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 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
721+ 15.41% |
$279K - $365K
|
5.4K
$3.28M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
712+ 2.03% |
$276K - $360K
|
35.8K
$21.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
710New |
$275K - $359K
|
710
$431K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
706+ 25.4% |
$273K - $357K
|
3.49K
$2.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
702+ 6.3% |
$272K - $355K
|
11.8K
$7.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
700+ 39.71% |
$271K - $354K
|
2.46K
$1.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
700+ 2.56% |
$271K - $354K
|
28K
$17M
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
699New |
$271K - $353K
|
699
$424K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
698New |
$270K - $353K
|
698
$424K
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
693+ 58.48% |
$268K - $350K
|
1.88K
$1.14M
|
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
692+ 6.67% |
$268K - $350K
|
11.1K
$6.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
690New |
$267K - $349K
|
690
$419K
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
690New |
$267K - $349K
|
690
$419K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
687New |
$266K - $347K
|
687
$417K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
682New |
$264K - $345K
|
682
$414K
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
680New |
$263K - $344K
|
680
$413K
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
678New |
$262K - $343K
|
678
$411K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
678New |
$262K - $343K
|
678
$411K
|
|
|
Jan 10, 2022
Q4 2021
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
675New |
$261K - $341K
|
675
$410K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
675+ 30.26% |
$261K - $341K
|
2.91K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
673New |
$260K - $340K
|
673
$408K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
671+ 9.77% |
$260K - $339K
|
7.54K
$4.57M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
670+ 5.28% |
$259K - $339K
|
13.4K
$8.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
669New |
$259K - $338K
|
669
$406K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
664New |
$257K - $336K
|
664
$403K
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
662New |
$256K - $335K
|
662
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
661+ 4.85% |
$256K - $334K
|
14.3K
$8.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
660New |
$255K - $334K
|
660
$400K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
659New |
$255K - $333K
|
659
$400K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
658New |
$255K - $333K
|
658
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
656+ 6.89% |
$254K - $332K
|
10.2K
$6.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
656New |
$254K - $332K
|
656
$398K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
653+ 12.89% |
$253K - $330K
|
5.72K
$3.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
650New |
$252K - $329K
|
650
$394K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
648New |
$251K - $328K
|
648
$393K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
645New |
$250K - $326K
|
645
$391K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
645New |
$250K - $326K
|
645
$391K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
645+ 5.03% |
$250K - $326K
|
13.5K
$8.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
641+ 12.8% |
$248K - $324K
|
5.65K
$3.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
636+ 12.67% |
$246K - $322K
|
5.66K
$3.43M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
634+ 3.52% |
$245K - $321K
|
18.7K
$11.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
632+ 41.85% |
$245K - $320K
|
2.14K
$1.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
631+ 4.34% |
$244K - $319K
|
15.2K
$9.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
630New |
$244K - $319K
|
630
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
629New |
$243K - $318K
|
629
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
628+ 10.16% |
$243K - $318K
|
6.81K
$4.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
622+ 58.9% |
$241K - $314K
|
1.68K
$1.02M
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
621+ 3.97% |
$240K - $314K
|
16.3K
$9.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
617+ 6170.0% |
$239K - $312K
|
627
$380K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
617+ 6.81% |
$239K - $312K
|
9.68K
$5.87M
|