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 30, 2021
Q2 2021
|
North Star Asset Management Inc
|
BUY
|
- |
20+ 0.98% |
$7.29K - $8.42K
|
2.06K
$1.19M
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20+ 400.0% |
$7.29K - $8.42K
|
25
$14.4K
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
BUY
|
- |
19+ 2.34% |
$6.92K - $8K
|
830
$479K
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
19+ 3.33% |
$6.92K - $8K
|
590
$340K
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
18+ 15.52% |
$6.56K - $7.58K
|
134
$77.3K
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
18+ 0.88% |
$6.56K - $7.58K
|
2.06K
$1.19M
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
17+ 0.56% |
$6.19K - $7.16K
|
3.06K
$1.77M
|
|
Jul 14, 2021
Q2 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
17+ 2.19% |
$6.19K - $7.16K
|
793
$458K
|
|
Jul 27, 2021
Q2 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 1.15% |
$6.19K - $7.16K
|
1.49K
$860K
|
|
Aug 16, 2021
Q2 2021
|
Cheviot Value Management, LLC
|
BUY
|
- |
17+ 2.63% |
$6.19K - $7.16K
|
663
$383K
|
|
Aug 10, 2021
Q2 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
17+ 2.81% |
$6.19K - $7.16K
|
622
$359K
|
|
Aug 23, 2021
Q2 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
16+ 1.15% |
$5.83K - $6.73K
|
1.41K
$811K
|
|
Aug 10, 2021
Q2 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
16+ 1.7% |
$5.83K - $6.73K
|
958
$553K
|
|
Aug 10, 2021
Q2 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
15+ 2.55% |
$5.47K - $6.31K
|
603
$348K
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 3.14% |
$5.47K - $6.31K
|
492
$284K
|
|
Aug 05, 2021
Q2 2021
|
Northeast Investment Management
|
BUY
|
- |
15+ 1.08% |
$5.47K - $6.31K
|
1.4K
$809K
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15New |
$5.47K - $6.31K
|
15
$8.66K
|
|
Aug 11, 2021
Q2 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
15+ 0.01% |
$5.47K - $6.31K
|
152K
$87.6M
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 0.37% |
$5.47K - $6.31K
|
4.09K
$2.36M
|
|
Jul 19, 2021
Q2 2021
|
Tfg Advisers LLC
|
BUY
|
- |
14+ 0.2% |
$5.1K - $5.89K
|
6.92K
$3.99M
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
BUY
|
- |
14+ 2.39% |
$5.1K - $5.89K
|
599
$346K
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
14+ 0.21% |
$5.1K - $5.89K
|
6.61K
$3.81M
|
|
Jul 29, 2021
Q2 2021
|
Brightworth
|
BUY
|
- |
13+ 0.91% |
$4.74K - $5.47K
|
1.45K
$836K
|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
13+ 1.47% |
$4.74K - $5.47K
|
899
$519K
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13+ 13.54% |
$4.74K - $5.47K
|
109
$62.9K
|
|
Aug 11, 2021
Q2 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
12+ 0.59% |
$4.37K - $5.05K
|
2.06K
$1.19M
|
|
Jul 28, 2021
Q2 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
12+ 2.18% |
$4.37K - $5.05K
|
562
$324K
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12+ 0.39% |
$4.37K - $5.05K
|
3.08K
$1.77M
|
|
Aug 05, 2021
Q2 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
12+ 0.35% |
$4.37K - $5.05K
|
3.4K
$1.96M
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12+ 0.88% |
$4.37K - $5.05K
|
1.37K
$790K
|
|
Jul 13, 2021
Q2 2021
|
Bremer Bank National Association
|
BUY
|
- |
11+ 0.27% |
$4.01K - $4.63K
|
4.06K
$2.34M
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11+ 40.74% |
$4.01K - $4.63K
|
38
$21.9K
|
|
Aug 03, 2021
Q2 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
11+ 0.22% |
$4.01K - $4.63K
|
5.1K
$2.94M
|
|
Jul 15, 2021
Q2 2021
|
Adirondack Trust CO
|
BUY
|
- |
10+ 0.4% |
$3.64K - $4.21K
|
2.5K
$1.44M
|
|
Jul 14, 2021
Q2 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
10+ 0.53% |
$3.64K - $4.21K
|
1.89K
$1.09M
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
BUY
|
- |
10+ 0.88% |
$3.64K - $4.21K
|
1.14K
$659K
|
|
Jul 21, 2021
Q2 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
10+ 0.13% |
$3.64K - $4.21K
|
7.97K
$4.6M
|
|
Aug 10, 2021
Q2 2021
|
American Money Management, LLC
|
BUY
|
- |
10+ 0.54% |
$3.64K - $4.21K
|
1.88K
$1.08M
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
10+ 6.21% |
$3.64K - $4.21K
|
171
$98.7K
|
|
Aug 03, 2021
Q2 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
10+ 0.52% |
$3.64K - $4.21K
|
1.92K
$1.11M
|
|
Aug 06, 2021
Q2 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
10+ 1.27% |
$3.64K - $4.21K
|
799
$461K
|
|
Aug 06, 2021
Q2 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.56% |
$3.64K - $4.21K
|
1.81K
$1.04M
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10+ 0.28% |
$3.64K - $4.21K
|
3.61K
$2.08M
|
|
Jul 19, 2021
Q2 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9+ 0.44% |
$3.28K - $3.79K
|
2.06K
$1.19M
|
|
Jul 12, 2021
Q2 2021
|
Gfg Capital, LLC
|
BUY
|
- |
9+ 0.4% |
$3.28K - $3.79K
|
2.23K
$1.29M
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
BUY
|
- |
9+ 0.48% |
$3.28K - $3.79K
|
1.87K
$1.08M
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 1.08% |
$2.91K - $3.37K
|
752
$434K
|
|
Jul 20, 2021
Q2 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8+ 0.48% |
$2.91K - $3.37K
|
1.67K
$964K
|
|
Jul 09, 2021
Q2 2021
|
Marotta Asset Management
|
BUY
|
- |
8+ 0.55% |
$2.91K - $3.37K
|
1.45K
$837K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
8+ 0.06% |
$2.91K - $3.37K
|
14K
$8.08M
|