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 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
155+ 12.57% |
$60K - $78.4K
|
1.39K
$820K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
154+ 13.25% |
$59.6K - $77.9K
|
1.32K
$778K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
153+ 3.44% |
$59.2K - $77.4K
|
4.6K
$2.72M
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
153+ 1.45% |
$59.2K - $77.4K
|
10.7K
$6.33M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
152+ 7.39% |
$58.8K - $76.8K
|
2.21K
$1.31M
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
152+ 1.16% |
$58.8K - $76.8K
|
13.2K
$7.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
152+ 2.56% |
$58.8K - $76.8K
|
6.1K
$3.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
151+ 9.59% |
$58.4K - $76.3K
|
1.73K
$1.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
150+ 9.7% |
$58.1K - $75.8K
|
1.7K
$1M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
150+ 6.54% |
$58.1K - $75.8K
|
2.45K
$1.44M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
150+ 6.91% |
$58.1K - $75.8K
|
2.32K
$1.37M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
150+ 0.11% |
$58.1K - $75.8K
|
132K
$78.1M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
150New |
$58.1K - $75.8K
|
150
$88.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
150+ 7.11% |
$58.1K - $75.8K
|
2.26K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
149+ 5.51% |
$57.7K - $75.3K
|
2.85K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
146+ 2.69% |
$56.5K - $73.8K
|
5.57K
$3.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
145+ 3.15% |
$56.1K - $73.3K
|
4.76K
$2.81M
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
144+ 3.33% |
$55.7K - $72.8K
|
4.47K
$2.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
144+ 4.68% |
$55.7K - $72.8K
|
3.22K
$1.9M
|
|
|
Feb 05, 2024
Q4 2021
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
143+ 0.66% |
$55.3K - $72.3K
|
21.8K
$12.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
142+ 2.12% |
$55K - $71.8K
|
6.85K
$4.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
141+ 2.65% |
$54.6K - $71.3K
|
5.46K
$3.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
141+ 5.43% |
$54.6K - $71.3K
|
2.74K
$1.62M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
140+ 17.57% |
$54.2K - $70.8K
|
937
$554K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
140+ 1.23% |
$54.2K - $70.8K
|
11.5K
$6.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
137+ 3.44% |
$53K - $69.3K
|
4.12K
$2.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
136+ 0.55% |
$52.6K - $68.8K
|
24.6K
$14.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
136+ 5.78% |
$52.6K - $68.8K
|
2.49K
$1.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
135+ 23.32% |
$52.2K - $68.3K
|
714
$422K
|
|
|
Jan 25, 2022
Q4 2021
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
133+ 11.79% |
$51.5K - $67.2K
|
1.26K
$745K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
133+ 49.26% |
$51.5K - $67.2K
|
403
$238K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
132+ 2.33% |
$51.1K - $66.7K
|
5.8K
$3.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
130+ 6.15% |
$50.3K - $65.7K
|
2.24K
$1.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
129+ 6.06% |
$49.9K - $65.2K
|
2.26K
$1.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
129+ 4.11% |
$49.9K - $65.2K
|
3.27K
$1.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
127+ 7.72% |
$49.2K - $64.2K
|
1.77K
$1.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
127+ 16.91% |
$49.2K - $64.2K
|
878
$519K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
127New |
$49.2K - $64.2K
|
127
$75K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
127+ 0.79% |
$49.2K - $64.2K
|
16.2K
$9.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Davis Rea Ltd.
|
BUY
|
- |
126+ 1.85% |
$48.8K - $63.7K
|
6.93K
$4.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
126+ 12.09% |
$48.8K - $63.7K
|
1.17K
$690K
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
125+ 14.71% |
$48.4K - $63.2K
|
975
$576K
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
125+ 0.63% |
$48.4K - $63.2K
|
20.1K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
125+ 11.37% |
$48.4K - $63.2K
|
1.22K
$723K
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
125+ 0.81% |
$48.4K - $63.2K
|
15.6K
$9.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
125New |
$48.4K - $63.2K
|
125
$73.9K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
125+ 171.23% |
$48.4K - $63.2K
|
198
$117K
|
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
124+ 3.39% |
$48K - $62.7K
|
3.79K
$2.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
124+ 2.15% |
$48K - $62.7K
|
5.89K
$3.48M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
124+ 6.58% |
$48K - $62.7K
|
2.01K
$1.19M
|