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 12, 2021
Q2 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
124+ 3.53% |
$45.2K - $52.2K
|
3.63K
$2.1M
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
123+ 8.28% |
$44.8K - $51.8K
|
1.61K
$929K
|
|
Jul 27, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
122+ 25.68% |
$44.5K - $51.3K
|
597
$345K
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
122+ 7.29% |
$44.5K - $51.3K
|
1.8K
$1.04M
|
|
Jul 13, 2021
Q2 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
121+ 8.85% |
$44.1K - $50.9K
|
1.49K
$859K
|
|
Aug 04, 2021
Q2 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
121+ 0.69% |
$44.1K - $50.9K
|
17.6K
$10.2M
|
|
Aug 05, 2021
Q2 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
120+ 13.99% |
$43.7K - $50.5K
|
978
$564K
|
|
Aug 10, 2021
Q2 2021
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
120New |
$43.7K - $50.5K
|
120
$69.2K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
119+ 4.92% |
$43.4K - $50.1K
|
2.54K
$1.47M
|
|
Aug 11, 2021
Q2 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
118+ 7.03% |
$43K - $49.7K
|
1.8K
$1.04M
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
117+ 0.36% |
$42.6K - $49.2K
|
32.6K
$18.8M
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
117+ 10.55% |
$42.6K - $49.2K
|
1.23K
$707K
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
116+ 11.66% |
$42.3K - $48.8K
|
1.11K
$641K
|
|
Jul 14, 2021
Q2 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
115+ 0.75% |
$41.9K - $48.4K
|
15.4K
$8.91M
|
|
Jul 07, 2021
Q2 2021
|
Private Trust CO Na
|
BUY
|
- |
114+ 1.04% |
$41.5K - $48K
|
11.1K
$6.4M
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
114+ 2.29% |
$41.5K - $48K
|
5.09K
$2.94M
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
114+ 3.81% |
$41.5K - $48K
|
3.11K
$1.79M
|
|
Aug 09, 2021
Q2 2021
|
Sws Partners
|
BUY
|
- |
114+ 2.34% |
$41.5K - $48K
|
4.99K
$2.88M
|
|
Aug 05, 2021
Q2 2021
|
Simmons Bank
|
BUY
|
- |
114+ 2.97% |
$41.5K - $48K
|
3.96K
$2.28M
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
113+ 18.59% |
$41.2K - $47.6K
|
721
$416K
|
|
Aug 02, 2021
Q2 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
111+ 6.7% |
$40.4K - $46.7K
|
1.77K
$1.02M
|
|
Aug 06, 2021
Q2 2021
|
Members Trust CO
|
BUY
|
- |
110+ 10.79% |
$40.1K - $46.3K
|
1.13K
$652K
|
|
Jul 22, 2021
Q2 2021
|
Wp Advisors, LLC
|
BUY
|
- |
109+ 2.59% |
$39.7K - $45.9K
|
4.32K
$2.5M
|
|
Aug 06, 2021
Q2 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
109+ 1.11% |
$39.7K - $45.9K
|
9.94K
$5.74M
|
|
Jul 19, 2021
Q2 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
107+ 6.33% |
$39K - $45K
|
1.8K
$1.04M
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
105+ 10.53% |
$38.3K - $44.2K
|
1.1K
$636K
|
|
Jul 28, 2021
Q2 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
105+ 2.34% |
$38.3K - $44.2K
|
4.59K
$2.65M
|
|
Jul 27, 2021
Q2 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
103+ 1.82% |
$37.5K - $43.4K
|
5.77K
$3.33M
|
|
Aug 02, 2021
Q2 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
103+ 0.95% |
$37.5K - $43.4K
|
10.9K
$6.31M
|
|
Jul 07, 2021
Q2 2021
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
102+ 16.75% |
$37.2K - $42.9K
|
711
$410K
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
101+ 160.32% |
$36.8K - $42.5K
|
164
$94.6K
|
|
Aug 13, 2021
Q2 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
101+ 0.77% |
$36.8K - $42.5K
|
13.1K
$7.58M
|
|
Aug 09, 2021
Q2 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
101+ 1.06% |
$36.8K - $42.5K
|
9.61K
$5.55M
|
|
Jul 06, 2021
Q2 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
100+ 16.23% |
$36.4K - $42.1K
|
716
$413K
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
100+ 175.44% |
$36.4K - $42.1K
|
157
$90.6K
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
99+ 4.79% |
$36.1K - $41.7K
|
2.17K
$1.25M
|
|
Aug 03, 2021
Q2 2021
|
1 St Source Bank
|
BUY
|
- |
97+ 7.06% |
$35.3K - $40.8K
|
1.47K
$848K
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
97+ 2.11% |
$35.3K - $40.8K
|
4.69K
$2.71M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
96+ 0.75% |
$35K - $40.4K
|
12.9K
$7.43M
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
96+ 1.12% |
$35K - $40.4K
|
8.7K
$5.02M
|
|
Jul 29, 2021
Q2 2021
|
Essex Savings Bank
|
BUY
|
- |
95+ 4.06% |
$34.6K - $40K
|
2.44K
$1.41M
|
|
Aug 13, 2021
Q2 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
95+ 0.55% |
$34.6K - $40K
|
17.3K
$9.98M
|
|
Aug 12, 2021
Q2 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
95+ 0.21% |
$34.6K - $40K
|
46K
$26.5M
|
|
Aug 16, 2021
Q2 2021
|
Qvr LLC
|
BUY
|
- |
93+ 489.47% |
$33.9K - $39.1K
|
112
$64.6K
|
|
Aug 06, 2021
Q2 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
93+ 4.34% |
$33.9K - $39.1K
|
2.24K
$1.29M
|
|
Aug 03, 2021
Q2 2021
|
Prudent Man Advisors, LLC
|
BUY
|
- |
93+ 4.55% |
$33.9K - $39.1K
|
2.14K
$1.23M
|
|
Aug 02, 2021
Q2 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
92+ 3.18% |
$33.5K - $38.7K
|
2.99K
$1.72M
|
|
Aug 16, 2021
Q2 2021
|
Nbw Capital LLC
|
BUY
|
- |
92+ 1.1% |
$33.5K - $38.7K
|
8.42K
$4.86M
|
|
Aug 16, 2021
Q2 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
92+ 5.31% |
$33.5K - $38.7K
|
1.82K
$1.05M
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
91+ 535.29% |
$33.2K - $38.3K
|
108
$62.3K
|