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 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.62K+ 33.65% |
$1.01M - $1.33M
|
10.4K
$6.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.62K+ 42.35% |
$1.01M - $1.33M
|
8.81K
$5.35M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.59K+ 14.75% |
$1M - $1.31M
|
20.2K
$12.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$1M - $1.31M
|
2.59K
$1.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.57K+ 2.04% |
$993K - $1.3M
|
128K
$77.7M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.55K+ 3.01% |
$985K - $1.29M
|
87K
$52.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.51K+ 9.05% |
$972K - $1.27M
|
30.3K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.5KNew |
$966K - $1.26M
|
2.5K
$1.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.47KNew |
$956K - $1.25M
|
2.47K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.47KNew |
$955K - $1.25M
|
2.47K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.45K+ 34.19% |
$949K - $1.24M
|
9.62K
$5.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.45KNew |
$948K - $1.24M
|
2.45K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.45K+ 2.49% |
$947K - $1.24M
|
101K
$61.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.45K+ 12.27% |
$947K - $1.24M
|
22.4K
$13.6M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.43KNew |
$939K - $1.23M
|
2.43K
$1.47M
|
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.42KNew |
$935K - $1.22M
|
2.42K
$1.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
2.41KNew |
$934K - $1.22M
|
2.41K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
2.41K+ 5.3% |
$933K - $1.22M
|
47.9K
$29.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
2.4K+ 23.4% |
$930K - $1.22M
|
12.7K
$7.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.39K+ 2.57% |
$926K - $1.21M
|
95.7K
$58M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.38K+ 71.87% |
$920K - $1.2M
|
5.68K
$3.45M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.37K+ 14.06% |
$917K - $1.2M
|
19.2K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.37K+ 13.48% |
$916K - $1.2M
|
19.9K
$12.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
2.36K+ 66.85% |
$915K - $1.19M
|
5.9K
$3.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
2.36K+ 1.36% |
$914K - $1.19M
|
176K
$107M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.35KNew |
$911K - $1.19M
|
2.35K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.35KNew |
$910K - $1.19M
|
2.35K
$1.43M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.35K+ 17.69% |
$908K - $1.19M
|
15.6K
$9.47M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.32KNew |
$896K - $1.17M
|
2.32K
$1.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
2.3K+ 6.67% |
$890K - $1.16M
|
36.8K
$22.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.28KNew |
$883K - $1.15M
|
2.28K
$1.38M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.28K+ 1.77% |
$882K - $1.15M
|
131K
$79.7M
|
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.27KNew |
$879K - $1.15M
|
2.27K
$1.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.25K+ 241.94% |
$871K - $1.14M
|
3.18K
$1.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.24K+ 86.57% |
$868K - $1.13M
|
4.84K
$2.93M
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.24KNew |
$868K - $1.13M
|
2.24K
$1.36M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.22K+ 171.96% |
$859K - $1.12M
|
3.51K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.21KNew |
$856K - $1.12M
|
2.21K
$1.34M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
2.2KNew |
$853K - $1.11M
|
2.2K
$1.34M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.2K+ 1.09% |
$853K - $1.11M
|
204K
$124M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.2KNew |
$852K - $1.11M
|
2.2K
$1.34M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
2.2KNew |
$850K - $1.11M
|
2.2K
$1.33M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.18KNew |
$843K - $1.1M
|
2.18K
$1.32M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
2.16KNew |
$836K - $1.09M
|
2.16K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
2.15K+ 6.02% |
$832K - $1.09M
|
37.9K
$23M
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.15K+ 3.09% |
$832K - $1.09M
|
71.7K
$43.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Focused Investors LLC
|
BUY
|
- |
2.1K+ 0.4% |
$813K - $1.06M
|
529K
$321M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
2.1K+ 53.1% |
$813K - $1.06M
|
6.06K
$3.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.1KNew |
$813K - $1.06M
|
2.1K
$1.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.09KNew |
$808K - $1.06M
|
2.09K
$1.27M
|