Purchases and Sales Made in Q2 2021 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.25KNew |
$454K - $524K
|
1.25K
$733K
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.24K+ 2.6% |
$451K - $521K
|
48.8K
$28.8M
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.21K+ 4.61% |
$442K - $510K
|
27.5K
$16.2M
|
|
Aug 05, 2021
Q2 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
1.21K+ 2.71% |
$441K - $509K
|
45.8K
$27M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
1.21K+ 149.88% |
$440K - $508K
|
2.01K
$1.19M
|
|
Aug 05, 2021
Q2 2021
|
Penobscot Wealth Management
|
BUY
|
- |
1.2KNew |
$436K - $504K
|
1.2K
$705K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.19K+ 0.23% |
$434K - $501K
|
517K
$305M
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.19K+ 7.16% |
$433K - $500K
|
17.8K
$10.5M
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 8.66% |
$430K - $496K
|
14.8K
$8.72M
|
|
Jul 12, 2021
Q2 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.17K+ 9.72% |
$427K - $493K
|
13.2K
$7.78M
|
|
Jul 22, 2021
Q2 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.16K+ 2.96% |
$424K - $490K
|
40.4K
$23.8M
|
|
Aug 12, 2021
Q2 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.16K+ 10.38% |
$422K - $488K
|
12.3K
$7.26M
|
|
Aug 16, 2021
Q2 2021
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.14KNew |
$415K - $479K
|
1.14K
$671K
|
|
Aug 16, 2021
Q2 2021
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
1.14K+ 8.08% |
$414K - $478K
|
15.2K
$8.96M
|
|
Jul 29, 2021
Q2 2021
|
Bank Of Stockton
|
BUY
|
- |
1.13K+ 77.16% |
$412K - $476K
|
2.6K
$1.53M
|
|
Aug 12, 2021
Q2 2021
|
Profund Advisors LLC
|
BUY
|
- |
1.12K+ 4.94% |
$409K - $473K
|
23.8K
$14M
|
|
Jul 29, 2021
Q2 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.12K+ 0.89% |
$408K - $472K
|
128K
$75.2M
|
|
Aug 16, 2021
Q2 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.12KNew |
$408K - $471K
|
1.12K
$660K
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.12KNew |
$407K - $470K
|
1.12K
$658K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.1K+ 10.24% |
$402K - $464K
|
11.9K
$7M
|
|
Jul 26, 2021
Q2 2021
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
1.1K+ 1.69% |
$401K - $463K
|
66.1K
$38.9M
|
|
Aug 13, 2021
Q2 2021
|
Sageworth Trust CO
|
BUY
|
- |
1.07KNew |
$391K - $452K
|
1.07K
$632K
|
|
Jul 12, 2021
Q2 2021
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.06K+ 0.67% |
$387K - $447K
|
159K
$93.5M
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1.06K+ 21.22% |
$386K - $446K
|
6.05K
$3.56M
|
|
Jul 28, 2021
Q2 2021
|
Exane Derivatives
|
BUY
|
- |
1.06K+ 17633.33% |
$386K - $445K
|
1.06K
$627K
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 8.18% |
$385K - $444K
|
14K
$8.23M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 66.81% |
$384K - $443K
|
2.63K
$1.55M
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.04K+ 16.24% |
$378K - $436K
|
7.42K
$4.37M
|
|
Aug 09, 2021
Q2 2021
|
Broderick Brian C
|
BUY
|
- |
1.04K+ 10.18% |
$378K - $436K
|
11.2K
$6.61M
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.03K+ 6.88% |
$376K - $434K
|
16K
$9.44M
|
|
Aug 10, 2021
Q2 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.02KNew |
$371K - $428K
|
1.02K
$599K
|
|
Aug 10, 2021
Q2 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.01KNew |
$368K - $425K
|
1.01K
$595K
|
|
Jul 27, 2021
Q2 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 0.32% |
$364K - $421K
|
314K
$185M
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
BUY
|
- |
999+ 28.0% |
$364K - $420K
|
4.57K
$2.69M
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
999+ 1.57% |
$364K - $420K
|
64.5K
$38M
|
|
Jul 16, 2021
Q2 2021
|
Insight Folios Inc
|
BUY
|
- |
983New |
$358K - $414K
|
983
$579K
|
|
Aug 16, 2021
Q2 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
982New |
$358K - $413K
|
982
$579K
|
|
Aug 04, 2021
Q2 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
971+ 10.64% |
$354K - $409K
|
10.1K
$5.95M
|
|
Aug 12, 2021
Q2 2021
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
960New |
$350K - $404K
|
960
$566K
|
|
Aug 13, 2021
Q2 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
956New |
$348K - $402K
|
956
$563K
|
|
Aug 06, 2021
Q2 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
956+ 0.73% |
$348K - $402K
|
131K
$77.4M
|
|
Jul 16, 2021
Q2 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
951New |
$347K - $400K
|
951
$560K
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
951+ 78.66% |
$347K - $400K
|
2.16K
$1.27M
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
950+ 20.52% |
$346K - $400K
|
5.58K
$3.29M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
948+ 8.88% |
$345K - $399K
|
11.6K
$6.85M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
947+ 1.0% |
$345K - $399K
|
95.9K
$56.5M
|
|
Jul 28, 2021
Q2 2021
|
Sp Asset Management
|
BUY
|
- |
947+ 1.39% |
$345K - $399K
|
68.9K
$40.6M
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
940+ 58.6% |
$343K - $396K
|
2.54K
$1.5M
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
937+ 32.37% |
$341K - $394K
|
3.83K
$2.26M
|
|
Jul 19, 2021
Q2 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
928+ 12.17% |
$338K - $391K
|
8.55K
$5.04M
|