Purchases and Sales Made in Q4 2021 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.7KNew |
$659K - $862K
|
1.7K
$1.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.69K+ 22.29% |
$652K - $852K
|
9.24K
$5.46M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.67KNew |
$647K - $845K
|
1.67K
$987K
|
|
|
Jan 20, 2022
Q4 2021
|
Scharf Investments, LLC
|
BUY
|
- |
1.66KNew |
$643K - $840K
|
1.66K
$981K
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.65K+ 1.83% |
$638K - $834K
|
91.5K
$54.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.65KNew |
$637K - $832K
|
1.65K
$972K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
1.63K+ 2.32% |
$632K - $826K
|
72K
$42.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.63K+ 4.86% |
$631K - $824K
|
35.2K
$20.8M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.63K+ 1.34% |
$630K - $824K
|
123K
$72.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.62K+ 1.12% |
$627K - $819K
|
146K
$86M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.61K+ 9.01% |
$624K - $816K
|
19.5K
$11.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.6KNew |
$620K - $810K
|
1.6K
$947K
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.6K+ 15.08% |
$618K - $808K
|
12.2K
$7.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.59K+ 109.78% |
$617K - $806K
|
3.05K
$1.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.59K+ 5.3% |
$616K - $805K
|
31.7K
$18.7M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.57K+ 4.5% |
$606K - $791K
|
36.3K
$21.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.55K+ 6.38% |
$599K - $783K
|
25.8K
$15.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
1.54KNew |
$596K - $779K
|
1.54K
$910K
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.54KNew |
$595K - $778K
|
1.54K
$909K
|
|
|
Jan 24, 2022
Q4 2021
|
Australian Super Pty LTD
|
BUY
|
- |
1.54K+ 0.19% |
$594K - $776K
|
827K
$489M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.53KNew |
$593K - $775K
|
1.53K
$906K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.53KNew |
$590K - $771K
|
1.53K
$901K
|
|
|
Feb 11, 2022
Q4 2021
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.52KNew |
$589K - $769K
|
1.52K
$899K
|
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.52K+ 31.48% |
$587K - $767K
|
6.34K
$3.74M
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.51K+ 19.59% |
$584K - $763K
|
9.21K
$5.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.5K+ 35.99% |
$582K - $760K
|
5.68K
$3.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
1.5KNew |
$581K - $759K
|
1.5K
$887K
|
|
|
Feb 11, 2022
Q4 2021
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
1.5K+ 5.21% |
$581K - $758K
|
30.3K
$17.9M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.49KNew |
$577K - $753K
|
1.49K
$880K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.48K+ 34.21% |
$572K - $747K
|
5.8K
$3.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.46K+ 12.15% |
$563K - $736K
|
13.4K
$7.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
1.45K+ 6.0% |
$560K - $732K
|
25.6K
$15.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.45K+ 2.64% |
$560K - $732K
|
56.3K
$33.2M
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
1.44KNew |
$558K - $729K
|
1.44K
$852K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.42KNew |
$550K - $719K
|
1.42K
$840K
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
1.42KNew |
$549K - $717K
|
1.42K
$838K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.41KNew |
$544K - $711K
|
1.41K
$831K
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$543K - $710K
|
1.4K
$830K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.4K+ 1.93% |
$542K - $708K
|
74.1K
$43.8M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.4K+ 1.93% |
$542K - $708K
|
74.1K
$43.8M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.4KNew |
$541K - $706K
|
1.4K
$825K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 27.11% |
$533K - $696K
|
6.45K
$3.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.36K+ 6.92% |
$525K - $686K
|
20.9K
$12.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.35K+ 3.2% |
$524K - $684K
|
43.6K
$25.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.35K+ 12.81% |
$522K - $683K
|
11.9K
$7.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.34K+ 9.85% |
$518K - $676K
|
14.9K
$8.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.32K+ 11.52% |
$512K - $669K
|
12.8K
$7.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.31KNew |
$508K - $664K
|
1.31K
$776K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.3KNew |
$504K - $659K
|
1.3K
$770K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.29K+ 10.13% |
$500K - $653K
|
14K
$8.29M
|