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 22, 2021
Q2 2021
|
Financial Consulate, Inc
|
BUY
|
- |
31+ 3.07% |
$11.3K - $13K
|
1.04K
$601K
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
31+ 2.17% |
$11.3K - $13K
|
1.46K
$841K
|
|
Aug 16, 2021
Q2 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
31+ 0.71% |
$11.3K - $13K
|
4.37K
$2.52M
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
30+ 1.45% |
$10.9K - $12.6K
|
2.1K
$1.21M
|
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
30+ 2.53% |
$10.9K - $12.6K
|
1.22K
$702K
|
|
Aug 12, 2021
Q2 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
30+ 0.24% |
$10.9K - $12.6K
|
12.4K
$7.16M
|
|
Jul 29, 2021
Q2 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
30+ 1.65% |
$10.9K - $12.6K
|
1.85K
$1.07M
|
|
Aug 11, 2021
Q2 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
30+ 0.95% |
$10.9K - $12.6K
|
3.18K
$1.83M
|
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
30+ 1.23% |
$10.9K - $12.6K
|
2.48K
$1.43M
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29+ 2.48% |
$10.6K - $12.2K
|
1.2K
$691K
|
|
Jul 28, 2021
Q2 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
29+ 0.22% |
$10.6K - $12.2K
|
13.3K
$7.65M
|
|
Aug 17, 2021
Q2 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
28+ 0.61% |
$10.2K - $11.8K
|
4.6K
$2.66M
|
|
Jul 27, 2021
Q2 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
27+ 2.36% |
$9.84K - $11.4K
|
1.17K
$676K
|
|
Jul 30, 2021
Q2 2021
|
Bell Bank
|
BUY
|
- |
26+ 0.65% |
$9.47K - $10.9K
|
4.03K
$2.33M
|
|
Jul 14, 2021
Q2 2021
|
Mjp Associates Inc
|
BUY
|
- |
25+ 0.82% |
$9.11K - $10.5K
|
3.08K
$1.78M
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25+ 0.5% |
$9.11K - $10.5K
|
5.02K
$2.9M
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
25+ 4.26% |
$9.11K - $10.5K
|
612
$353K
|
|
Aug 06, 2021
Q2 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
25+ 0.94% |
$9.11K - $10.5K
|
2.69K
$1.55M
|
|
Jul 14, 2021
Q2 2021
|
Davis Rea Ltd.
|
BUY
|
- |
25+ 0.37% |
$9.11K - $10.5K
|
6.78K
$3.91M
|
|
Aug 09, 2021
Q2 2021
|
Foster Group, Inc.
|
BUY
|
- |
25+ 1.02% |
$9.11K - $10.5K
|
2.47K
$1.42M
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
25New |
$9.11K - $10.5K
|
25
$14.4K
|
|
Aug 10, 2021
Q2 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
25+ 3.2% |
$9.11K - $10.5K
|
807
$466K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
25New |
$9.11K - $10.5K
|
25
$14.4K
|
|
Aug 06, 2021
Q2 2021
|
University Of Texas
|
BUY
|
- |
25New |
$9.11K - $10.5K
|
25
$14.4K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
25+ 4.47% |
$9.11K - $10.5K
|
584
$337K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25+ 5.34% |
$9.11K - $10.5K
|
493
$284K
|
|
Jul 12, 2021
Q2 2021
|
Carlson Capital Management
|
BUY
|
- |
24+ 0.08% |
$8.74K - $10.1K
|
29.8K
$17.2M
|
|
Jul 30, 2021
Q2 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
24+ 8.05% |
$8.74K - $10.1K
|
322
$186K
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
24+ 3.15% |
$8.74K - $10.1K
|
786
$454K
|
|
Jul 21, 2021
Q2 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
24+ 2.98% |
$8.74K - $10.1K
|
830
$479K
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24+ 0.0% |
$8.74K - $10.1K
|
1.52M
$879M
|
|
Aug 05, 2021
Q2 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
24+ 2.06% |
$8.74K - $10.1K
|
1.19K
$686K
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
24+ 0.27% |
$8.74K - $10.1K
|
8.98K
$5.18M
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
23+ 0.29% |
$8.38K - $9.68K
|
7.97K
$4.6M
|
|
Jul 15, 2021
Q2 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
23+ 3.07% |
$8.38K - $9.68K
|
773
$446K
|
|
Jul 21, 2021
Q2 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
23+ 4.33% |
$8.38K - $9.68K
|
554
$320K
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23+ 1.49% |
$8.38K - $9.68K
|
1.57K
$904K
|
|
Aug 11, 2021
Q2 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
23+ 4.11% |
$8.38K - $9.68K
|
582
$336K
|
|
Aug 02, 2021
Q2 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
22+ 0.07% |
$8.02K - $9.26K
|
33.4K
$19.3M
|
|
Aug 13, 2021
Q2 2021
|
Holistic Financial Partners
|
BUY
|
- |
22+ 2.22% |
$8.02K - $9.26K
|
1.01K
$583K
|
|
Jul 15, 2021
Q2 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
22+ 1.06% |
$8.02K - $9.26K
|
2.09K
$1.21M
|
|
Aug 16, 2021
Q2 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
22+ 2.58% |
$8.02K - $9.26K
|
874
$504K
|
|
Aug 16, 2021
Q2 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
22+ 3.11% |
$8.02K - $9.26K
|
730
$421K
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
21+ 0.27% |
$7.65K - $8.84K
|
7.9K
$4.56M
|
|
Aug 03, 2021
Q2 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
21+ 0.79% |
$7.65K - $8.84K
|
2.67K
$1.54M
|
|
Jul 30, 2021
Q2 2021
|
Investment Management Associates Inc
|
BUY
|
- |
21+ 3.45% |
$7.65K - $8.84K
|
629
$363K
|
|
Jul 09, 2021
Q2 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
21+ 1.54% |
$7.65K - $8.84K
|
1.39K
$800K
|
|
Aug 13, 2021
Q2 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
21+ 0.32% |
$7.65K - $8.84K
|
6.65K
$3.84M
|
|
Mar 02, 2022
Q2 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
20+ 0.92% |
$7.29K - $8.42K
|
2.21K
$1.27M
|
|
Jan 18, 2022
Q2 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
20+ 0.1% |
$7.29K - $8.42K
|
20.9K
$12M
|