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 10, 2021
Q3 2021
|
Tredje Ap Fonden
|
BUY
|
- |
4K+ 3.07% |
$1.56M - $1.72M
|
134K
$65.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4K+ 4.24% |
$1.56M - $1.72M
|
98.4K
$47.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
3.96KNew |
$1.55M - $1.7M
|
3.96K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
3.82KNew |
$1.49M - $1.64M
|
3.82K
$1.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.71K+ 15.54% |
$1.45M - $1.59M
|
27.6K
$13.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Consolidated Investment Group LLC
|
BUY
|
- |
3.6K+ 26.67% |
$1.41M - $1.55M
|
17.1K
$8.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3.58K+ 359.64% |
$1.4M - $1.54M
|
4.58K
$2.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.53K+ 1.86% |
$1.38M - $1.52M
|
193K
$93.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
3.52K+ 5.11% |
$1.38M - $1.51M
|
72.4K
$35.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.51K+ 53.06% |
$1.37M - $1.51M
|
10.1K
$4.91M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.51K+ 53.06% |
$1.37M - $1.51M
|
10.1K
$4.91M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.48K+ 35.52% |
$1.36M - $1.49M
|
13.3K
$6.44M
|
|
|
Nov 09, 2021
Q3 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.47K+ 4.13% |
$1.36M - $1.49M
|
87.4K
$42.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.35K+ 1433.33% |
$1.31M - $1.44M
|
3.59K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 12.41% |
$1.28M - $1.41M
|
29.6K
$14.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.27K+ 121.62% |
$1.28M - $1.4M
|
5.96K
$2.89M
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.26K+ 80.45% |
$1.27M - $1.4M
|
7.32K
$3.55M
|
|
|
Sep 18, 2023
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
- |
3.24KNew |
$1.26M - $1.39M
|
3.24K
$1.57M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.21K+ 5.54% |
$1.25M - $1.38M
|
61.1K
$29.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
3.2K+ 13.06% |
$1.25M - $1.38M
|
27.7K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
3.2KNew |
$1.25M - $1.38M
|
3.2K
$1.55M
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.2K+ 6.01% |
$1.25M - $1.37M
|
56.4K
$27.4M
|
|
|
Nov 15, 2021
Q3 2021
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
3.19K+ 11.23% |
$1.25M - $1.37M
|
31.6K
$15.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.19KNew |
$1.25M - $1.37M
|
3.19K
$1.55M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.19K+ 4.59% |
$1.25M - $1.37M
|
72.7K
$35.3M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.19K+ 4.59% |
$1.25M - $1.37M
|
72.7K
$35.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.17K+ 3.3% |
$1.24M - $1.36M
|
99K
$48.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.15K+ 138.51% |
$1.23M - $1.35M
|
5.43K
$2.63M
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.13KNew |
$1.22M - $1.35M
|
3.13K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.11K+ 29.63% |
$1.21M - $1.33M
|
13.6K
$6.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3.09K+ 70.55% |
$1.21M - $1.33M
|
7.47K
$3.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
3.08K+ 3.93% |
$1.2M - $1.32M
|
81.6K
$39.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
3.08K+ 6.21% |
$1.2M - $1.32M
|
52.6K
$25.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.08K+ 17.39% |
$1.2M - $1.32M
|
20.8K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.04K+ 0.6% |
$1.19M - $1.31M
|
508K
$247M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.03K+ 4.71% |
$1.19M - $1.3M
|
67.5K
$32.8M
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.03K+ 2.37% |
$1.18M - $1.3M
|
131K
$63.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$1.17M - $1.29M
|
3K
$1.46M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3K+ 69.62% |
$1.17M - $1.29M
|
7.3K
$3.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2.98K+ 47.56% |
$1.16M - $1.28M
|
9.25K
$4.49M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.97K+ 7.29% |
$1.16M - $1.27M
|
43.7K
$21.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
2.96K+ 8.72% |
$1.16M - $1.27M
|
36.9K
$17.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.96K+ 12.94% |
$1.16M - $1.27M
|
25.8K
$12.5M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.94K+ 242.9% |
$1.15M - $1.27M
|
4.16K
$2.02M
|
|
|
Nov 02, 2021
Q3 2021
|
Inverness Counsel LLC
|
BUY
|
- |
2.93K+ 1.83% |
$1.15M - $1.26M
|
163K
$79.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.92K+ 4.67% |
$1.14M - $1.26M
|
65.5K
$31.8M
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
2.92K+ 4.17% |
$1.14M - $1.25M
|
72.9K
$35.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.91K+ 19.45% |
$1.14M - $1.25M
|
17.9K
$8.69M
|
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
BUY
|
- |
2.86K+ 17.88% |
$1.12M - $1.23M
|
18.9K
$9.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.82K+ 24.11% |
$1.1M - $1.21M
|
14.5K
$7.05M
|