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 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
124+ 3.36% |
$48K - $62.7K
|
3.81K
$2.25M
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
123+ 5.35% |
$47.6K - $62.2K
|
2.42K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
122+ 6.76% |
$47.2K - $61.7K
|
1.93K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
122+ 1.88% |
$47.2K - $61.7K
|
6.61K
$3.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
121+ 18.39% |
$46.8K - $61.2K
|
779
$460K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
121+ 6.69% |
$46.8K - $61.2K
|
1.93K
$1.14M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
121+ 7.71% |
$46.8K - $61.2K
|
1.69K
$999K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
120+ 5.51% |
$46.4K - $60.7K
|
2.3K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
120+ 7.72% |
$46.4K - $60.7K
|
1.67K
$989K
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
117+ 0.6% |
$45.3K - $59.2K
|
19.5K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
117+ 25.6% |
$45.3K - $59.2K
|
574
$339K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
117+ 3.51% |
$45.3K - $59.2K
|
3.45K
$2.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
115+ 5.59% |
$44.5K - $58.1K
|
2.17K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
115+ 0.51% |
$44.5K - $58.1K
|
22.5K
$13.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
114+ 2.61% |
$44.1K - $57.6K
|
4.48K
$2.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
114+ 7.12% |
$44.1K - $57.6K
|
1.71K
$1.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
114+ 4.15% |
$44.1K - $57.6K
|
2.86K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
113+ 4.11% |
$43.7K - $57.1K
|
2.86K
$1.69M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
112+ 2.2% |
$43.3K - $56.6K
|
5.21K
$3.08M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
112+ 1.76% |
$43.3K - $56.6K
|
6.48K
$3.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
112+ 0.43% |
$43.3K - $56.6K
|
26.4K
$15.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
112+ 63.64% |
$43.3K - $56.6K
|
288
$170K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
112+ 4.48% |
$43.3K - $56.6K
|
2.61K
$1.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
BUY
|
- |
111+ 4.07% |
$43K - $56.1K
|
2.84K
$1.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
111+ 1.25% |
$43K - $56.1K
|
9.01K
$5.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
110+ 1.87% |
$42.6K - $55.6K
|
5.99K
$3.54M
|
|
|
Jan 24, 2022
Q4 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
110+ 0.9% |
$42.6K - $55.6K
|
12.3K
$7.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
110+ 3.14% |
$42.6K - $55.6K
|
3.62K
$2.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
110New |
$42.6K - $55.6K
|
110
$65K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
109+ 12.59% |
$42.2K - $55.1K
|
975
$576K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
108New |
$41.8K - $54.6K
|
108
$63.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
107+ 0.9% |
$41.4K - $54.1K
|
12K
$7.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
107+ 6.09% |
$41.4K - $54.1K
|
1.86K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
107+ 16.59% |
$41.4K - $54.1K
|
752
$444K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
106+ 7.13% |
$41K - $53.6K
|
1.59K
$941K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
105+ 1.5% |
$40.6K - $53.1K
|
7.11K
$4.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
105+ 0.32% |
$40.6K - $53.1K
|
33K
$19.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
105+ 1.55% |
$40.6K - $53.1K
|
6.87K
$4.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
105+ 9.22% |
$40.6K - $53.1K
|
1.24K
$735K
|
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
105+ 0.36% |
$40.6K - $53.1K
|
29.6K
$17.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
105+ 1.4% |
$40.6K - $53.1K
|
7.62K
$4.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
103+ 1.42% |
$39.9K - $52.1K
|
7.36K
$4.35M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
101+ 12.2% |
$39.1K - $51.1K
|
929
$549K
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
100+ 9.32% |
$38.7K - $50.6K
|
1.17K
$693K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 9.58% |
$38.7K - $50.6K
|
1.14K
$676K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
100+ 22.47% |
$38.7K - $50.6K
|
545
$322K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
100New |
$38.7K - $50.6K
|
100
$59.1K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
99+ 6.53% |
$38.3K - $50.1K
|
1.62K
$955K
|
|
|
Jan 20, 2022
Q4 2021
|
Stewart & Patten CO LLC
|
BUY
|
- |
98+ 0.25% |
$37.9K - $49.5K
|
39.9K
$23.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
98+ 6.46% |
$37.9K - $49.5K
|
1.62K
$955K
|