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 26, 2021
Q2 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
280+ 2.55% |
$102K - $118K
|
11.3K
$6.93M
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
280+ 14.36% |
$102K - $118K
|
2.23K
$1.37M
|
|
|
Jul 14, 2021
Q2 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
280+ 13.48% |
$102K - $118K
|
2.36K
$1.45M
|
|
|
Jul 23, 2021
Q2 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
278+ 2.1% |
$101K - $117K
|
13.5K
$8.32M
|
|
|
Aug 10, 2021
Q2 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
278+ 1.25% |
$101K - $117K
|
22.4K
$13.8M
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
278+ 1.84% |
$101K - $117K
|
15.4K
$9.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
275+ 4.44% |
$100K - $116K
|
6.47K
$3.98M
|
|
|
Aug 10, 2021
Q2 2021
|
South State Corp
|
BUY
|
- |
268+ 4.94% |
$97.7K - $113K
|
5.69K
$3.51M
|
|
|
Jul 26, 2021
Q2 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
267+ 3.86% |
$97.3K - $112K
|
7.19K
$4.43M
|
|
|
Aug 02, 2021
Q2 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
266+ 14.47% |
$96.9K - $112K
|
2.1K
$1.3M
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
264+ 16.79% |
$96.2K - $111K
|
1.84K
$1.13M
|
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
261+ 17.22% |
$95.1K - $110K
|
1.78K
$1.09M
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
261+ 5.05% |
$95.1K - $110K
|
5.43K
$3.34M
|
|
|
Aug 04, 2021
Q2 2021
|
Graypoint LLC
|
BUY
|
- |
260+ 18.14% |
$94.7K - $109K
|
1.69K
$1.04M
|
|
|
Jul 15, 2021
Q2 2021
|
Assenagon Asset Management S.A.
|
BUY
|
- |
259+ 21.33% |
$94.4K - $109K
|
1.47K
$907K
|
|
|
Aug 05, 2021
Q2 2021
|
Todd Asset Management LLC
|
BUY
|
- |
253+ 0.27% |
$92.2K - $106K
|
95.1K
$58.6M
|
|
|
Aug 12, 2021
Q2 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
253+ 1.89% |
$92.2K - $106K
|
13.6K
$8.39M
|
|
|
Jul 27, 2021
Q2 2021
|
Steph & CO
|
BUY
|
- |
251+ 28.04% |
$91.5K - $106K
|
1.15K
$706K
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
251+ 4.68% |
$91.5K - $106K
|
5.61K
$3.46M
|
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
251+ 6.42% |
$91.5K - $106K
|
4.16K
$2.56M
|
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
BUY
|
- |
250+ 39.12% |
$91.1K - $105K
|
889
$547K
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
249+ 0.74% |
$90.7K - $105K
|
33.8K
$20.8M
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
248New |
$90.4K - $104K
|
248
$153K
|
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
248New |
$90.4K - $104K
|
248
$153K
|
|
|
Jul 15, 2021
Q2 2021
|
Trust CO Of Vermont
|
BUY
|
- |
245+ 1.9% |
$89.3K - $103K
|
13.1K
$8.08M
|
|
|
Aug 02, 2021
Q2 2021
|
Peoples Bank
|
BUY
|
- |
244+ 25.0% |
$88.9K - $103K
|
1.22K
$751K
|
|
|
Aug 02, 2021
Q2 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
243+ 1.35% |
$88.5K - $102K
|
18.3K
$11.3M
|
|
|
Jul 12, 2021
Q2 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
239New |
$87.1K - $101K
|
239
$147K
|
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
239+ 5.98% |
$87.1K - $101K
|
4.24K
$2.61M
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
239+ 17.47% |
$87.1K - $101K
|
1.61K
$990K
|
|
|
Aug 13, 2021
Q2 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
239+ 6.72% |
$87.1K - $101K
|
3.8K
$2.34M
|
|
|
Aug 09, 2021
Q2 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
236+ 1.17% |
$86K - $99.3K
|
20.5K
$12.6M
|
|
|
Aug 17, 2021
Q2 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
233+ 4.37% |
$84.9K - $98.1K
|
5.56K
$3.42M
|
|
|
Jul 22, 2021
Q2 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
231+ 1.46% |
$84.2K - $97.2K
|
16.1K
$9.89M
|
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
BUY
|
- |
231+ 36.09% |
$84.2K - $97.2K
|
871
$536K
|
|
|
Jul 22, 2021
Q2 2021
|
Rede Wealth, LLC
|
BUY
|
- |
231+ 7.16% |
$84.2K - $97.2K
|
3.46K
$2.13M
|
|
|
Aug 06, 2021
Q2 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
231+ 3.8% |
$84.2K - $97.2K
|
6.32K
$3.89M
|
|
|
Aug 03, 2021
Q2 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
230+ 1.2% |
$83.8K - $96.8K
|
19.4K
$11.9M
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
228+ 6.74% |
$83.1K - $96K
|
3.61K
$2.22M
|
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
227New |
$82.7K - $95.5K
|
227
$140K
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Wealth Management Group
|
BUY
|
- |
226+ 5.85% |
$82.3K - $95.1K
|
4.09K
$2.52M
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
220+ 4.32% |
$80.2K - $92.6K
|
5.32K
$3.27M
|
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
BUY
|
- |
219+ 7.94% |
$79.8K - $92.2K
|
2.98K
$1.83M
|
|
|
Jul 26, 2021
Q2 2021
|
Stack Financial Management, Inc
|
BUY
|
- |
219+ 0.43% |
$79.8K - $92.2K
|
50.6K
$31.2M
|
|
|
Jul 09, 2021
Q2 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
218+ 39.28% |
$79.4K - $91.8K
|
773
$476K
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
218+ 1.06% |
$79.4K - $91.8K
|
20.8K
$12.8M
|
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
- |
217+ 1.47% |
$79.1K - $91.3K
|
15K
$9.25M
|
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
216+ 4.35% |
$78.7K - $90.9K
|
5.19K
$3.19M
|
|
|
Jul 21, 2021
Q2 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
215+ 16.28% |
$78.3K - $90.5K
|
1.54K
$946K
|
|
|
Aug 16, 2021
Q2 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
215+ 13.99% |
$78.3K - $90.5K
|
1.75K
$1.08M
|