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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
615+ 0.88% |
$238K - $311K
|
70.4K
$41.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
612+ 3.21% |
$237K - $309K
|
19.7K
$11.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
610+ 3.61% |
$236K - $308K
|
17.5K
$10.3M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
608New |
$235K - $307K
|
608
$359K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
607New |
$235K - $307K
|
607
$359K
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
605+ 0.13% |
$234K - $306K
|
483K
$285M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
601New |
$233K - $304K
|
601
$355K
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
600New |
$232K - $303K
|
600
$355K
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
599New |
$232K - $303K
|
599
$354K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
597+ 100.67% |
$231K - $302K
|
1.19K
$703K
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
596New |
$231K - $301K
|
596
$352K
|
|
|
Apr 25, 2022
Q4 2021
|
Manteio Capital LLC
|
BUY
|
- |
594New |
$230K - $300K
|
594
$351K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
586+ 69.43% |
$227K - $296K
|
1.43K
$845K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
585+ 4.46% |
$226K - $296K
|
13.7K
$8.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
584New |
$226K - $295K
|
584
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
582+ 73.86% |
$225K - $294K
|
1.37K
$809K
|
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
581+ 1.28% |
$225K - $294K
|
46K
$27.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
577+ 17.92% |
$223K - $292K
|
3.8K
$2.24M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
576New |
$223K - $291K
|
576
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
576New |
$223K - $291K
|
576
$340K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
575+ 0.65% |
$223K - $291K
|
89.3K
$52.8M
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
574+ 0.52% |
$222K - $290K
|
110K
$65.2M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
570+ 4.24% |
$221K - $288K
|
14K
$8.28M
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
567+ 1.88% |
$219K - $287K
|
30.8K
$18.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
564+ 83.68% |
$218K - $285K
|
1.24K
$731K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
561+ 64.11% |
$217K - $284K
|
1.44K
$848K
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
560New |
$217K - $283K
|
560
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
558New |
$216K - $282K
|
558
$330K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
558+ 18.56% |
$216K - $282K
|
3.56K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
558New |
$216K - $282K
|
558
$330K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
556New |
$215K - $281K
|
556
$329K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
556+ 30.55% |
$215K - $281K
|
2.38K
$1.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
554New |
$214K - $280K
|
554
$327K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
553New |
$214K - $280K
|
553
$327K
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
552New |
$214K - $279K
|
552
$326K
|
|
|
Feb 15, 2022
Q4 2021
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
550New |
$213K - $278K
|
550
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
549+ 0.75% |
$212K - $278K
|
73.6K
$43.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
549+ 422.31% |
$212K - $278K
|
679
$401K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
548New |
$212K - $277K
|
548
$324K
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
546+ 1.8% |
$211K - $276K
|
30.9K
$18.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
545+ 18.41% |
$211K - $276K
|
3.51K
$2.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
544New |
$211K - $275K
|
544
$321K
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
543New |
$210K - $275K
|
543
$321K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
541New |
$209K - $274K
|
541
$320K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
534+ 5.27% |
$207K - $270K
|
10.7K
$6.3M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
530New |
$205K - $268K
|
530
$313K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
528+ 0.66% |
$204K - $267K
|
80.1K
$47.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
525New |
$203K - $265K
|
525
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
524+ 1.95% |
$203K - $265K
|
27.4K
$16.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
524New |
$203K - $265K
|
524
$310K
|