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
|
Claret Asset Management Corp
|
BUY
|
- |
466New |
$180K - $236K
|
466
$275K
|
|
|
Feb 08, 2022
Q4 2021
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
466New |
$180K - $236K
|
466
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
466+ 14.87% |
$180K - $236K
|
3.6K
$2.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
465New |
$180K - $235K
|
465
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
463New |
$179K - $234K
|
463
$274K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
462+ 0.72% |
$179K - $234K
|
64.8K
$38.3M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
461+ 15.65% |
$178K - $233K
|
3.41K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
461+ 5.35% |
$178K - $233K
|
9.09K
$5.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
460New |
$178K - $233K
|
460
$272K
|
|
|
Feb 11, 2022
Q4 2021
|
Palladiem, LLC
|
BUY
|
- |
460New |
$178K - $233K
|
460
$272K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
460+ 11.14% |
$178K - $233K
|
4.59K
$2.71M
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
459New |
$178K - $232K
|
459
$271K
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
BUY
|
- |
459New |
$178K - $232K
|
459
$271K
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
459New |
$178K - $232K
|
459
$271K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
458New |
$177K - $232K
|
458
$271K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
458New |
$177K - $232K
|
458
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
456New |
$176K - $231K
|
456
$269K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
456New |
$176K - $231K
|
456
$269K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
455New |
$176K - $230K
|
455
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
455New |
$176K - $230K
|
455
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
455New |
$176K - $230K
|
455
$269K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
453+ 3.88% |
$175K - $229K
|
12.1K
$7.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
452+ 2.25% |
$175K - $229K
|
20.5K
$12.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
451New |
$175K - $228K
|
451
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
451New |
$175K - $228K
|
451
$266K
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
450New |
$174K - $228K
|
450
$266K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
450New |
$174K - $228K
|
450
$266K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
450New |
$174K - $228K
|
450
$266K
|
|
|
Feb 08, 2022
Q4 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
450New |
$174K - $228K
|
450
$266K
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
449New |
$174K - $227K
|
449
$265K
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
BUY
|
- |
449New |
$174K - $227K
|
449
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
448+ 8.87% |
$173K - $226K
|
5.5K
$3.25M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
446New |
$173K - $225K
|
446
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
446New |
$173K - $225K
|
446
$264K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
445+ 6.87% |
$172K - $225K
|
6.93K
$4.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
445New |
$172K - $225K
|
445
$263K
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
444+ 62.01% |
$172K - $224K
|
1.16K
$685K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
444New |
$172K - $224K
|
444
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
443+ 20.08% |
$171K - $224K
|
2.65K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
443New |
$171K - $224K
|
443
$262K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
442New |
$171K - $223K
|
442
$261K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
440New |
$170K - $222K
|
440
$260K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
440New |
$170K - $222K
|
440
$260K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
440New |
$170K - $222K
|
440
$260K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
439+ 3.7% |
$170K - $222K
|
12.3K
$7.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
439+ 2.24% |
$170K - $222K
|
20K
$11.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
439New |
$170K - $222K
|
439
$259K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
437+ 5.54% |
$169K - $221K
|
8.32K
$4.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
435New |
$168K - $220K
|
435
$257K
|
|
|
Feb 15, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
435New |
$168K - $220K
|
435
$257K
|