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 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
8New |
$2.91K - $3.37K
|
8
$4.62K
|
|
Jul 23, 2021
Q2 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
8+ 1.03% |
$2.91K - $3.37K
|
786
$454K
|
|
Aug 09, 2021
Q2 2021
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
8+ 0.24% |
$2.91K - $3.37K
|
3.33K
$1.92M
|
|
Aug 05, 2021
Q2 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8+ 0.21% |
$2.91K - $3.37K
|
3.77K
$2.18M
|
|
Nov 02, 2021
Q2 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
8+ 0.44% |
$2.91K - $3.37K
|
1.81K
$1.05M
|
|
Aug 12, 2021
Q2 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
8+ 0.38% |
$2.91K - $3.37K
|
2.09K
$1.21M
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7+ 0.42% |
$2.55K - $2.95K
|
1.66K
$959K
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
7+ 0.14% |
$2.55K - $2.95K
|
5.03K
$2.9M
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
7+ 2.24% |
$2.55K - $2.95K
|
320
$185K
|
|
Jul 12, 2021
Q2 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6+ 0.96% |
$2.19K - $2.53K
|
632
$365K
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
6+ 1.88% |
$2.19K - $2.53K
|
325
$188K
|
|
Aug 06, 2021
Q2 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6+ 0.07% |
$2.19K - $2.53K
|
8.03K
$4.64M
|
|
Jul 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.26% |
$2.19K - $2.53K
|
2.28K
$1.31M
|
|
Jul 28, 2021
Q2 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
5+ 0.01% |
$1.82K - $2.1K
|
48.1K
$27.7M
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
5+ 0.1% |
$1.82K - $2.1K
|
4.84K
$2.79M
|
|
Aug 05, 2021
Q2 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
5+ 0.36% |
$1.82K - $2.1K
|
1.41K
$813K
|
|
Jul 23, 2021
Q2 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
5+ 3.82% |
$1.82K - $2.1K
|
136
$78.5K
|
|
Aug 16, 2021
Q2 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
5+ 0.15% |
$1.82K - $2.1K
|
3.24K
$1.87M
|
|
Aug 06, 2021
Q2 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
5+ 0.27% |
$1.82K - $2.1K
|
1.87K
$1.08M
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$1.46K - $1.68K
|
2.02K
$1.17M
|
|
Aug 05, 2021
Q2 2021
|
Grant
|
BUY
|
- |
4+ 0.73% |
$1.46K - $1.68K
|
552
$319K
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4+ 0.42% |
$1.46K - $1.68K
|
956
$552K
|
|
Jul 29, 2021
Q2 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4+ 0.59% |
$1.46K - $1.68K
|
677
$391K
|
|
Aug 06, 2021
Q2 2021
|
Asset Management Corp
|
BUY
|
- |
4+ 0.26% |
$1.46K - $1.68K
|
1.56K
$897K
|
|
Aug 09, 2021
Q2 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4+ 0.29% |
$1.46K - $1.68K
|
1.36K
$786K
|
|
Aug 16, 2021
Q2 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.31% |
$1.46K - $1.68K
|
1.28K
$737K
|
|
Aug 16, 2021
Q2 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.34% |
$1.46K - $1.68K
|
1.18K
$683K
|
|
Aug 13, 2021
Q2 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.19% |
$1.46K - $1.68K
|
2.11K
$1.22M
|
|
Jul 01, 2021
Q2 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3+ 0.29% |
$1.09K - $1.26K
|
1.03K
$596K
|
|
Jul 14, 2021
Q2 2021
|
Affiance Financial, LLC
|
BUY
|
- |
3+ 0.06% |
$1.09K - $1.26K
|
4.69K
$2.71M
|
|
Aug 06, 2021
Q2 2021
|
Eulav Asset Management
|
BUY
|
- |
3+ 0.02% |
$1.09K - $1.26K
|
17.8K
$10.3M
|
|
Jul 29, 2021
Q2 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.34% |
$1.09K - $1.26K
|
896
$517K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.29% |
$1.09K - $1.26K
|
1.06K
$609K
|
|
Aug 05, 2021
Q2 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.35% |
$1.09K - $1.26K
|
849
$490K
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3+ 0.13% |
$1.09K - $1.26K
|
2.3K
$1.32M
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
2+ 0.11% |
$729 - $842
|
1.77K
$1.02M
|
|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.26% |
$729 - $842
|
776
$448K
|
|
Jul 15, 2021
Q2 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
2+ 0.1% |
$729 - $842
|
1.93K
$1.11M
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$729 - $842
|
829
$478K
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
BUY
|
- |
2+ 0.27% |
$729 - $842
|
737
$425K
|
|
Aug 06, 2021
Q2 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2+ 0.1% |
$729 - $842
|
1.98K
$1.14M
|
|
Aug 10, 2021
Q2 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.18% |
$729 - $842
|
1.09K
$628K
|
|
Jul 29, 2021
Q2 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.2% |
$729 - $842
|
1.01K
$583K
|
|
Jul 14, 2021
Q2 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$364 - $421
|
709
$409K
|
|
Jul 27, 2021
Q2 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.66% |
$364 - $421
|
152
$87.7K
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$364 - $421
|
782
$451K
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.12% |
$364 - $421
|
859
$496K
|
|
Aug 12, 2021
Q2 2021
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.1% |
$364 - $421
|
988
$570K
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.48% |
$364 - $421
|
210
$121K
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.3% |
$364 - $421
|
333
$192K
|