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
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
21+ 3.0% |
$8.13K - $10.6K
|
720
$437K
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
20+ 1.48% |
$7.74K - $10.1K
|
1.38K
$834K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
20+ 0.12% |
$7.74K - $10.1K
|
17K
$10.3M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
20+ 4.57% |
$7.74K - $10.1K
|
458
$278K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
20+ 3.26% |
$7.74K - $10.1K
|
633
$384K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
20+ 1.57% |
$7.74K - $10.1K
|
1.29K
$785K
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
20+ 2.47% |
$7.74K - $10.1K
|
830
$504K
|
|
|
Jan 19, 2022
Q4 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
20+ 0.14% |
$7.74K - $10.1K
|
14.6K
$8.84M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
20+ 5.33% |
$7.74K - $10.1K
|
395
$240K
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
19+ 0.28% |
$7.35K - $9.61K
|
6.88K
$4.17M
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
19+ 2.84% |
$7.35K - $9.61K
|
689
$418K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
19+ 1.3% |
$7.35K - $9.61K
|
1.48K
$900K
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
BUY
|
- |
19+ 1.5% |
$7.35K - $9.61K
|
1.28K
$779K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
19+ 2.38% |
$7.35K - $9.61K
|
819
$497K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19+ 1.2% |
$7.35K - $9.61K
|
1.6K
$970K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
18+ 0.71% |
$6.97K - $9.1K
|
2.55K
$1.55M
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
18+ 1.15% |
$6.97K - $9.1K
|
1.59K
$965K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
18+ 25.35% |
$6.97K - $9.1K
|
89
$54K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
18+ 0.87% |
$6.97K - $9.1K
|
2.08K
$1.26M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
18+ 0.41% |
$6.97K - $9.1K
|
4.37K
$2.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
18+ 1.32% |
$6.97K - $9.1K
|
1.38K
$839K
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
18+ 2.29% |
$6.97K - $9.1K
|
805
$488K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
18+ 1.32% |
$6.97K - $9.1K
|
1.38K
$839K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18+ 1.41% |
$6.97K - $9.1K
|
1.3K
$788K
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
16+ 0.26% |
$6.19K - $8.09K
|
6.18K
$3.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16+ 0.96% |
$6.19K - $8.09K
|
1.68K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
16New |
$6.19K - $8.09K
|
16
$9.71K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
16New |
$6.19K - $8.09K
|
16
$9.71K
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
16+ 2.97% |
$6.19K - $8.09K
|
554
$336K
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
15+ 2.13% |
$5.81K - $7.58K
|
718
$436K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
15New |
$5.81K - $7.58K
|
15
$9.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
15+ 1.89% |
$5.81K - $7.58K
|
808
$490K
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
15+ 0.33% |
$5.81K - $7.58K
|
4.55K
$2.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15+ 4.52% |
$5.81K - $7.58K
|
347
$211K
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
14+ 0.71% |
$5.42K - $7.08K
|
1.99K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
14+ 0.31% |
$5.42K - $7.08K
|
4.58K
$2.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
14+ 0.45% |
$5.42K - $7.08K
|
3.1K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
14New |
$5.42K - $7.08K
|
14
$8.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14+ 0.39% |
$5.42K - $7.08K
|
3.63K
$2.2M
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
13+ 1.61% |
$5.03K - $6.57K
|
822
$499K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
13+ 1.57% |
$5.03K - $6.57K
|
839
$509K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
13New |
$5.03K - $6.57K
|
13
$7.89K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
13New |
$5.03K - $6.57K
|
13
$7.89K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13+ 1.45% |
$5.03K - $6.57K
|
910
$552K
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
12+ 1.37% |
$4.64K - $6.07K
|
889
$539K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12+ 0.26% |
$4.64K - $6.07K
|
4.58K
$2.78M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
12+ 0.22% |
$4.64K - $6.07K
|
5.51K
$3.35M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
12+ 0.84% |
$4.64K - $6.07K
|
1.44K
$874K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.2% |
$4.64K - $6.07K
|
5.91K
$3.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
12+ 0.81% |
$4.64K - $6.07K
|
1.49K
$907K
|