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 06, 2021
Q2 2021
|
Center For Asset Management LLC
|
BUY
|
- |
545New |
$199K - $229K
|
545
$321K
|
|
Aug 03, 2021
Q2 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
545New |
$199K - $229K
|
545
$321K
|
|
Aug 11, 2021
Q2 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
545+ 13.97% |
$199K - $229K
|
4.45K
$2.62M
|
|
Aug 13, 2021
Q2 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
544+ 82.42% |
$198K - $229K
|
1.2K
$709K
|
|
Aug 17, 2021
Q2 2021
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
542New |
$197K - $228K
|
542
$319K
|
|
Aug 06, 2021
Q2 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
538+ 32.16% |
$196K - $226K
|
2.21K
$1.3M
|
|
Aug 13, 2021
Q2 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
535New |
$195K - $225K
|
535
$315K
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
BUY
|
- |
530New |
$193K - $223K
|
530
$312K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
528+ 2.18% |
$192K - $222K
|
24.8K
$14.6M
|
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
528New |
$192K - $222K
|
528
$311K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
526+ 7.63% |
$192K - $221K
|
7.42K
$4.37M
|
|
Jul 19, 2021
Q2 2021
|
Windward Capital Management CO
|
BUY
|
- |
525New |
$191K - $221K
|
525
$309K
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
525+ 11.1% |
$191K - $221K
|
5.26K
$3.1M
|
|
May 26, 2023
Q2 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
525+ 11.31% |
$191K - $221K
|
5.17K
$3.04M
|
|
Aug 10, 2021
Q2 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
524New |
$191K - $221K
|
524
$309K
|
|
Aug 03, 2021
Q2 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
523+ 14.98% |
$191K - $220K
|
4.01K
$2.36M
|
|
Jul 30, 2021
Q2 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
523New |
$191K - $220K
|
523
$308K
|
|
Jul 29, 2021
Q2 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
521New |
$190K - $219K
|
521
$307K
|
|
Jul 13, 2021
Q2 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
520New |
$189K - $219K
|
520
$306K
|
|
Jul 22, 2021
Q2 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
519New |
$189K - $218K
|
519
$306K
|
|
Aug 17, 2021
Q2 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
519New |
$189K - $218K
|
519
$306K
|
|
Aug 10, 2021
Q2 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
517+ 12.65% |
$188K - $218K
|
4.6K
$2.71M
|
|
Jul 22, 2021
Q2 2021
|
Lincoln Capital Corp
|
BUY
|
- |
515+ 3.11% |
$188K - $217K
|
17.1K
$10.1M
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
515New |
$188K - $217K
|
515
$303K
|
|
Jul 30, 2021
Q2 2021
|
Exeter Financial, LLC
|
BUY
|
- |
511New |
$186K - $215K
|
511
$301K
|
|
Jul 27, 2021
Q2 2021
|
Wbh Advisory Inc
|
BUY
|
- |
510New |
$186K - $215K
|
510
$300K
|
|
Aug 11, 2021
Q2 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
508+ 2.06% |
$185K - $214K
|
25.2K
$14.8M
|
|
Aug 12, 2021
Q2 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
508New |
$185K - $214K
|
508
$299K
|
|
Aug 11, 2021
Q2 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
504New |
$184K - $212K
|
504
$297K
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
504New |
$184K - $212K
|
504
$297K
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
503+ 2.96% |
$183K - $212K
|
17.5K
$10.3M
|
|
Aug 13, 2021
Q2 2021
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
501New |
$183K - $211K
|
501
$295K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
501+ 6.06% |
$183K - $211K
|
8.77K
$5.16M
|
|
Jul 16, 2021
Q2 2021
|
Shikiar Asset Management Inc
|
BUY
|
- |
500New |
$182K - $210K
|
500
$295K
|
|
Jul 23, 2021
Q2 2021
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
500New |
$182K - $210K
|
500
$295K
|
|
Aug 16, 2021
Q2 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
500New |
$182K - $210K
|
500
$295K
|
|
Aug 13, 2021
Q2 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
500+ 37.04% |
$182K - $210K
|
1.85K
$1.09M
|
|
Aug 09, 2021
Q2 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
500+ 1.66% |
$182K - $210K
|
30.6K
$18M
|
|
Jul 28, 2021
Q2 2021
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
500+ 40.95% |
$182K - $210K
|
1.72K
$1.01M
|
|
Aug 16, 2021
Q2 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
500New |
$182K - $210K
|
500
$295K
|
|
Aug 13, 2021
Q2 2021
|
Capital Management Associates
New York, NY |
BUY
|
- |
500New |
$182K - $210K
|
500
$295K
|
|
Aug 09, 2021
Q2 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
497New |
$181K - $209K
|
497
$293K
|
|
Aug 04, 2021
Q2 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
497+ 9.98% |
$181K - $209K
|
5.48K
$3.23M
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
BUY
|
- |
489+ 3.08% |
$178K - $206K
|
16.4K
$9.64M
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
488+ 7.7% |
$178K - $205K
|
6.83K
$4.02M
|
|
Jul 19, 2021
Q2 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
487+ 5.06% |
$177K - $205K
|
10.1K
$5.95M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
482+ 2.74% |
$176K - $203K
|
18.1K
$10.7M
|
|
Jul 19, 2021
Q2 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
480+ 0.49% |
$175K - $202K
|
97.5K
$57.4M
|
|
Jul 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
479+ 50.16% |
$175K - $202K
|
1.43K
$845K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
478+ 4.13% |
$174K - $201K
|
12K
$7.1M
|