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 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
704+ 92.27% |
$257K - $296K
|
1.47K
$864K
|
|
Aug 13, 2021
Q2 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
703New |
$256K - $296K
|
703
$414K
|
|
Aug 16, 2021
Q2 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
702New |
$256K - $295K
|
702
$414K
|
|
Aug 05, 2021
Q2 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
701+ 28.37% |
$255K - $295K
|
3.17K
$1.87M
|
|
Aug 11, 2021
Q2 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
698New |
$254K - $294K
|
698
$411K
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
688+ 25.22% |
$251K - $290K
|
3.42K
$2.01M
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
688+ 3.09% |
$251K - $290K
|
22.9K
$13.5M
|
|
Jul 29, 2021
Q2 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
686+ 2.88% |
$250K - $289K
|
24.5K
$14.4M
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
685+ 5.79% |
$250K - $288K
|
12.5K
$7.37M
|
|
Aug 10, 2021
Q2 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
685+ 4.03% |
$250K - $288K
|
17.7K
$10.4M
|
|
Aug 12, 2021
Q2 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
682+ 0.11% |
$249K - $287K
|
621K
$366M
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
677+ 21.1% |
$247K - $285K
|
3.89K
$2.29M
|
|
Jul 20, 2021
Q2 2021
|
Eastern Bank
|
BUY
|
- |
676+ 0.97% |
$246K - $285K
|
70.2K
$41.3M
|
|
Jul 23, 2021
Q2 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
675+ 6.51% |
$246K - $284K
|
11K
$6.5M
|
|
Aug 10, 2021
Q2 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
670New |
$244K - $282K
|
670
$395K
|
|
Aug 12, 2021
Q2 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
670+ 1.72% |
$244K - $282K
|
39.7K
$23.4M
|
|
Aug 03, 2021
Q2 2021
|
Wright Investors Service Inc
|
BUY
|
- |
658+ 4.07% |
$240K - $277K
|
16.8K
$9.92M
|
|
Aug 16, 2021
Q2 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
651New |
$237K - $274K
|
651
$384K
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
649+ 3.47% |
$236K - $273K
|
19.4K
$11.4M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
635+ 2.86% |
$231K - $267K
|
22.8K
$13.5M
|
|
Jul 29, 2021
Q2 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
634+ 5.15% |
$231K - $267K
|
12.9K
$7.63M
|
|
Jul 28, 2021
Q2 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
632+ 6.7% |
$230K - $266K
|
10.1K
$5.93M
|
|
Aug 13, 2021
Q2 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
632+ 4.62% |
$230K - $266K
|
14.3K
$8.43M
|
|
Jul 20, 2021
Q2 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
631+ 2.78% |
$230K - $266K
|
23.3K
$13.7M
|
|
Aug 02, 2021
Q2 2021
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
630New |
$230K - $265K
|
630
$371K
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
627+ 30.44% |
$228K - $264K
|
2.69K
$1.58M
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
625+ 2155.17% |
$228K - $263K
|
654
$385K
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
624+ 12.84% |
$227K - $263K
|
5.48K
$3.23M
|
|
Jul 30, 2021
Q2 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
623+ 2.89% |
$227K - $262K
|
22.1K
$13M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
622+ 21.12% |
$227K - $262K
|
3.57K
$2.1M
|
|
Mar 21, 2022
Q2 2021
|
Humankind Investments LLC
|
BUY
|
- |
619+ 45.95% |
$226K - $261K
|
1.97K
$1.16M
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
613+ 27.2% |
$223K - $258K
|
2.87K
$1.69M
|
|
Aug 16, 2021
Q2 2021
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
604New |
$220K - $254K
|
604
$356K
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
BUY
|
- |
601+ 5.74% |
$219K - $253K
|
11.1K
$6.52M
|
|
Aug 20, 2021
Q2 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
599+ 4.64% |
$218K - $252K
|
13.5K
$7.95M
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
593New |
$216K - $250K
|
593
$349K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
584+ 0.05% |
$213K - $246K
|
1.07M
$628M
|
|
Aug 04, 2021
Q2 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
584+ 32.99% |
$213K - $246K
|
2.35K
$1.39M
|
|
Jul 28, 2021
Q2 2021
|
Single Point Partners, LLC
|
BUY
|
- |
581New |
$212K - $245K
|
581
$342K
|
|
Aug 09, 2021
Q2 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
579New |
$211K - $244K
|
579
$341K
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
578+ 3.9% |
$211K - $243K
|
15.4K
$9.06M
|
|
Aug 03, 2021
Q2 2021
|
Klcm Advisors, Inc.
|
BUY
|
- |
578New |
$211K - $243K
|
578
$341K
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
569+ 72.95% |
$207K - $239K
|
1.35K
$795K
|
|
Aug 02, 2021
Q2 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
563+ 1.53% |
$205K - $237K
|
37.3K
$22M
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
556+ 11.92% |
$203K - $234K
|
5.22K
$3.08M
|
|
Aug 11, 2021
Q2 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
555+ 5.47% |
$202K - $234K
|
10.7K
$6.31M
|
|
Aug 13, 2021
Q2 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
552+ 1.72% |
$201K - $232K
|
32.7K
$19.3M
|
|
Aug 13, 2021
Q2 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
550+ 10.07% |
$200K - $231K
|
6.01K
$3.54M
|
|
Jul 26, 2021
Q2 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
549New |
$200K - $231K
|
549
$323K
|
|
Jul 30, 2021
Q2 2021
|
Groesbeck Investment Management Corp
|
BUY
|
- |
547+ 12.42% |
$199K - $230K
|
4.95K
$2.92M
|