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 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
392New |
$152K - $198K
|
392
$232K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
390New |
$151K - $197K
|
390
$230K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
389+ 5.07% |
$151K - $197K
|
8.06K
$4.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
389+ 3.84% |
$151K - $197K
|
10.5K
$6.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
387+ 14.73% |
$150K - $196K
|
3.02K
$1.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
BUY
|
- |
386+ 4.72% |
$149K - $195K
|
8.56K
$5.06M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
384+ 25.77% |
$149K - $194K
|
1.87K
$1.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Ocean Capital Management, LLC
|
BUY
|
- |
384+ 3.56% |
$149K - $194K
|
11.2K
$6.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
381+ 11.53% |
$147K - $193K
|
3.69K
$2.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
379+ 1.17% |
$147K - $192K
|
32.7K
$19.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
379+ 2.81% |
$147K - $192K
|
13.9K
$8.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
378+ 900.0% |
$146K - $191K
|
420
$248K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
375+ 10.8% |
$145K - $190K
|
3.85K
$2.27M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
370New |
$143K - $187K
|
370
$219K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
368+ 2.42% |
$142K - $186K
|
15.5K
$9.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
365+ 28.76% |
$141K - $185K
|
1.63K
$965K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
365+ 6.36% |
$141K - $185K
|
6.1K
$3.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
363+ 1.95% |
$140K - $184K
|
19K
$11.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
361+ 56.67% |
$140K - $183K
|
998
$590K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
357+ 333.64% |
$138K - $180K
|
464
$274K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
357+ 1.26% |
$138K - $180K
|
28.6K
$16.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
357New |
$138K - $180K
|
357
$211K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
355New |
$137K - $179K
|
355
$210K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
354+ 24.45% |
$137K - $179K
|
1.8K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
354+ 3.2% |
$137K - $179K
|
11.4K
$6.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
352+ 1.66% |
$136K - $178K
|
21.5K
$12.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
352+ 3.2% |
$136K - $178K
|
11.4K
$6.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
351+ 3.77% |
$136K - $177K
|
9.66K
$5.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
351+ 14.61% |
$136K - $177K
|
2.75K
$1.63M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
350+ 1.76% |
$135K - $177K
|
20.2K
$12M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
350+ 33.72% |
$135K - $177K
|
1.39K
$820K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
347+ 2.8% |
$134K - $175K
|
12.8K
$7.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
347+ 0.24% |
$134K - $175K
|
144K
$84.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
345+ 3.73% |
$134K - $174K
|
9.59K
$5.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
345+ 35.1% |
$134K - $174K
|
1.33K
$785K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
345+ 9.88% |
$134K - $174K
|
3.84K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
341+ 21.08% |
$132K - $172K
|
1.96K
$1.16M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
340+ 19.66% |
$132K - $172K
|
2.07K
$1.22M
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
340+ 6.47% |
$132K - $172K
|
5.59K
$3.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
340+ 3.08% |
$132K - $172K
|
11.4K
$6.73M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
338+ 17.37% |
$131K - $171K
|
2.28K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
337New |
$130K - $170K
|
337
$199K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
335+ 13.58% |
$130K - $169K
|
2.8K
$1.66M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
335+ 4.06% |
$130K - $169K
|
8.59K
$5.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
335+ 2.1% |
$130K - $169K
|
16.3K
$9.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
330+ 5.87% |
$128K - $167K
|
5.95K
$3.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
329+ 5.96% |
$127K - $166K
|
5.85K
$3.46M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
327+ 13.69% |
$127K - $165K
|
2.72K
$1.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
327+ 38.65% |
$127K - $165K
|
1.17K
$693K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
327+ 8.93% |
$127K - $165K
|
3.99K
$2.36M
|