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 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.89K+ 789.68% |
$2.66M - $3.48M
|
7.76K
$4.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
6.78K+ 116.07% |
$2.62M - $3.43M
|
12.6K
$7.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.76K+ 875.0% |
$2.61M - $3.42M
|
7.53K
$4.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
6.7KNew |
$2.59M - $3.39M
|
6.7K
$3.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.64K+ 65.68% |
$2.57M - $3.36M
|
16.8K
$9.9M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.64K+ 65.68% |
$2.57M - $3.36M
|
16.8K
$9.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.62K+ 30.49% |
$2.56M - $3.35M
|
28.3K
$16.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.58K+ 103.0% |
$2.55M - $3.33M
|
13K
$7.67M
|
|
|
Nov 14, 2023
Q4 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
6.55KNew |
$2.54M - $3.31M
|
6.55K
$3.87M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.54KNew |
$2.53M - $3.31M
|
6.54K
$3.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
6.42K+ 7.2% |
$2.48M - $3.24M
|
95.5K
$56.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Gouws Capital LLC
|
BUY
|
- |
6.35KNew |
$2.46M - $3.21M
|
6.35K
$3.75M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
6.34K+ 1.21% |
$2.45M - $3.2M
|
531K
$314M
|
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
6.24K+ 22.66% |
$2.42M - $3.16M
|
33.8K
$20M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.21K+ 2.82% |
$2.4M - $3.14M
|
226K
$134M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
6.18KNew |
$2.39M - $3.12M
|
6.18K
$3.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.15K+ 6.94% |
$2.38M - $3.11M
|
94.8K
$56M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
6.12KNew |
$2.37M - $3.1M
|
6.12K
$3.62M
|
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.11K+ 260.28% |
$2.37M - $3.09M
|
8.46K
$5M
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
6.09K+ 2.15% |
$2.36M - $3.08M
|
290K
$171M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.03K+ 4.21% |
$2.33M - $3.05M
|
149K
$88.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
6KNew |
$2.32M - $3.03M
|
6K
$3.55M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.93K+ 2.38% |
$2.29M - $3M
|
255K
$151M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.85K+ 3.3% |
$2.26M - $2.96M
|
183K
$108M
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
5.84K+ 34.02% |
$2.26M - $2.95M
|
23K
$13.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
5.83KNew |
$2.26M - $2.95M
|
5.83K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.76KNew |
$2.23M - $2.91M
|
5.76K
$3.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.73K+ 9.35% |
$2.22M - $2.9M
|
67K
$39.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.71K+ 2.53% |
$2.21M - $2.88M
|
231K
$137M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.7KNew |
$2.2M - $2.88M
|
5.7K
$3.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.65K+ 260.79% |
$2.19M - $2.86M
|
7.82K
$4.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.63K+ 301.02% |
$2.18M - $2.85M
|
7.5K
$4.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
5.63K+ 5.89% |
$2.18M - $2.85M
|
101K
$59.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.6K+ 242.4% |
$2.17M - $2.83M
|
7.91K
$4.67M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
5.5K+ 37.06% |
$2.13M - $2.78M
|
20.4K
$12M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
5.49KNew |
$2.13M - $2.78M
|
5.49K
$3.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
5.42K+ 36.85% |
$2.1M - $2.74M
|
20.1K
$11.9M
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.4KNew |
$2.09M - $2.73M
|
5.4K
$3.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
5.4K+ 9.62% |
$2.09M - $2.73M
|
61.5K
$36.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.35K+ 4.75% |
$2.07M - $2.7M
|
118K
$69.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.34K+ 12.08% |
$2.07M - $2.7M
|
49.6K
$29.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.29K+ 2.41% |
$2.05M - $2.68M
|
225K
$133M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.28KNew |
$2.04M - $2.67M
|
5.28K
$3.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.25K+ 7.98% |
$2.03M - $2.65M
|
71K
$41.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
5.16K+ 628.22% |
$2M - $2.61M
|
5.99K
$3.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.11K+ 34.7% |
$1.98M - $2.58M
|
19.8K
$11.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.04K+ 7.34% |
$1.95M - $2.55M
|
73.7K
$43.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.04K+ 1.81% |
$1.95M - $2.55M
|
283K
$167M
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4.95KNew |
$1.92M - $2.5M
|
4.95K
$2.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
4.95K+ 6.05% |
$1.92M - $2.5M
|
86.8K
$51.3M
|