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 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.36K+ 215.4% |
$1.3M - $1.7M
|
4.91K
$2.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.3K+ 3.11% |
$1.28M - $1.67M
|
109K
$64.7M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
3.29K+ 5.85% |
$1.27M - $1.66M
|
59.5K
$35.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
3.28KNew |
$1.27M - $1.66M
|
3.28K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.26K+ 4.18% |
$1.26M - $1.65M
|
81.4K
$48.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.26K+ 6.48% |
$1.26M - $1.65M
|
53.5K
$31.6M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.24KNew |
$1.26M - $1.64M
|
3.24K
$1.92M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.24K+ 24.6% |
$1.25M - $1.64M
|
16.4K
$9.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
3.24K+ 22.95% |
$1.25M - $1.64M
|
17.3K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.23KNew |
$1.25M - $1.63M
|
3.23K
$1.91M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
3.2KNew |
$1.24M - $1.62M
|
3.2K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.18K+ 83.84% |
$1.23M - $1.61M
|
6.98K
$4.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
3.18K+ 22.25% |
$1.23M - $1.61M
|
17.5K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
3.17KNew |
$1.23M - $1.6M
|
3.17K
$1.87M
|
|
|
Jan 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.17K+ 4.73% |
$1.23M - $1.6M
|
70.2K
$41.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.14K+ 12.93% |
$1.22M - $1.59M
|
27.5K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
3.13K+ 43.08% |
$1.21M - $1.58M
|
10.4K
$6.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.13KNew |
$1.21M - $1.58M
|
3.13K
$1.85M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
3.12KNew |
$1.21M - $1.58M
|
3.12K
$1.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.08KNew |
$1.19M - $1.56M
|
3.08K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.06K+ 78.17% |
$1.18M - $1.55M
|
6.98K
$4.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.05K+ 22.36% |
$1.18M - $1.54M
|
16.7K
$9.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.02KNew |
$1.17M - $1.53M
|
3.02K
$1.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
3.02K+ 1.16% |
$1.17M - $1.53M
|
262K
$155M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.01KNew |
$1.16M - $1.52M
|
3.01K
$1.78M
|
|
|
Jan 27, 2022
Q4 2021
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
3K+ 12.03% |
$1.16M - $1.52M
|
27.9K
$16.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
3K+ 25.29% |
$1.16M - $1.52M
|
14.9K
$8.78M
|
|
|
Feb 11, 2022
Q4 2021
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
2.99KNew |
$1.16M - $1.51M
|
2.99K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
2.97K+ 4.68% |
$1.15M - $1.5M
|
66.5K
$39.3M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.91K+ 306.32% |
$1.13M - $1.47M
|
3.86K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$1.12M - $1.47M
|
2.9K
$1.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.89KNew |
$1.12M - $1.46M
|
2.89K
$1.71M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
2.89K+ 85.28% |
$1.12M - $1.46M
|
6.27K
$3.7M
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
2.88K+ 7.9% |
$1.11M - $1.46M
|
39.3K
$23.2M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.87K+ 1.82% |
$1.11M - $1.45M
|
161K
$95.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.86K+ 18.61% |
$1.11M - $1.45M
|
18.2K
$10.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.86K+ 229.56% |
$1.11M - $1.44M
|
4.1K
$2.42M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.86KNew |
$1.1M - $1.44M
|
2.86K
$1.69M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
2.84KNew |
$1.1M - $1.44M
|
2.84K
$1.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.83K+ 38.37% |
$1.09M - $1.43M
|
10.2K
$6.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.8K+ 46.95% |
$1.08M - $1.41M
|
8.75K
$5.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.76K+ 7.34% |
$1.07M - $1.39M
|
40.4K
$23.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.74K+ 7.24% |
$1.06M - $1.38M
|
40.5K
$24M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$1.05M - $1.38M
|
2.73K
$1.61M
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.73KNew |
$1.05M - $1.38M
|
2.73K
$1.61M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.72KNew |
$1.05M - $1.38M
|
2.72K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
2.71KNew |
$1.05M - $1.37M
|
2.71K
$1.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Everence Capital Management Inc
|
BUY
|
- |
2.7K+ 12.74% |
$1.04M - $1.37M
|
23.9K
$14.1M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.68K+ 2.29% |
$1.04M - $1.35M
|
119K
$70.5M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.65K+ 3.56% |
$1.03M - $1.34M
|
77.1K
$45.5M
|