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 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
214+ 3.95% |
$78K - $90.1K
|
5.63K
$3.47M
|
|
|
Jul 26, 2021
Q2 2021
|
Pds Planning, Inc
|
BUY
|
- |
213+ 7.78% |
$77.6K - $89.6K
|
2.95K
$1.82M
|
|
|
Aug 09, 2021
Q2 2021
|
Souders Financial Advisors
|
BUY
|
- |
213+ 2.14% |
$77.6K - $89.6K
|
10.1K
$6.25M
|
|
|
Jul 20, 2021
Q2 2021
|
Univest Financial Corp
|
BUY
|
- |
213+ 20.32% |
$77.6K - $89.6K
|
1.26K
$777K
|
|
|
Aug 17, 2021
Q2 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
212New |
$77.2K - $89.2K
|
212
$131K
|
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
211+ 5.11% |
$76.9K - $88.8K
|
4.34K
$2.67M
|
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
211+ 1.22% |
$76.9K - $88.8K
|
17.5K
$10.8M
|
|
|
Aug 19, 2021
Q2 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
210+ 7.16% |
$76.5K - $88.4K
|
3.14K
$1.93M
|
|
|
Jul 30, 2021
Q2 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
208+ 1.15% |
$75.8K - $87.5K
|
18.3K
$11.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Arjuna Capital
|
BUY
|
- |
207+ 1.33% |
$75.4K - $87.1K
|
15.8K
$9.73M
|
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
205+ 12.97% |
$74.7K - $86.3K
|
1.79K
$1.1M
|
|
|
Aug 09, 2021
Q2 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
204+ 3.72% |
$74.3K - $85.9K
|
5.69K
$3.5M
|
|
|
Jul 23, 2021
Q2 2021
|
First Pacific Financial
|
BUY
|
- |
204+ 12.96% |
$74.3K - $85.9K
|
1.78K
$1.09M
|
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
203+ 1.34% |
$74K - $85.4K
|
15.3K
$9.45M
|
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
203+ 27.28% |
$74K - $85.4K
|
947
$583K
|
|
|
Jul 23, 2021
Q2 2021
|
Capital City Trust CO
|
BUY
|
- |
201+ 4.12% |
$73.2K - $84.6K
|
5.08K
$3.13M
|
|
|
Jul 22, 2021
Q2 2021
|
Domani Wealth, LLC
|
BUY
|
- |
200+ 5.96% |
$72.9K - $84.2K
|
3.56K
$2.19M
|
|
|
Aug 06, 2021
Q2 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
200+ 6.41% |
$72.9K - $84.2K
|
3.32K
$2.04M
|
|
|
Aug 19, 2021
Q2 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
200+ 10.03% |
$72.9K - $84.2K
|
2.2K
$1.35M
|
|
|
Jul 16, 2021
Q2 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.34% |
$72.9K - $84.2K
|
58.8K
$36.2M
|
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
BUY
|
- |
200+ 307.69% |
$72.9K - $84.2K
|
265
$163K
|
|
|
Aug 16, 2021
Q2 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
200+ 8.11% |
$72.9K - $84.2K
|
2.67K
$1.64M
|
|
|
Aug 11, 2021
Q2 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
200+ 19.14% |
$72.9K - $84.2K
|
1.25K
$767K
|
|
|
Jul 28, 2021
Q2 2021
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
200+ 2.47% |
$72.9K - $84.2K
|
8.3K
$5.11M
|
|
|
Jul 22, 2021
Q2 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
197+ 1.38% |
$71.8K - $82.9K
|
14.5K
$8.91M
|
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
BUY
|
- |
197+ 18.29% |
$71.8K - $82.9K
|
1.27K
$785K
|
|
|
Jul 29, 2021
Q2 2021
|
Suncoast Equity Management
|
BUY
|
- |
196+ 4.62% |
$71.4K - $82.5K
|
4.44K
$2.73M
|
|
|
Jul 20, 2021
Q2 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
196+ 0.92% |
$71.4K - $82.5K
|
21.6K
$13.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
196+ 0.3% |
$71.4K - $82.5K
|
65.7K
$40.5M
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
195+ 3.7% |
$71.1K - $82.1K
|
5.47K
$3.37M
|
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
BUY
|
- |
195+ 1.19% |
$71.1K - $82.1K
|
16.6K
$10.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
194+ 5.0% |
$70.7K - $81.7K
|
4.07K
$2.51M
|
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
193+ 2.75% |
$70.3K - $81.2K
|
7.2K
$4.44M
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
192+ 2.56% |
$70K - $80.8K
|
7.7K
$4.74M
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
191+ 1.67% |
$69.6K - $80.4K
|
11.6K
$7.16M
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
BUY
|
- |
190+ 2.57% |
$69.2K - $80K
|
7.58K
$4.67M
|
|
|
Aug 13, 2021
Q2 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
189+ 8.43% |
$68.9K - $79.5K
|
2.43K
$1.5M
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
189+ 4.51% |
$68.9K - $79.5K
|
4.38K
$2.69M
|
|
|
Aug 11, 2021
Q2 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
188+ 10.07% |
$68.5K - $79.1K
|
2.06K
$1.27M
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
185+ 1.29% |
$67.4K - $77.9K
|
14.5K
$8.94M
|
|
|
Aug 12, 2021
Q2 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
185+ 0.53% |
$67.4K - $77.9K
|
34.8K
$21.4M
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
184+ 2.51% |
$67K - $77.4K
|
7.51K
$4.62M
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
182+ 14.25% |
$66.3K - $76.6K
|
1.46K
$898K
|
|
|
Jul 15, 2021
Q2 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
182+ 13.18% |
$66.3K - $76.6K
|
1.56K
$963K
|
|
|
Jul 28, 2021
Q2 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
182+ 0.86% |
$66.3K - $76.6K
|
21.3K
$13.1M
|
|
|
Jul 19, 2021
Q2 2021
|
Rothschild Investment Corp
|
BUY
|
- |
180+ 3.76% |
$65.6K - $75.8K
|
4.96K
$3.06M
|
|
|
Jul 23, 2021
Q2 2021
|
Harvey Investment CO LLC
|
BUY
|
- |
180+ 4.5% |
$65.6K - $75.8K
|
4.18K
$2.57M
|
|
|
Aug 09, 2021
Q2 2021
|
Page Arthur B
|
BUY
|
- |
180+ 2.09% |
$65.6K - $75.8K
|
8.8K
$5.42M
|
|
|
Jul 13, 2021
Q2 2021
|
Cypress Capital Group
|
BUY
|
- |
180+ 1.97% |
$65.6K - $75.8K
|
9.3K
$5.72M
|
|
|
Aug 11, 2021
Q2 2021
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
178+ 1.09% |
$64.9K - $74.9K
|
16.5K
$10.2M
|