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
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
90+ 14.49% |
$32.8K - $37.9K
|
711
$410K
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
89New |
$32.4K - $37.5K
|
89
$51.4K
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
89+ 1.64% |
$32.4K - $37.5K
|
5.5K
$3.18M
|
|
Aug 09, 2021
Q2 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
89+ 0.34% |
$32.4K - $37.5K
|
26.5K
$15.3M
|
|
Jul 16, 2021
Q2 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
88+ 0.27% |
$32.1K - $37K
|
32.9K
$19M
|
|
Jul 13, 2021
Q2 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
88+ 2.16% |
$32.1K - $37K
|
4.16K
$2.4M
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
88+ 9.82% |
$32.1K - $37K
|
984
$568K
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
BUY
|
- |
88+ 3.01% |
$32.1K - $37K
|
3.01K
$1.74M
|
|
Aug 06, 2021
Q2 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
88+ 9.98% |
$32.1K - $37K
|
970
$560K
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
87+ 1.91% |
$31.7K - $36.6K
|
4.64K
$2.68M
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
87+ 3.38% |
$31.7K - $36.6K
|
2.66K
$1.54M
|
|
Aug 13, 2021
Q2 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
86+ 1.36% |
$31.3K - $36.2K
|
6.39K
$3.69M
|
|
Jul 19, 2021
Q2 2021
|
44 Wealth Management LLC
|
BUY
|
- |
85+ 3.18% |
$31K - $35.8K
|
2.76K
$1.59M
|
|
Jul 19, 2021
Q2 2021
|
Asset Planning Services Inc
|
BUY
|
- |
85+ 0.52% |
$31K - $35.8K
|
16.5K
$9.53M
|
|
Jul 21, 2021
Q2 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
85+ 1.27% |
$31K - $35.8K
|
6.77K
$3.91M
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
85+ 1.79% |
$31K - $35.8K
|
4.83K
$2.79M
|
|
Aug 12, 2021
Q2 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
85+ 3.64% |
$31K - $35.8K
|
2.42K
$1.4M
|
|
Jul 14, 2021
Q2 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
84+ 4.35% |
$30.6K - $35.4K
|
2.02K
$1.16M
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
BUY
|
- |
84+ 2.78% |
$30.6K - $35.4K
|
3.11K
$1.79M
|
|
Jul 29, 2021
Q2 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
81+ 1.16% |
$29.5K - $34.1K
|
7.06K
$4.08M
|
|
Aug 09, 2021
Q2 2021
|
Wealth Architects, LLC
|
BUY
|
- |
81+ 1.42% |
$29.5K - $34.1K
|
5.78K
$3.34M
|
|
Aug 06, 2021
Q2 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
81+ 1.81% |
$29.5K - $34.1K
|
4.57K
$2.64M
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
80New |
$29.1K - $33.7K
|
80
$46.2K
|
|
Aug 02, 2021
Q2 2021
|
First Personal Financial Services
|
BUY
|
- |
80+ 12.8% |
$29.1K - $33.7K
|
705
$407K
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
80+ 3.72% |
$29.1K - $33.7K
|
2.23K
$1.29M
|
|
Aug 06, 2021
Q2 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
80+ 4.18% |
$29.1K - $33.7K
|
1.99K
$1.15M
|
|
Aug 09, 2021
Q2 2021
|
Somerville Kurt F
|
BUY
|
- |
79+ 0.35% |
$28.8K - $33.3K
|
23K
$13.3M
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
BUY
|
- |
79+ 3.17% |
$28.8K - $33.3K
|
2.57K
$1.48M
|
|
Jul 14, 2021
Q2 2021
|
Aries Wealth Management
|
BUY
|
- |
78+ 2.66% |
$28.4K - $32.8K
|
3.01K
$1.74M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
78+ 0.75% |
$28.4K - $32.8K
|
10.5K
$6.08M
|
|
Aug 12, 2021
Q2 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
78+ 13.22% |
$28.4K - $32.8K
|
668
$385K
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
78+ 1.01% |
$28.4K - $32.8K
|
7.8K
$4.5M
|
|
Feb 27, 2023
Q2 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
78+ 17.45% |
$28.4K - $32.8K
|
525
$303K
|
|
Jul 15, 2021
Q2 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
77+ 6.03% |
$28.1K - $32.4K
|
1.35K
$781K
|
|
Jul 23, 2021
Q2 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
77+ 12.44% |
$28.1K - $32.4K
|
696
$402K
|
|
Jul 30, 2021
Q2 2021
|
Accredited Investors Inc.
|
BUY
|
- |
77+ 0.6% |
$28.1K - $32.4K
|
13K
$7.51M
|
|
Jul 22, 2021
Q2 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
77+ 2.76% |
$28.1K - $32.4K
|
2.87K
$1.66M
|
|
Aug 02, 2021
Q2 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
76+ 3.04% |
$27.7K - $32K
|
2.57K
$1.49M
|
|
Aug 03, 2021
Q2 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
75+ 10.2% |
$27.3K - $31.6K
|
810
$467K
|
|
Jul 29, 2021
Q2 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
75+ 12.71% |
$27.3K - $31.6K
|
665
$384K
|
|
Jul 26, 2021
Q2 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
74+ 0.27% |
$27K - $31.1K
|
27.1K
$15.6M
|
|
Jul 14, 2021
Q2 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
73+ 0.91% |
$26.6K - $30.7K
|
8.08K
$4.66M
|
|
Aug 11, 2021
Q2 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
72+ 0.53% |
$26.2K - $30.3K
|
13.6K
$7.86M
|
|
Jul 29, 2021
Q2 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
71+ 4.82% |
$25.9K - $29.9K
|
1.55K
$892K
|
|
Jul 13, 2021
Q2 2021
|
First National Bank Of South Miami
|
BUY
|
- |
70+ 6.4% |
$25.5K - $29.5K
|
1.16K
$672K
|
|
Aug 11, 2021
Q2 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
70New |
$25.5K - $29.5K
|
70
$40.4K
|
|
Aug 12, 2021
Q2 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
70+ 1.31% |
$25.5K - $29.5K
|
5.41K
$3.12M
|
|
Jul 06, 2021
Q2 2021
|
Somerset Trust CO
|
BUY
|
- |
69+ 1.31% |
$25.1K - $29K
|
5.35K
$3.09M
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
69+ 2.25% |
$25.1K - $29K
|
3.13K
$1.81M
|
|
Aug 13, 2021
Q2 2021
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
68+ 2.36% |
$24.8K - $28.6K
|
2.95K
$1.7M
|