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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
30+ 1.85% |
$11.6K - $15.2K
|
1.65K
$977K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
30+ 3.31% |
$11.6K - $15.2K
|
937
$554K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
30New |
$11.6K - $15.2K
|
30
$17.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
30+ 0.7% |
$11.6K - $15.2K
|
4.32K
$2.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
30New |
$11.6K - $15.2K
|
30
$17.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
30+ 2.54% |
$11.6K - $15.2K
|
1.21K
$714K
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
30+ 5.51% |
$11.6K - $15.2K
|
574
$339K
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
29+ 0.35% |
$11.2K - $14.7K
|
8.41K
$4.97M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
29+ 2.23% |
$11.2K - $14.7K
|
1.33K
$786K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
29+ 3.12% |
$11.2K - $14.7K
|
959
$567K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
29+ 5.52% |
$11.2K - $14.7K
|
554
$327K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
28+ 1.97% |
$10.8K - $14.2K
|
1.45K
$857K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
28+ 2.54% |
$10.8K - $14.2K
|
1.13K
$667K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
28+ 0.53% |
$10.8K - $14.2K
|
5.3K
$3.13M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
28+ 1.59% |
$10.8K - $14.2K
|
1.79K
$1.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
28+ 0.24% |
$10.8K - $14.2K
|
11.6K
$6.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
28+ 4.21% |
$10.8K - $14.2K
|
693
$409K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
28+ 0.7% |
$10.8K - $14.2K
|
4.02K
$2.37M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
27+ 2.84% |
$10.4K - $13.7K
|
977
$577K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
27+ 2.46% |
$10.4K - $13.7K
|
1.12K
$664K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
26+ 19.12% |
$10.1K - $13.1K
|
162
$95.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
26+ 2.6% |
$10.1K - $13.1K
|
1.03K
$607K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26+ 1.4% |
$10.1K - $13.1K
|
1.88K
$1.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 1.18% |
$9.68K - $12.6K
|
2.15K
$1.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
25+ 55.56% |
$9.68K - $12.6K
|
70
$41.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
25+ 1.2% |
$9.68K - $12.6K
|
2.11K
$1.25M
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
25+ 4.74% |
$9.68K - $12.6K
|
552
$326K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.87% |
$9.68K - $12.6K
|
895
$529K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
25+ 4.76% |
$9.68K - $12.6K
|
550
$325K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
24+ 1.62% |
$9.29K - $12.1K
|
1.51K
$892K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
24+ 1.13% |
$9.29K - $12.1K
|
2.15K
$1.27M
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
23+ 0.85% |
$8.9K - $11.6K
|
2.72K
$1.61M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
23+ 0.26% |
$8.9K - $11.6K
|
9.01K
$5.32M
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
23+ 1.8% |
$8.9K - $11.6K
|
1.3K
$770K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
23New |
$8.9K - $11.6K
|
23
$13.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
23+ 0.72% |
$8.9K - $11.6K
|
3.2K
$1.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23+ 54.76% |
$8.9K - $11.6K
|
65
$38.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
23+ 3.52% |
$8.9K - $11.6K
|
676
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
23+ 0.2% |
$8.9K - $11.6K
|
11.7K
$6.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
23+ 0.87% |
$8.9K - $11.6K
|
2.65K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
23+ 2.45% |
$8.9K - $11.6K
|
960
$567K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
23+ 0.78% |
$8.9K - $11.6K
|
2.96K
$1.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
22+ 1.2% |
$8.51K - $11.1K
|
1.85K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
22+ 0.65% |
$8.51K - $11.1K
|
3.4K
$2.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22+ 2.09% |
$8.51K - $11.1K
|
1.08K
$635K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
21+ 2.44% |
$8.13K - $10.6K
|
881
$521K
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
21+ 0.26% |
$8.13K - $10.6K
|
8.23K
$4.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
21+ 2.19% |
$8.13K - $10.6K
|
978
$578K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
21+ 1.99% |
$8.13K - $10.6K
|
1.08K
$637K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
21+ 1.42% |
$8.13K - $10.6K
|
1.5K
$886K
|