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 23, 2021
Q2 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
479+ 50.16% |
$175K - $202K
|
1.43K
$883K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
478+ 4.13% |
$174K - $201K
|
12K
$7.42M
|
|
Jul 22, 2021
Q2 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
477+ 28.29% |
$174K - $201K
|
2.16K
$1.33M
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
476+ 16.44% |
$173K - $200K
|
3.37K
$2.08M
|
|
Aug 16, 2021
Q2 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
474+ 37.15% |
$173K - $200K
|
1.75K
$1.08M
|
|
Jul 02, 2021
Q2 2021
|
M&R Capital Management Inc
|
BUY
|
- |
472+ 11.43% |
$172K - $199K
|
4.6K
$2.83M
|
|
Aug 09, 2021
Q2 2021
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
468+ 2.94% |
$171K - $197K
|
16.4K
$10.1M
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
467+ 33.48% |
$170K - $197K
|
1.86K
$1.15M
|
|
Jul 29, 2021
Q2 2021
|
Jlb & Associates Inc
|
BUY
|
- |
466+ 1.23% |
$170K - $196K
|
38.3K
$23.6M
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
462+ 1.38% |
$168K - $194K
|
33.8K
$20.8M
|
|
Aug 12, 2021
Q2 2021
|
North Rock Partners, LLC
|
BUY
|
- |
451+ 12.78% |
$164K - $190K
|
3.98K
$2.45M
|
|
Aug 04, 2021
Q2 2021
|
Ballast, Inc.
|
BUY
|
- |
445+ 3.39% |
$162K - $187K
|
13.6K
$8.36M
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
443+ 13.77% |
$161K - $186K
|
3.66K
$2.25M
|
|
Aug 13, 2021
Q2 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
443New |
$161K - $186K
|
443
$273K
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
442+ 16.11% |
$161K - $186K
|
3.19K
$1.96M
|
|
Aug 12, 2021
Q2 2021
|
Quilter PLC
|
BUY
|
- |
436+ 12.65% |
$159K - $184K
|
3.88K
$2.39M
|
|
Aug 10, 2021
Q2 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
432+ 23.03% |
$157K - $182K
|
2.31K
$1.42M
|
|
Jul 27, 2021
Q2 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
431+ 0.61% |
$157K - $181K
|
70.8K
$43.6M
|
|
Aug 03, 2021
Q2 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
426+ 2.26% |
$155K - $179K
|
19.2K
$11.9M
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
426+ 5.39% |
$155K - $179K
|
8.32K
$5.13M
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
425+ 72.28% |
$155K - $179K
|
1.01K
$624K
|
|
Aug 04, 2021
Q2 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
424+ 46.8% |
$154K - $178K
|
1.33K
$819K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
418+ 7.7% |
$152K - $176K
|
5.85K
$3.6M
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
414+ 33.66% |
$151K - $174K
|
1.64K
$1.01M
|
|
Jul 07, 2021
Q2 2021
|
Security National Bank
|
BUY
|
- |
413+ 2.1% |
$150K - $174K
|
20.1K
$12.4M
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
411+ 2.76% |
$150K - $173K
|
15.3K
$9.42M
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
409+ 0.65% |
$149K - $172K
|
63.4K
$39.1M
|
|
Aug 06, 2021
Q2 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
401+ 59.76% |
$146K - $169K
|
1.07K
$660K
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
401+ 49.45% |
$146K - $169K
|
1.21K
$746K
|
|
Aug 16, 2021
Q2 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
400+ 66.33% |
$146K - $168K
|
1K
$618K
|
|
Aug 12, 2021
Q2 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
400+ 10.02% |
$146K - $168K
|
4.39K
$2.71M
|
|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
397+ 2.65% |
$145K - $167K
|
15.4K
$9.46M
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
394+ 16.73% |
$144K - $166K
|
2.75K
$1.69M
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
393+ 16.81% |
$143K - $165K
|
2.73K
$1.68M
|
|
Aug 13, 2021
Q2 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
393+ 5.61% |
$143K - $165K
|
7.39K
$4.55M
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
390+ 1.75% |
$142K - $164K
|
22.7K
$14M
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
389+ 1.22% |
$142K - $164K
|
32.4K
$19.9M
|
|
Aug 12, 2021
Q2 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
386+ 3.28% |
$141K - $162K
|
12.2K
$7.49M
|
|
Jul 02, 2021
Q2 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
383+ 4.23% |
$140K - $161K
|
9.44K
$5.82M
|
|
Aug 13, 2021
Q2 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
383+ 19.93% |
$140K - $161K
|
2.31K
$1.42M
|
|
Aug 03, 2021
Q2 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
382+ 2.31% |
$139K - $161K
|
16.9K
$10.4M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
379+ 3.5% |
$138K - $160K
|
11.2K
$6.91M
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
376+ 40.87% |
$137K - $158K
|
1.3K
$798K
|
|
Aug 09, 2021
Q2 2021
|
Cim, LLC
|
BUY
|
- |
373+ 13.36% |
$136K - $157K
|
3.17K
$1.95M
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
371+ 11.98% |
$135K - $156K
|
3.47K
$2.14M
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
368New |
$134K - $155K
|
368
$227K
|
|
Aug 03, 2021
Q2 2021
|
Highland Private Wealth Management
|
BUY
|
- |
365+ 7.71% |
$133K - $154K
|
5.1K
$3.14M
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
365+ 2.95% |
$133K - $154K
|
12.7K
$7.85M
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
361+ 2.1% |
$132K - $152K
|
17.5K
$10.8M
|
|
Jul 27, 2021
Q2 2021
|
Alta Capital Management LLC
|
BUY
|
- |
360+ 4.56% |
$131K - $152K
|
8.26K
$5.09M
|