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 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-365- 14.2% |
$143K - $157K
|
2.21K
$1.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-367- 8.82% |
$143K - $158K
|
3.79K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-368- 31.83% |
$144K - $158K
|
788
$471K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-373- 0.86% |
$146K - $160K
|
42.8K
$25.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-381- 27.93% |
$149K - $164K
|
983
$587K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-386- 8.02% |
$151K - $166K
|
4.42K
$2.64M
|
|
|
Oct 08, 2021
Q3 2021
|
Addenda Capital Inc.
|
SELL
|
- |
-388- 1.19% |
$152K - $167K
|
32.2K
$19.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-394- 23.52% |
$154K - $169K
|
1.28K
$765K
|
|
|
Nov 15, 2021
Q3 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-394- 1.9% |
$154K - $169K
|
20.4K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-401- 13.82% |
$157K - $172K
|
2.5K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-402- 1.81% |
$157K - $173K
|
21.8K
$13M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-408- 19.03% |
$159K - $175K
|
1.74K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-408- 0.9% |
$159K - $175K
|
44.9K
$26.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-410- 1.87% |
$160K - $176K
|
21.5K
$12.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Stack Financial Management, Inc
|
SELL
|
- |
-422- 0.83% |
$165K - $181K
|
50.2K
$30M
|
|
|
Oct 20, 2021
Q3 2021
|
Gvo Asset Management LTD
|
SELL
|
- |
-428Closed |
$167K - $184K
|
0
$0
|
|
|
Oct 01, 2021
Q3 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-432- 11.14% |
$169K - $186K
|
3.45K
$2.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-433- 4.04% |
$169K - $186K
|
10.3K
$6.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-437- 11.76% |
$171K - $188K
|
3.28K
$1.96M
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-447- 0.36% |
$175K - $192K
|
125K
$74.9M
|
|
|
Nov 03, 2021
Q3 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-450- 9.92% |
$176K - $193K
|
4.09K
$2.44M
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-451- 4.12% |
$176K - $194K
|
10.5K
$6.27M
|
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
SELL
|
- |
-452- 0.9% |
$177K - $194K
|
49.7K
$29.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-456- 16.51% |
$178K - $196K
|
2.31K
$1.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-458- 13.16% |
$179K - $197K
|
3.02K
$1.81M
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
SELL
|
- |
-460- 0.94% |
$180K - $198K
|
48.7K
$29.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
SELL
|
- |
-467- 0.97% |
$182K - $201K
|
47.6K
$28.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-468- 0.81% |
$183K - $201K
|
57K
$34M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-482- 3.72% |
$188K - $207K
|
12.5K
$7.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-482- 0.61% |
$188K - $207K
|
78.9K
$47.1M
|
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-487- 18.64% |
$190K - $209K
|
2.13K
$1.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-489- 2.58% |
$191K - $210K
|
18.5K
$11M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-489- 39.09% |
$191K - $210K
|
762
$455K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-491- 1.34% |
$192K - $211K
|
36.2K
$21.7M
|
|
|
Jan 23, 2024
Q3 2021
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-491- 11.53% |
$192K - $211K
|
3.77K
$2.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-492- 6.99% |
$192K - $211K
|
6.54K
$3.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-496- 14.85% |
$194K - $213K
|
2.85K
$1.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-499- 0.91% |
$195K - $214K
|
54.2K
$32.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Shikiar Asset Management Inc
|
SELL
|
- |
-500Closed |
$195K - $215K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-500- 21.68% |
$195K - $215K
|
1.81K
$1.08M
|
|
|
Oct 26, 2021
Q3 2021
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-500Closed |
$195K - $215K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-500Closed |
$195K - $215K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-500- 23.15% |
$195K - $215K
|
1.66K
$992K
|
|
|
Nov 12, 2021
Q3 2021
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 0.87% |
$195K - $215K
|
57.3K
$34.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-500- 6.65% |
$195K - $215K
|
7.02K
$4.19M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-500Closed |
$195K - $215K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Capital Management Associates
New York, NY |
SELL
|
- |
-500Closed |
$195K - $215K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Colrain Capital LLC
Boston, MA |
SELL
|
- |
-500Closed |
$195K - $215K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-501Closed |
$196K - $215K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-502- 1.22% |
$196K - $216K
|
40.7K
$24.3M
|