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 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
205+ 20.58% |
$79.3K - $104K
|
1.2K
$710K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
204New |
$79K - $103K
|
204
$121K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
201+ 10.32% |
$77.8K - $102K
|
2.15K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
201+ 0.72% |
$77.8K - $102K
|
28K
$16.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Puzo Michael J
|
BUY
|
- |
200+ 1.75% |
$77.4K - $101K
|
11.6K
$6.87M
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
200+ 2.68% |
$77.4K - $101K
|
7.67K
$4.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
198+ 1.42% |
$76.6K - $100K
|
14.2K
$8.38M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
194+ 3.37% |
$75.1K - $98.1K
|
5.94K
$3.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
194+ 3.23% |
$75.1K - $98.1K
|
6.19K
$3.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
192+ 7.69% |
$74.3K - $97.1K
|
2.69K
$1.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
190+ 8.99% |
$73.5K - $96.1K
|
2.3K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
189+ 15.78% |
$73.1K - $95.6K
|
1.39K
$820K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
189+ 5.09% |
$73.1K - $95.6K
|
3.9K
$2.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
188+ 1.4% |
$72.8K - $95K
|
13.6K
$8.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
188+ 24.77% |
$72.8K - $95K
|
947
$560K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
188+ 0.28% |
$72.8K - $95K
|
66.6K
$39.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
185+ 1.46% |
$71.6K - $93.5K
|
12.9K
$7.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
185+ 1.32% |
$71.6K - $93.5K
|
14.2K
$8.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
184+ 1.02% |
$71.2K - $93K
|
18.2K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
182+ 7.09% |
$70.4K - $92K
|
2.75K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
182+ 5.38% |
$70.4K - $92K
|
3.57K
$2.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
BUY
|
- |
180+ 2.32% |
$69.7K - $91K
|
7.93K
$4.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
180+ 8.93% |
$69.7K - $91K
|
2.2K
$1.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
179+ 2.69% |
$69.3K - $90.5K
|
6.83K
$4.04M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
177+ 5.23% |
$68.5K - $89.5K
|
3.56K
$2.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
176+ 8.4% |
$68.1K - $89K
|
2.27K
$1.34M
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
176+ 0.95% |
$68.1K - $89K
|
18.6K
$11M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
176+ 2.76% |
$68.1K - $89K
|
6.55K
$3.87M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
175+ 11.33% |
$67.7K - $88.5K
|
1.72K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
172New |
$66.6K - $87K
|
172
$102K
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
170+ 0.88% |
$65.8K - $85.9K
|
19.6K
$11.6M
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
170+ 3.24% |
$65.8K - $85.9K
|
5.41K
$3.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
169+ 2.15% |
$65.4K - $85.4K
|
8.03K
$4.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
169+ 27.44% |
$65.4K - $85.4K
|
785
$464K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
169+ 12.86% |
$65.4K - $85.4K
|
1.48K
$876K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
167+ 0.51% |
$64.6K - $84.4K
|
32.6K
$19.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
167+ 0.9% |
$64.6K - $84.4K
|
18.7K
$11.1M
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
166New |
$64.2K - $83.9K
|
166
$98.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
166+ 5.03% |
$64.2K - $83.9K
|
3.46K
$2.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
165+ 2.61% |
$63.9K - $83.4K
|
6.48K
$3.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
165+ 9.12% |
$63.9K - $83.4K
|
1.98K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
164+ 3.6% |
$63.5K - $82.9K
|
4.72K
$2.79M
|
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
164+ 8.42% |
$63.5K - $82.9K
|
2.11K
$1.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
164New |
$63.5K - $82.9K
|
164
$96.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
163+ 3.88% |
$63.1K - $82.4K
|
4.36K
$2.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
162+ 13.08% |
$62.7K - $81.9K
|
1.4K
$828K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
161+ 6.63% |
$62.3K - $81.4K
|
2.59K
$1.53M
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
160+ 3.46% |
$61.9K - $80.9K
|
4.79K
$2.83M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
157+ 1.08% |
$60.8K - $79.4K
|
14.7K
$8.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
156+ 5.24% |
$60.4K - $78.9K
|
3.13K
$1.85M
|