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 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
68+ 136.0% |
$24.8K - $28.6K
|
118
$68.1K
|
|
Jul 13, 2021
Q2 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
67+ 2.07% |
$24.4K - $28.2K
|
3.31K
$1.91M
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
66+ 2.4% |
$24K - $27.8K
|
2.82K
$1.63M
|
|
Aug 13, 2021
Q2 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
66+ 2.07% |
$24K - $27.8K
|
3.25K
$1.87M
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
65+ 4.05% |
$23.7K - $27.4K
|
1.67K
$963K
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
65+ 1.75% |
$23.7K - $27.4K
|
3.77K
$2.18M
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
64New |
$23.3K - $26.9K
|
64
$36.9K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
62+ 1.02% |
$22.6K - $26.1K
|
6.13K
$3.54M
|
|
Jul 20, 2021
Q2 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
62+ 1.35% |
$22.6K - $26.1K
|
4.65K
$2.68M
|
|
Aug 04, 2021
Q2 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
61+ 1.96% |
$22.2K - $25.7K
|
3.18K
$1.84M
|
|
Jul 16, 2021
Q2 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
61+ 1.87% |
$22.2K - $25.7K
|
3.32K
$1.92M
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
61+ 1.67% |
$22.2K - $25.7K
|
3.71K
$2.14M
|
|
Aug 11, 2021
Q2 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
60+ 0.57% |
$21.9K - $25.3K
|
10.5K
$6.06M
|
|
Jul 28, 2021
Q2 2021
|
Forte Capital LLC
|
BUY
|
- |
59+ 9.56% |
$21.5K - $24.8K
|
676
$390K
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
59+ 0.33% |
$21.5K - $24.8K
|
18.2K
$10.5M
|
|
Aug 13, 2021
Q2 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
58+ 0.19% |
$21.1K - $24.4K
|
30.4K
$17.6M
|
|
Aug 13, 2021
Q2 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
57+ 7.11% |
$20.8K - $24K
|
859
$496K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57+ 1.92% |
$20.8K - $24K
|
3.03K
$1.75M
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
55+ 3.45% |
$20K - $23.1K
|
1.65K
$952K
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
55+ 0.69% |
$20K - $23.1K
|
8.02K
$4.63M
|
|
Jul 12, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
54+ 0.29% |
$19.7K - $22.7K
|
18.5K
$10.7M
|
|
Jul 06, 2021
Q2 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
53+ 0.64% |
$19.3K - $22.3K
|
8.38K
$4.84M
|
|
Aug 09, 2021
Q2 2021
|
Kidder Stephen W
|
BUY
|
- |
53+ 0.47% |
$19.3K - $22.3K
|
11.4K
$6.6M
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
53+ 0.21% |
$19.3K - $22.3K
|
24.9K
$14.4M
|
|
Jul 29, 2021
Q2 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
53+ 3.91% |
$19.3K - $22.3K
|
1.41K
$814K
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
52+ 108.33% |
$18.9K - $21.9K
|
100
$57.7K
|
|
Aug 02, 2021
Q2 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
52+ 1.92% |
$18.9K - $21.9K
|
2.76K
$1.59M
|
|
Aug 06, 2021
Q2 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
52+ 1.58% |
$18.9K - $21.9K
|
3.34K
$1.93M
|
|
Jul 28, 2021
Q2 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
51+ 0.42% |
$18.6K - $21.5K
|
12.2K
$7.02M
|
|
Mar 09, 2022
Q2 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
51+ 14.57% |
$18.6K - $21.5K
|
401
$231K
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management, LLC
|
BUY
|
- |
50+ 3.08% |
$18.2K - $21K
|
1.67K
$965K
|
|
Jul 23, 2021
Q2 2021
|
Foundry Partners, LLC
|
BUY
|
- |
50+ 2.59% |
$18.2K - $21K
|
1.98K
$1.14M
|
|
Aug 12, 2021
Q2 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
50+ 1.64% |
$18.2K - $21K
|
3.1K
$1.79M
|
|
Aug 16, 2021
Q2 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50+ 0.33% |
$18.2K - $21K
|
15.4K
$8.88M
|
|
Aug 12, 2021
Q2 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
49+ 4.26% |
$17.9K - $20.6K
|
1.2K
$691K
|
|
Jul 21, 2021
Q2 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
49+ 2.35% |
$17.9K - $20.6K
|
2.13K
$1.23M
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
48+ 3.91% |
$17.5K - $20.2K
|
1.28K
$736K
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
48+ 4.19% |
$17.5K - $20.2K
|
1.19K
$689K
|
|
Jul 20, 2021
Q2 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
48+ 1.41% |
$17.5K - $20.2K
|
3.44K
$1.99M
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
48+ 111.63% |
$17.5K - $20.2K
|
91
$52.5K
|
|
Aug 09, 2021
Q2 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
47+ 0.3% |
$17.1K - $19.8K
|
15.7K
$9.06M
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
47+ 9.02% |
$17.1K - $19.8K
|
568
$328K
|
|
Aug 13, 2021
Q2 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
47+ 1.13% |
$17.1K - $19.8K
|
4.22K
$2.43M
|
|
Jul 16, 2021
Q2 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
47+ 23.5% |
$17.1K - $19.8K
|
247
$143K
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
BUY
|
- |
47+ 3.51% |
$17.1K - $19.8K
|
1.39K
$799K
|
|
Aug 10, 2021
Q2 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
47+ 2.17% |
$17.1K - $19.8K
|
2.21K
$1.28M
|
|
Jul 27, 2021
Q2 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
47+ 4.12% |
$17.1K - $19.8K
|
1.19K
$686K
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
46+ 0.68% |
$16.8K - $19.4K
|
6.79K
$3.92M
|
|
Oct 21, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
45+ 0.29% |
$16.4K - $18.9K
|
15.4K
$8.88M
|
|
Aug 17, 2021
Q2 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
44+ 0.67% |
$16K - $18.5K
|
6.64K
$3.83M
|