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 08, 2022
Q4 2021
|
Dempze Nancy E
|
BUY
|
- |
261+ 4.74% |
$101K - $132K
|
5.76K
$3.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
260+ 11.0% |
$101K - $131K
|
2.62K
$1.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
258+ 0.77% |
$99.8K - $130K
|
33.9K
$20.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
257+ 5.97% |
$99.5K - $130K
|
4.56K
$2.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
257+ 38.7% |
$99.5K - $130K
|
921
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
256+ 1.43% |
$99.1K - $129K
|
18.1K
$11M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
255+ 3.99% |
$98.7K - $129K
|
6.65K
$4.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
BUY
|
- |
255+ 0.1% |
$98.7K - $129K
|
268K
$162M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
255+ 0.29% |
$98.7K - $129K
|
89.1K
$54.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
252+ 6.44% |
$97.5K - $127K
|
4.17K
$2.53M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
251+ 20.16% |
$97.1K - $127K
|
1.5K
$908K
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
251+ 18.97% |
$97.1K - $127K
|
1.57K
$955K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
249+ 7.19% |
$96.4K - $126K
|
3.71K
$2.25M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
249+ 38.66% |
$96.4K - $126K
|
893
$542K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
248+ 9.87% |
$96K - $125K
|
2.76K
$1.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
245+ 30.66% |
$94.8K - $124K
|
1.04K
$633K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
243+ 1.09% |
$94K - $123K
|
22.5K
$13.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
243+ 6.36% |
$94K - $123K
|
4.06K
$2.47M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
242+ 15.59% |
$93.7K - $122K
|
1.79K
$1.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
242+ 1.46% |
$93.7K - $122K
|
16.8K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
241+ 17.04% |
$93.3K - $122K
|
1.66K
$1M
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
238+ 1.47% |
$92.1K - $120K
|
16.4K
$9.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
236+ 2.26% |
$91.3K - $119K
|
10.7K
$6.48M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
236+ 0.73% |
$91.3K - $119K
|
32.6K
$19.8M
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
235+ 9.89% |
$90.9K - $119K
|
2.61K
$1.58M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
234New |
$90.6K - $118K
|
234
$142K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
231+ 17.63% |
$89.4K - $117K
|
1.54K
$935K
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
231+ 2.85% |
$89.4K - $117K
|
8.33K
$5.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
229+ 21.5% |
$88.6K - $116K
|
1.29K
$785K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
229+ 2.18% |
$88.6K - $116K
|
10.7K
$6.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
229+ 3.77% |
$88.6K - $116K
|
6.3K
$3.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
228+ 1.91% |
$88.2K - $115K
|
12.2K
$7.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
227New |
$87.9K - $115K
|
227
$138K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
227+ 41.65% |
$87.9K - $115K
|
772
$468K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
224+ 12.38% |
$86.7K - $113K
|
2.03K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
223+ 1.68% |
$86.3K - $113K
|
13.5K
$8.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
220+ 10.03% |
$85.1K - $111K
|
2.41K
$1.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
220+ 28.68% |
$85.1K - $111K
|
987
$599K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
219+ 1.32% |
$84.8K - $111K
|
16.8K
$10.2M
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
216+ 23.33% |
$83.6K - $109K
|
1.14K
$693K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
216+ 1.92% |
$83.6K - $109K
|
11.5K
$6.95M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
215+ 10.76% |
$83.2K - $109K
|
2.21K
$1.34M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
214+ 2.02% |
$82.8K - $108K
|
10.8K
$6.56M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
213+ 14.68% |
$82.4K - $108K
|
1.66K
$1.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
213+ 1.17% |
$82.4K - $108K
|
18.4K
$11.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
211+ 17.73% |
$81.7K - $107K
|
1.4K
$850K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
210+ 1.74% |
$81.3K - $106K
|
12.3K
$7.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
210+ 1.34% |
$81.3K - $106K
|
15.9K
$9.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
207+ 3.13% |
$80.1K - $105K
|
6.83K
$4.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
205+ 6.49% |
$79.3K - $104K
|
3.36K
$2.04M
|