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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
871New |
$337K - $440K
|
871
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
867New |
$336K - $438K
|
867
$512K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
865+ 157.27% |
$335K - $437K
|
1.42K
$836K
|
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
865New |
$335K - $437K
|
865
$511K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
864New |
$334K - $437K
|
864
$511K
|
|
|
Feb 08, 2022
Q4 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
862+ 25.33% |
$334K - $436K
|
4.27K
$2.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
855+ 1.98% |
$331K - $432K
|
44.1K
$26.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
854New |
$331K - $432K
|
854
$505K
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
848New |
$328K - $429K
|
848
$501K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
845+ 19.32% |
$327K - $427K
|
5.22K
$3.08M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
844+ 19.87% |
$327K - $427K
|
5.09K
$3.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
839+ 6.34% |
$325K - $424K
|
14.1K
$8.32M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
837+ 4.88% |
$324K - $423K
|
18K
$10.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
833+ 7.38% |
$322K - $421K
|
12.1K
$7.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
826+ 1.86% |
$320K - $418K
|
45.2K
$26.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
820+ 12.34% |
$317K - $415K
|
7.46K
$4.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
817New |
$316K - $413K
|
817
$483K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
815+ 9.58% |
$315K - $412K
|
9.32K
$5.51M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
814New |
$315K - $412K
|
814
$481K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
803+ 3.37% |
$311K - $406K
|
24.7K
$14.6M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
802New |
$310K - $405K
|
802
$474K
|
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
802New |
$310K - $405K
|
802
$474K
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
790New |
$306K - $399K
|
790
$467K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
789+ 7.9% |
$305K - $399K
|
10.8K
$6.36M
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
782+ 26.47% |
$303K - $395K
|
3.74K
$2.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
780New |
$302K - $394K
|
780
$461K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
776+ 14.52% |
$300K - $392K
|
6.12K
$3.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
775+ 3.13% |
$300K - $392K
|
25.5K
$15.1M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
771New |
$298K - $390K
|
771
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
771New |
$298K - $390K
|
771
$456K
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
770New |
$298K - $389K
|
770
$455K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
767+ 28.44% |
$297K - $388K
|
3.46K
$2.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
767+ 4.0% |
$297K - $388K
|
20K
$11.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
759+ 13.06% |
$294K - $384K
|
6.57K
$3.88M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
756New |
$293K - $382K
|
756
$447K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
752+ 4.61% |
$291K - $380K
|
17.1K
$10.1M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
752New |
$291K - $380K
|
752
$444K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
748+ 1.97% |
$289K - $378K
|
38.7K
$22.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
746New |
$289K - $377K
|
746
$441K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
743+ 3.14% |
$288K - $376K
|
24.4K
$14.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
741+ 10.78% |
$287K - $375K
|
7.61K
$4.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
739+ 22.67% |
$286K - $374K
|
4K
$2.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
731New |
$283K - $370K
|
731
$432K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
731+ 45.57% |
$283K - $370K
|
2.34K
$1.38M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
729New |
$282K - $369K
|
729
$431K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
727+ 83.56% |
$281K - $368K
|
1.6K
$944K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
725+ 4.6% |
$281K - $367K
|
16.5K
$9.75M
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
724New |
$280K - $366K
|
724
$428K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
724New |
$280K - $366K
|
724
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
723+ 24.84% |
$280K - $366K
|
3.63K
$2.15M
|