+ 0.57% |
$1.56K - $1.72K
|
702
$427K
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
4+ 0.39% |
$1.56K - $1.72K
|
1.04K
$630K
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4+ 0.06% |
$1.56K - $1.72K
|
6.24K
$3.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$1.56K - $1.72K
|
913
$555K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4+ 0.51% |
$1.56K - $1.72K
|
790
$481K
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4+ 0.6% |
$1.56K - $1.72K
|
675
$411K
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4+ 0.3% |
$1.56K - $1.72K
|
1.35K
$823K
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4+ 0.29% |
$1.56K - $1.72K
|
1.37K
$831K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.19% |
$1.56K - $1.72K
|
2.1K
$1.28M
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$1.56K - $1.72K
|
1.86K
$1.13M
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4+ 1.07% |
$1.56K - $1.72K
|
378
$230K
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
BUY
|
- |
4+ 0.32% |
$1.56K - $1.72K
|
1.27K
$770K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.13% |
$1.56K - $1.72K
|
3.08K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.39% |
$1.17K - $1.29K
|
779
$474K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.36% |
$1.17K - $1.29K
|
832
$506K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3New |
$1.17K - $1.29K
|
3
$1.83K
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
3+ 0.08% |
$1.17K - $1.29K
|
3.65K
$2.22M
|
|
|
Nov 08, 2021
Q3 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.35% |
$1.17K - $1.29K
|
852
$518K
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3+ 0.13% |
$1.17K - $1.29K
|
2.3K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.24% |
$1.17K - $1.29K
|
1.28K
$776K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3+ 0.3% |
$1.17K - $1.29K
|
1.01K
$616K
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
3+ 0.42% |
$1.17K - $1.29K
|
713
$434K
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3+ 0.41% |
$1.17K - $1.29K
|
733
$446K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.21% |
$781 - $859
|
960
$584K
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
2+ 0.02% |
$781 - $859
|
8.5K
$5.17M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
2+ 0.21% |
$781 - $859
|
950
$578K
|
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2+ 0.03% |
$781 - $859
|
7.42K
$4.51M
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
2+ 0.27% |
$781 - $859
|
739
$450K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.5% |
$781 - $859
|
399
$243K
|
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.49% |
$781 - $859
|
411
$250K
|
|
|
Oct 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$391 - $430
|
8.38K
$5.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.04% |
$391 - $430
|
2.63K
$1.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.12% |
$391 - $430
|
860
$523K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$391 - $430
|
1.31K
$797K
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1+ 0.11% |
$391 - $430
|
907
$552K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.71% |
$391 - $430
|
141
$85.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
1+ 0.01% |
$391 - $430
|
9.19K
$5.59M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 4.0% |
$391 - $430
|
26
$15.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.45% |
$391 - $430
|
224
$136K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$391 - $430
|
1.19K
$723K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.37% |
$391 - $430
|
270
$164K
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1+ 0.0% |
$391 - $430
|
38.4K
$23.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.11% |
$391 - $430
|
919
$559K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1+ 0.25% |
$391 - $430
|
402
$245K
|
|
|
Oct 12, 2021
Q3 2021
|
Windward Capital Management CO
|
SELL
|
- |
-1- 0.19% |
$391 - $430
|
524
$319K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1- 0.02% |
$391 - $430
|
5.19K
$3.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 2.78% |
$391 - $430
|
35
$21.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1- 0.14% |
$391 - $430
|
732
$445K
|