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 16, 2021
Q2 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
358+ 13.64% |
$130K - $151K
|
2.98K
$1.84M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
356+ 3.12% |
$130K - $150K
|
11.8K
$7.25M
|
|
|
Aug 09, 2021
Q2 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
353+ 38.5% |
$129K - $149K
|
1.27K
$782K
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
352+ 11.25% |
$128K - $148K
|
3.48K
$2.14M
|
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
350+ 1.72% |
$128K - $147K
|
20.7K
$12.8M
|
|
|
Jul 20, 2021
Q2 2021
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
350+ 0.89% |
$128K - $147K
|
39.8K
$24.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
350+ 22.17% |
$128K - $147K
|
1.93K
$1.19M
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
349+ 4.59% |
$127K - $147K
|
7.95K
$4.9M
|
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
BUY
|
- |
345+ 7.73% |
$126K - $145K
|
4.81K
$2.96M
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
345+ 4.6% |
$126K - $145K
|
7.84K
$4.83M
|
|
|
Jul 20, 2021
Q2 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
339+ 10.01% |
$124K - $143K
|
3.73K
$2.29M
|
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
337+ 39.1% |
$123K - $142K
|
1.2K
$738K
|
|
|
Jul 19, 2021
Q2 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
335+ 1.63% |
$122K - $141K
|
20.8K
$12.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
334+ 0.34% |
$122K - $141K
|
98.4K
$60.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
334+ 1.88% |
$122K - $141K
|
18.1K
$11.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
330+ 1.18% |
$120K - $139K
|
28.4K
$17.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
328+ 5.72% |
$120K - $138K
|
6.06K
$3.73M
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
328+ 1.76% |
$120K - $138K
|
18.9K
$11.6M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
327+ 7.48% |
$119K - $138K
|
4.7K
$2.89M
|
|
|
Aug 09, 2021
Q2 2021
|
Dempze Nancy E
|
BUY
|
- |
326+ 6.42% |
$119K - $137K
|
5.41K
$3.33M
|
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
325+ 14.14% |
$118K - $137K
|
2.62K
$1.62M
|
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
324+ 15.9% |
$118K - $136K
|
2.36K
$1.45M
|
|
|
Jul 16, 2021
Q2 2021
|
Sabal Trust CO
|
BUY
|
- |
323+ 0.52% |
$118K - $136K
|
62.2K
$38.3M
|
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
322+ 7.12% |
$117K - $136K
|
4.85K
$2.98M
|
|
|
Aug 16, 2021
Q2 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
320+ 6.49% |
$117K - $135K
|
5.25K
$3.24M
|
|
|
Jul 27, 2021
Q2 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
319+ 3.19% |
$116K - $134K
|
10.3K
$6.35M
|
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
319+ 38.11% |
$116K - $134K
|
1.16K
$712K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
318+ 2.89% |
$116K - $134K
|
11.3K
$6.97M
|
|
|
Aug 10, 2021
Q2 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
316+ 1.05% |
$115K - $133K
|
30.4K
$18.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
315+ 1.73% |
$115K - $133K
|
18.5K
$11.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
314+ 3.85% |
$114K - $132K
|
8.47K
$5.21M
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
312+ 17.59% |
$114K - $131K
|
2.09K
$1.28M
|
|
|
Aug 10, 2021
Q2 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
311+ 3.58% |
$113K - $131K
|
9.01K
$5.55M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
310+ 2.65% |
$113K - $130K
|
12K
$7.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
306+ 1.44% |
$111K - $129K
|
21.6K
$13.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
303+ 0.74% |
$110K - $128K
|
41.3K
$25.5M
|
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
300+ 52.26% |
$109K - $126K
|
874
$538K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Advisors LLC
|
BUY
|
- |
300+ 4.22% |
$109K - $126K
|
7.41K
$4.56M
|
|
|
Aug 11, 2021
Q2 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
300+ 7.74% |
$109K - $126K
|
4.18K
$2.57M
|
|
|
Aug 11, 2021
Q2 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
300+ 1.37% |
$109K - $126K
|
22.2K
$13.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
299+ 0.39% |
$109K - $126K
|
76.1K
$46.9M
|
|
|
Aug 13, 2021
Q2 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
294+ 2.09% |
$107K - $124K
|
14.3K
$8.83M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
293+ 2.0% |
$107K - $123K
|
14.9K
$9.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
293+ 1.58% |
$107K - $123K
|
18.8K
$11.6M
|
|
|
Jul 27, 2021
Q2 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
293+ 7.07% |
$107K - $123K
|
4.44K
$2.73M
|
|
|
Aug 12, 2021
Q2 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
292+ 1.05% |
$106K - $123K
|
28K
$17.2M
|
|
|
Jul 13, 2021
Q2 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
290+ 6.88% |
$106K - $122K
|
4.51K
$2.78M
|
|
|
Jul 30, 2021
Q2 2021
|
Asio Capital, LLC
|
BUY
|
- |
289+ 2.37% |
$105K - $122K
|
12.5K
$7.69M
|
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
289+ 41.46% |
$105K - $122K
|
986
$607K
|
|
|
Jul 29, 2021
Q2 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
280+ 25.81% |
$102K - $118K
|
1.37K
$841K
|