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 |
---|---|---|---|---|---|---|---|
Aug 11, 2021
Q2 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
918New |
$334K - $386K
|
918
$541K
|
|
Aug 13, 2021
Q2 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
917New |
$334K - $386K
|
917
$540K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
915+ 18.29% |
$333K - $385K
|
5.92K
$3.49M
|
|
Jul 22, 2021
Q2 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
910+ 392.24% |
$332K - $383K
|
1.14K
$673K
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
905+ 2.55% |
$330K - $381K
|
36.3K
$21.4M
|
|
Aug 10, 2021
Q2 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
904New |
$329K - $380K
|
904
$533K
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
902New |
$329K - $380K
|
902
$531K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
887+ 8.33% |
$323K - $373K
|
11.5K
$6.79M
|
|
Jul 30, 2021
Q2 2021
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
886New |
$323K - $373K
|
886
$522K
|
|
Aug 17, 2021
Q2 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
885+ 6.14% |
$322K - $372K
|
15.3K
$9.02M
|
|
Jul 26, 2021
Q2 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
884+ 19.79% |
$322K - $372K
|
5.35K
$3.15M
|
|
Aug 12, 2021
Q2 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
871New |
$317K - $367K
|
871
$513K
|
|
Aug 06, 2021
Q2 2021
|
First National Trust CO
|
BUY
|
- |
870+ 1.62% |
$317K - $366K
|
54.6K
$32.2M
|
|
Aug 03, 2021
Q2 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
863+ 1.77% |
$314K - $363K
|
49.5K
$29.2M
|
|
Aug 18, 2021
Q2 2021
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
850+ 1.97% |
$310K - $358K
|
44K
$25.9M
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
838+ 1.65% |
$305K - $353K
|
51.5K
$30.4M
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
833+ 14.22% |
$304K - $351K
|
6.69K
$3.94M
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
833New |
$304K - $351K
|
833
$491K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
828+ 3.0% |
$302K - $348K
|
28.4K
$16.7M
|
|
Jul 26, 2021
Q2 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
824+ 5.76% |
$300K - $347K
|
15.1K
$8.91M
|
|
Aug 05, 2021
Q2 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
823+ 0.28% |
$300K - $346K
|
291K
$171M
|
|
Aug 10, 2021
Q2 2021
|
Advisor Os, LLC
|
BUY
|
- |
821+ 15.78% |
$299K - $346K
|
6.02K
$3.55M
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
BUY
|
- |
814+ 69.99% |
$297K - $343K
|
1.98K
$1.16M
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
812+ 8.06% |
$296K - $342K
|
10.9K
$6.42M
|
|
Jul 16, 2021
Q2 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
806New |
$294K - $339K
|
806
$475K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
806New |
$294K - $339K
|
806
$475K
|
|
Jul 11, 2022
Q2 2021
|
Range Financial Group LLC
|
BUY
|
- |
795New |
$290K - $335K
|
795
$468K
|
|
Jul 15, 2021
Q2 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
785+ 2.09% |
$286K - $330K
|
38.4K
$22.6M
|
|
Aug 12, 2021
Q2 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
784New |
$286K - $330K
|
784
$462K
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
781+ 7.47% |
$285K - $329K
|
11.2K
$6.62M
|
|
Aug 16, 2021
Q2 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
771New |
$281K - $325K
|
771
$454K
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
770+ 23.29% |
$281K - $324K
|
4.08K
$2.4M
|
|
Jul 16, 2021
Q2 2021
|
Newton One Investments LLC
|
BUY
|
- |
764New |
$278K - $322K
|
764
$450K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
764+ 4.71% |
$278K - $322K
|
17K
$10M
|
|
Jul 26, 2021
Q2 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
758+ 10.04% |
$276K - $319K
|
8.31K
$4.89M
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
BUY
|
- |
754+ 1.83% |
$275K - $317K
|
41.9K
$24.7M
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
753New |
$274K - $317K
|
753
$444K
|
|
Jul 19, 2021
Q2 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
750+ 6.87% |
$273K - $316K
|
11.7K
$6.87M
|
|
Aug 16, 2021
Q2 2021
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
748+ 1.86% |
$273K - $315K
|
41K
$24.2M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
747New |
$272K - $314K
|
747
$440K
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
739+ 1.07% |
$269K - $311K
|
69.5K
$41M
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
739+ 1.07% |
$269K - $311K
|
69.5K
$41M
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
737+ 1.7% |
$269K - $310K
|
44K
$25.9M
|
|
Feb 14, 2022
Q2 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
736+ 38.49% |
$268K - $310K
|
2.65K
$1.56M
|
|
Jul 08, 2021
Q2 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
732New |
$267K - $308K
|
732
$431K
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
721+ 4.94% |
$263K - $303K
|
15.3K
$9.02M
|
|
Jul 27, 2021
Q2 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
718New |
$262K - $302K
|
718
$423K
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
712+ 16.39% |
$259K - $300K
|
5.06K
$2.98M
|
|
Aug 10, 2021
Q2 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
710+ 3.93% |
$259K - $299K
|
18.8K
$11.1M
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
709+ 25.12% |
$258K - $298K
|
3.53K
$2.08M
|