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
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
173+ 44.36% |
$63K - $72.8K
|
563
$325K
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
172+ 5.58% |
$62.7K - $72.4K
|
3.26K
$1.88M
|
|
Jul 20, 2021
Q2 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
172+ 3.93% |
$62.7K - $72.4K
|
4.55K
$2.62M
|
|
Jul 26, 2021
Q2 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
172+ 7.7% |
$62.7K - $72.4K
|
2.41K
$1.39M
|
|
Aug 02, 2021
Q2 2021
|
Btr Capital Management Inc
|
BUY
|
- |
170+ 0.4% |
$61.9K - $71.6K
|
43K
$24.8M
|
|
Jul 29, 2021
Q2 2021
|
Narwhal Capital Management
|
BUY
|
- |
170+ 0.35% |
$61.9K - $71.6K
|
49.2K
$28.4M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
169+ 8.13% |
$61.6K - $71.1K
|
2.25K
$1.3M
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
167New |
$60.8K - $70.3K
|
167
$96.4K
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
167+ 5.59% |
$60.8K - $70.3K
|
3.15K
$1.82M
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
163+ 3.06% |
$59.4K - $68.6K
|
5.49K
$3.17M
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
162+ 9.53% |
$59K - $68.2K
|
1.86K
$1.07M
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
162+ 2.54% |
$59K - $68.2K
|
6.53K
$3.77M
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
162+ 40.81% |
$59K - $68.2K
|
559
$323K
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
161+ 1.45% |
$58.7K - $67.8K
|
11.2K
$6.48M
|
|
Jul 21, 2021
Q2 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
156+ 2.76% |
$56.8K - $65.7K
|
5.81K
$3.35M
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
156+ 0.81% |
$56.8K - $65.7K
|
19.5K
$11.2M
|
|
Aug 03, 2021
Q2 2021
|
Equitable Trust CO
|
BUY
|
- |
154+ 0.97% |
$56.1K - $64.8K
|
16K
$9.23M
|
|
Aug 11, 2021
Q2 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
153+ 28.49% |
$55.7K - $64.4K
|
690
$398K
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
BUY
|
- |
151+ 117.97% |
$55K - $63.6K
|
279
$161K
|
|
Jul 19, 2021
Q2 2021
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
150+ 1.16% |
$54.7K - $63.1K
|
13.1K
$7.57M
|
|
Aug 17, 2021
Q2 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
150+ 3.59% |
$54.7K - $63.1K
|
4.33K
$2.5M
|
|
Jul 26, 2021
Q2 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
148+ 2.85% |
$53.9K - $62.3K
|
5.33K
$3.08M
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
147+ 4.94% |
$53.6K - $61.9K
|
3.12K
$1.8M
|
|
Aug 11, 2021
Q2 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
147+ 5.17% |
$53.6K - $61.9K
|
2.99K
$1.72M
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
145+ 1.74% |
$52.8K - $61K
|
8.5K
$4.9M
|
|
Aug 04, 2021
Q2 2021
|
Vera Bank, N.A.
|
BUY
|
- |
145+ 21.97% |
$52.8K - $61K
|
805
$465K
|
|
Aug 04, 2021
Q2 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
144+ 0.55% |
$52.5K - $60.6K
|
26.5K
$15.3M
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
143+ 7.59% |
$52.1K - $60.2K
|
2.03K
$1.17M
|
|
Jul 21, 2021
Q2 2021
|
Stewart & Patten CO LLC
|
BUY
|
- |
142+ 0.36% |
$51.7K - $59.8K
|
39.3K
$22.7M
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
BUY
|
- |
142+ 8.21% |
$51.7K - $59.8K
|
1.87K
$1.08M
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
142+ 13.65% |
$51.7K - $59.8K
|
1.18K
$682K
|
|
Aug 12, 2021
Q2 2021
|
Jsf Financial, LLC
|
BUY
|
- |
141+ 8.84% |
$51.4K - $59.3K
|
1.74K
$1M
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
139+ 5.28% |
$50.6K - $58.5K
|
2.77K
$1.6M
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
138+ 16.01% |
$50.3K - $58.1K
|
1K
$577K
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
137+ 1.34% |
$49.9K - $57.7K
|
10.4K
$5.99M
|
|
Jul 02, 2021
Q2 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
134+ 1.18% |
$48.8K - $56.4K
|
11.5K
$6.64M
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
134+ 3.74% |
$48.8K - $56.4K
|
3.72K
$2.14M
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
BUY
|
- |
134+ 1.2% |
$48.8K - $56.4K
|
11.3K
$6.5M
|
|
Aug 12, 2021
Q2 2021
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
134+ 10.89% |
$48.8K - $56.4K
|
1.36K
$787K
|
|
Jul 07, 2021
Q2 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
133+ 3.89% |
$48.5K - $56K
|
3.56K
$2.05M
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
132+ 3.36% |
$48.1K - $55.6K
|
4.06K
$2.34M
|
|
Aug 10, 2021
Q2 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
132+ 6.6% |
$48.1K - $55.6K
|
2.13K
$1.23M
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
132+ 1.01% |
$48.1K - $55.6K
|
13.2K
$7.6M
|
|
Aug 05, 2021
Q2 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
130+ 4.36% |
$47.4K - $54.7K
|
3.11K
$1.8M
|
|
Jul 14, 2021
Q2 2021
|
Bay Rivers Group
|
BUY
|
- |
126+ 2.66% |
$45.9K - $53K
|
4.87K
$2.81M
|
|
Jul 28, 2021
Q2 2021
|
Bray Capital Advisors
|
BUY
|
- |
126+ 1.12% |
$45.9K - $53K
|
11.4K
$6.57M
|
|
Jul 20, 2021
Q2 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
125+ 1.43% |
$45.5K - $52.6K
|
8.9K
$5.13M
|
|
Jul 23, 2021
Q2 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
125+ 0.87% |
$45.5K - $52.6K
|
14.4K
$8.32M
|
|
Jul 28, 2021
Q2 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
125+ 1.86% |
$45.5K - $52.6K
|
6.84K
$3.95M
|
|
Aug 02, 2021
Q2 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
124+ 16.36% |
$45.2K - $52.2K
|
882
$509K
|