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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
325New |
$126K - $164K
|
325
$192K
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
325+ 2.65% |
$126K - $164K
|
12.6K
$7.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
323+ 0.42% |
$125K - $163K
|
76.7K
$45.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
323+ 19.42% |
$125K - $163K
|
1.99K
$1.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
322+ 0.43% |
$125K - $163K
|
75.7K
$44.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
321+ 3.54% |
$124K - $162K
|
9.39K
$5.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
321+ 9.79% |
$124K - $162K
|
3.6K
$2.13M
|
|
|
Mar 24, 2022
Q4 2021
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
320+ 8.72% |
$124K - $162K
|
3.99K
$2.36M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
319+ 8.42% |
$123K - $161K
|
4.11K
$2.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
316+ 4.83% |
$122K - $160K
|
6.85K
$4.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
315+ 11.96% |
$122K - $159K
|
2.95K
$1.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
312+ 5.84% |
$121K - $158K
|
5.65K
$3.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
312+ 3.77% |
$121K - $158K
|
8.58K
$5.07M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
309+ 8.71% |
$120K - $156K
|
3.86K
$2.28M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
308+ 4.09% |
$119K - $156K
|
7.84K
$4.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
304+ 2.27% |
$118K - $154K
|
13.7K
$8.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
304+ 4342.86% |
$118K - $154K
|
311
$184K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
302+ 3.78% |
$117K - $153K
|
8.29K
$4.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.51% |
$116K - $152K
|
59K
$34.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
300+ 0.42% |
$116K - $152K
|
72.1K
$42.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
297+ 1.9% |
$115K - $150K
|
15.9K
$9.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
297+ 7.36% |
$115K - $150K
|
4.34K
$2.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
294+ 80.99% |
$114K - $149K
|
657
$388K
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
293+ 8.92% |
$113K - $148K
|
3.58K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
291+ 4.47% |
$113K - $147K
|
6.8K
$4.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
290+ 3.7% |
$112K - $147K
|
8.13K
$4.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
290+ 11.1% |
$112K - $147K
|
2.9K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
290+ 5.79% |
$112K - $147K
|
5.3K
$3.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
289+ 0.41% |
$112K - $146K
|
70.6K
$41.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
289+ 6.27% |
$112K - $146K
|
4.9K
$2.89M
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
288+ 9.8% |
$111K - $146K
|
3.23K
$1.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
287+ 3.28% |
$111K - $145K
|
9.05K
$5.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
287+ 1.78% |
$111K - $145K
|
16.4K
$9.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
283+ 5.71% |
$110K - $143K
|
5.24K
$3.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
283+ 15.48% |
$110K - $143K
|
2.11K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
283+ 2.47% |
$110K - $143K
|
11.7K
$6.94M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
282+ 8.91% |
$109K - $143K
|
3.45K
$2.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
280+ 0.02% |
$108K - $142K
|
1.13M
$667M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
276New |
$107K - $140K
|
276
$163K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
276+ 26.09% |
$107K - $140K
|
1.33K
$788K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
274+ 2.42% |
$106K - $139K
|
11.6K
$6.84M
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
273+ 5.12% |
$106K - $138K
|
5.6K
$3.31M
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
272+ 1.81% |
$105K - $138K
|
15.3K
$9.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
268+ 28.97% |
$104K - $135K
|
1.19K
$705K
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
268+ 36.02% |
$104K - $135K
|
1.01K
$598K
|
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
267+ 0.54% |
$103K - $135K
|
50K
$29.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
267+ 2.03% |
$103K - $135K
|
13.4K
$7.93M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
266+ 3.45% |
$103K - $134K
|
7.98K
$4.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
266+ 8.87% |
$103K - $134K
|
3.26K
$1.93M
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
265+ 12.21% |
$103K - $134K
|
2.44K
$1.44M
|