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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
45+ 0.29% |
$16.4K - $18.9K
|
15.4K
$9.48M
|
|
|
Aug 17, 2021
Q2 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
44+ 0.67% |
$16K - $18.5K
|
6.64K
$4.09M
|
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
43+ 5.77% |
$15.7K - $18.1K
|
788
$485K
|
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
43+ 1.05% |
$15.7K - $18.1K
|
4.13K
$2.55M
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
43+ 0.62% |
$15.7K - $18.1K
|
7K
$4.31M
|
|
|
Jul 06, 2021
Q2 2021
|
Canandaigua National Corp
|
BUY
|
- |
42+ 0.61% |
$15.3K - $17.7K
|
6.91K
$4.26M
|
|
|
Jul 09, 2021
Q2 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
42+ 0.27% |
$15.3K - $17.7K
|
15.3K
$9.45M
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
42+ 1.77% |
$15.3K - $17.7K
|
2.41K
$1.48M
|
|
|
Aug 18, 2021
Q2 2021
|
Muhlenkamp & CO Inc
|
BUY
|
- |
41+ 0.17% |
$14.9K - $17.3K
|
24.5K
$15.1M
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
41New |
$14.9K - $17.3K
|
41
$25.2K
|
|
|
Aug 10, 2021
Q2 2021
|
First Bank & Trust
|
BUY
|
- |
41+ 5.56% |
$14.9K - $17.3K
|
778
$479K
|
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
41+ 0.48% |
$14.9K - $17.3K
|
8.66K
$5.33M
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
41+ 2.23% |
$14.9K - $17.3K
|
1.88K
$1.16M
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
41+ 12.73% |
$14.9K - $17.3K
|
363
$224K
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
40+ 1.76% |
$14.6K - $16.8K
|
2.32K
$1.43M
|
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
40+ 16.95% |
$14.6K - $16.8K
|
276
$170K
|
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
39+ 0.3% |
$14.2K - $16.4K
|
12.9K
$7.92M
|
|
|
Aug 09, 2021
Q2 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
39+ 0.37% |
$14.2K - $16.4K
|
10.5K
$6.47M
|
|
|
Aug 10, 2021
Q2 2021
|
Rock Creek Group, LP
|
BUY
|
- |
39+ 2.01% |
$14.2K - $16.4K
|
1.98K
$1.22M
|
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
38+ 2.52% |
$13.8K - $16K
|
1.55K
$953K
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
38+ 2.68% |
$13.8K - $16K
|
1.46K
$898K
|
|
|
Jul 13, 2021
Q2 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
37+ 2.64% |
$13.5K - $15.6K
|
1.44K
$886K
|
|
|
Aug 12, 2021
Q2 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
37+ 3.03% |
$13.5K - $15.6K
|
1.26K
$774K
|
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36New |
$13.1K - $15.2K
|
36
$22.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Wms Partners, LLC
|
BUY
|
- |
36+ 3.16% |
$13.1K - $15.2K
|
1.18K
$724K
|
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
36+ 1.47% |
$13.1K - $15.2K
|
2.48K
$1.53M
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 0.25% |
$13.1K - $15.2K
|
14.2K
$8.77M
|
|
|
Jul 23, 2021
Q2 2021
|
Delta Capital Management LLC
|
BUY
|
- |
35+ 0.4% |
$12.8K - $14.7K
|
8.82K
$5.43M
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
35+ 2.78% |
$12.8K - $14.7K
|
1.29K
$796K
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
35+ 4.62% |
$12.8K - $14.7K
|
792
$488K
|
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
35+ 0.54% |
$12.8K - $14.7K
|
6.51K
$4.01M
|
|
|
Jul 27, 2021
Q2 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
34+ 0.75% |
$12.4K - $14.3K
|
4.59K
$2.83M
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
34+ 0.26% |
$12.4K - $14.3K
|
13.3K
$8.19M
|
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33+ 17.65% |
$12K - $13.9K
|
220
$135K
|
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
33+ 2.19% |
$12K - $13.9K
|
1.54K
$948K
|
|
|
Aug 09, 2021
Q2 2021
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
33+ 1.15% |
$12K - $13.9K
|
2.9K
$1.79M
|
|
|
Aug 10, 2021
Q2 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
33+ 3.43% |
$12K - $13.9K
|
996
$613K
|
|
|
Aug 12, 2021
Q2 2021
|
Becker Capital Management Inc
|
BUY
|
- |
33+ 0.4% |
$12K - $13.9K
|
8.2K
$5.05M
|
|
|
Aug 13, 2021
Q2 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
33+ 1.83% |
$12K - $13.9K
|
1.84K
$1.13M
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33+ 0.11% |
$12K - $13.9K
|
31.3K
$19.3M
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33+ 3.16% |
$12K - $13.9K
|
1.08K
$664K
|
|
|
Aug 05, 2021
Q2 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
33+ 2.79% |
$12K - $13.9K
|
1.22K
$749K
|
|
|
Aug 16, 2021
Q2 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
33+ 1.37% |
$12K - $13.9K
|
2.44K
$1.5M
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
32+ 5.06% |
$11.7K - $13.5K
|
665
$410K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
32+ 0.34% |
$11.7K - $13.5K
|
9.44K
$5.81M
|
|
|
Jul 29, 2021
Q2 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
32+ 0.52% |
$11.7K - $13.5K
|
6.24K
$3.84M
|
|
|
Jul 14, 2021
Q2 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
32+ 1.16% |
$11.7K - $13.5K
|
2.78K
$1.71M
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
32+ 1.73% |
$11.7K - $13.5K
|
1.88K
$1.16M
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
32+ 2.12% |
$11.7K - $13.5K
|
1.54K
$950K
|
|
|
Aug 16, 2021
Q2 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
32+ 1.35% |
$11.7K - $13.5K
|
2.4K
$1.48M
|