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 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
523New |
$202K - $264K
|
523
$317K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
514+ 3.24% |
$199K - $260K
|
16.4K
$9.93M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
514New |
$199K - $260K
|
514
$312K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
511New |
$198K - $258K
|
511
$310K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
507+ 7.6% |
$196K - $256K
|
7.18K
$4.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
507New |
$196K - $256K
|
507
$308K
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
506New |
$196K - $256K
|
506
$307K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
505New |
$195K - $255K
|
505
$306K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
504+ 20.83% |
$195K - $255K
|
2.92K
$1.77M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
503+ 5.99% |
$195K - $254K
|
8.9K
$5.4M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
503New |
$195K - $254K
|
503
$305K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
502New |
$194K - $254K
|
502
$305K
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
501New |
$194K - $253K
|
501
$304K
|
|
|
Jan 31, 2022
Q4 2021
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
500New |
$194K - $253K
|
500
$303K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
500New |
$194K - $253K
|
500
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
500+ 12.77% |
$194K - $253K
|
4.42K
$2.68M
|
|
|
Mar 09, 2022
Q4 2021
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
500New |
$194K - $253K
|
500
$303K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
500New |
$194K - $253K
|
500
$303K
|
|
|
Feb 07, 2022
Q4 2021
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
500New |
$194K - $253K
|
500
$303K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
499New |
$193K - $252K
|
499
$303K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
497+ 8.62% |
$192K - $251K
|
6.26K
$3.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
496New |
$192K - $251K
|
496
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
494+ 0.95% |
$191K - $250K
|
52.5K
$31.8M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
493New |
$191K - $249K
|
493
$299K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
493New |
$191K - $249K
|
493
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
492+ 2.46% |
$190K - $249K
|
20.5K
$12.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
490+ 5.38% |
$190K - $248K
|
9.61K
$5.83M
|
|
|
Jan 19, 2022
Q4 2021
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
486New |
$188K - $246K
|
486
$295K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
485New |
$188K - $245K
|
485
$294K
|
|
|
Jan 21, 2022
Q4 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
482+ 5.09% |
$187K - $244K
|
9.96K
$6.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
482+ 9.86% |
$187K - $244K
|
5.37K
$3.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
482+ 3.62% |
$187K - $244K
|
13.8K
$8.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
481New |
$186K - $243K
|
481
$292K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
481+ 3.47% |
$186K - $243K
|
14.4K
$8.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
479New |
$185K - $242K
|
479
$291K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
479New |
$185K - $242K
|
479
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
479+ 2.07% |
$185K - $242K
|
23.6K
$14.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
478New |
$185K - $242K
|
478
$290K
|
|
|
Jan 25, 2022
Q4 2021
|
Albert D Mason Inc
|
BUY
|
- |
477New |
$185K - $241K
|
477
$289K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
477New |
$185K - $241K
|
477
$289K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
475New |
$184K - $240K
|
475
$288K
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
473New |
$183K - $239K
|
473
$287K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
472New |
$183K - $239K
|
472
$286K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
470+ 0.4% |
$182K - $238K
|
118K
$71.4M
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
470+ 5.41% |
$182K - $238K
|
9.16K
$5.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
470New |
$182K - $238K
|
470
$285K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
468+ 61.42% |
$181K - $237K
|
1.23K
$746K
|
|
|
Feb 07, 2022
Q4 2021
|
Tpi Fund Managers LTD
|
BUY
|
- |
468+ 0.61% |
$181K - $237K
|
77.2K
$46.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Exeter Financial, LLC
|
BUY
|
- |
467New |
$181K - $236K
|
467
$283K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
467New |
$181K - $236K
|
467
$283K
|