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 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
98+ 0.73% |
$37.9K - $49.5K
|
13.5K
$7.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
98+ 2.54% |
$37.9K - $49.5K
|
3.96K
$2.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
98+ 0.4% |
$37.9K - $49.5K
|
24.4K
$14.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
97New |
$37.5K - $49K
|
97
$57.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
96+ 2.83% |
$37.2K - $48.5K
|
3.48K
$2.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
96+ 3.08% |
$37.2K - $48.5K
|
3.22K
$1.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
95+ 0.22% |
$36.8K - $48K
|
43.1K
$25.5M
|
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
95+ 1.71% |
$36.8K - $48K
|
5.64K
$3.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
92+ 15.41% |
$35.6K - $46.5K
|
689
$407K
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
91+ 0.99% |
$35.2K - $46K
|
9.33K
$5.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
91+ 2.9% |
$35.2K - $46K
|
3.23K
$1.91M
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
91+ 0.87% |
$35.2K - $46K
|
10.5K
$6.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
90+ 26.01% |
$34.8K - $45.5K
|
436
$258K
|
|
|
Jan 20, 2022
Q4 2021
|
Harvey Investment CO LLC
|
BUY
|
- |
90+ 1.91% |
$34.8K - $45.5K
|
4.81K
$2.84M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
90New |
$34.8K - $45.5K
|
90
$53.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
90+ 2.28% |
$34.8K - $45.5K
|
4.03K
$2.38M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
89+ 1.7% |
$34.4K - $45K
|
5.33K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
88+ 16.03% |
$34.1K - $44.5K
|
637
$376K
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
87+ 1.72% |
$33.7K - $44K
|
5.15K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
87+ 0.51% |
$33.7K - $44K
|
17K
$10.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
87+ 0.88% |
$33.7K - $44K
|
9.93K
$5.86M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
85+ 1.81% |
$32.9K - $43K
|
4.78K
$2.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
85New |
$32.9K - $43K
|
85
$50.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
85+ 0.62% |
$32.9K - $43K
|
13.8K
$8.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
85+ 6.61% |
$32.9K - $43K
|
1.37K
$809K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
83+ 4.33% |
$32.1K - $42K
|
2K
$1.18M
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
83+ 4.47% |
$32.1K - $42K
|
1.94K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
83+ 0.94% |
$32.1K - $42K
|
8.93K
$5.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
82+ 0.8% |
$31.7K - $41.5K
|
10.3K
$6.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
81+ 324.0% |
$31.3K - $41K
|
106
$62.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
80+ 1.15% |
$31K - $40.4K
|
7.03K
$4.15M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
80New |
$31K - $40.4K
|
80
$47.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
80+ 0.79% |
$31K - $40.4K
|
10.3K
$6.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
80+ 8.3% |
$31K - $40.4K
|
1.04K
$617K
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
80+ 7.41% |
$31K - $40.4K
|
1.16K
$685K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
79+ 0.64% |
$30.6K - $39.9K
|
12.4K
$7.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
79+ 2.98% |
$30.6K - $39.9K
|
2.73K
$1.61M
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
79+ 73.15% |
$30.6K - $39.9K
|
187
$110K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
78+ 8.52% |
$30.2K - $39.4K
|
993
$587K
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
78+ 3.28% |
$30.2K - $39.4K
|
2.46K
$1.45M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
78+ 0.48% |
$30.2K - $39.4K
|
16.2K
$9.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
77+ 6.59% |
$29.8K - $38.9K
|
1.25K
$736K
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
77+ 12.71% |
$29.8K - $38.9K
|
683
$404K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
76+ 0.98% |
$29.4K - $38.4K
|
7.79K
$4.61M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
76New |
$29.4K - $38.4K
|
76
$44.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
76+ 0.76% |
$29.4K - $38.4K
|
10K
$5.92M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
76+ 3.0% |
$29.4K - $38.4K
|
2.61K
$1.54M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
75+ 0.78% |
$29K - $37.9K
|
9.73K
$5.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
75+ 4.99% |
$29K - $37.9K
|
1.58K
$932K
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
75+ 0.8% |
$29K - $37.9K
|
9.4K
$5.56M
|